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cover of episode More To Markets Than The Mag7 with Robinhood CIO Stephanie Guild

More To Markets Than The Mag7 with Robinhood CIO Stephanie Guild

2025/6/23
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On The Tape

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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
Stephanie Guild
Topics
Guy Adami: 我认为过去的地缘政治事件引起的油价上涨通常是短暂的,除非霍尔木兹海峡被关闭。霍尔木兹海峡是否关闭以及何时恢复正常是关注的重点,因为它对美国和全球经济都有影响,并可能引发通货膨胀。美国将试图施压中国,以促使伊朗不要关闭霍尔木兹海峡。我们已经吸取了关于政权更迭的教训,本届政府似乎并不想继续这样做,如果伊朗人民想要政权更迭,他们可以自己起来行动。 Dan Nathan: 每天全球有20%到25%的石油通过霍尔木兹海峡运输。美联储主席鲍威尔受到了很多批评,因为美联储没有考虑更快地降低利率。贸易战和关税是美联储推迟降低利率的原因。市场投资者似乎并不太担心。

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Guy Adami and Dan Nathan discuss upcoming market-moving events such as FedEx and Nike earnings, Fed Chair Powell’s testimony, and critical economic indicators like the PCE inflation reading. The conversation also covers the market's response to escalations in Iran, implications for crude oil prices, and the broader economic impact. The episode outlines market dynamics, investor sentiment, and strategic insights amid evolving global scenarios.

After the break, Dan Nathan hosts Stephanie Guild), CIO at Robinhood. They discuss the Fed meeting outcomes, expectations on interest rates, and economic impacts of tariffs and geopolitical tensions. They delve into market reactions, S&P earnings projections, monetary policy, and investor sentiment. Stephanie provides insights on tech disruptions, AI's influence on the economy, stock market valuations, and opportunities beyond the mega-cap tech stocks. They also explore the strategic operations within Robinhood, such as their new asset management service and how they're leveraging AI to enhance customer experience. The conversation highlights the adaptability required in today's market environment and Robinhood’s approach to staying competitive. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)