Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6 • 757 Ratings

🗓️ 10 November 2023

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Danny’s NFL picks (28:30). After the break, the guys are joined by Helima Croft of RBC to discuss the latest decline in oil prices (32:30), her time working in the CIA (35:45), oil production (38:15), geopolitical impacts on the energy market (42:00), the Trump Administration’s impact on OPEC (46:30), the pain trade from current levels (50:15), gasoline (53:00), energy M&A (55:00), whether Brazi would consider entering OPEC (57:30), what the price of oil is telling her about the market (59:15), China-Taiwan (1:02:45), uranium/nuclear (1:05:00), Japan/India (1:06:00), and dollar strength (1:07:00). In honor of Veterans Day, Guy and Dan chat with Art delaCruz of Team Rubicon for a look at his background serving our country and the important mission behind Team Rubicon (1:11:00). If you would like to donate to Team Rubicon, please follow this link. Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to [email protected] with your mailing address. — 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 Learn more about Ro body: ro.co/tape 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

Transcript

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0:00.0	Welcome to the On the Tape podcast. I'm Guy Adami, joined always by Danny Moses and Dan Nathan. Today,
0:09.7	a treat. Halima Croft, managing director and global head of commodity strategy at RBC Capital Markets.
0:16.3	We'll be joining us. I'm excited to have that conversation, Danny.
0:20.2	I'm here in person, by the way.
0:21.5	What about me being here? Granted, she blew me away in the interview, but that's fine.
0:24.9	Well, you're here. I'm here in person. IRL. Danny's here, by the way, by the time you've
0:28.5	listened to this podcast, Dan, Danny Moses would have joined us on Fast Money. CNBC's Fast money. CNBC's fast money. You know why? And it was planned for weeks. And now the market's down.
0:39.9	People will think, oh, they brought the short guy on again.
0:40.2	Yeah. But the last time you came on, the market was at the 52-week high.
0:43.2	Yeah.
0:43.6	So there you know.
0:44.4	And now it's 208.
0:46.2	And now it's 208.
0:46.2	The game stop was 24.
0:47.3	Eat it.
0:48.0	Anyway. By the way, Veterans Day this Saturday, the 11th day of the 11th month at the 11th hour,
0:57.1	Veterans Day.
0:57.6	We can talk about that.
0:58.6	But Art Dela Cruz, chief executive officer at Team Rubicon, he's joining us as well, Dan,
1:04.3	and we have a giveaway on the back of that.
1:05.8	Yeah, we do.
1:06.4	We're giving away hats because we're going to help them raise money.
	...

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