Trump's First 100 Days 'Redux'

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 29 April 2025

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Dan Nathan dissect the current state of the market after the second Trump administration's first 100 days, tariff impacts, and key economic events. The pair highlights significant headlines from the Wall Street Journal and discusses the implications of automotive tariffs, GM profits, and job cuts at UPS. They weigh in on the persistent high volatility index, bond market movements, and the differing stances within the financial sector, particularly David Solomon's comments from Goldman Sachs. The episode also examines macroeconomic factors affecting big tech companies like Nvidia and Microsoft, CapEx investments, and the potential for an economic recession. The conversation wraps up with expectations for upcoming Federal Reserve meetings, earnings reports, and job numbers, emphasizing the intertwined nature of global economic policies and market reactions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
0:31.7	Their app makes managing your money saving even building credit super easy, Dan.
0:36.2	They have a new feature called paycheck advance you can get up
0:39.3	to 500 bucks before payday when you switch your paycheck and qualify now that i didn't know so now
0:45.0	when you sign up and you set up direct deposit you unlock so much more and it's super easy to get
0:50.8	started just go to current dot com slash okay that's okay a why go to current.com slash okay. That's okay-a-y. That's current.
0:55.9	com slash okay. Current is a financial technology company, not a bank. Banking services provided by
1:02.7	Choice Financial Group member FDIC and Cross River Bank member FDIC. Paycheck Advance is offered by
1:09.0	Finco Advance LLC, a financial technology company,
1:12.2	not a bank. Eligibility and available amounts may vary and are subject to change at any time.
1:17.4	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:26.9	A warm welcome to the Risk Reversal podcast this Tuesday, April 29th.
1:32.6	Market has just opened, slightly lower.
1:35.8	We still have an S&P that has basically retraced 50% from the all-time high to this recent
1:41.0	low that we saw earlier in April.
1:43.6	Dan, Nathan, how are you today? I'm doing
	...

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