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Investing involves risk, performance not guaranteed.

Welcome to the Risk Reversal podcast.

I am Dan Nathan.

I am joined on our weekly dose of Peter

Bookvar. He is the CIO at one point BFG wealth partners. Peter, welcome back to the podcast.

Thanks, Dan. Great to be here again. I'm really digging our weekly, by the way. And you and I were

just having a little chat about what might happen within the Bookvar household. Actually, not within it, but you might be heading, I don't know, Giant Stadium, Oasis this weekend. I didn't know you're a big Oasis fan. I know you're a big Dead fan. You've seen some of these videos. It's a little bit of a jump around on the floor are you going to be part of that i i will

probably not be jumping around i'll probably if i do get seats on this on the on the on the floor

uh i'll be in sort of a back corner somewhere but enjoying the vibe i don't know all of the

music i know a bunch of it but just watching those videos what an incredible vibe uh those

shows are giving off and uh my wife's cousin uh took a trip to scotland to see one of the uh

the edinburgh shows and said it was just a religious experience so i i think i just i need to be

there you do need to be there you know you know what i'll go when they to Madison Square Garden, so I don't have to jackass it out to a giant stadium and back. But it really looks like a whole heck of a lot of fun. All right. Let's hit a few things here. Obviously, this ongoing beef that the White House has with the Fed, Lisa Cook, one of the governors, you know, they're threatening

to fire her. And there's a few things, a few implications with that. And hopefully you can

break that down for me. Nvidia reports tomorrow night after the close. You have some thoughts

...