SOTS 2nd Hour: Recession Odds Latest, Jefferies’ Volatility Playbook, and Applied Digital CEO Talks AI Demand 6/3/25

SOTS 2nd Hour: Recession Odds Latest, Jefferies’ Volatility Playbook, and Applied Digital CEO Talks AI Demand 6/3/25

  • By
  • Episode
      2100
  • Published
      Jun 3, 2025
  • Publisher
0 Ratings
0
Episode
2100 of 2330
Duration
47min
Language
English
Format
Category
Economy & Business

Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman’s Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you’re a long-term investor. Hear his read from the ground, this hour.

Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta’s AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital’s CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.

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