4.6 • 757 Ratings
🗓️ 22 January 2024
⏱️ 51 minutes
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0:00.0 | Welcome to the Monday edition of On Tape podcast. I'm Dan Nathan joined by Guy Adami Guy. Welcome. |
0:07.1 | Where's EY from SoFi? Oh, there it is. Right out of the gate. |
0:10.5 | Right out of the gate. It's a little her time, I think, okay? And that's fine. She's entitled. Like, she's going to come back ready to go. Right. But here's the thing. Before we get into it, wouldn't her time be our time if you think about it that way? |
0:23.0 | I see what you did there. |
0:24.6 | I see what you did there, Mr. Hand. |
0:25.4 | It is fast times in the market, by the way. |
0:27.7 | Let's get into that. |
0:28.8 | It is fast times. |
0:30.0 | We got a lot to discuss here. |
0:31.5 | We have a market that is absolutely melting up on the year the s mp 500 is only up about one and a half percent we're recording this |
0:38.4 | monday in around the open and the futures are indicated up 30 basis points so off to the races |
0:43.9 | some of the usual suspects guy driving a little bit of the action we're going to get into earnings |
0:50.0 | this week we have some big tech name starting to report, and really the bulk of the MAG |
0:54.9 | 7 is going to come next week. So we're going to talk a bit about earnings. We have some economic |
1:00.5 | data that could be dictating the course of, or at least the perception of rate cuts that are |
1:06.7 | quickly dwindling as far as the March meeting. I think we have maybe a 46% chance. That's the |
1:12.2 | CME Fed Funds tracker there. So we'll talk a little bit about the data and the dot plots. |
1:16.8 | You and I are also going to sit down with Ron Biscardi. He is the founder and the CEO of I Connections. |
1:22.2 | They are a sponsor of this fine podcast. And we're going to be down at their global alternatives |
1:27.2 | conference next week in Miami Beach with thousands of investors fine podcast. And we're going to be down at their global alternatives conference next week in Miami Beach |
1:29.7 | with thousands of investors and allocators. |
1:32.1 | And we're going to get a read on what some of the expectations are there in and around the markets |
... |
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