Eerie Days with Liz Young of SoFi

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.6 • 757 Ratings

🗓️ 2 October 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Liz Young from SoFi discuss initial enthusiasm over the shutdown aversion waning (4:00), the markets unchanged in the last 18 months (11:00), Rising Rates Likely Hit Bank Balance Sheets in Quarter (17:00), the bond trade (25:00), why a recession is still likely (30:00), Tesla’s fundamentals breaking down (34:00) and what to be optimistic about (36:00). 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 Learn more about Ro body: ro.co/tape 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter 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

Transcript

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0:00.0	Welcome to the Monday edition of On the Tape. I'm Dan Nathan, joined as always by Guy C. Adami. You can guess what the C stands for. And of course, Liz Young. That would be E.Y from SoFi. She is the head market strategist over there at SoFi where you can get all of your money right in what guy?
0:18.3	You got all your money right all in one app. One application. A guy will jackass it
0:23.0	over to the app store and maybe buy one of those. It's funny you say that because we had a lot of
0:27.9	rain in the New York metropolitan area this weekend. And the application store that I go to was
0:33.1	actually close. First time it's happening quite some time. A little flooding in your app store.
0:37.1	They had to debug that thing. Liz, good to have you here in studio. How about that?
0:41.6	We're going to do what guys sometimes likes to call a hot 30, right? We got 30 on the clock here.
0:47.0	We're going to rip through it. We're going to go through a whole host of things that are going on in the markets. Over the weekend, it's a pretty interesting weekend, a lot of anxiety over what or what might not happen to the government and their employees and their debts and a whole host
0:59.1	of other things. But crisis averted. We're going to hit that. We're going to talk about recession
1:02.1	warnings. We're going to talk about the equity risk premium that our good friend, Rosie, David
1:05.9	Roosevelt, and our friend Doug Cass has been talking a whole heck of a lot about of late here. And a few other things we're focused on this week.
1:12.9	First, a little housekeeping, though.
1:14.5	Guy, you, Carter, and I did a very special market call Friday afternoon.
1:19.0	We were focused on three ETFs.
1:20.9	It would be the TLT, the XLE, and the UUP.
1:24.1	We were focused on rates, energy, and the U.S. dollar, and how we think that those might
1:29.2	be a defining factor for Q4 and for equities in general. And we did three trades in options. It's on
1:36.2	our risk-versal media YouTube channel, and they're all still relevant right now. So people go
1:40.7	check it out at YouTube, risk virtual media. Follow us there.
1:45.1	Watch the video.
1:46.2	Take a look at the trades.
1:48.0	We'd love to get your feedback on them.
	...

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