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RiskReversal Pod

Stuart Sopp: Is America’s Resilient Consumer Headed for Crisis?

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 24 October 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current, for a deep dive into the state of the American consumer, banking, and the broader financial markets. The conversation dives into macro topics including interest rates, the Fed, inflation trends, government policy, and labor market shifts. The hosts and guest also tackle pressing questions about the AI-driven market surge, the risks and realities of a modern tech bubble, the robustness of regional banks, and the evolving landscape of crypto and stablecoins. Throughout, Stuart offers unique industry insight backed by real-time data, making for an engaging and timely financial market conversation.​ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0

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0:09.1

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0:16.9

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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.

0:30.8

This episode of Risk Reversal podcast is presented by Fidelity Investments in the all-new Fidelity Trader Plus platform.

0:38.5

Want to access your preferred trading tools, charts, and saved orders from anywhere without

0:43.2

interruptions?

0:44.2

Try Fidelity Trader Plus, Fidelity's most powerful trading experience yet.

0:48.9

With seamless connectivity from your desktop to your laptop to your mobile device, you can make smarter, faster

0:55.6

trade decisions when it matters with Fidelity Trader Plus and get free third-party analyst ratings

1:01.5

and customer alerts. Unlock your edge with the next generation of advanced trading at

1:07.2

fidelity.com slash trader plus.

1:11.0

IConnections is the largest membership-only platform for the alternative investment industry.

1:15.0

Bringing together thousands of fund managers and allocators in one powerful hub.

1:18.2

I-Connections re-imagines how the industry connects through its digital offerings and premier in-person events,

1:22.9

empowering allocators and managers to meet, build relationships, and do business anytime, anywhere.

1:27.8

To explore more about IConnections, its events, and gain access to the members-only

1:31.3

platform, visit iConnections.io.

1:35.6

Welcome to the Risk Reversal podcast. I'm Dan Nathan. That is Guy Adami. We have a very special

1:40.3

guest, one that's been with us on many occasions guy over the last i want to say four years that

1:45.7

we've been doing the podcast who is this but i'm looking at stew who's the special guest oh i'm kidding

1:50.1

stewart's off special the CEO co-founder of current and our landlord and great friend of us and the pod

...

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