Anastasia’s Crystal Ball with Anastasia Amoroso of iCapital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 January 2024

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40). Topics On The Pod AI Optimism Not Priced In Earnings & Fed Rate Cut Expectations Why Anastasia Likes HYG & LQD on Pullbacks Key Takeaways from Bank Earnings Commercial Real Estate Venture Capital The Consumer/Labor Market The Yield Curve What Could Go Wrong How Elections Impact the Market Small Caps How Rate Cut Expectations are Impacting Markets Geopolitical Pressures Energy Stocks What Discover Earnings are Saying About the Consumer BlackRock’s $12.5B Acquisition of Global Infrastructure Partners Debt to GDP Homebuilder/Housing Stocks Read on Earnings (Taiwan Semi, Goldman Sachs, Morgan Stanley) Bitcoin ETF Sports Betting Stocks Danny’s NFL Picks of the Week Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

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0:00.0	Welcome to the On the Tape podcast, Guy Adami, Dan Nathan, Danny Moses.
0:06.3	As a matter of fact, Danny Moses and I had a great conversation on the other side of the
0:11.3	break.
0:11.6	So stick around for that.
0:12.9	But what's important to point out is Anastasia Amoroso is back with us.
0:17.9	Now, we were talking, Anastasia.
0:19.6	This is either your third time or fourth time with
0:22.1	us. True or false. True. In the 304 bracket for sure. Without question. And it's an honor to
0:28.0	have you back. Now, indulge me for a second. Dan, please. You're going to indulge me? Yeah. We're
0:33.2	usually indulging you guys. 1956. Can we go back in time? Yeah. The Dodgers were in Brooklyn.
0:39.0	They were, actually.
0:40.0	It's pretty good.
0:40.5	The Yankees probably won the World Series because that's what they're want to do at the time.
0:44.4	But there was a film, and in this film, there was the beautiful Ingrid Bergman.
0:49.3	You're familiar with Ingrid Bergman?
0:51.0	Anastasia, you know the name?
0:52.5	No.
0:52.9	No. No. That's okay. It's not, you don't need to know who that is.
0:55.9	Helen Hayes was in this movie.
0:57.7	And of course, Yul Brenner was in this movie.
1:00.2	The name of the movie was Anastasia.
1:02.3	And Yul Brenner was in The Magnificent Seven.
	...

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