Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 16 September 2022

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

See our show notes and transcript here Dan and Danny discuss the volatile week on Wall Street (2:09), relative strength in energy stocks (8:58), mortgage rates surging (10:48), Adobe’s $20B acquisition of Figma (12:35), the ethereum merge (17:15), stock pickers beating the market (19:40), and Danny’s NFL picks of the week (28:42). Later, listen to a live conversation from the Future Proof Conference in Huntington Beah with Dan, Danny, Vincent Daniel, Porter Collins, and Liz Young on this week’s CPI report slamming stocks (33:45), the employment picture (52:30), consumer debt (56:23), bank stocks (1:00:20), where to be bullish (1:03:48), and what sectors lead to the downside (1:14:54). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Welcome to On the Tape. I'm Dan Nathan. I am here with Demo. You know him, Danny,
0:05.8	we are not going to be joined by Guy Adami this week. He is, what would you call it, Danny?
0:10.1	He's in his homeland or he's half a homeland because people think because he's got all those
0:14.2	vowels in his last name, that he's Italian. But Guy will correct you. And say i'm half italian i'm half sicilian and he's in sicily right now
0:22.5	yeah he made it home well you and i had a big week we were in california to start the week we're at
0:27.7	this future proof conference held by our friend josh brown downtown josh brown from the compound
0:33.3	podcast you also know him from the ic that would be the investment committee on Scott Wapner's
0:38.3	halftime report on CNBC. We did a live podcast on the tape from there. We were joined by your
0:45.2	former partners, Vincent Daniel, Porter Collins of Seawolf Capital and Liz Young joined us also. So we had
0:53.2	a great podcast. You guys are going to be able to listen to all of that right after Danny and I are done talking.
0:58.6	So stick around.
0:59.2	That was a fun conversation.
1:00.8	We covered a lot.
1:01.9	But that was also, Danny, on the day, it was on Tuesday, right as the market was closed,
1:06.9	and the market was down what?
1:08.0	The S&P was down 4%.
1:09.1	NASDAQ was down 5%.
1:10.6	Here we are. We're taping this
1:12.3	Thursday into the close some pretty bad action here. Just thoughts on the week in general in the price
1:18.6	action that we saw after that little bit of a rally last week where I don't know, people thought what?
1:23.4	The Fed was going to pivot because we're going to get a cool inflation reading in the CPI?
1:32.3	Yeah, listen, like I said, it's a wide range and it's volatile and it's easy to say that we're in a range from 3,600 to 4200.
	...

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