Everybody Wants The Bucks With Liz Young, Dan Nathan & Guy Adami

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 27 February 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan, Guy Adami and Liz Young are taking a look at the week ahead on the latest episode of On The Tape. Inflation is even hitting sports team purchases (3:00). David Rosenberg thinks the Fed is getting offsides (12:00). Durable goods spending is down, that’s not a good sign (23:00). We preview Zoom’s earnings report this week (25:00). What can we expect from Target and retail after Walmart’s report last week (29:00)? Thoughts on names likes Salesforce and Nvidia (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 and transcript 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. 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 our Monday edition of On the Tape. I am Dan Nathan. I am joined by Liz Young. She is the head strategist over there at SoFi. What is she going to do, Guy in all in one app? Well, I mean, get your money right and all in one application. That's one of my favorite taglines out there as we currently, you know, sit here in 2023, Dan Nathan. That's right. Well, that's Guy Dami. Liz.
0:21.2	How are you this morning? I'm wonderful. Yeah, our marketing team is on it. We are going to all
0:26.5	get our money right, all in one app. We got a lot to go over for this week here. So the S&P was
0:31.0	down a few consecutive weeks. It kind of gave back half of the gains. I think at its highs this year was up nearly 10% or so. Now we're up.
0:38.7	The market kept up. This is Monday shortly after the opening. About 1% or so, so we're up
0:43.1	a little more than 5%. So that was the headline. We're going to talk about some kind of dueling
0:48.3	strategist calls about kind of what they think of the earnings recession and what we think, you know,
0:53.0	how market sentiment valuations kind of catch up to maybe where some of these bear think of the earnings recession and what we think, you know, how market sentiment
0:54.2	valuations kind of catch up to maybe where some of these bearer strategies think earnings are going.
0:58.6	We also have a lot of Fed speak guy. Your guy from Minnesota over there at the Fed, he speaks twice
1:03.9	this week. Who would that be, Dan? That would be Neil Cash Carrey. But we have also a lot of earnings.
1:09.2	So we have a bunch of retailers and we have a bunch of SaaS companies this week. And a few in the energy patch. So we're going
1:14.6	to get through all of that. Liz, what is top of your mind as we enter the trading week here?
1:20.0	This is a week also that normally the first Friday of every month, we get the all-important
1:24.6	jobs data. Usually you're on one of those Usually you're on one of those eight panels
1:28.3	on the squawk and friends, usually as the data is coming out.
1:31.2	So you're gonna have to wait until next week.
1:32.6	Why is that?
1:33.1	Why is it not coming March?
1:34.8	I don't know the answer to that.
1:37.4	I really don't.
1:38.4	The only thing I can imagine is because February has fewer days
	...

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