WHAT ARE WE DOING? “Contrarians At The Gate”: https://whatarewedoingonthedesk.substack.com/



This is a loaded RiskReversal Podcast featuring Guy Adami, Dan Nathan, Danny Moses, Vincent Daniel, and Porter Collins discussing the current state of the financial markets amid various economic conditions. They touch on topics such as the strength of the broader market, the influence of passive investing, the effects of potential government shutdowns, and significant geopolitical tensions with China. Comparisons are made to the 1999 market, with discussions on valuations and technological advancements. The group also delves into the AI boom, its economic implications, and the potential risks of a financial bubble. Additionally, they talk about the performance of gold, the repercussions of a weakening labor market, and the impact of monetary policies. The conversation rounds off with a look at specific companies and sectors, anticipation of upcoming earnings reports, and a critical view of the Federal Reserve’s actions.
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