Tech Patriotism & SPX Complacency: What It Means for Markets

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 February 2025

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and Guy delve into the valuation of AI startups and companies, featuring a comprehensive discussion on Alex Karp's new book and the current state of generative AI investments. The conversation then shifts to the public market, focusing on fluctuating valuations and the recent performance of major indices like the S&P 500. They also analyze the homebuilders and retail sectors, spotlighting companies like Toll Brothers and Walmart, and emphasizing the influence of rising interest rates and employment statistics. The episode wraps up with insights on significant upcoming earnings reports, particularly from Walmart, and their potential implications for the market. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
0:02.9	Whether it's saving for today or building wealth for tomorrow, they help people and small
0:07.3	businesses put their money to work.
0:09.1	They automate to make savings simpler.
0:11.2	They optimize to make investing smarter.
0:13.4	They build innovative technology backed by financial experts for anyone who's ever said,
0:18.2	I think I can do better.
0:19.8	So be invested in yourself. Be invested in your business, be invested in better with betterment.
0:24.7	Get started at betterment.com.
0:27.2	IConnections is the world's largest capital introduction platform in the alternative investment industry.
0:32.2	They bring the asset management community together through a membership platform that lets allocators and managers
0:37.7	meet and connect both physically and virtually. Over 3,000 allocators and 600 managers are
0:43.3	part of the IConnections community overseeing nearly 48 trillion and 16 trillion in assets
0:48.7	respectively. They are also the people behind the alternative investment industry's largest and
0:52.9	most exciting in-person
0:54.2	events. To find out more about IConnections events and members-only platform, visit iConnections.io.
1:02.1	Welcome to the Wednesday edition of the Risk Reversal podcast. I'm Dan Nathan, joined by Guy Adami, Guy.
1:08.3	How are you? I'm well. I'm very well, excited midweek. Lots going on.
1:13.1	Lots going on. You know, I needed a little bit of a reset. You and I did market call yesterday 1 p.m.
1:18.7	Eastern. Then we did fast money together. And then I find myself on the set of MSNBC last night.
1:23.4	And I felt like every time a mic and a camera was in front of me yesterday, I kind of sucked.
1:28.8	And I don't know.
	...

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