The Thrill is Gone and a Conversation with Ed Yardeni

The Thrill is Gone and a Conversation with Ed...

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Bubbles as a Feature, Not a Bug with Carlyle's Jason Thomas

Dan Nathan and Guy Adami welcome Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, to discuss why equities often react far less to geopolitical risk than to financial shocks, and how a “security premium” is emerging as policymakers prioritize reliable ener ...  Show more

Selling Software Until No One Is Left To Buy It

Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, with a brief IGV rebound from late-February lows that has faded as investors return to AI and semis when risk feels “all clear.” The ...  Show more

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