The Art of the EU Trade Deal

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 28 July 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami discuss the significant financial events of the final week of July on the RiskReversal Podcast. They cover the performance of the S&P 500 amidst 40% of its companies reporting earnings, upcoming Federal Reserve decisions, GDP data, and the jobs report. The conversation delves into the implications of a new EU-US trade deal with 15% tariffs and its potential drag on global growth. The hosts also explore the market's reaction to recent trade deals, tariff impacts on various industries, and the nuances of Nvidia's dealings with China. Additionally, they analyze Treasury Secretary Yellen's debt issuance strategy, market valuations, and various earnings reports from major tech and financial companies. The episode highlights underlying economic concerns, market reactions to earnings, and the importance of valuation metrics amidst current market enthusiasm. Links Companies Welcome EU-U.S. Trade Deal as Least Bad Outcome (WSJ) Tariffs have netted $20 billion so far – here's where the money's coming from (Axios) Why Trump Just Gave China the Keys to A.I.'s Future (NYT) Trump and Bessent Bring New Style to Managing America’s Debt (WSJ) Master Investor Podcast w/ David Solomon (Website) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

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.
1:28.3	Welcome to the Risk Reversal podcast. I'm Dan Nathen, joined by Guy Adami on a Monday
1:33.1	edition of the RRP guy.
1:35.3	Final Monday in the month of July, it is remarkable how quickly things pass us by.
1:41.9	Like that. This is a busy week.
1:47.7	A busy week on the Risk Reversal podcast and market call.
1:49.8	So tune in for all of that this week.
1:55.6	But we have 40% of the S&B 500 reporting this week, guys, some of the biggest names in the MAG 7.
1:57.4	We have a Fed meeting on Wednesday.
	...

Transcript will be available on the free plan in 23 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.