Over My Head & A Macro Outlook w/ Fidelity’s Jurrien Timmer

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 9 December 2022

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week we’re going On The Tape with Dan Nathan, Guy Adami and Danny Moses. Can the Federal Reserve successfully deflate asset bubbles without causing catastrophe (2:00)? Crude oil has tumbled to erase all of its 2022 gains (10:00). Elon Musk’s bankers are considering margin loans to cut risky Twitter debt, what does this mean for Tesla stock (20:20)? The Carvana crash continues, but Danny Moses refuses to take a victory lap (28:30). Blackstone’s real estate fund has hit its redemption limit, is this a canary in the coal mine moment (33:30)? Lastly, the guys run through Danny’s NFL picks for the week (42:15). After the break, Guy & Dan are joined by Jurrien Timmer to discuss the macro backdrop for 2023 (46:30), earnings outlook and comparison to 2000-2002 (53:30). What would cause the Fed to pivot and what worries Jurrien about a potential hard landing? Jurrien also discusses the difficulty of timing the market cycle (1:12:00). ---- Live Show At The NASDAQ: bit.ly/3VVYyPp ---- 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	So each week I like to start with a song lyric because that's my want to do, Dan and Danny.
0:08.8	By the way, you are listening to the On the Tape podcast, Guy Adamic.
0:12.4	Dan Nathan, Danny Moses, the 18 and 15, quite pedestrian.
0:16.9	Still making money.
0:17.8	Still making money.
0:18.6	Still making money.
0:19.5	Yes, you are.
0:20.3	But I'm going to throw something at you, Danny Moses. Here's a lyric from a song, and I think this will resonate in a lot of ways. It'll resonate with the artist. It'll resonate with what's going on in the market. And I think it'll resonate with a lot that's going on in the social fabric of the United States here.
0:38.3	You ready, Danny?
0:39.1	I can't wait.
0:40.1	Your mood is like a circus wheel.
0:43.5	You're changing all the time.
0:46.5	Sometimes I can't help but feel that I'm wasting all of my time.
0:51.8	Of course, that's a lyric from the great Christine McVee of Fleetwood Mac.
0:56.7	Over my head is the song. And it's interesting. You know, sometimes I can't help but feel that
1:03.6	I'm wasting my time. The market, the pitfalls, the ebbs and flows, trying to navigate this.
1:10.8	But at a certain point, it is a bit of a side circus, Dan, Nathan.
1:15.9	Well, it is.
1:16.8	Guy.
1:17.0	I'm glad that you're having so much fun doing the podcast with Danny and I, trying to demystify
1:21.4	some of these big market topics, economic topics, and RIP there.
1:27.4	I mean, listen, Danny, it's funny. Guy and I were doing a piece of content earlier in the week and, economic topics, and RIP there. I mean, listen, Danny, it's funny.
	...

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