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Podcast: MRKT Matrix
Episode: What Comes Next, Recession?, Contagion Risk, Snowflake Dives, Lockheed Soars
Description: Join Guy Adami and Dan Nathan as they demystify the latest Wall Street Research every Thursday. They are joined by Liz Young from SoFi to break down her latest macro research and the broad markets. Sponsored by Factset, SoFi, & OpenExchange.Today’s Rundown1. Rosie Says Recession Risks Rising. Broad markets. WTI, SPX, NDX2. SaaS Sales Multiples Still Silly—> SNOW, CRM, PANW3. Liz Young on Contagion Risk. Bullish vs. Bearish Sentiment4. The one chart equity investors have to keep a close eye on5...