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On The Tape

Consumer Confidence Hits The Panic Button

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 26 March 2025

⏱️ 33 minutes

🧾️ Download transcript

Summary

Guy Adami and Dan Nathan dive into current market observations, covering topics such as consumer confidence, tariffs, and China's role in the global economy. They discuss the significance of copper prices, Nvidia's position amidst China's environmental regulations, and the evolving landscape of the electric vehicle market in China. The conversation also touches on the geopolitical tensions involving Russia and China, the impact of tariffs on global trade dynamics, and the implications of AI development for tech giants like Nvidia and Microsoft. The episode culminates with a critical discussion on Elon Musk's influence across various sectors and the broader implications of AI and cloud computing in the coming years. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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respectively. They are also the people behind the alternative investment industry's largest and

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events. To find out more about IConnections events and members-only platform, visit iConnections.io.

1:01.8

A warm welcome to the Wednesday Risk Reversal podcast, Guy Dami, Dan Nathan, about to break some things down that we've noticed over the last couple of days.

1:11.0

Dan, how are you?

1:11.8

I'm doing great guy, Dommy.

1:12.9

Yeah, you know, the tariff stuff, it doesn't stop.

1:15.1

We're going to hit that.

1:15.8

Your copper, I don't call it that thing that Tim Seymour calls it on the fast money there

...

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