Nothing Changes on New Year’s Day

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 29 December 2023

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the stock market’s biggest headlines of 2023 and make predictions for 2024. Key Insights from the Pod: Dan highlights the markets this time last year vs. now (2:45) Danny runs through 2023’s greatest hits (5:00) Guy discusses what he got wrong this year (7:30) Dan discusses what he got wrong this year (9:30) Why energy could outperform in 2024 (13:00) China (17:00) Credit (18:50) Small Caps (22:15) Sentiment indicators (23:45) Financial punditry (27:45) Guy, Dan & Danny discuss how the upcoming election could impact the markets in 2024 (check out this election and the markets chart that Dan referenced) (34:00) Danny’s NFL picks (44:00) — 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 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	Oh, welcome to the On the Tape podcast of the final podcast of 2023.
0:07.1	Guy, I'd be Dan Nathan, Danny Moses.
0:09.8	Indulge me for a second.
0:11.0	I have a Spotify playlist, as you all know.
0:14.1	It currently comprises approximately 865 songs.
0:19.9	There's a band that you both love that I'm, you know, sort of ish about. I have
0:24.8	three of their songs on my Spotify playlist. Dan, Nathan, you want to take a shot real quick? Do you
0:29.3	know the group? I think it's the Pearl Jam. No, it's not Danny Moses. I don't know. It's not
0:34.8	the Eagles because you love them. Not, not, but please, as we end 2023, it's not the Eagles.
0:41.4	It's not Eagles.
0:42.5	There's no the in front of Eagles.
0:44.8	It's just Don Felder listens to this podcast.
0:49.6	He's no longer a member of the band, but he would be insulted by that.
0:52.8	No, the band is U2. I know you both love the band, but he would be insulted by that. No, the band is U-2. I know you both love
0:55.6	the band, U-2. And in 1983, Dan Nathan, they released War. Yep. One of the songs on that is
1:03.9	New Year's Day. And I'm thinking about some of the lyrics there. All is quiet on New Year's
1:08.4	Day. Pretty quiet here on the Western front as the market
1:11.2	just continues to grow higher. But the one line that really resonates with me, Dan, is nothing
1:16.8	changes on New Year's Day. And I'm looking at the markets today and I'm looking at the markets a
1:22.5	year ago. And for a lot of these things, nothing changed. But you know what? You went below the surface underneath the hood, and you discovered that some things have changed
1:31.3	and some things have remained the same.
1:34.1	Yeah, no, it's really interesting.
	...

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