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On The Tape

Mega Earnings Week On Tap with SoFi's Liz Young

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 29 January 2024

⏱️ 25 minutes

🧾️ Download transcript

Summary

Guy Adami and Liz Young are back for another edition of On The Tape! We preview the biggest week of this earnings season. Earnings This Week (2:30) Yield Curve (5:45) Market Sentiment (11:00) Consumer Credit Concerns (14:15) Small Caps (16:30) Oil / Energy (19:30) SoFi Blog / Investment Strategy View: Dividend Aristocrats (22:45) Consumer Sentiment (23:45) 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

Last Monday of the month, thank goodness gracious.

0:05.0

Guy Adami, EY from SoFi, on the tape podcast on this Monday.

0:10.0

Before we get started, Elizabeth, how have you been?

0:12.2

Ah, great.

0:13.0

Fresh off vacation, fresh off a Costa Rica trip.

0:16.2

Okay, so here's what I think happened last week.

0:18.1

The alerts on my phone.

0:19.2

I mean, just give a summary.

0:20.5

This is what I missed.

0:21.6

GDP was hot.

0:22.7

Right.

0:23.4

PCE was cool.

0:24.6

Fed odds still 50-50 for March.

0:27.1

About right.

0:27.7

46% I think, but yeah.

0:29.6

Yeah.

0:30.0

Dan I've said some stuff about Tesla.

0:32.1

Mm-hmm.

0:33.3

Bradley Cooper and Gigi Hadid are dating officially and J-Lo Cutter Hair.

0:42.2

That's about it. You nailed it all. We'll see you guys next week on the On a Tate podcast.

0:50.9

That's a wrap. So it is Monday. The market continues to sort of, I don't want to say defy logic because maybe logic has nothing to do with it.

0:54.2

But obviously, as we sit here, we're talking about an S&P 500, effectively at 4,900, a NASDAQ 15,500. You know all the superlatives. It's been remarkable

...

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