Dovish Again: What Are We Doing After Powell Speaks?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 22 March 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami debrief on key themes they are watching into the end of the week (2:00). After the break, Danny Moses is joined by Vincent Daniel and Porter Collins of Seawolf Capital to break down Fed Chair Jerome Powell’s press conference (14:00), Federal debt levels (18:00), gold/bitcoin (25:30), the commercial real estate space & financials (30:45), searching for single name value (34:15) and a look at the consumer credit space (39:30). 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	All right, welcome to the On the Tape podcast. I am Dan Nathan, joined by Guy Adami.
0:06.0	Yo! How are you? I'm well. I'm very well, actually. We have a special pod for you today.
0:11.9	Well, hold a second. You're saying that today is a special pod, which means other pods that we do.
0:17.2	I was going to say stylistically, it's special. How's that? Okay, that's fair. So you and I are going to do a
0:21.2	quick intro here. Yeah, we are. We had a big week. We had a lot of great content on the risk reversal
0:25.8	media platform, aside from market call that you and I do every Monday through Thursday at 1 p.m.
0:30.7	Eastern on our risk reversal media page. I had a great conversation with Gene Munster of Deepwater, and we talked about the TikTok band.
0:37.9	We talked about what went down out in SF as it relates to GTC. That would be the
0:42.6	Nvidia conference there. We talked about Apple and Google potentially tying up in the
0:47.7	generative AI space. So that was a great conversation on OK computer. Dropped on Wednesday. Check that
0:52.9	out yesterday. On Thursday, we had a drop. I was with
0:57.2	the compound bros. That would be downtown Josh Brown and Michael Batnik. And we had a great
1:02.3	conversation about market sentiment, market at new highs, all the debate around inflation and what
1:06.8	the Fed's doing and the like here. Those guys got all up in my grill, Guy, Adami.
1:12.7	But that was a great conversation.
1:16.8	And then when you and I are done recapping the week, and we're going to be quick here, people,
1:21.9	Danny Moses sat down with his former partners, Vincent Daniel, Porter Collins.
1:23.3	They did a little, what are we doing?
1:24.6	They talked about the Fed.
1:32.4	They talked about the Fed. They talked about the inflation debate. They talked about how the market keeps chugging along despite maybe some signs of weakness growing federal debt.
1:37.0	Well, what do we want to focus on right now to kind of put a little bow on this weak debt was in the market?
1:44.3	Because there were two big events between Nvidia and what's happened with Micron and then obviously with what's going on with the Fed and this dove is commentary markets are raging as a P 50 250 what are we doing well everything you
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