Stocks & Yields Have A "Relationship Problem"

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 August 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy & Liz focus on Federal Reserve Chair Jerome Powell's recent Jackson Hole speech, indicating a likely rate cut in September due to a cooling labor market. The conversation covers the market's seemingly endless rise, driven by mega cap tech stocks like Nvidia, and the possible risks of steady market declines. They touch on the implications of government investments in companies like Intel and predict inflation's future impact on Fed policies. The hosts also highlight upcoming economic reports, the influence of global bond yields, and the relationship problems between rising yields and stock prices. —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.
0:31.3	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.
0:38.3	IConnections re-images how the industry connects through its digital offerings and premier in-person events,
0:43.3	empowering allocators and managers to meet, build relationships, and do business anytime, anywhere.
0:48.3	To explore more about IConnections, its events, and gain access to the members-only platform,
0:52.3	visit iConnections.io.
0:58.8	SoFi, the all-on-one super app for banking, borrowing, and investing.
1:03.2	Earned industry-leading APY, get great loan rates and trade stocks.
1:05.5	So-Fi, get your money right.
1:14.5	Banking products and loans offered by SoFi Bank, N-M-L-S-6-9-1, brokerage and active investing products offered through SO-Fi Securities, LLC, member FINRA, SIPC.
1:20.0	A warm welcome to the Risk Reversal podcast on this August 25th Monday, the final Monday
1:26.9	of the month of August, so effectively the final Monday of the month of August. So effectively, the final
1:29.8	Monday of the summer, although officially summer doesn't end for quite some time. Elizabeth, how are you?
1:35.1	I'm good. I don't like that it's the last official, unofficial week of summer, Labor Day next week.
1:41.1	It's like it all comes to a crashing end. It always happens too fast.
1:44.6	It typically does. But what's not coming to a crashing end is the market number one, number two,
1:49.5	your Milwaukee Brewers who remain atop all of Major League Baseball. And as the calendar shifts
1:55.7	and as the days continue to get shorter and as autumn comes, fall baseball is then the calendar, obviously, for the
	...

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