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RiskReversal Pod

Meet The New Boss, Same As The Old Boss

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 21 August 2025

⏱️ 34 minutes

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation touches on the challenges of inventory management and corporate governance at Target. They also delve into the implications of tariffs, the potential for geopolitical events to influence markets, and the resilience of market participants. The discussion includes insights on Palantir's stock movements, the potential for AI trade valuation growth, and the importance of monitoring economic indicators such as the PCE reading and jobs report. Finally, they contemplate the influence of political pressures on the Federal Reserve and the possible market reactions to Fed Chair Powell's upcoming speech at Jackson Hole. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0

When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,

0:07.2

a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in

0:14.0

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0:19.3

to drive growth and unlock value.

0:21.7

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0:27.6

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0:55.2

betterment.com slash advisors. Investing involves risk, performance not guaranteed. Welcome to the

1:01.8

risk reversal podcast. I'm Dan Nathan. I am, Guy, Dyehamey. There he is. We're doing it here. Guy,

1:08.1

we have a little vibe session. This is what we do Wednesday afternoons for the Thursday morning drop.

1:14.3

Vibe, vibe session. Yeah, we structure a lot of things. I learned about vibe coding recently. Yeah, you did. That's a thing. I don't know what it means. Well, if you were like one of those old nerds, he used to like coding, code and code and code all night, you don't shower, you just drink Mountain Dew all night, that sort of thing. You get all hopped up. Do the do. Now these, some of these models are allowing for you just to do much less coding to get the same out. So you watch it code. Possibly. Possibly. Okay. We got three things to do today, guys. We got a lot of market volatility. We're not going to bury the lead because we're going to get right to that. But the other things we're going to talk about

1:47.1

is we have the Fed Minutes out today. We have the Jackson Hole, Kansas City, Federal Reserve,

1:53.9

confab. That's Friday morning Fed Chair Powell speaks at 10 a.m. And then let's kind of talk about

1:58.8

retail earnings, what we are hearing from these

2:01.8

companies. This is the last batch of earnings that we've got during this season. Retail week,

2:07.6

so what have I learned? Well, I learned what I think I already knew about Target is in a word

2:12.3

they suck. And this is something we've been saying for a while. And I know we've talked about

2:17.4

the Who earlier in this week with Elizabeth Thomas, but meet the new boss, same as the old boss.

...

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