Marko Kolanovic: The Recession Signal Big Tech Is Hiding ...

Q: How long is this episode of RiskReversal Pod?

This episode is 1 hour and 9 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on September 26, 2025.

Q: Can I download this RiskReversal Pod episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

On the Risk Reversal Podcast, Dan Nathan hosts Marko Kolanovic, former Chief Market Strategist at JP Morgan, to discuss recent market movements and economic trends. They explore the impact of Federal Reserve rate cuts, market reactions to recent economic data, and how seasonal factors and technical aspects could influence market dynamics. The conversation highlights concerns about the sustainability of AI-driven market gains, the concentration of tech stocks, and the potential risks posed by geopolitical issues and tariffs. Marko offers insights into strategic investments in value stocks and critiques recent government involvement in major tech companies like Intel. The discussion wraps up with reflections on the broader implications of state capitalism versus free market principles. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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