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On The Tape

Let The Good Times Roll with Brian Belski

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 8 November 2024

⏱️ 64 minutes

🧾️ Download transcript

Summary

Guy Adami, Dan Nathan, and Danny Moses explore market optimism in the wake of Trump’s decisive election victory and the anticipated impacts on financial regulations, particularly for banks. After the break (27:00), Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares his insights on the future of major financial institutions and potential mergers among regional banks. The discussion also touches on the broader economic outlook, including inflation, interest rates, and the unique dynamics in the gold market. The hosts delve into the tech sector's performance, with particular analysis of JPMorgan, Tesla, and AI-driven companies like NVIDIA and Palantir. Belski closes with his cautious optimism for the stock market and the importance of focusing on individual stocks and sectors amidst evolving market conditions. 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 Thomas @LizThomasStrat 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

IConnections is the world's largest capital introduction platform in the alternative investment

0:05.7

industry. The IConnections membership only platform brings together the asset management

0:10.7

community providing allocators and managers with the opportunity to connect both physically and

0:15.9

virtually. With an impressive network of over 4,000 allocators and 900 managers, their community oversees

0:22.9

an astounding 77 trillion and 33 trillion in assets, respectively.

0:28.7

IConnections is also the driving force behind the alternative investment industry's

0:33.1

most renowned in-person events.

0:35.4

We invite you to join IConnections at their upcoming flagship events,

0:40.1

Global Alts Miami, January 27th through the 30th, and Global Alts, New York, June 9th and 10th.

0:46.5

These events are packed with one-on-one meetings, thought leadership sessions, and unparalleled networking

0:52.4

opportunities. To explore more about iConnections events

0:55.8

and gain access to their members-only platform visit iConnections.io a warm welcome to the

1:04.1

on the tape podcast guy i'm always joined by dan nathan dan how are you doing a great guy dann

1:08.8

i'm doing great guy mosez how are you hi guy good to. Well, it is good to see you. Try to have some enthusiasm here.

1:15.0

By the way, on the flip side, after the break, Dan and I had a great conversation with Brian Belski.

1:20.6

Brian, of course, the chief investment strategist, head of investment strategy group, global markets, BMO, capital markets. That's a mouthful,

1:31.1

damn. Yeah, good thing he didn't have like any CFAs, BFPs or anything like that. But he's,

1:35.9

Brian's always fun. He's always colorful and I look forward to him. By the way, we had him in March

1:40.6

and we had a conversation with him. He was very bullish back then. He wound up being very right.

1:45.2

We will discuss.

1:46.6

My freshman year of high school, Danny, was 1978,

1:50.9

if you can believe that.

...

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