From Super Bowl to Super Core: The Week Ahead In Markets

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 10 February 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy Adami, Dan Nathan and SoFi's Liz Thomas recap last week's market activity, discussing the unexpected market sell-off and the role of CapEx spending in influencing mega-cap tech stock performance. They analyze sector-specific movements, interest rates, and the anticipated effects of upcoming economic data such as the CPI and PPI. The discussion also covers the role of central banks' gold buying, the impact of tariffs on economic growth, and potential shifts in consumer sentiment. Key earnings reports from companies like AMAT, John Deere, and Palo Alto Networks are highlighted, along with the broader implications for financial markets and various sectors. The episode concludes with insights into strategic M&A activity, the geopolitical landscape, and potential market volatility related to upcoming economic data reports. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:31.3	SoFi, the all-on-one super app for banking, borrowing, and investing.
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0:42.5	Banking products and loans offered by So-Fi Bank, N-M-L-S-9-1, Brokerage and Active
0:50.0	Investing Products offered through So-Fi Securities, LLC, member FINRA, SIPC.
0:56.9	Warm welcome to the Monday Risk Reversal podcast, Guy, Tommy, always joined by Elizabeth Young
1:04.0	Thomas, she of SoFi and Dan Nathan, he of the Risk Reversal Media Group basking in the
1:10.5	afterglow of it was a interesting Super Bowl, Dan.
1:15.3	How are you?
1:16.2	I'm doing great.
1:17.0	Yeah, it was interesting from the standpoint of you could have turned it off at half time,
1:20.2	which is fantastic.
1:21.9	And Elizabeth, how are you?
1:24.4	I am well, and I basically did turn it off at a half time.
1:28.4	So I had a good night afterwards.
1:30.9	Apparently, the chiefs, you know, they decided to turn it off as halftime as well, which is
1:35.6	unfortunate, although I am not crying any tears, but we'll talk about that at another
1:39.8	time.
	...

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