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On The Tape

It’s the Time of the Season

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 28 October 2022

⏱️ 53 minutes

🧾️ Download transcript

Summary

Guy, Dan, and Danny discuss Meta’s unmitigated earnings disaster (3:00), analysts changing their tune on mega-cap tech (10:00), big reports coming next week (14:15), the beginning of the Fed pivot (18:45), opportunities in the market (26:50), Guy gives an impromptu ROTT (31:40), Elon Musk buying Twitter (40:05), instant reaction to Amazon sinking 20% on earnings (49:35), and Danny’s NFL picks (52:05). Check out our show notes and transcript here ---- 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

Click on a timestamp to play from that location

0:00.0

We're going to start things a little differently this week on the On the Tape podcast. Guy Adami here,

0:06.0

always joined by Dan Nathan and Danny Moses. Danny Moses, I'm going to say something and I want you to

0:11.7

repeat it. So if I say like happy, you say happy. Let's just practice because I know you're not that bright.

0:17.7

Happy? Happy. Okay, well done. Okay, so here we go. You ready, Danny?

0:22.1

I'm so ready. What's your name? What's your name? Who's your daddy? Now, for you fans out there of a

0:30.4

certain age, and that would be any from 55 and up, that is a lyric from the zombie song, Time of the Season. And I will tell you, we are in the time

0:40.7

of earnings season. See what I did there, Dan Nathan? I mean, that is, by the way, zombies is

0:46.5

interesting because what this Federal Reserve has managed to do over the last 13 years of

0:51.3

large S. Danny is to create some of the biggest zombie companies in the history of

0:56.6

mankind. But we'll talk about that later. By the way, as I mentioned, this is the On the Tape podcast.

1:01.6

Later on, we're going to have a conversation about Elon Musk. I'm sure you want to stick around for that.

1:06.3

And Danny Moses, who is now a pedestrian 11 and 9 in the league where they play for pay, we'll put out a couple of picks as well.

1:13.3

But earnings season is upon us.

1:15.8

And as you're listening to this today, hopefully Friday, we're going to have a special drop of market call 11 a.m. Eastern Time.

1:23.3

Because by then, we have heard from Apple.

1:26.2

We'll have heard from Amazon in this earning season.

1:29.5

If you're listening to this on Saturday, too bad because you missed our special market call on Friday.

1:35.8

And I'm saying this on Thursday.

1:37.5

That's like back to the future shit.

1:39.6

Anyway, earning season is upon us, and we'll just start with the obvious.

1:43.7

Facebook was an unmitigated disaster, and I will say this, it couldn't happen to a nicer

1:49.8

guy in the form of Mark Zuckerberg.

...

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