Danny Moses: Goldilocks Has Arrived At The Thanksgiving Table

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 November 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and potential reshuffling within 'The Magnificent Seven' tech stocks and the implications for the broader market. The episode also highlights the private credit market's sketchy valuations, the Federal Reserve's position on potential rate cuts, and the dynamics within the cryptocurrencies market, including Bitcoin and its associated treasury companies. Finally, they touch on their favorite NFL picks for the week's slate. Show Notes On The Tape Feed (Apple | YouTube) WAWD (Substack) Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium (YouTube) Google Further Encroaches on Nvidia’s Turf With New AI Chip Push (The Information) OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates (FT) Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop (Bloomberg) —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.
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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.
0:30.6	This episode of the Risk Reversal podcast is presented by Fidelity Investments and the all-new Fidelity Trader Plus platform.
0:38.5	Want to access your preferred trading tools, charts, and saved orders from anywhere.
0:43.1	Without interruptions, try Fidelity Trader Plus, Fidelity's most powerful trading experience yet.
0:48.4	With seamless connectivity from your desktop to your laptop to your mobile device, you can make
0:53.1	smarter, faster trade decisions
0:54.9	when it matters with Fidelity Trader Plus and get free third-party analyst ratings and custom alerts.
1:00.7	Unlock your edge with the next generation of advanced trading at Fidelity.com slash trader
1:06.6	plus.
1:07.7	IConnections is the largest membership-only platform for the alternative investment industry.
1:11.6	Bringing together thousands of fund managers and allocators in one powerful hub.
1:14.6	IConnections re-manages how the industry connects through its digital offerings and premier in-person
1:19.1	events, empowering allocators and managers to meet, build relationships, and do business anytime,
1:23.6	anywhere.
1:24.6	To explore more about IConnections, its events, and gain access to the
1:27.5	members-only platform, visit iConnections.io.
1:32.3	Welcome to a very special edition of the Risk Reversal Podcast. I am Dan Nathan. That is Guy
1:38.9	Adami. Hi, Guy. Hello, Dan. Why is today such a special, let's just call it a holiday edition of the Risk Reversal podcast?
1:47.2	Well, it's Tuesday the 25th of November, and we are joined by our partner, Danny Moses,
	...

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