Macro Matters: Trade Wars, Labor Markets, and Economic Signals

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 February 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the RiskReversal Pod, Guy and Dan announce our official podcast rebrand with a streamlined focus, emphasizing daily market insights and expert conversations. Liz Thomas of SoFi joins to discuss key market events, including upcoming corporate earnings, tariff impacts, and the much-anticipated jobs report. The episode delves into the market's reaction to recent trade announcements, fluctuations in treasury yields, gold's surprising performance, and the implications for major tech companies like Google, Amazon, and Tesla. The conversation also explores the potential consequences of a prolonged trade war on the U.S. consumer and jobs market, highlighting insights from various experts. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @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.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.0	IConnections is the world's largest capital introduction platform in the alternative investment industry.
0:36.1	They bring the asset management
0:37.5	community together through a membership platform that lets allocators and managers meet
0:42.0	and connect both physically and virtually. Over 3,000 allocators and 600 managers are part
0:47.5	of the I Connections community overseeing nearly 48 trillion and 16 trillion in assets respectively.
0:53.6	They are also the people behind the alternative investment industry's largest and most exciting
0:57.6	in-person events.
0:58.6	To find out more about IConnections events and members-only platform, visit iConnections.io.
1:04.8	SoFi.
1:05.3	The All-on-One Super app for banking, borrowing, and investing.
1:09.2	Earned industry-leading APY, get great loan rates and trade stocks.
1:13.7	So-Fi. Get your money right.
1:16.0	Banking products and loans offered by So-Fi Bank, N-M-L-S-9-1, Brokerage and Active
1:23.5	Investing Products offered through So-Fi Securities, LLC, member FINRA SIPC.
1:30.0	All right, welcome to the Risk Reversal Pod. It is Monday morning. Guy and I are going to have a
1:35.2	great conversation with Liz Young Thomas of SOFI. We're going to hit earnings this week. We're
1:40.6	going to hit tariff and trade reactions and, of course, the all-important jobs report on Friday. But, guy, I just said the risk reversal pod. Talk to the people
1:50.2	about what we're doing here as we rebrand the pod. Evolution is an important part of mankind.
	...

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