cover of episode Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy

Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy

2025/6/2
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
G
Guy Adami
经验丰富的华尔街交易员和金融分析师，知名媒体人物。
S
Sarah Levy
Topics
Dan Nathan: 杰米·戴蒙警告说，美国政府和美联储过度支出和量化宽松后，债券市场将会出现裂痕。他希望能够改变债务的轨迹和市场参与者的做市能力。他的言论是真实的，我们一直在讨论这些问题。我认为债券市场将会出现问题，收益率将会上升，并且很多人没有为此做好准备。贸易问题将成为市场的主要驱动力。 Guy Adami: 我认为债券市场将会出现问题，收益率将会上升，并且很多人没有为此做好准备。杰米·戴蒙是过去五到十年里世界上最优秀的银行家，因为他能看清形势并为银行做好准备。政府希望保持强硬姿态，并且会利用市场提供的机会来强硬表态。政府会利用市场强势来强硬表态，而在市场疲软时则会妥协，市场最终会对此做出反应。如果债券市场出现波动，股市也可能出现波动。

Deep Dive

Chapters
Jamie Dimon's concerns about the bond market and economic policy impacts are discussed, focusing on potential crises and the effects of trade wars. The discussion also covers expected market movements and the implications of the upcoming May Jobs report.
  • Jamie Dimon warned about a crack in the bond market due to excessive government spending and quantitative easing.
  • Concerns exist about the impact of trade wars on the market.
  • The May Jobs report is considered critically important for market movements.

Shownotes Transcript

Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report.

After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)