The RiskReversal Podcast features Dan Nathan and Danny Moses discussing the Federal Reserve's recent announcements, tariff implications, and market reactions, including insights into Trump's economic policies and their potential effects on inflation and corporate margins. They analyze earnings season trends, noting that many stocks have underperformed despite decent data, and explore the impact of tariffs on various sectors like copper. The conversation also covers the wealth effect of the stock market, the de minimis tax, and potential scenarios for the back half of 2025, including the Fed's possible actions and the influence of economic data. Additionally, Guy Adami and Dan Nathan interview Phil Snow, the CEO of FactSet, about his career, the evolution of financial data, FactSet's growth through M&A, and the company's approach to AI and data monetization.
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