Brainard Waves Off a September Pause
On this episode of MKT Call, Dan will be joined by Liz Young of SoFi to discuss:
- Microsoft cutting its fourth-quarter guidance
- Fed Vice Chair Brainard indicates she doesn't support a pause in interest-rate hikes
- Brainard says it's too soon to tell if inflation has peaked
- Liz's new note on if recent stock gains will be short-lived or the start of a new phase of positive momentum
- FactSet's latest breakdown on how analysts are adjusting earnings estimates
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Dan Nathan, Founder, RiskReversal
Principal, RiskReversal@RiskReversalDan is the principal founder of RiskReversal Advisors, founded in 2016, RiskReversal Advisors offers consulting services to investment banks, investment advisors, and private companies.Dan has spent the better part of the last 25 years as an equity & options trader.In 2011, Dan founded RiskReversal.com, a service dedicated to educating equity investors to the alternative ways to express their views in the public markets, by detailing the uses of equity options to better define risk, enhance yield and make use of leverage in a cost-effective manner. Dan was a regular panelist on CNBC’s Options Action from 2009 through 2019, and has been a regular panelist on CNBC’s Fast Money since 2011.
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Liz Young, Head of Investment Strategy, SoFi,
@LizYoungStrat
