How Everything Still Turns To Gold + Biotech Investing with Dr. Arsani William

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6 • 757 Ratings

🗓️ 4 December 2023

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is it time to audible on our market outlook (2:00)? The easing of financial conditions (12:00), 60/40 portfolios are having their best performance since 1991 and Barron's sounds bullish (17:30), a potential China risk in 2024 (23:00), state of the consumer & homebuilders (30:00). Later, Guy and Dan sit down with Dr. Arsani William from Logos Capital and discuss his background from clinician to investor (34:30), the focus at Logos (43:30), the interest rate impact on biotech stocks (48:00), ways to invest in the biotech sector (55:30), weight loss drugs (58:00), and how to invest in the GLP-1 craze (1:05:00). — 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

Transcript

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0:00.0	Welcome to the Monday edition of the On the Tape podcast. I am Dan Nathan, joined in studio by Liz Young.
0:07.8	She is EY from SoFi. That would be the head market strategist over there at SoFi. And of course, Guy Adami. Welcome, folks.
0:14.2	Hello.
0:15.2	What up? We got a lot to do. Guy and I had an amazing conversation last week with Dr. Arsani Williams. He runs
0:22.5	Logos Capital. We had a great conversation about his investing process as it relates to
0:27.8	the biotech industry. We talked GLP1s. We talked about investing in and around them. We talked
0:32.6	about the interest rate environment and what that meant for the biotech space and what it might
0:36.7	mean in a different rate environment going forward. You don't wantotech space and what it might mean in a different
0:37.8	rate environment going forward. You don't want to miss that. That was a great conversation.
0:41.6	Guy Dami was in locked and loaded on that one there and really enjoyed that. We also have a ton
0:47.3	to do right now. I don't know if you caught what went on in the markets guys on Friday, but it was
0:52.2	the Powell pushback. I guess that was what the headline was all
0:56.0	weekend. And no one seemed to care because they ran the worst crap, okay, and it felt like kind of
1:01.4	into year end, new money coming in for the first day of the month and the like. We have gold.
1:05.9	Guys gold making new all-time highs. The Bitcoin touching 42,000, the laser eyes are back.
1:13.4	Of course, China, China, China.
1:15.5	Barrens, guys, I don't have you caught Barron's.
1:17.1	We're going to do a little thing on Barron's.
1:18.7	They give AI the cover treatment in a big, big way, which I thought was really interesting.
1:24.0	And Liz, you might find this interesting.
1:25.7	It is the comeback of the 6040. It had the best,
1:28.9	the 6040 portfolio had the best month guy in 30 years. All right. But we got to start with your
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