What Q1 Taught Us: Tariffs, Stagflation & The Market Reset

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 1 April 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and special guest Danny Moses discuss the significant market volatility of the first quarter of 2025 and its implications. They delve into topics such as deregulation, tariffs, and their impact on the U.S. and European stock markets. The conversation also covers the potential for stagflation, the importance of upcoming job reports, and the rising delinquency rates in various credit sectors. They touch upon the political dynamics between the private sector and government, including Mark Zuckerberg's attempts to influence U.S. policies. Additionally, they examine the semiconductor industry's performance and the strategic moves by companies like Nvidia and SoftBank. The episode wraps up with a look at Tesla's volatile stock performance and its polarizing influence on investors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
0:31.7	Their app makes managing your money saving even building credit super easy, Dan.
0:36.2	They have a new feature called paycheck advance you can get up
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0:45.0	when you sign up and you set up direct deposit you unlock so much more and it's super easy to get
0:50.8	started just go to current dot com slash okay that's okay a why go to current.com slash okay. That's okay-a-y. That's current.
0:55.9	com slash okay. Current is a financial technology company, not a bank. Banking services provided by
1:02.7	Choice Financial Group member FDIC and Cross River Bank member FDIC. Paycheck Advance is offered by
1:09.0	Finco Advance LLC, a financial technology company,
1:12.3	not a bank. Eligibility and available amounts may vary and are subject to change at any time.
1:17.4	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:26.7	Welcome to the Risk Reversal Podcast.
1:29.8	I'm Guy Adami, special guests joined by my dear friend Danny Moses on this April 1st,
1:35.5	the first day of the second quarter of 2025.
1:39.8	Danny, how are you?
1:40.7	That was some first quarter, huh, Guy?
	...

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