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RiskReversal Pod

MKT Call 6/30/22: Worst First Half for Stocks Since 1970 and What to Watch in the Second Half

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 30 June 2022

⏱️ 43 minutes

🧾️ Download transcript

Summary

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:  Yields bouncing around 3% The worst first half for the S&P 500 in 50 years Single stocks making 52-week lows (Deere, Target, Nike, JPMorgan, PayPal, Nvidia) What Liz Young is watching in the second half RH earnings disaster FactSet earnings insight Dan's mind the gap stocks (Zoom, PayPal, Netflix) Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Watch all of our videos on YouTube Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal

Transcript

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0:00.0

Hey, it's Guy here, and you're listening to an audio broadcast of Market Call. That's MKT Call.

0:06.2

It's a video series I do with Dan Nathan every Monday through Thursday live at 1 p.m. Eastern.

0:12.5

We break down the big market moving headlines and offer trade ideas. Each week, we are joined by

0:18.0

Carter Worth of Worth Charting and Liz Young from SoFi for their investment analysis.

0:23.0

So check it out. And if you'd like it, follow at Market Call on Twitter and subscribe to Risk Reversal Media on YouTube so you never miss an episode. What up, peeps, top of the hour.

0:47.7

That makes it 1 p.m. on the East Coast.

0:50.3

This is the final market call for the month of June. Now, as you know, the month of June,

0:56.6

Dan, the symbol is M. July, we're approaching. That would be the letter N. We'll talk about that

1:04.0

soon. But I am, Guy Dami. I'm always joined by Dan Nathan, and you know it's Thursday. We will be

1:09.5

joined in just a few minutes by EY from SoFi.

1:14.2

Today's episode brought to you by FACSET, Financial Data and Analytics powered by tomorrow. Dan

1:19.6

SoFi, who doesn't want to get their money right all in one app? I know I do, peeps, and we're

1:25.4

powered by Open Exchange. Now, we got a lot to talk about,

1:28.7

I guess the half of year is over today. Not a good half for stocks this first six months of the

1:36.1

year. Yields moving. We're talking about Liz with all those things. But Dan, how are you?

1:41.1

I'm doing well, Guy. That was a mouthful for you, buddy. I mean, here we are.

1:45.0

You know, we have a lot to unravel here.

1:47.0

You know, the first half of the year is over.

1:49.0

We're approaching the second half of the year.

1:51.0

Mark, it's trying to stage a bit of a comeback here.

1:53.0

There's just a lot going on.

1:55.0

Yeah, I mean, listen, again, I think we're going to talk about Liz. Her note, she spent a lot of time talking about the 210, the spread. You know, we've been talking about it, the inversion. Nostradami called it way back when. You thought it was going to happen. And, you know, we spent a lot of time talking about what it meant for stocks and what it means for stocks historically and what it means for the economy and obviously, you know,

...

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