$TSLA Tanks on Trump-Musk Spat + Where Will Danny Moses Go When The Volcano Blows?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 6 June 2025

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami deliver an update on the spat between Elon Musk and Donald Trump that has sent $TSLA tanking. They also dive into the "All-Important" May jobs report. Guy Adami welcomes Danny Moses from the On The Tape podcast. They discuss recent trends in the S&P 500, reflecting on its significant rebound since early April, and examine the role of retail flows and earnings in this movement. They also talk about the impact of tariffs and the Federal Reserve's policies on market performance. They delve into the implications of higher bond market yields, with references to Jamie Dimon's recent warnings. Additionally, they touch on economic indicators, market sentiment, and the behavior of big tech stocks. Danny emphasizes the importance of energy stocks in portfolios and talks about potential catalysts for this sector. They wrap up the episode with a look at home builder stocks, the rise in home remodeling bonds, and the broader implications of private credit in today's economy. The conversation is capped with bets and insights for the upcoming Belmont Stakes horse race. Further Reading Wall Street Securitizes More Home Equity as Homeowners Get Stuck (Bloomberg) Checkout Danny's latest podcast with Peter Boockvar YouTube: http://youtu.be/_je3jx18NGM Apple: http://apple.co/459cLAG Spotify: http://tinyurl.com/3bkj72tk —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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1:22.9	Welcome to the Risk Reversal podcast. I'm Dan Nathan, joined by Guy Adami. Hi, Guy.
1:30.3	How are you a young man? How's everything going? I'm doing this. Today we got the all-important May jobs report. That would be the NFP. It really no there there. It wasn't a big report.
1:44.4	So we'll get your breakdown on that.
1:45.6	We'll get the market reaction here because we are seeing yields up a little bit.
1:48.5	We're seeing markets up a little bit, at least the futures for now.
1:52.0	You and I are going to go through a few things that stuck out to us yesterday about this Musk,
1:57.4	Trump sort of feud and what we think are some of the implications. But in the B block,
2:02.0	you and Danny Moses of the on the tape podcast fame had a little conversation. Give us a little
2:07.1	preview here. We did. It's always fun to sit down with Danny. We had a far reaching conversation.
	...

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