Feet on the Air, Head on the Ground with Jim Bianco of Bianco Research

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 May 2023

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan & Danny discuss a surge of enthusiasm on Wall Street (3:30), billionaire investors getting bullish on AI (10:45), Nvidia (18:00), Netflix stock jumps 10% as it boasts ad-tier growth (20:35), Walmart (23:40), what it would take for them to change their bearish thesis (26:30), and happenings in the sports betting space (32:00). Later, they sit down with Jim Bianco of Bianco Research to discuss why the economy needs to restructure (43:45), bond market volatility and inflation (51:30), the debt ceiling (1:11:00) and valuations (1:15:30). Paul Tudor Jones says the Fed is done raising rates, stocks to finish the year higher from here How the Soros Funds Lost Game Of Chicken Against Tech Stocks ---- 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	All right, welcome to On the Tape. I'm Dan Nathan. I'm joined with Danny Moses. Guy Adami is off today. A well-deserved day that he's taking off. He's down at his alma mater. That would be Georgetown University. His son, Guy Jr. is graduating today. Danny Boy. How you doing, bud?
0:16.4	That's like a raise that he gets, Guy, right? Because my kid just graduated University of Miami. Oh yeah,
0:21.8	congratulations to your boy. It was quite a story. I want to give a shout out to him for making
0:25.1	the graduation at 8 in the morning. I heard that. That's a miracle work. No, it's not safe for work, but he
0:30.2	did make it. So congratulations. Well, congrats to all the grads. You know, it's very cool. You know, we are down here in flat iron-ish part of Manhattan, and it's interesting.
0:39.0	You see all of these purple grads.
0:41.5	They're all NYU grads.
0:42.6	They're walking around.
0:43.2	I went by Washington Square Park yesterday.
0:45.1	There was like dozens, maybe hundreds of them in there and taking pictures.
0:47.6	Pretty pretty cool.
0:48.2	Pretty cool time of you.
0:48.9	This is the Roddy Dangerfield keynote moment that if you could give, which had been.
0:53.7	Back to school, which he was
0:54.5	which you mean, yeah, which he would say, it's rough out there. Stay in school. It's rough out there.
0:59.6	I mean, it's going to be, it's a little rough. People are getting job offers that are getting
1:03.3	somewhat deferred, right, from some of the big consulting firms. Which is something that we actually
1:07.1	saw, you know, interestingly, we saw that the turn of the century when the dot-com implosion.
1:29.1	The summer. How old are we? I know. The summer of 2000. We also saw it in the summer of 2008. And those are might be listening to us right now. You can wait and start in January, like they're telling you,
1:32.6	or you can go out and try to find something else. I'm not saying that they're not locked in,
1:36.6	but I would not rest on that. And I would not, because the reason I say that is, depending on what field people want to get in, specifically they're looking, whether it's a McKinsey or Deloitte
1:40.0	or whatever it might be, keep your brain working. And I keep saying that this is the best time.
	...

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