Stocks Are Getting Schnockered At The AI Party

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 20 August 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Liz Thomas from SoFi discuss recent market activities including rotations and weaknesses in certain sectors, earnings reports from major retailers like Home Depot, Lowe's, and Walmart, and the impact of the Kansas City Fed Symposium in Jackson Hole. They explore the implications of stock market concentration in the S&P 500 and Nasdaq, the potential long-term benefits of AI and technological investments, and the likelihood of Fed rate cuts amidst political and economic headwinds. Liz also mentions the retail trader's resilience and the volatility in both stock and bond markets due to shifting interest rate policies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.1	IConnections is the largest membership only platform for the alternative investment industry,
0:36.3	bringing together thousands of fund managers
0:38.4	and allocators on a single powerful platform. Through its platform and premier in-person events,
0:44.7	IConnections reimagines how the industry connects, empowering allocators and managers to meet,
0:50.5	build relationships, and do business anytime, anywhere. To explore more about IConnections events
0:56.8	and gain access to its members-only platform, visit IConnections.io. SoFi, the all-on-one
1:04.3	super app for banking, borrowing, and investing. Earned industry-leading APY, get great loan rates
1:10.4	and trade stocks. SoFi, get your
1:13.1	money right. Banking products and loans offered by SoFi Bank, NMLS 696891, brokerage and
1:21.5	active investing products offered through SoFi Securities, LLC, member FINRA SIPC.
1:28.2	Welcome to the Risk Reversal podcast. I'm Dan Nathan. That is Liz Thomas. She is the head
1:33.4	of investment strategy at SOFI. Liz, welcome back to the podcast. Hello, good to be here.
1:39.0	Yeah, you just said you had a juge. What is a juzze? No, I gave my hair a juzz. You gave your hair a juz you gave your hair a juz you give it like a yeah yeah
1:47.2	if you were listening to this you don't see what's going on there it is pretty good it's pretty
1:53.6	self-explanatory a juzz i think it's a it's a technical term it's not a term that most men would
1:59.6	use or probably even heard of for the most part.
2:02.1	I live with three women. I've not heard that term. Before we get to the markets, and there's
2:06.2	a lot going on today, we are recording this on Tuesday. It's shortly after 3 p.m. That means
	...

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