Episode
"The Market Will Never Go Down Again"
- Podcast
- RiskReversal Pod
- Published
- Apr 20, 2026
- Duration seconds
- 2330
- Processing state
not_requested
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Summary
Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses lower on signs the Strait of Hormuz remains open during a ceasefire. They debate whether investors are conditioned to buy dips even if Middle East tensions flare again, noting VIX levels and an overbought setup heading into the heart of earnings. They flag Netflix down 10% despite solid free cash flow, attributing the drop to guidance and Reed Hastings leaving the board, and call out Intel’s near-parabolic move ahead of a pivotal print. They also examine software’s potential inflection (including SAP), strong bank CEO tone on the consumer, energy-stock pullbacks as buying opportunities, homebuilders surging on lower yields, and key upcoming guests and shows. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media