Stocks Are Getting Schnockered At The AI Party

Q: How long is this episode of RiskReversal Pod?

This episode is 33 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on August 20, 2025.

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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

Dan Nathan and Liz Thomas from SoFi discuss recent market activities including rotations and weaknesses in certain sectors, earnings reports from major retailers like Home Depot, Lowe's, and Walmart, and the impact of the Kansas City Fed Symposium in Jackson Hole. They explore the implications of stock market concentration in the S&P 500 and Nasdaq, the potential long-term benefits of AI and technological investments, and the likelihood of Fed rate cuts amidst political and economic headwinds. Liz also mentions the retail trader's resilience and the volatility in both stock and bond markets due to shifting interest rate policies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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