Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 October 2022

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Danny discuss feeble moves in the stock market (1:00), how Dan Benton’s 20 rules for tech investing can relate to Tesla (13:00), Ally Financial’s earnings showing auto loans slowing (20:50), an update in the Cannabis space (23:22), Liz Truss resigning as UK prime minister (25:00), risks lurking in the stock market (27:36), and Danny’s NFL picks (34:20). The co-hosts interview Michael Kantrowitz, Chief Investment Strategist & Head of Portfolio Strategies at Piper Sandler, and talk about his HOPE call for the economic cycle (44:38), what would make the Fed pivot (50:33), his outlook for 2023 (53:00), what precedes a recession (1:03:53), and what would change his thesis (1:10:45). Check out our show notes and transcript 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	44 years ago tomorrow, Dan Nathan.
0:05.2	First day on Fast Money for you?
0:07.5	Oddly enough, no, but it was close.
0:10.0	No.
0:11.0	Neil Young and Crazy Horse played at the Cow Palace in Daily City, California.
0:17.5	Now, folks are saying, all right, guy, you're off the rails constantly.
0:20.7	Now you're really off the rails constantly. Now you're
0:21.0	really off the rails. I mentioned that because the album, Rust Never Sleeps, was recorded from that
0:27.9	concert, Danny. And I mentioned that because Liz Truss has a book coming out, out of the blue.
0:35.2	And it made me think of the song, out of the blue and into the
0:39.3	black, a great Russ never sleeps, Neil Young song. And it all comes full cycle. And I know you're
0:45.8	going to rot on that later, so I don't want to give up the ghost. But what's going on in London,
0:51.7	what's going on in England is madness at the highest order. By the way,
0:56.5	you're listening to the On the Tape podcast. I am Guy Adami. That is Dan Nathan. And of course,
1:02.0	Danny Moses, who comes into this week, a really pedestrian, I believe, 10 and 8 in the league where they play for pay.
1:09.8	But Danny, so many crazy things going on.
1:12.7	By the way, we're going to speak with Michael Cantowitz later from Piper Sandler,
1:17.8	who has been as correct as Mike Wilson from Morgan Stanley.
1:21.9	So we're curious to hear what he has to say with this market.
1:24.8	But Danny, Liz Trust, bond markets, bond volatility, everybody seemingly
1:30.0	talking about the things that we've been talking about for the last 18 months.
1:34.8	Hey, hey, my, my. Isn't that the same song? Yes, it is. The same song, correct? Rock and roll will
	...

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