Retail Traders Can't Stop, Won't Stop

In this episode of the RiskReversal Podcast, Dan Nathan and Guy Adami discuss current market trends, retail investor behavior, and potential market tops, highlighting concerns about complacency and overbought conditions. They analyze recent bank earnings, Federal Reserve policy, and the potential impact of tariffs on various sectors, including the semiconductor industry. The hosts also preview upcoming earnings reports from companies like GM, Coca-Cola, Texas Instruments, IBM, Google, and Intel, offering insights and potential trading strategies based on market sentiment and technical analysis.

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RiskReversal Pod

Introduction to Risk Taking in Markets and Retail Investor Activity

Market Top Indicators and Concerns About Complacency

Bank Earnings, Consumer Sentiment, and Fed Policy

Q2 Earnings Expectations, Q3 Guidance, and Trade War Implications

NVIDIA's China Restart and Supply Chain Obstacles

Earnings Preview: GM, Coke, Texas Instruments, and IBM

Earnings Preview: Google and Intel, and Concluding Remarks

Retail Traders Can't Stop, Won't Stop

RiskReversal Pod

00:00Introduction to Risk Taking in Markets and Retail Investor Activity

Introduction to Risk Taking in Markets and Retail Investor Activity

07:04Market Top Indicators and Concerns About Complacency

Market Top Indicators and Concerns About Complacency

13:02Bank Earnings, Consumer Sentiment, and Fed Policy

Bank Earnings, Consumer Sentiment, and Fed Policy

17:31Q2 Earnings Expectations, Q3 Guidance, and Trade War Implications

Q2 Earnings Expectations, Q3 Guidance, and Trade War Implications

24:09NVIDIA's China Restart and Supply Chain Obstacles

NVIDIA's China Restart and Supply Chain Obstacles

30:42Earnings Preview: GM, Coke, Texas Instruments, and IBM

Earnings Preview: GM, Coke, Texas Instruments, and IBM

37:20Earnings Preview: Google and Intel, and Concluding Remarks

Earnings Preview: Google and Intel, and Concluding Remarks