Worst Quarter in Two Years, Inflation Shock, Housing Hurdles and a Chip Warning
CNBC Fast Money contributor Dan Nathan and Liz Young of SoFi to discuss:
- The worst quarter for stocks in two years and what to expect in Q2
- Earnings season preview
- Brevan Howard's call for a 1970s-style inflation shock
- Liz's latest note on Housing
- The RH earnings call heard round the world
- AMD downgrade and chip warning
- Viewer questions!
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Liz Young, Head of Investment Strategy, SoFi,
@LizYoungStrat
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Dan Nathan, Founder, RiskReversal
Principal, RiskReversal@RiskReversalDan is the principal founder of RiskReversal Advisors, founded in 2016, RiskReversal Advisors offers consulting services to investment banks, investment advisors, and private companies.Dan has spent the better part of the last 25 years as an equity & options trader.In 2011, Dan founded RiskReversal.com, a service dedicated to educating equity investors to the alternative ways to express their views in the public markets, by detailing the uses of equity options to better define risk, enhance yield and make use of leverage in a cost-effective manner. Dan was a regular panelist on CNBC’s Options Action from 2009 through 2019, and has been a regular panelist on CNBC’s Fast Money since 2011.
