Alarm Bells Scream in Silence, and a Conversation with Packy McCormick of Not Boring and Scott Lynn of Masterworks

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 10 September 2021

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Danny discuss the recent bout of market volatility (3:18), the looming debt ceiling debacle (11:43), cannabis stocks up in smoke (16:10), and Elizabeth Holmes on trial (18:23). Dan and Guy go “Off the Tape” with Packy McCormick of the Not Boring newsletter and Scott Lynn of Masterworks to discuss NFTs vs. Securitized Art (23:10). More information on some of the topics references in this episode: Investment Banks Turn Sour on U.S. Equity Outlook Yellen Triggers Alarm Bells Over Debt Ceiling Cliff Rebecca Jarvis’ podcast: 'The Dropout: Elizabeth Holmes on Trial' Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou Masterworks: Demystifying & Democratizing Art Own the Internet: A Bull Case for Ethereum Solana Summer: The $21B Blockchain and the Arrow of Time Nifty Corporates: VISA, Budweiser, Marvel, and the Positive Sum Corporate NFT Awakening ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube channel

Transcript

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0:00.0	But we're taping this.
0:02.3	So just what do they call that when you let people behind the curtain, Dan?
0:05.5	They're just letting them behind the curtain.
0:07.2	Oh, yeah, okay.
0:07.9	Thank you for clarifying that.
0:09.3	Backstage.
0:09.8	So we're backstage here.
0:10.8	So we're taping this.
0:12.3	We're doing this on a Thursday afternoon.
0:14.2	It drops on a Friday.
0:15.9	So somewhere in between us talking now and this dropping, the Buccaneers of Tampa Bay will have played
0:22.6	the Cowboys of Dallas, Danny Moses. So I ask you, who is going to emerge victorious in this
0:28.3	contest this evening? I'll take Dallas and the points on the road. The truth is that the trends have
0:34.1	been that the Super Bowl champion has actually covered in week one,
0:38.4	two-thirds time.
0:39.3	That's why I ask you this shit.
0:40.7	The Super Bowl loser.
0:41.8	We'll talk about that game in a second.
0:43.2	Kansas City, I believe, is horrendous.
0:45.5	Prior to last year, something like 3 and 16 against the spread since 2000, the Super Bowl loser.
0:51.3	You would think they would come out fighting, but that game, that Kansas City game against the Browns, I like the Browns plus six and a half, but I'm
0:58.0	taking Dallas on the points, but whatever. And don't tell Dominic, I know he's coming on the show
	...

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