"The Market Will Never Go Down Again"

"The Market Will Never Go Down Again"

From RiskReversal Pod by RiskReversal Media

April 20, 2026 · 39 min · Episode 248

About this episode

Dan Nathan and Guy Adami discuss the persistent market rally and various stock movements amid geopolitical tensions.

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

People in this episode

Hosts: Dan Nathan, Guy Adami

Topics covered

  • market rally
  • investor behavior
  • earnings season
  • stock analysis
  • Middle East tensions
  • financial outlook

Keywords

  • S&P 500
  • crude oil
  • VIX levels
  • free cash flow
  • energy stocks
  • homebuilders
  • earnings guidance

Mentioned in this episode

Organizations: Netflix, Intel, SAP, RiskReversal Media

Places: Strait of Hormuz

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