What's The Vibe As Stocks Dip & Yields Rip?

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 September 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global markets. The hosts also speculate on the upcoming jobs report and its potential revisions, the state of confidence in U.S. economic data, and the impact of geopolitical tensions involving China, Russia, and India. Additionally, the podcast highlights the underperformance of key stocks like Nvidia, Taiwan Semiconductor, and Microsoft, and discusses the broader economic implications for sectors such as shipping and banking. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:29.5	Investing involves risk, performance not guaranteed.
0:33.3	Welcome to the Risk Reversal podcast.
0:35.7	I'm Dan Nathan.
0:36.6	That's Guy Adani. We're going to have one of our little vibe sessions here, Guy Dada. Hot 30, as you like to say.
0:43.0	Vive session. You know, I've embraced that terminology. It's good. Because we learned about vibe coding a couple weeks ago. And we looked at vibe session, vibe recession. Remember thata scanlin had that thing a couple years ago
0:55.7	yes she did yes she did and she then i'd like to think that we sort of discovered her although
1:01.3	she was discovered she was discovered we can't take credit but then she what do you call when people
1:05.3	blow up on the internet she blew up on the internet she did she was great actually she's a great
1:10.2	follow on the instagram i'm not on the instagram but Actually, she's a great follow on the Instagram.
1:11.2	I'm not on the Instagram, but I hear she's a great follow.
1:13.2	If you go follow her, she's got these like vertical. You stepped away from the social media. I did step away. I'm out on everything. You cannot find me on the social. No footprints. I've been that way for a while here, guy. I tried to dabble back into the Twitter.
1:26.2	It's just a cesspool.
1:27.0	I'm out.
1:27.6	All right, you and I are going to focus on a couple of things here.
1:30.4	The S&P 500 is down 1%. The NASDAQ is down 1 and a quarter percent. We are about an hour away from the close on Tuesday. This is the first trading day of September. Guy, it's that month in the, you know, of the year in the markets.
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