Beware The Ides of March with Liz Young + "Off The Tape" with Ron Biscardi & Kaitlin Malin of iConnections

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 March 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss what to expect from the CPI Report on Tuesday (5:00), the SAHM Rule Recession Indicator (8:30), semi stocks reversing (14:30), Adobe earnings (21:00), former President Trump on CNBC (23:00), and whether investors should beware the ides of March (29:30). After the break, Dan and Guy sit down with Ron Biscardi, CEO of iConnections, and Kaitlin Malin, COO of iConnections for an exciting announcement and a look at key themes in the alternative investment space (35:00) 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 Monday edition of the On the Tape podcast. I am Dan Nathan. I'm joined by Guy Adami and Liz Young. That would be EY from SoFi. Welcome this morning, people.
0:11.8	Yo. Buenos days. All right, we have one job here this morning. That's to get you ready for this trading week. There's a lot going on this week. We have CPI, the all-important CPI. That's not guy's favorite
0:21.6	measure of inflation, but I think that he is probably going to be in the pesky and persistent
0:26.5	camp. I don't know. We'll see. Before you even tease the rest of this stuff, you do notice, by the way,
0:31.6	that everybody seems to have come to that line of thinking. And we were talking about that a year and a half ago. We were mentioning
0:38.9	the two P.E.'s pesky and persistent. Is that correct? But as your football coaches used to tell
0:44.8	you, Guy, early as what? Early as on time. On time is late. And late, don't even bother
0:49.9	knocking on the door because it will be closed and locked. Don't even bother. But you have been all over
0:55.0	that. And that was actually a really interesting point to be reminded of the potential for the
0:59.9	deceleration in inflation to basically stop at some point. And then you've been also talking about,
1:05.1	as Liz has been, the cumulative nature of those inflation prints over the period of time. And that
1:10.5	is what's leading, I think,
1:11.6	many to basically say, hey, listen, that inflation dragon is not slayed. But to your point, Guy,
1:16.5	about teasing, we do have a little housekeeping here. We want to remind everybody that Guy and I
1:21.2	followed with Liz on Wednesdays. We do the market call on the Risk Reversal Media YouTube page.
1:27.7	That goes live at 1 p.m. Monday through Thursday.
1:30.0	Guy and I have a very important announcement today about a new sponsor and a new product that we're going to be talking about every week.
1:36.3	So tune in at 1 p.m. Monday through Thursday for that.
1:39.8	Also, at the end of this conversation, we have Ron Biscardi.
1:43.1	He is the CEO of I Connections with
1:45.5	Caitlin Malin, the C-O-O of I-Connections. We do a little run around the world about what they're
1:51.3	seeing. They've been all over the world with their global alts conferences. We were just down at
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