RiskReversal Podcast’s Set-Up (video) with Dan Nathan & Guy Adami

by Dan October 12, 2020 11:43 am • RR Podcast

Good morning, Guy Adami and I are back with your Monday morning Set-Up. We discuss investors’ expectations for an imminent fiscal stimulus deal, which the stock market has run ahead of and is now just a few percent from it all-time highs made in early Sept. Mega-Cap tech of course is leading with the way, again, with AAPL gapping up 3% today in front of tomorrow’s highly anticipated 5G iPhone launch. AMZN is about to make a new high on no news and we discuss strength in their big-box competitors WMT & TGT. Bank earnings kick-off earnings season this week with more than 50% of the XLF reporting and Guy offers his value pick of the group. And with a few minutes left, we offer our thoughts on what should be top of mind of investors as we head into the election.

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