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cover of episode Markets In Turmoil with Vincent Daniel, Porter Collins & Danny Moses

Markets In Turmoil with Vincent Daniel, Porter Collins & Danny Moses

2025/4/4
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On The Tape
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The hosts of On The Tape discuss the market downturn, drawing parallels to 2008 due to the feeling of uncertainty. They analyze the impact of unexpected tariff announcements and the potential damage to the U.S.'s trustworthiness as a partner, suggesting a possible permanent impairment in the valuation of the U.S. stock market.
  • The S&P is down 4%, the NASDAQ is down 5%, and the VIX is trading at 27.5%.
  • The tariff announcement is seen as a 'three standard deviation' event, catching many investors off guard.
  • The U.S.'s trustworthiness as a partner is damaged, leading to a potential permanent impairment in the valuation of the U.S. stock market.

Shownotes Transcript

Dan Nathan, Danny Moses, Vincent Daniel, and Porter Collins discuss the current state of the stock market in this special edition of the Risk Reversal Podcast. The episode focuses on Thursday's market downturn, with the S&P 500 down 4.8%, the NASDAQ down 5.4%, and a significant increase in the VIX. The panel delves into the implications of unexpected tariff announcements, the uncertainty facing companies like Nike, and the broader economic impact. They also touch on potential sectors to invest in, the effects on consumer behavior, and the future of major tech companies amid these turbulent times. Through a mix of analysis and spirited debate, the hosts provide insights into navigating the current economic landscape.

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