Dan Nathan and Danny Moses discuss Fed Chair Powell's comments on the economy and interest rates, as well as their potential impact on inflation and the market. They also explore the strength of certain sectors, the significance of key earnings reports, and the influence of geopolitical events.

After the break (30:00), Marko Kolanovic, former JP Morgan Chief Market Strategist, joins to offer insights on high market valuations, the potential for geopolitical shocks, and the benefits and risks of AI in investment strategies. The episode also covers the implications of Trump's policies on the Ukraine conflict, Middle East tensions, and China-Taiwan relations. Additionally, they look at recent tech stock performances and the ramifications for global markets.

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

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Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

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The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

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