A December to Remember with Liz Young of SoFi

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6 • 757 Ratings

🗓️ 20 November 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of On The Tape, Dan Nathan and Liz Young discuss huge moves in stocks and yields in the past week (2:00), Powell’s shift on growth (9:00), reading through the retail earnings transcripts (12:00), and a check on the S&P 500 technicals (20:00). After the break, Guy Adami drops by to run through a handful of single stocks with Dan. They talk about the why Dan says Microsoft is the most important company in the world (28:00), Elon’s take on Open AI (32:30), Nvidia earnings (35:30), and how Elon Musk’s tweet controversy could impact Tesla stock (39:30). Read Liz’s latest note here — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	All right, welcome to the Monday edition of the On the Tate podcast.
0:04.6	I am Dan Nathan, joined by Liz Young.
0:06.6	That's EY from SoFi.
0:08.1	She is the head market strategist over there at SoFi, where you can get your money all right in what?
0:13.0	One app.
0:13.5	One app.
0:14.2	One application.
0:15.4	How about that?
0:16.2	Liz, we got a lot to cover here. You and I are going to take a whirl around everything macro, kind of
0:22.2	revisit some of the things that we talked about early last week before that CPI print and the
0:26.8	explosive rally that we saw after. And then also all this consumer data that we got straight
0:32.0	from the horses mouth, the CEOs of a lot of retailers and what they had to say. There was a lot of
0:36.7	cross currents, I would say,
0:38.4	at least as it relates to the health of the consumer and what some of these retailers are
0:42.6	seeing heading into the holiday season, Guy Adami is going to join me after Liz and I speak,
0:48.3	and we are going to cover a whole host of stuff going on in tech. All weekend long, we're covering
0:52.7	this saga with OpenAI AI Sam Altman and
0:55.8	Microsoft and what the implications are within the AI ecosystem. Elon continues to melt down a
1:02.3	little bit on his Twitter and we're going to talk a little bit about what the implications are
1:06.0	for Tesla, possibly SpaceX and of course Nvidia earnings this week. All all right liz let's do this thing a week ago
1:12.0	exactly one week ago i think you said and we actually had a snappy little video did you see it
1:17.2	it went out on the tick tock and the instant everything like that there was of you saying we're
	...

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