Tariffs, Tech, and Turbulence: Markets Wait For Nvidia Earnings

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 24 February 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan, Guy Adami, and Liz Thomas discuss the significant market sell-off last week, upcoming economic data such as the Fed's preferred inflation reading (PCE), and crucial earnings reports including NVIDIA. They touch on market dynamics influenced by geopolitical events, potential tariffs, and recent announcements from tech giants like Apple and Microsoft. The hosts analyze sector-specific trends, like the contrasting performances of consumer staples and pharma stocks, and debate overvalued sectors amidst persistent inflation concerns. Additionally, the podcast addresses movements in the bond market, implications of Nvidia's results on the tech sector, and the broader economic outlook under the current administration. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:56.6	Welcome to the Monday edition of the Risk Reversal podcast. I'm Dan Neathen, joined by Guy
1:02.3	Adami and Liz Thomas, people. How are you? Yo. Good morning. Big week. You know, we got to take
1:09.9	some stock of what happened on Friday,
1:12.0	not a great week in the markets. I think it was the first down week and maybe for the year.
1:16.8	We're going to look at some economic data guy. It is the Fed's most favored inflation reading.
1:23.0	That comes out Friday, a bunch of earnings, a bunch of macro stuff, a little housekeeping first.
1:29.2	Gene Munster of Deepwater Asset Management is going to be on with me tomorrow morning on the
1:33.5	Riscurial Pod. We're going to talk about this Apple News, how much they are going to spend on
1:37.8	their data center buildout here in the U.S. There's also some noise that Microsoft may be canceling
1:43.6	some data center leases. So
1:45.4	Gene and I are going to get all over that. And then on Friday, we have Tom Lee of Fundstrat.
1:49.9	Guy and I sit down with him on Thursday. And also, if you are not getting it, the Risk
1:55.7	Reversal Daily Newsletter, you can go get that at riskreversal.com. We got a lot of great commentary on
	...

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