Markets Riding Feel Good Hormones

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 February 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of On The Tape, Dan Nathan, Guy Adami and Liz Young discuss the market euphoria following Nvidia earnings last week (3:45), why Americans don’t feel good about the economy (10:00), U.S. debt (21:30), M&A green shoots for the markets (24:20), Amazon entering the Dow (26:10). Articles Mentioned on this Podcast: Goldman Sachs’s Chief Economist Has Nailed Big Calls. Here’s His Next One. (WSJ) What If the Economy Actually Is Getting Stronger? (Barron’s) Recent Big Deals Stir Hope That M&A Winter Is Ending (Barron’s) Amazon Stock Joins the Dow Club. It Could Pay a Price. (Barron’s) 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

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0:00.0	Welcome to the Monday edition of the On the Tape podcast.
0:04.1	That is Liz Young.
0:04.9	We have fun before and everything.
0:06.3	Hello.
0:06.9	That is Liz Young, tackling.
0:09.2	EY from Sofi, Guy Christopher Adami.
0:12.9	You and I are both rocking some dueling sort of Johnny Cash uniforms here.
0:17.2	And we got a lot to cover on a big market week after last week, which is a big market week. Welcome
0:22.5	people. What up? How are you doing? Good. Little housekeeping really quickly. Guy and I had a great
0:28.0	conversation with Kara Swisher. She is the author of the new book that's coming out this week called The Burn Book.
0:32.9	And if you want a copy of that book for free, go over to your favorite podcast store. Leave a review for the
0:40.7	OK Computer podcast. Follow it. Send a screenshot to contact at risk reversal. And we're going to send
0:47.2	a book to the first 100 people who do that. We had a great combo guide just really quickly.
0:52.1	Kara Swisher, to you and me, we just think of her
0:54.8	in a very fine fashion. She's come on the pod. I think it was what her fifth time on the pod with
1:00.8	you and me. We spent a lot of time with her just on the front row seat that she's had covering tech for
1:05.4	the last 25 years. Internet in particular. What were some of the quick takeaways? Because we're going to put, I think, a five to ten minute clip at the end of this podcast. And then we're going to ask you to go
1:15.2	over and follow the OK computer and listen to it there Wednesday when it drops.
1:18.6	Well, one of the many things I love about Swish is she doesn't suffer a fool. She makes the exception
1:23.1	for me. But with that said, you know, she really likes to push back. And, you know, I just think
1:28.0	her honesty and her understanding of the material and the way that she can make it accessible
1:33.4	and synthesize it for people, I think is really great. And, you know, she's somewhat self-deprecating.
	...

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