Is This The "Trump Put" Markets Have Been Waiting For?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 24 March 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami discuss recent market trends, economic indicators and touch on the today’s positive market movements such as rising stocks, yields, and gold prices, alongside a decrease in the VIX. The discussion covers nuances around tariffs and their market impact, recent earnings reports, and analysts' upgrades and downgrades. Key highlights include insights from Morgan Stanley’s Mike Wilson on a potentially tradable rally and sector performance analysis, particularly in tech and financials. The conversation also explores the competitive landscape in retail with stocks like Nike, FedEx, Micron, and Boeing, and assesses the effects of recent updates in Chinese equities and other industry sectors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
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0:31.3	SoFi, the all-on-one super app for banking, borrowing, and investing.
0:35.8	Earned industry-leading APY, get great loan rates and trade stocks.
0:40.2	So-Fi. Get your money right.
0:42.5	Banking products and loans offered by So-Fi Bank, N-M-L-S-9-1, Brokerage and Active Investing products offered through So-Fi Sec LLC member FINRA SIPC.
0:56.6	Welcome to the Monday Risk Reversal podcast. I'm Dan Nathan, joined by Guy Adami Guy. Good morning.
1:02.8	Yo, what's up? We had great conversations last week that will carry over into this week, Dan, Nick.
1:09.2	Yeah, we had a lot of stuff. Rosie David Rosenberg of Rosenberg research
1:12.9	that dropped on Friday morning.
1:14.4	We had Jeff Richards on Thursday of notable capital.
1:17.2	And we had Marco Kolonovic, the former head strategist
1:20.1	at JP Morgan.
1:20.9	All of them, Guy, are in the risk reversal feed.
1:24.0	And there's probably a few of me and you,
1:26.2	just going back and forth a little bit.
1:27.7	But when you said what is up, the stock market is up today.
1:31.5	Yields are up a little bit today.
1:33.3	Your gold's up a little bit.
1:34.9	The VIX is down.
	...

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