Great Market Expectations

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 January 2024

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of On The Tape, Dan Nathan, Danny Moses & Guy Adami give their biggest takeaways from the first week of the year, discuss Fed rate cut expectations, and preview earnings season. Key Insights from the Pod: Intro (1:15) Fed rate cut expectations (2:30) CME FedWatch Tool Fed Sees Rates Staying High for Some Time With Cuts Eyed in 2024 BlackRock’s Lynam Calls Early Credit Drop a ‘Healthy Correction’ Mobileye guiding down (6:45) Health Care stocks surprising Guy the first week of the year (8:15) Apple downgrades flying in (11:45) Why Danny is buying Walgreens (15:50) What would make Dan buy Apple? (18:00) The Fed’s repo market (21:40) JPMorgan’s meteoric rise/Citigroup (28:00) Why the US money supply is shrinking for the first time in 74 years Debt to GDP (32:15) US Debt Clock Shipping stocks (38:00) Crude oil (40:00) Bank earnings preview (43:00) — 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 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 On the Tape Podcast Guide. I'm me, Dan, Nathan, Danny Moses. You know, in 60 minutes, it's like season 62, episode one. I don't know, I'm making that up. But this is season four episode one of the On the Tape podcast. Season four, episode one.
0:21.0	That's pretty amazing.
0:22.0	Pretty cool.
0:22.7	It is pretty cool.
0:23.7	And I spent, Danny, by the way, how are you?
0:25.5	Happy New Year.
0:26.4	To you as well.
0:27.2	I mean, that's the last time I'm going to say that, by the way.
0:29.6	If you say it again, I'm outy 5,000.
0:32.3	I'm just saying.
0:33.5	People say that to me now just upset me. Yeah, they do. Well, and they're successful.
0:38.2	But I spent some part of the holidays reading.
0:42.2	I like to read.
0:43.3	You know, I have a lot of favorite sort of holiday shows.
0:45.8	I will tell you, it's a wonderful life, is a wonderful movie.
0:49.9	Jim Stewart, by the way, when Jim Stewart came back from the war is when they made that movie.
0:54.8	So, you know, the scenes with which he's exercised and upset, I mean, that's like PTSD stuff going on.
1:00.7	I don't want to get too into the weeds, but that's not character acting.
1:04.1	I mean, that's him being him, number one.
1:06.3	But I also love Christmas Carol.
1:08.4	Dickens.
1:09.3	Charles Dickens, you're familiar with this?
	...

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