The Great Wall of Worry: US-China Trade War Risks

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 4 June 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy Adami and Dan Nathan discuss the current state of trade negotiations, tariffs, and their potential impacts on the market. They delve into the complexities of the U.S.-China trade relationship, the ramifications of increased tariffs on steel, and the ongoing issues of national debt and deficit. The conversation also touches upon market reactions, inflation concerns, and significant market indicators such as non-farm payrolls and CapEx spending. They address key market players like Elon Musk and the influence of geopolitical events on investor sentiment. Additionally, the hosts analyze specific stocks like CrowdStrike and Apple, considering their performance and valuation challenges. The podcast concludes with an outlook on upcoming economic reports and their potential influence on market trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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1:49.8	A warm welcome to the Risk Reversal podcast on this Wednesday, June 4th, midweek of the first week of
1:58.3	June. Dan, Nathan, how are you? I'm doing well. As you like to say, it's hump day guy. And there's still, I don't, I don't say that. There's still, I got you on
2:05.9	Fast Money last night. I mean, the face that we got. And then Mel kind of laid right into it.
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	...

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