Rebecca Patterson: Hidden Dangers With Stocks At All-Time Highs

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 September 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami welcome Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discuss a range of topics, including the current state of the stock and bond markets, the implications of a weakening dollar, and the ongoing impact of geopolitical and policy issues on market stability. Rebecca also shares insights into her diversified investment strategies, emphasizing sectors like global defense and utilities. The conversation shifts to the role of AI in the future job market and corporate strategies, along with a critical look at potential scenarios involving the U.S. Federal Reserve's independence and its implications for both inflation and economic policy. They conclude with a discussion on the importance of planning for tail risks in today's volatile economic environment. Show Notes Will Artificial Intelligence Do More Harm Than Good for U.S. Growth? (CFR) Master Investor Podcast with Wilfred Frost (PodBean) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:31.3	IConnections is the largest membership only platform for the alternative investment industry.
0:35.4	Bringing together thousands of fund managers and allocators in one powerful hub.
0:38.6	IConnections reimagines how the industry connects through its digital offerings and
0:41.9	premier in-person events, empowering allocators and managers to meet, build relationships
0:45.9	and do business anytime, anywhere.
0:48.2	To explore more about IConnections, its events, and gain access to the members-only platform,
0:52.4	visit iConnections.io.
0:56.1	Welcome to the Risk Reversal Podcast. I am Dan Nathan. That's Guy Adami. Hi, Guy.
1:02.0	Hello, Dan. You're all knotted up. And, you know, the folks, I guess you're big fans,
1:06.3	they're fast money fans. If we make it to January, it'd be how many years they've suffered.
1:10.5	19 years, hard to believe. Enjoyed you. But guys always nodded up. We have a very special guest.
1:16.2	We both met her on the sets of fast money. This goes back at least 10 years ago. This is
1:20.9	Rebecca Patterson. She is the senior fellow at the Council on Foreign Relations and former
1:26.2	chief investment strategists at Bridgewater
1:28.5	Associates.
1:29.5	Rebecca, welcome back to the podcast.
1:31.0	It's so good to see you guys.
1:32.3	So guys, this is a really funny story because guy often will say, you know what I was
	...

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