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RiskReversal Pod

Markets & The Fed Entering Uncharted Territories

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 8 September 2025

⏱️ 31 minutes

🧾️ Download transcript

Summary

Guy Adami and Liz Thomas discuss the immediate market reactions following a disappointing August jobs report. They delve into the implications of this data, including the anticipated rate cuts by the Federal Reserve and the potential impact on the labor market and inflation. The conversation covers historical context, the roles of small-cap stocks, the influence of federal policies, and the reactions of various sectors, including gold and healthcare. They also touch on the global economic outlook, the potential for a recession, and personal anecdotes. The episode emphasizes the complex interplay between economic indicators, market performance, and policy decisions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:48.3

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0:52.3

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0:58.8

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1:03.2

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1:05.5

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1:14.5

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1:20.1

A warm welcome to the Risk Reversal podcast, a special one because we're doing it in the aftermath.

1:26.8

You like that word of a jobs report.

1:29.5

Guy Adami, Elizabeth Thomas, here with you shortly after the opening of equity markets here in the United States.

1:37.5

Here's what I gleaned, Elizabeth, and I'm curious to your thoughts.

1:40.7

Obviously, this is a situation where bad news in the form of a disappointing job

1:46.1

number appears to be good news because the market is saying, you know what, we're going to get

1:51.1

at least, well, I shouldn't say at least, we're probably going to get three rate cuts before the

1:57.0

end of the year. I think we have obviously the meeting in September, which has become a foregone conclusion. Again in October, I think they skipped November, and then they go to

...

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