Danny Moses: Canaries In The Gold Mine

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 10 October 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy Adami and Danny Moses discuss a variety of topics impacting the stock market and economy. They start by drawing parallels between the current market situation and past events, such as the late '90s dot-com bubble and the 2008 financial crisis. They highlight the rise of AI and its resemblance to the internet boom, expressing concerns over vendor financing and unsustainable company valuations. The conversation shifts to the potential impact of a weakening U.S. dollar and the significant role of gold, as central banks accumulate it to hedge against economic instability. They also touch on the fragility of the Japanese yen and its economic implications. Passive investing's influence on market behavior is examined, and the potential for sectors like healthcare and energy to offer value is discussed. The episode concludes with an analysis of current trends in sports gambling markets and NFL game predictions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.3	IConnections is the largest membership only platform for the alternative investment industry.
0:35.4	Bringing together thousands of fund managers and allocators in one powerful hub.
0:38.6	IConnections reimagines how the industry connects through its digital offerings and
0:41.9	premier in-person events, empowering allocators and managers to meet, build relationships
0:45.9	and do business anytime, anywhere.
0:48.2	To explore more about IConnections, its events and gain access to the members-only
0:51.6	platform, visit iConnections.io.
0:54.6	When will M&A activity pick up?
0:56.6	Will this year mark the return of IPOs?
0:58.5	Listen to strategic alternatives, a podcast from RBC Capital Markets, to get insights on these
1:03.6	questions and more.
1:04.9	Explore the trends in market forces impacting deal flow and find out how companies and
1:08.8	investors are shifting their strategies to drive
1:10.8	growth and unlock value.
1:12.8	Listen and subscribe to strategic alternatives today, available wherever you get your podcasts.
1:17.6	Risk reversal podcast.
1:22.9	I'm Guy Adami.
1:24.0	As you can see, I am joined by the great Danny Moses sporting his CME group t-shirt.
	...

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