Man On The Moon and a Conversation with Mike Wilson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 July 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mike Wilson of Morgan Stanley joins Guy, Dan, and Danny to discuss being bearish in a bull market (3:00), what would change Mike’s thesis (11:00), S&P earnings expectations (14:30), second-half trends (16:00), the bond market (25:30), whether the hopium can continue in the markets (33:00), inflation (38:00), the Fed meeting (42:00), tech stocks selling off on Thursday (45:00), China (49:00), passive vs active investing (52:30), and Carvana’s wild ride (54:00). 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	Today is a special day for a myriad of different reasons. First of all, we have Mike Wilson
0:07.3	joining us. Mike Wilson joins us quarterly, which means he comes on four times here. I can do that,
0:13.3	man. And it's great timing to have Mike with us. I'm excited. Today also happens to be Danny Moses' 54th birthday. Why are you got to give
0:25.0	out my exact age? 54. All right, you doxed me. So Danny was born this day in 1969.
0:32.8	Oddly enough, Danny, as this was the day that what happened. Please educate our audience.
0:37.3	The man landed on
0:38.1	the moon a man on the moon man on the moon now in 1992 the great r em michael stipe led r em they
0:47.4	sang a song yeah man if you believe they put a man on the moon and what he's saying is if you
0:53.1	believe that bullshit i got a bridge i what he's saying is, if you believe that bullshit, I got a bridge
0:56.1	I'm going to sell you. So if you believe somehow that all this that's going on over the last
1:02.1	year and a half, all the Fed rate hikes, everything that's going on in terms of currency,
1:07.2	in terms of bond moves, by the way, in terms of deteriorating margins for a number of
1:11.9	companies, if you somehow believe this is all going to come to a rosy end and everything's
1:16.8	going to be fined, if you believe, Danny, that they put on a man on the moon, I got a bridge to
1:22.5	sell you. By the way, this is the On the Tape podcast. I'm Guy Adami. The aforementioned Danny Moses' birthday today,
1:29.1	54, 1969.
1:31.2	Dan Nathan and of course, Mike Wilson. How is everybody today? Danny, start us off. It's your birthday.
1:36.5	I'm feeling good. I don't know. I woke up. I've started singing, here we go again.
1:40.7	You know? White Snake. Yeah. This is one of my favorite 80 songs for sure, right? I'm in a good
1:44.9	mood right now. Of course you are. Having seen Mike here, I feel like we're in, I feel comfortable
1:48.8	right now. The same way on Fast Money the other night with Cameron Dawson. Earlier this week on
1:53.4	CNBC's Fast Money 5 p.m. Eastern time on your dial, we had Danny Moses, yourself, me, Cameron Dawson, and Mel came to us, and this was the
	...

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