Who Is The Sucker At The Poker Table Right Now?

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 14 October 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode of the RiskReversal podcast, Guy Adami and Liz Thomas of SoFi discuss the market's response to recent political developments, with a focus on the significant market sell-off and subsequent bounce-back. They analyze the fragility of the market, particularly in high-risk assets like meme stocks and cryptocurrency. The conversation also explores the role of algorithmic trading in market volatility, the dynamics of the bank earnings season, and expectations for the financial sector amid recent capital market activities. They delve into the impacts on regional banks versus larger financial institutions, discussing the influence of a steepening yield curve and M&A activity. The podcast also touches on the complexities of current asset class relationships, unexpected market behaviors, and the significance of gold as a safe-haven asset. A brief discussion on the implications of the government shutdown for economic data releases and federal monetary policy rounds out the episode. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

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.
0:29.2	Hit your money goals without switching platforms. Download SoFi's all-in-one super app for
0:34.3	industry-leading API, great loan rates and stock trading. SoFi, get your money right.
0:39.8	Bank, banking products and loans offered by SoFi Bank, N-M-L-S-9-6-8-9-1. Brokerage and
0:46.2	active investing products offered through So-Fi Securities LLC member, FINRA, S-I-P-C.
0:56.2	A very warm welcome to the Risk Reversal podcast.
0:59.9	I am clearly Guy Adami.
1:01.5	She is clearly Elizabeth Thomas of SOFI.
1:05.1	We're talking on a Monday afternoon.
1:07.9	Friday was a fascinating day.
1:10.0	So let's start there, Elizabeth. What were your thoughts
1:12.4	on, you know, how the market performed or lack thereof? Friday was a fascinating day for a couple
1:19.7	reasons. I think the first and biggest fascination for me was haven't we learned by now that some
1:24.7	of this is just like hocus pocus, the statements and it'll
1:29.0	either get changed or pulled back or let's not react in the moment because who knows what
1:33.4	the next moment holds?
1:35.0	So I was honestly surprised that the market reacted so negatively into a weekend where
1:42.2	there might have been more developments. However, I think a lot of the negative reaction, the big negative reaction,
	...

Please login to see the full transcript.

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.