meta_pixel
Tapesearch Logo
Log in
RiskReversal Pod

Battle Lines Being Drawn

RiskReversal Pod

RiskReversal Media

News, Investing, Business News, Business

4.7836 Ratings

🗓️ 11 February 2022

⏱️ 30 minutes

🧾️ Download transcript

Summary

Guy, Dan, and Danny discuss Fed rate hike odds surging (2:17), bad action in single-stocks (7:1720:37), the cannabis space catching fire (), what the guys are watching heading into next week (24:13) and Danny’s Super Bowl picks (28:44).  ---- 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. We’re on social: 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 page

Transcript

Click on a timestamp to play from that location

0:00.0

So we all have our heroes and everybody looking to meet somebody once in their life. For me,

0:05.6

it was John Rattell of the Rangers or Mickey Mantle, Willis Reed. That was me. Never happened,

0:11.0

by the way. But I happen to know for a fact that one of Dan Nathan's heroes is Bill Simmons.

0:16.5

And Dan, you're out there in California for the Super Bowl. Actually, you're out there for the parties,

0:20.8

not the actual game. You met Bill Simmons. and Bill Simmons probably said, oh, my God, it's Dan

0:26.0

Nathan of On the Tape podcast. No, it's funny. I was introduced to him, and I am a huge ringer fan

0:30.8

and a huge fan of what they built over there. And I'd like to think that what we're trying to do guy is in a similar vein here. If the common thread through the ringer is sports and pop culture, ours is markets. We think markets is sport. We think

0:42.8

it is pop culture. So that's what we're doing there. And huge fan of what he's built. Yeah, I did

0:47.0

get to say hi to him last night. He's like, yeah, yeah, I think I know who you are. And then he moved on. For a lot of people, though, you know, see, it's not true with me, but a lot of

0:54.4

people, their goal in life is to meet Danny Moses for a myriad of different reasons. We'll talk

0:59.4

about that later. But in case you were wondering, you are listening to On the Tape, I am Guy Adami,

1:04.0

I am joined by Dan Nathan and the aforementioned Danny Moses. There is a lot to talk about this week.

1:10.4

Inflation is absolutely running hot.

1:13.3

Yields are ticking higher, not only the 10 year, but the two year. A Fed ready to pull the

1:18.0

trigger on a rate hike or do a double dose and maybe 50 basis points hike, we'll see. And a lot of

1:24.7

single stock moves. And by the way, Dan has something he's calling

1:27.5

Mind the Gap. It's fascinating. He's spot on with this. Plus, Dan, he's going to pull out

1:32.5

a win for the Super Bowl after going 28 and 6 this season. We'll get to his picks a little bit

1:39.8

later. We don't want to bury the lead here. We also don't want to make your eyes glaze over,

1:44.0

but 7.5% print and CPI on Thursday was in a later. We don't want to bury the lead here. We also don't want to make your eyes glaze over,

1:51.2

but 7.5% print and CPI on Thursday was in a word astonishing. The whisper number 7.3,

1:56.7

I think the market was trading prior to Thursday's release. Like it might come out with a six handle. That didn't happen. And I got to tell you, real inflation in this country, depending on who

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.