RiskReversal Pod Whole Lotta Love with Liz Young
4 snips
Sep 11, 2023 Liz Young from SoFi and the hosts discuss bond yields, inflationary inputs like oil and energy, China, Apple/Nvidia, the dollar wrecking ball, and the labor market. They also reflect on the impact of a credit event on equities, the performance of Apple and Nvidia stocks, the strength of the US dollar, and the effects of a strengthening dollar on multinational companies. Additionally, they share personal reflections on September 11th and mention upcoming events.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 1min
The Potential Impact of a Credit Event on Equities and the Risk of Lower Yields
01:20 • 20min
Analysis of Apple, Nvidia Stocks, and the US Dollar's Impact
21:09 • 5min
The Impact of a Strengthening Dollar
26:13 • 6min
Reflections on September 11th and Future Events
32:27 • 2min