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RiskReversal Pod

Momentum Over Logic: Why Chasing Stocks Works in This Market

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 11 November 2025

⏱️ 24 minutes

🧾️ Download transcript

Summary

In this episode of the RiskReversal Podcast, Guy Adami is joined by Liz Thomas from SoFi to discuss the potential end of the government shutdown and its market implications. They explore how the market is reacting positively despite the shutdown's minimal sell-off impact. The discussion also covers the possibility of missing economic data due to the shutdown and its consequences on the market and Federal Reserve decisions. The duo debates the Federal Reserve's December rate cut outlook, inflation concerns, and the labor market's current state. They also touch on seasonality effects, gold and Bitcoin market movements, and anticipated year-end market behaviors. Liz hints at her upcoming 2026 outlook, focusing on growing tail risks in the market. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0

Hit your money goals without switching platforms.

0:04.1

Download SOFI's all-in-one super app for industry-leading API.

0:08.3

Great loan rates and stock trading.

0:10.7

SoFi, get your money right.

0:12.4

Banking products and loans offered by SOFi Bank, N-A-N-M-L-S-9-6-8-9-1.

0:18.1

Brokerage and active investing products offered through SO-Fi Securities LLC, member, FINRA, S-I-P-1. Brokerage and active investing products offered through SoFi Securities LLC member

0:21.8

Thinra SIPC.

0:28.6

A very warm welcome to the Risk Reversal podcast. I'm Guy Adami. As you can see, I'm joined by

0:34.4

Elizabeth Thomas. She of SoFi. How are you, uh how are you et i am well it's a little

0:40.1

bit of a blustery rainy day in new york city today rainy days and mondays always get me down

0:45.6

by the time you're listening to this you might either be very happy or very sad as your packers

0:49.9

of green bay will have played the eagles of ph Philadelphia. I believe they are in Green Bay this

0:54.6

evening. Yeah, they are. You're correct. It'll be Monday night football. I thought it was last

1:00.7

night. So we searched far and wide for this game that wasn't happening at about 815 last night.

1:07.8

You can imagine my disappointment. Anyway, we'll be watching it tonight.

1:12.8

A lot going on in the world. It appears as though, and again, we're talking right now,

1:17.7

it's Monday afternoon. It appears as though this government shutdown is going to come to a close

1:22.3

sometime this week. I don't know all the procedural things, but the market's obviously taking that

1:28.4

in a healthy way. As we're sitting here, the S&P's up a little over a percent and a quarter,

1:33.3

NASDAQ over 2%, even to rustle off the mat a little bit up north of a 1.2%. So,

1:39.7

markets taking its lead from this. What I find interesting and you can opine is the market didn't

1:45.4

really sell off on the back of the government shutdown. So I find it somewhat peculiar that it's

...

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