Just Breathe with Michael Kao

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 15 September 2023

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy, Dan, and Danny discuss mixed messages in the market (1:00), where’s the recession? (6:00), the best-looking charts in the market, according to Danny (9:30), mega-cap tech stocks not acting well (10:30), Morgan Stanley’s Tesla upgrade (14:30), banks (16:30), Danny pounding the table on Genius Sports/Sportradar stocks (25:00), airlines (26:30), Vertu (32:00), Danny’s NFL picks (33:00), and Gamestop (33:30) . Later, Danny and Guy sit down with Michael Kao, a private investor at Kao Family Office, to discuss the four horsemen impacting the Fed (40:00), natural gas (45:00), what would trigger oil to sell-off (46:30), China (49:00), global macro headwinds for oil (55:00), Japan (1:00:00), and yields (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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter 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	From time to time, I have to remind myself, you need to take a pause. You need to sort of
0:07.1	re-center yourself. You have to breathe. Now, Dan Nathan has seen the Pearl Jam with Danny
0:13.4	Moses. You guys went together. Yeah, we went last week. As we're doing this, as you're listening
0:17.5	to this, Dan Nathan is probably on a plane headed to DFW. I think that stands for Dallas, Fort Worth. Dallas Fort Worth. And you're listening to this, Dan Nathan is probably on a plane headed to DFW.
0:21.5	I think that stands for Dallas Fort Worth.
0:23.4	Dallas Fort Worth.
0:24.2	And you're going to see the Pearl Jam again.
0:26.0	Then you're coming back to see the Foo Fighters.
0:27.9	Sunday.
0:28.7	And then what are you doing?
0:29.6	Tuesday.
0:30.7	What are you doing?
0:31.1	19th.
0:31.7	You're going to Austin, Austin, Texas.
0:34.0	Yeah, they see Pearl Jam again.
0:35.1	See the Pearl Jam. By the way, this is the on the tape podcast.
0:38.1	I'm Guy Adami.
0:38.9	That was Dan Nathan.
0:39.9	Danny Moses is here as well.
0:41.2	Together.
0:41.8	We're together.
0:42.3	We're together.
	...

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