Confidence Crisis: Gold, Rates & Powell Under Pressure

04/21/25 • 35 min

Dan and Guy highlight significant market movements, including declines in the S&P 500 and NASDAQ, a volatile VIX, the crashing U.S. dollar, surging Bitcoin prices, and record-breaking gold values. A central theme of the conversation is the potential ramifications if President Trump were to fire Fed Chair Jerome Powell, including effects on the dollar, bond yields, and stock markets. They also explore the broader impacts of trade wars, tariffs, and geopolitical tensions, emphasizing the role of confidence in economic stability. The episode wraps up with insights into upcoming economic indicators and their potential market implications.

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YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media

Previous Episode

Market Volatility, Tariffs & Fed Moves: Anastasia Amoroso’s 2025 Investment Playbook

Guy Adami and Anastasia Amoroso, Managing Director and Chief Investment Strategist at iCapital, discuss the current state of the markets and the impact of persistent volatility. They cover the effects of rising tariffs, shifting Fed policies, and how investors can navigate uncertainty by balancing defensive positions with long-term opportunities. Anastasia shares insights on sector resilience, the outlook for banks, and the evolving role of trade deals in shaping market sentiment. They also explore the future of U.S. manufacturing, the labor market, and the global shift in supply chains.

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Next Episode

Gene Munster: Tesla + Google Earnings Preview

Dan Nathan hosts Gene Munster, Managing Partner at Deepwater Asset Management, on the Risk Reversal Podcast. They discuss the frustrating state of the stock market, focusing on issues such as tariffs, trade wars, and economic fundamentals. Gene shares a personal anecdote about market prediction challenges and reflects on the economic outlook amid geopolitical tensions. They delve into the performance of major stocks, including Tesla and Google, and explore the impact of AI and search technologies on Google's business model. The episode also touches on Nvidia's challenges due to export bans and the pressure on tech stocks. Dan and Gene provide an in-depth analysis of market conditions and future projections, emphasizing the importance of both short-term awareness and long-term optimism.

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Instagram: @riskreversalmedia

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