Bullish Brian Belski + Melissa Lee’s “Big Shot"

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 8 March 2024

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of On The Tape, Dan Nathan and Guy Adami are joined by Brian Belski, chief investment strategist at BMO, and talk about his outlook for the stock market. They cover the following topics: stock market sentiment (3:00), how to look at volatility (9:00), Nvidia (14:00), his process for making price targets (18:30), goldilocks economy (22:30), bank stocks (25:00), what concerns him about the markets (27:30), inflation/unemployment (30:30), the tech sector (35:00), and his background (38:20). Later, Guy and Dan sit down with Melissa Lee, host of CNBC’s Fast Money, to discuss her latest documentary Big Shot: The Ozempic Revolution (45:15), pushing back on Dan/Guy’s bear thesis (1:01:30), how she prepares for the show and manages her day-to-day (1:15:00). 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

Click on a timestamp to play from that location

0:00.0	A very warm welcome to the On the Tape podcast. That was Dan Nathan moving his risk reversal flask.
0:08.4	We got swag. It's really nice, actually. It's one of those water bottles. It's a Yeti.
0:13.0	Excuse me? Isn't that the thing that people see like out in Anchorage, the Yetis? You could, right?
0:18.5	Yeah. You could also see Russia from there. I've read that, actually. I heard
0:22.4	that. We have a great podcast today. By the way, this is the On the Tape podcast, Guy Domit, Dan, Nathan, Danny Moses, and parts unknown right now.
0:29.7	He already did it on the On the Tape podcast with Vincent Daniel and Porter Collins. Where can you find that, Dan? And your favorite podcast store is actually in the feed right now. So if you're listening this, you probably already listened to that, but you haven't.
0:40.3	Go back and listen to it because that was straight fire, as the kids say guy.
0:43.3	Fire emoji.
0:44.3	Joining us today is Brian Belski.
0:46.3	He's the chief investment strategist at BMO Capital.
0:50.3	People just say BMO.
0:51.3	B, so we're going to talk to Brian, and on the back half of this thing, we're going to talk
0:56.7	to TV's Melissa Lee. You know her from CNBC's Fast Money. As do you. She also just did a documentary.
1:02.9	We call that a doc called Big Shot. The Ozempic Revolution, which was really actually a great job.
1:10.1	I thought it was her sixth documentary. Apparently
1:12.8	it's her 10th. Yeah. So prolific. Yeah. We both thought of that word at the same time. Are we just
1:17.9	that's what we're doing right now, Brian Belsky. So we got Brian Belski. We're just finishing each other.
1:22.4	We're just finished each other sentences. But before we even start with Brian, I just want to say to you, I loved you in Rounders. You were unbelievable.
1:31.5	Wait, is it Damon? What is he? I know, you're going Malcovitz. Is that what you're doing?
1:35.9	Are you doing the Melkowitz? That's a huge compliment. I've loved you in Rounders. Well, first of all, that's an amazing.
1:44.8	First of all, if you ever met Matt Damon, that's probably one of the first things you would say is I loved you in Rounders.
1:50.1	I did love him in Rounders.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.