RiskReversal Pod
Whole Lotta Love with Liz Young
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.
32:45
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Quick takeaways
- Concerns about potential credit event due to market vulnerability and cracks in the economy.
- Risks of job market deterioration and Fed's ability to control inflation and employment.
Deep dives
Market Vulnerability and Potential Credit Event
The podcast discusses the vulnerability of the market and the potential for a credit event. The host raises concerns about cracks in the economy, such as credit deterioration, rising yields, and the possibility of defaults impacting the economy. They emphasize the need to remain cautious and mindful of these risks, suggesting a credit event may be looming. The discussion also touches on the impact of a strengthening dollar, inflationary pressures, and potential geopolitical tensions with China.
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