Vincent Daniel: Unplugged with Intent
03/14/25 • 71 min
Guy Adami and Dan Nathan host Vincent Daniel of Seawolf Capital on the RiskReversal podcast. They discuss market dynamics, focusing on volatility, the impact of the Trump administration's economic policy changes, and key financial indicators. Vincent shares his views on the current state of the market, comparing it to historical trends, and provides insights into credit spreads, regional banks, and gold investments. The episode covers the complexities of navigating market uncertainty and the importance of strategic investment approaches. The conversation touches on geopolitical factors, the potential for a recession, and the nuances of investing in emerging markets.
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Guy Adami and Dan Nathan host Vincent Daniel of Seawolf Capital on the RiskReversal podcast. They discuss market dynamics, focusing on volatility, the impact of the Trump administration's economic policy changes, and key financial indicators. Vincent shares his views on the current state of the market, comparing it to historical trends, and provides insights into credit spreads, regional banks, and gold investments. The episode covers the complexities of navigating market uncertainty and the importance of strategic investment approaches. The conversation touches on geopolitical factors, the potential for a recession, and the nuances of investing in emerging markets.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
Previous Episode
Peter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury Market
Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
Next Episode
Can Markets Rebound from Recent Lows?
Dan Nathan and Guy Adami discuss a variety of topics including insights from the Treasury Secretary on 'Meet the Press', the upcoming Federal Reserve meeting, Nvidia's GTC conference with CEO Jensen Wong, and recent China economic data. Dan and Guy analyze last week's market performance, focusing on the VIX and S&P 500 movements, and debate whether the recent market bounce is temporary or a sign of a longer-term trend. They also discuss the potential impacts of Nvidia's keynote on tech stocks, China's stimulus efforts, and the market performance of semiconductor companies like Intel and AMD. Additionally, they touch on comments from notable market strategists and Fed expectations. Towards the end, they preview key earnings reports from FedEx, Micron, and Nike, and discuss their implications for the economy and various sectors.
Timecodes
0:00 - Bounce Back
3:45 - Nvidia
6:00 - China
9:15 - Market Sentiment
17:00 - Fed Preview
19:50 - Earnings (FDX, MU, NKE)
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
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