meta_pixel
Tapesearch Logo
Log in
On The Tape

Elections & Earnings: How Will Markets React?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 4 November 2024

⏱️ 41 minutes

🧾️ Download transcript

Summary

Dan Nathan, Danny Moses, and Liz Young Thomas cover October's job report, the U.S. Federal Reserve's upcoming meeting, single stock earnings, and the election. The team delves into the market's reaction to a weaker job report and the implications for upcoming Fed rate cuts. They analyze company earnings performance and consumer spending trends amidst macroeconomic uncertainty. Key earnings from Amazon, Microsoft, and Palantir are highlighted. The potential impacts of the upcoming election are discussed along with the market reaction to polling and prediction markets. Lastly, they touch on recent regulatory developments affecting energy companies and their deals with big tech for running data centers. 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 Thomas @LizThomasStrat 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

IConnections is the world's largest capital introduction platform in the alternative investment

0:05.7

industry. The IConnections membership only platform brings together the asset management

0:10.7

community providing allocators and managers with the opportunity to connect both physically and

0:15.9

virtually. With an impressive network of over 4,000 allocators and 900 managers, their community oversees

0:22.9

an astounding 77 trillion and 33 trillion in assets, respectively.

0:28.7

IConnections is also the driving force behind the alternative investment industry's

0:33.1

most renowned in-person events.

0:35.4

We invite you to join IConnections at their upcoming flagship events,

0:40.1

Global Alts Miami, January 27th through the 30th, and Global Alts, New York, June 9th and 10th.

0:46.5

These events are packed with one-on-one meetings, thought leadership sessions, and unparalleled networking

0:52.4

opportunities. To explore more about IConnections events and gain access to their members-only platform,

0:58.9

visit iConnections.io.

1:02.5

All right, welcome to the Monday edition of the On the Tape podcast.

1:05.9

I'm Dan Nathan.

1:06.5

I'm joined by Danny Moses and Liz Young Thomas.

1:10.0

She is the head market strategist at SoFi.

1:12.3

Welcome, peeps.

1:13.2

Good morning.

1:14.4

Good morning.

1:15.4

All right, Guy Adami is in parts unknown.

1:17.6

I literally mean he's in parts unknown.

1:19.5

We cannot even docks him because he's away and we don't know where he is.

...

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 2025.