A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6 • 757 Ratings

🗓️ 13 November 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode, Dan Nathan and Liz Young discuss the recent rally (3:00), what’s at stake in the Biden-Xi meeting this week (9:00), Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts (15:00), consumer sentiment (19:00), and sectors Liz would be focused on if the rally continues (25:00). Later, Ali Meli of Monachil Capital Partners joins to chat about his background (32:30), the structure at Monachil (37:00), lessons from the banking crisis (39:30), unrealized losses on bank balance sheets (47:00), the potential for a soft landing (49:00), how to get balance in the economy (53:30), opportunities in the market (59:30), and why the most unstable balance sheet is Federal Reserves (27:30). If you would like to donate to Team Rubicon, please follow this link. Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to [email protected] with your mailing address. — 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	Welcome to the Monday edition of On the Tape podcast. I am Dan Nathan. I am joined by Liz Young.
0:06.5	Liz, welcome this morning. Good morning. We got a lot to do today. Big week in the markets.
0:12.6	I feel like this is kind of a make or break week, Liz. There's lots of talk about what sort of rally,
0:17.7	the one that guy will refuse to say on a podcast, but has something to do with the
0:21.7	holiday season here. The big guy who wears red. Yeah, that guy. And like there's lots and lots of
0:28.1	chatter about that all weekend long. Every time I open the Wall Street Journal.com, there was an article
0:32.9	about the stock market revving up into year end and FOMO and the like. So we're going to talk all about
0:38.1	that. We're going to talk about some inflation data that's coming out this week. We're going to
0:41.0	talk about what is, I think it's going to be a massive meeting between President Xi of China and
0:45.4	President Biden here on Wednesday. We do have some retail earnings. A lot to talk about. But first,
0:51.1	a little housekeeping. Stick around after this conversation. That
0:54.9	would be myself with Liz Young, EY from SoFi. We have Ali Melly. He is the founder at Monichil
1:00.5	Capital Partners and Guy and I had a great conversation with him about everything going on in
1:04.8	the credit market, specifically private credit and his thoughts on the macro there. So you're not
1:08.9	going to want to miss that. And also on Friday's
1:11.4	podcast on the tape that dropped on Friday. Check that out. We had Halima Croft on. She is the head
1:17.3	commodity strategist at RBC Capital. And we had a great conversation, everything in the oil
1:22.0	patch and beyond geopolitical and the like. And so you don't want to miss that. Also, we had the CEO
1:27.1	of Team Rubicon.
1:29.2	That would be Art Dela Cruz, great friend of the pod, founded by someone that you know also there,
1:35.0	Liz, that would be Jake Wood. This is a nonprofit, started by Jake, run by Art Dela Cruz.
1:41.3	They train vets and they deploy them to disaster areas. We were doing a
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