What Wall Street Missed in Friday’s CPI, Fed Moves & China Trade Talks
Guy Adami and SoFi's Liz Thomas break down the latest market headlines, tackling the fallout from Friday’s CPI report, the Federal Reserve’s upcoming policy moves, and a dramatic correction in gold prices. They discuss the potential end of quantitative tightening (QT) and what it could signal for market liquidity, as well as key earnings from major tech players and big names in energy and healthcare. With U.S.-China trade talks, volatility in focus, and the all-important seasonality window for stocks opening up, Guy and Liz unpack where investors see the biggest opportunities and risks heading into year-end.
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22:55
It's a Mad, Mad, Mad, Mad Market + AI Enters Its Creativity Era with Gregg Spiridellis
Dan Nathan and Guy Adami preview the week to come in markets. After the break, Dan sits down with Gregg Spiridellis, co-founder of
Spiridellis Bros. Studio and a pioneer in the AI-powered animation space. They dive into how artificial intelligence is transforming content creation, democratizing animation, and reshaping Hollywood’s business models. Gregg shares insights from his decades-long career building viral brands and successful franchises, discusses the opportunities and fears AI brings for artists, and explores why audience engagement now rivals traditional distribution. It’s an eye-opening conversation on creativity, technological change, and the future of digital media.
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55:37
Stuart Sopp: Is America’s Resilient Consumer Headed for Crisis?
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999
Views, opinions, products, services, and strategies discussed are not
endorsed or promoted by Fidelity Investments. Fidelity Brokerage
Services LLC, Member NYSE, SIPC
Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current, for a deep dive into the state of the American consumer, banking, and the broader financial markets. The conversation dives into macro topics including interest rates, the Fed, inflation trends, government policy, and labor market shifts. The hosts and guest also tackle pressing questions about the AI-driven market surge, the risks and realities of a modern tech bubble, the robustness of regional banks, and the evolving landscape of crypto and stablecoins. Throughout, Stuart offers unique industry insight backed by real-time data, making for an engaging and timely financial market conversation.
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Built for the AI Boom: Lemonade Is Racing Ahead of Old Insurance with CEO Daniel Schreiber
Dan Nathan hosts Daniel Schreiber, CEO and co-founder of Lemonade, on the Risk Reversal Podcast. Schreiber shares his journey from law to entrepreneurship, ultimately founding Lemonade alongside Shai Wininger. Schreiber elaborates on Lemonade's unique approach to the insurance industry, leveraging AI to streamline operations, improve underwriting, and reduce costs. Highlighting the company's growth and success, Schreiber emphasizes the strategic importance of acquiring young customers and the immense potential within the insurance market. He also touches on the significant role of AI in transforming the industry and discusses the broader implications of AI for the future.
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The Longest ‘Late Cycle’ in Market History with Liz Thomas
Guy Adami and Liz Thomas of SoFi discuss a range of topics including regional banks' performance, market volatility, private equity concerns, and gold's unprecedented rise. They delve into financial instability stemming from bankruptcies, fraud, and speculative leverage, stressing the systemic risks in non-bank financial institutions. The episode also highlights the divergence in regional versus large banks' performances, the implications on liquidity, and the broader economic outlook. Additionally, they explore the unexpected resilience and meteoric rise of gold, driven largely by central bank buying and investor sentiment, defying technical expectations. The podcast wraps up with a brief insight into CPI data and its anticipated market impact.
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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.
We break down the most important market moving headlines to help listeners make better informed investing decisions.
Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.
Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else.
For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform.
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