Never Doubt The American Consumer with Michelle Meyer, Mastercard's Chief Economist
In this episode of the Risk Reversal podcast, hosts Dan Nathan and Guy Adami welcome Michelle Meyer, Chief Economist at Mastercard, to discuss her career and economic insights. Meyer shares her journey from Lehman Brothers during the financial crisis to her current role at MasterCard. She reflects on key economic events, the housing market collapse, and the impact of the pandemic. The conversation covers the Federal Reserve’s policies, consumer behavior, the influence of tariffs, and the resilience of the U.S. and global economies. Meyer emphasizes the importance of understanding behavioral economics and real-time data in navigating economic changes and predicting future trends.
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49:03
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49:03
Rapid Reaction: Fed Delivers Expected Rate Cut
Dan & Guy deliver a rapid reaction to the Fed's 25bps rate cut on Wednesday.
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34:50
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34:50
Rate Cut Impacts: Corporate Bonds, Gold & Global Drama
Guy Adami is joined by Peter Boockvar to discuss the ramifications of the Federal Reserve's interest rate cuts and market trends. The conversation covers factors influencing stock, bond, and metals markets, including the Fed's motives behind rate cuts, the labor market, and inflation dynamics. They delve into political influences within the Fed and the potential for further economic deceleration. Additionally, they examine the global economic landscape, including central bank actions in the UK and Japan, foreign trade impacts, and US home builder market challenges. The episode concludes with insights on the importance of economic data and historical market patterns.
Checkout 'The Boock Report'
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37:23
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37:23
$22 Trillion and Counting: How US Tech Giants Just Beat China’s GDP
Guy Adami and Liz Thomas bring you an in-depth analysis of the United States stock market hitting an all-time high, bond yields, and anticipated Federal Reserve rate cuts. They explore the likelihood of a 50 basis point cut and the Fed's challenge in explaining such a move. The discussion includes comparisons to last year's market conditions, the labor market, and the importance of the Fed's upcoming economic projections. The hosts also examine regional manufacturing surveys, leading indicators, and market reactions to company earnings and guidance. The episode wraps up with an exploration of the substantial market cap of top tech companies and discussions on Berkshire Hathaway's cash reserves under Warren Buffett.
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35:18
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35:18
Hope Is Not A Strategy with Terry Duffy, CEO of CME Group
Dan Nathan is joined by Danny Moses and Terry Duffy, Chairman and CEO of CME Group, to discuss their partnership and market evolution. They talk about the growth in retail trading, the impact of technological advancements, and CME's new products like futures, event contracts, and binary contracts designed for retail investors. The discussion also covers the significance of risk management tools such as stop-losses, the recent rise in open positions in equity and interest rates at CME, and the broader implications of high national debt and technology disruption on the markets. They delve into the importance of timing in listing products, using Bitcoin's listing in 2017 as an example, and touch on the interconnectedness of global financial stability and market structure.
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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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YouTube: @RiskReversalMedia
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