meta_pixel
Tapesearch Logo
Log in
CNBC's "Fast Money"

Live From Miami Beach, We’re Dissecting the Market Rally and Previewing Big Tech Earnings 1/29/24

CNBC's "Fast Money"

CNBC

News, Business, Investing

3.91.3K Ratings

🗓️ 29 January 2024

⏱️ 44 minutes

🧾️ Download transcript

Summary

The S&P and Dow setting new record closes after the Treasury announced its latest refunding plans. And with $10.5 trillion in market cap set to report this week, we’ve got the breakdown of what to expect. From the iConnections Global Alts Conference in Miami Beach, we’re joined by Altimeter Capital’s Brad Gerstner, Firstmark’s Rick Heitzmann, Elizabeth Burton of Goldman Sachs and the co-founders of hot sauce start-up Truff. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, one, two, three, four, seven, seven, seven, eight, nine, ten.

0:10.0

This is Fast Money and we are here tonight for the Eye Connections Global Alts Summit.

0:14.8

The next two days, I'm Melissa Lee joined on set by Dan Nathan and Guaidami.

0:18.6

Welcome to Miami, everybody.

0:20.5

It's great to be here, right?

0:21.8

It is a monster event over 4,000 folks who's who

0:24.7

of VCs hedge funds pension funds wealth managers and asset allocators here's what's

0:29.3

on tap tonight big tech on deck more than ten trillion trillion worth of market cap reporting earnings this week.

0:35.0

Will the results add fuel to Magnificent Seven's fire?

0:38.0

We'll find out with top tech investor Brad Gersner, founder and see of Altimeter Capital, why he says one of these high-flying

0:44.6

names has even more room to run.

0:46.6

Plus, we're counting down to Wednesday's big Fed decision, will the Central Bank lay the groundwork

0:51.5

for a rate cut at its next meeting. We'll get thoughts from

0:54.3

Goldman Sachs's asset management's Elizabeth Burton. And later, place your bets,

0:59.2

fan-duo parent company Flutter Entertainment making its debut in the New York Stock Exchange, we'll talk to

1:04.2

Rick Heitzman, an investor in rival draft kings, about the outlook for sports betting and what's

1:09.1

at stake ahead of the Super Bowl.

1:11.1

It's great to be here, guys.

1:12.3

Thanks for joining us. We'll get to all

1:13.2

that in just a few minutes but we kick things off here in Miami Beach

1:15.8

with the funding announcement that fueled a late day rally in the markets. Both the

1:19.9

S&P and Dow notching records at the close, the S&B closing about 4,900 for the first time,

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.