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On The Tape

Lesser of Two Evils & A Conversation with Michael Kao

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 12 April 2024

⏱️ 54 minutes

🧾️ Download transcript

Summary

We’ve got a podcast unlike any other this week featuring Guy Adami and Danny Moses. The guys start the show by digesting a litany of economic data released this week (5:00), what retail stocks say about the consumer (7:30), concerning price action in commodities, gold & silver (12:00), recent treasury auctions & dollar/yen (18:00), energy (23:15), Chinese equities (26:00), the importance of bank earnings (28:00)  Michael Kao joins Guy and Danny after the break to discuss moves in the Japanese Yen (34:00), global currency concerns (40:00), the potential for a run in gold (45:00), gold vs crypto (48:15), downside risk for oil (50:45), an idiosyncratic long idea (54:40). Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 back to the On the Tape podcast, Guy Adami, typically joined by Dan Nathan and Danny Moses, today just by the great Danny Moses.

0:11.3

By the way, Danny and I had a great conversation with Mike Cow.

0:15.5

He's the urban cowboy on the Twitter.

0:18.9

You should follow him because the man is a genius and it was a fascinating

0:22.6

conversation about a lot of things that Danny and I have been talking about and obviously

0:26.7

some of the things that he's been seeing as well. Danny Moses, how are you? I'm good. It's

0:31.9

master's wheat, baby. Let's talk about that for a sec. See, for me, there are a number of different

0:37.1

things, right?

0:37.8

You get towards spring.

0:39.9

You got the Daytona 500.

0:42.8

All those things lead up to the start of baseball season, hockey playoffs coming up.

0:48.0

But for some reason, Masters weekend is when the clock turns and when you say, okay, we are now in the throes of spring.

0:57.0

Is that the way you look at it?

0:58.3

I always look at it as you got the Super Bowl, right?

1:00.6

And then that's right in the middle of winter.

1:03.0

And then once March madness happens, that happens, Final Four, and then it takes you into the Masters and then you're through the gauntlet, so to speak.

1:09.4

The winter in this area

1:10.9

being the New York City metropolitan area typically starts in October-ish, and it runs through

1:17.7

March, sometimes into April. And man, that can be a brutal six months. So you live for the short

1:24.7

period of spring that you actually do get before you hit summer where things

1:29.7

become insufferable at times due to the heat and the humidity.

1:34.0

People ask, why do you live in that area?

...

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