Let the Market Run its Course with Bastiaan Janmaat of Linse Capital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 June 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss the bull vs. bear case for stocks (3:30), geopolitical unrest in Russia (23:00), Tesla’s third downgrade in a week (29:00), and earnings season right around the corner (32:00). The co-hosts interview Bastiaan Janmaat, Managing Director at Linse Capital, and talk about his background at Goldman Sachs (38:00), DataFox (42:45), how Linse Capital came about (47:30), his outlook on the economy (50:00), what he’s looking for in companies (53:30), the electric vehicle space (57:00), how he helps his portfolio companies grow (59:00) and AI (1:04:30). 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	Welcome to the Monday edition of On the Tape. I'm Dan Nathan, joined as always by Guy Christopher
0:06.9	Adami and Liz Young. That would be EY from SoFi. She is the head strategist over there at
0:13.2	Social Finance. Guy, what can you do all in one app? Get your money right. Get your money right
0:20.2	all in one application. They say app because it probably saves money on letters, but I get it. Yeah. And Liz, you help us get our podcast right all in on one week. I try. I mean, do my best. How you doing on this Monday morning? I'm doing lovely. I've told you guys before, Mondays are my favorite day of the week. Maybe second to Friday. You're making that up. No, I do. I like Mondays. I like getting
0:42.7	it going. I like getting started. I don't like Thursdays because it's like you're almost there.
0:47.5	It's been a long week. You're tired, but you're not there yet. But I like Mondays. If you watch CNBC's Fast Money, you would know that guy's favorite day of the week would
0:55.1	be Wednesday because that would be hump day.
0:57.4	Yeah.
0:57.9	Is that why?
0:58.5	I've never used that expression in my life.
1:00.9	By the way, there was a song, I think it was like the Boon Town Rats or somebody.
1:04.4	Tell me why I don't like Mondays.
1:06.5	Pretty shitty song.
1:07.5	I completely digress.
1:08.8	You do. Listen, we got a great show. There was a lot going on over the weekend.
1:11.6	I don't know about you guys, but I was a bit captivated what was going on in Russia,
1:15.6	and we're going to hit some of the implications of that we are not going to offer our two cents on the politics of war.
1:20.6	I think there's other podcasts that try to do that and sound really smart. smart, but guy, you and I also in our B block, we had a great conversation with Bastion Jean Mott.
1:29.7	He's the managing director at Lynn's Capitol.
1:32.9	Yes, and he was in special situations at Goldman Sachs.
1:36.0	Now, I'll tell you for the folks that are not aware, those special sitch guys at Goldman Sachs
1:41.3	are sort of like the covert operatives of Wall Street.
	...

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