People Get Ready & A Conversation with Vincent Daniel and Cameron Dawson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 16 February 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times, the AI bubble, earnings & the Fed. Topics: Strange Happenings in the Stock Market The FOMO Trade Energy Stock Picks Credit Card Stocks The Fed in a Pickle Cameron Dawson Intro High Volatility Times Air Seeping out of the AI Bubble? Earnings Breadth Fed Cut Expectations Cameron’s Note: We Didn’t Stop the Fire: The Fed’s Take on Inflation and Growth Tech Carrying the Weight of the Market Credit Contagion 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	A warm welcome to the On the Tape podcast, Guy Adami.
0:04.9	Always joined by Danny Moses and Dan Nathan.
0:07.9	Dan Nathan, how are you?
0:09.1	I'm doing great, guy.
0:09.9	I mean, that's not a trick question.
0:11.2	Danny Moses, how are you?
0:12.2	I'm great and better because of something else that has just occurred.
0:15.0	Well, we have a great show coming up because starting with us today, you may have seen him recently on CNBC's Fast Money,
0:23.2	live from South Beach. That would be the great Vincent Daniel. He's joining us.
0:28.2	Literally walking down the street up, came up from the... Yeah, he came just, he was strowing around.
0:32.9	And he said, why can't, so come on in. Poppins are always the best. So we're going to talk to Vinny in a second.
0:37.7	Then we have Cameron Dawson on the other side, on the B side, as they say, right?
0:42.7	That's correct.
0:43.1	Which is going to be great.
0:44.3	And you, Danny Moses, had a great conversation that's going to drop on Monday.
0:48.3	By the way, Monday's a holiday.
0:49.5	Why don't you tell us about that. Dan, Nathan and I sat down with Bethany McLean, who obviously is a very highly regarded
0:55.1	writer, just wrote the big fail about the COVID crisis, smartest guys in the room, all the other good
1:00.4	stuff. And she's a contributing editor to Vanity Fair and now a contributor to Business Insider,
1:04.9	and we talked about everything. So I would definitely stay tuned for a special President's Day drop.
1:10.4	And I just want the people to know that Danny Moses, who was mediocre most of the year
1:14.9	in the league where they play for pay, got hot late, and you were the one that said you never
	...

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