Market’s Smooth Operator + The Big Short Panel

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 2 February 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19:20), productivity (24:15), the Fed’s impact on the consumer (26:00), earnings (28:00) and gold/oil (32:00). Later, listen in on “The Big Short” panel from iConnections Global Alts Conference featuring Danny and his FrontPoint colleagues Vincent Daniel, Porter Collins, and Steven Eisman (36:15) Watch “The Big Short” Reunion on Fast Money This Week 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

Click on a timestamp to play from that location

0:00.0	Oh, welcome to the On the Tate podcast, Guy Adami, Dan Nathan, Danny Moses, back from Miami Beach, Florida.
0:09.4	It was a great trip.
0:10.5	I Connections Conference.
0:11.7	I thought last year was good.
0:13.6	Whoa, Nelly.
0:15.0	That's Keith Jackson, by the way.
0:17.0	This year was, what did kids say?
0:19.2	It was fire.
0:20.1	Straight fire.
0:20.6	Off the chain or something. I
0:21.8	even know what that means. They took down the entire Fountain Blue Hotel. By the way, I encourage
0:26.9	folks to go down there just to see the lobby in the foyer because there must be 30 pictures of Frank
0:33.4	Sinatra and his crew back in the day. I could have spent four hours looking at those pictures.
0:38.4	Quite frankly, I probably did in aggregate. But it was a great conference. By the way, on the
0:43.5	other side of the break, Danny Moses, Steve Eisman, Vincent Daniel, and Porter Collins were
0:51.5	on stage at eye connections, interviewed by the great Melissa Lee.
0:54.7	That will be the B block, the B side, if it were.
0:59.2	Stick around for that.
1:00.1	That was.
1:01.8	And Danny, we got to talk a little bit about some of your impressions.
1:05.6	This is the first time I think your crew from the Big Short were together easily on stage.
1:09.8	You also run CBC's Fast Money on Tuesday.
	...

Please login to see the full transcript.

Previous episode | Next episode

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

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