RiskReversal Pod Volatility Creeps In… Is VIX Hiding a Bigger Story?
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Sep 30, 2025 The hosts dive into sports highlights with a nod to the Brewers and Packers. They discuss the looming government shutdown and its potential economic consequences. Labor market metrics like JOLTS and PMI come under scrutiny, revealing signs of a loosening job market. Attention shifts to tech, as they analyze AI's impact and recent moves in China’s tech sector. The discussion also highlights gold's rally, driven by central bank demand. Finally, they contemplate the return of market volatility amid seasonal trends.
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Brewers' Season Finish And Momentum
- Liz Young Thomas recounts the Brewers finishing the season strong and clinching home field advantage.
- She frames the late-season momentum as important heading into October baseball playoffs.
Surprised By An NFL Tie
- Liz describes her surprise at the Packers-Cowboys 40-40 NFL tie and admits she went to bed before the end.
- She uses the game as a light personal example of unexpected outcomes.
Shutdown Would Hinder Labor Visibility
- A government shutdown could delay the BLS labor report and unsettle markets that rely on that data.
- Liz warns that reduced clarity on labor stats would complicate Fed expectations and market positioning.