Fast Times at Market High and a Conversation with Ron Biscardi

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 22 January 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami discuss the S&P at all-time highs, earnings, economic data, and rate cut expectations. Later, they are joined by Ron Biscardi, CEO of iConnections, to discuss the Global Alts Conference next week and the roster of participants our audience will hear from. Topics: China’s Stock Market Meltdown (3:25) China Has a New Youth Jobless Rate. Some Economists Are Ignoring It. China’s Population Decline Accelerates as Women Resist Pressure to Have Babies This Week’s GDP Report (9:30) Andy Constan Tweet Earnings Expectations (12:15) Big Tech Still Rules Profit Growth Even as S&P Leadership Widens Profits Comeback Paired With Rate Cuts Make a Powerful Mix Opportunities in the Stock Market Amid Scattered Rate Cut Expectations (18:25) Earnings Reports they are Most Focused on this Week (22:00) What’s Changed Since the Last Global Alts Conference (33:15) Key Goal for iConnections (36:00) Big Themes/Trends to Expect from Global Alts 2024 (44:00) 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	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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