Fed + Geopolitical Risks = Market Volatility | MRKT Call

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.6 • 757 Ratings

🗓️ 10 October 2023

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 10th. FactSet's John Butters delivers his Earnings Insight. -Paul Tudor Jones says a a recession is likely -Guy's Gold Futures & 10-YR Futures Trades -Dan's TLT Trade Update -BAC's Wrong-Way Rate Bet -John Butters of FactSet joins Timecodes 0:00 - Geopolitical Climate 7:45 - NASDAQ 9:00 - Rates & Yields 16:25 - Bank of America 20:15 - Q3 Preview w/ John Butters 32:15 - Dollar & Gold Update 35:25 - Pepsi & LVMH MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Transcript

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0:00.0	Wow, wow, wow.
0:16.2	We had fun yesterday on the radio, but we're back today here on this Tuesday,
0:20.8	but I'm wow, wow, wowing, Dan.
0:22.6	You know why because today we have butters live.
0:27.7	I mean, unbelievable.
0:30.6	It's unbelievable.
0:31.5	It's encre d'Ablah, as the French say.
0:33.9	But let's take a look at some of the things we're going to be looking at at today's market call show, Dan, Nathan. Listen, I agree with that first statement. If you think
0:42.7	about what's going on in the world, it ain't pretty. And unfortunately, it feels as though
0:47.3	things are going to get a little worse before it gets better. We've got some trade ideas.
0:50.9	We're going to look at that gold trade. We're going to take a look at bonds. Those are top of mind for a lot of people. And as I just said, we have him with us today, the John
1:00.1	Butters earnings preview all in today's jam pack show. How are you, Dan? I'm doing okay. I'm also
1:06.9	very excited for hashtag Butters to be joining us in the flesh usually on thursdays we get a
1:13.4	preview of john's earnings insight blog that drops friday mornings um and we usually just kind of get
1:20.6	the insight of the blog but now we actually get butters here on a tuesday um guy lots going on in
1:27.2	the markets here ma ma'am.
1:28.0	Okay, so the S&P futures, if we look at these things, we talked about them over the last
1:32.6	couple of weeks.
1:33.1	I don't think either one of us thought it was a good press as they got back down towards
1:36.6	that 4200 level.
1:37.9	That was the early June breakout level.
1:40.3	You see that level, the horizontal line. You also see that it lined up nearly perfectly
	...

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