Market Sells Off: What's the New Risk On Trad...

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The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In

Dan Nathan and Guy Adami break down a wild week of macro data and single-stock news heading into the Fed's September meeting. They dig into the surprisingly strong August jobs report and what it means for a Fed already boxed in by political pressure on Kevin Warsh, why the VIX si ... Show more

. 36min 44sec

Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure

Go checkout The Dick & Paul Show on YouTube Dan Nathan interviews Paul Kedrosky about the AI-driven surge in non-residential fixed investment and why today’s data-center buildout resembles prior overbuild cycles like railroads and fiber. Kedrosky argues the current moment is unus ... Show more

. 1h 40min

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