Episode
The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa
- Podcast
- RiskReversal Pod
- Published
- Jun 22, 2026
- Duration seconds
- 3726
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/RRM5756855486.mp3
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Summary
Dan Nathan and Guy Adami host a special Risk Reversal episode with guest Danny Moses to discuss the latest Fed meeting under Kevin Warsh, emphasizing peak hawkish messaging, reduced forward guidance (including questioning the dot plot), and the market’s feedback loop. They debate surging volatility and extreme AI/semiconductor valuations, highlighting Intel’s sharp rally on customer speculation and concerns about narrative-driven pricing, correlation risk, and potential CapEx pullbacks, with Micron’s upcoming earnings as a key test. The group also covers gold’s pullback, favoring gold miners like AEM, and argues energy could rebound despite recent weakness. They note consumer strain using Kroger’s warnings on rising costs and promotional shopping, alongside elevated delinquencies and credit card debt. After the break, Dan speaks with CNBC’s Deirdre Bosa about SpaceX’s IPO, “vibe investing,” xAI’s compute strategy, the Cursor acquisition, AI token-cost pressures, and how export controls may accelerate adoption of Chinese open-source models like DeepSeek. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not…