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Welcome to the risk reversal podcast.

I am Dan Nathan.

Today, I was joined by Liz Thomas of SoFi.

We had a great conversation breaking down CPI, expectations for Fed meeting next week.

Some of the moves that we have seen in bond yields, we of course hit tech. There's been a huge rotation in the MAG 7. I just called the Faithful 8. And you know what? We're going to have to come up with a different name because Oracle, as it was approaching that $1 trillion mark. We also have Taiwan 7. We want to throw in there. So maybe if you guys have some suggestions,

how we speak of these 10 stocks that were the Mag 7, really shoot them over. But stick around for

this conversation. Really enjoyed it. Liz and me, we broke down a lot of macro stuff. We looked at a

lot of micro stuff. We had John Butters of FactSet, and we also had Liz and Mario's blog from SoFi. So stick around,

check it all out. Thanks. We're going to get your money right all in one market call program here.

We got a lot going on. You're going to break down the CPI for us. Okay. We're going to talk about

the market reaction, both the bond market and the stock market. Now we're looking ahead to the Fed meeting, which is next Wednesday, right? We still have a lot of stuff going on in the tech market. We're going to talk about Oracle and what happens. And so we did not have a market call yesterday. So we've got to go through all that. And we also have Butters. And Butters is talking tariff mentions for Q2 earnings.

Go through all that.

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