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RiskReversal Pod

Peak Uncertainty: Gold, Private Markets and The Chase Higher

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 23 September 2025

⏱️ 33 minutes

🧾️ Download transcript

Summary

Guy Adami and Liz Thomas delve into current market trends, including semiconductor news, Apple's near all-time high, and the fluctuating bond market. The conversation transitions to discussions on gold's performance, valuations, and the potential impact on investors. Market strategist Tony Pascarella's stance on holding positions rather than chasing the rally is also highlighted. Further, the duo touches upon the bond market's reaction to Fed rate cuts and the construction employment market's downturn, which could signal broader economic shifts. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0

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0:48.3

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0:58.5

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1:04.7

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1:06.6

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1:12.5

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1:22.9

A warm welcome to the Risk Reversal Podcast. I'm Guy Adami. Of course, that is Elizabeth Thomas.

1:29.3

She of SOFI. She's also a bit despondent. Maybe that's too dramatic a term. But her Packers of

1:35.6

Green Bay went down to the hapless Browns of Cleveland, who may have the best defense since the 86

1:41.4

Bears. Don't try to make me feel better that it was a good team that we lost to. It was bad. It was a low scoring game. It was a boring game because it was zero, zero for a long time. And then it was three zero for a long time. And then just the wheels came off the bus. I don't know. It was, you know, I'm glad we got it out of the way. We got the embarrassing loss out of the way.

2:02.1

And we learned from that and move forward for the rest of the season. I saw something on Twitter

2:06.5

today. And this was very like financial media sort of, but it was just about football. And it said

2:12.3

something like early in the season, the Packers lost to a team on the road, last minute field goal,

2:20.5

the quarterback had thrown interception, whatever, all the similarities to the game that happened

2:24.8

yesterday. And then it was like, and guess when that happened?

...

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