RiskReversal Pod Peak Uncertainty: Gold, Private Markets and The Chase Higher
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Sep 23, 2025 Guy Adami and Liz Thomas explore the latest trends in the market, from the strength of semiconductors and Apple's impressive performance to the unpredictable bond market. They dive into gold's breakout, discussing its appeal as a hedge amid currency fluctuations. Market strategist Tony Pascarella emphasizes the importance of holding positions instead of chasing rallies. The conversation also tackles the alarming downturn in construction jobs, hinting at potential economic shifts, while raising concerns about risks in private markets.
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Sports Setbacks Aren't Season-Ending
- Liz Young Thomas compares the Packers' early-season loss to a similar 2010 loss before they won the Super Bowl.
- She uses sports history humorously to suggest early setbacks don't doom a season.
Hold Existing Positions On Gold Rally
- Gold has hit new highs and strategists advise holding existing positions rather than chasing the rally.
- Tony Pascarella and others suggest sitting on positions due to valuation risks despite continued upside.
Don't Chase Single Stocks At Highs
- Avoid chasing single securities at highs and favor thematic exposures.
- Consider software, cybersecurity, and healthcare as selective areas to deploy new money.