Point Of No Return & A Conversation With Tom Lee

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 March 2023

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan, Guy Adami and Danny Moses are back for another edition of On The Tape. What’s the impact of American Car Center filing for bankruptcy (6:20)? Jerome Powell is preparing to speak in front of the Senate (8:00). Goldman Sachs investor day recap and major money center banking breakdown (11:40). Tesla Investor Day was a dud (22:10)! Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. What is Tom’s bullish thesis (35:07)? Tom lays out the case for owning technology, industrials and energy (50:30). Will the past leaders lead us out of this market again (55:15)? What’s the biggest risk to Tom’s thesis (1:05:00)? After the break we answer a few listener questions (1:08:30). Get 30 day free access to fsinsight.com with no credit card required! Use coupon code: onthetape 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. 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 typically I'll wax poetic about some early 1970s song and then, of course, lyrics from the song become the title for our show.
0:11.3	But Danny said, you know, you're doing a lot of 70s music, maybe come up with something different.
0:15.2	By the way, you are listening to the On the Tape podcast.
0:18.2	I am Guy Adami, always joined by Dan Nathan and Danny Moses.
0:23.1	I had crushes back in the day. Obviously, I'm married now, so I'm not prone to such.
0:28.3	But one of my early crushes was that of Bridget Fonda, of the Fonda family fame. You may recall
0:34.9	her in single white female. You may recall her, obviously, in
0:39.3	Godfather 3, a movie I typically don't mention, but she was in it. But the Bridget Fonda movie
0:44.9	that I want to talk about here, because it's going to lend itself to the title of this episode,
0:49.7	Danny Moses, is Point of No Return. 1993, her with Gabriel Byrriel burn it was sort of a remake of la femme
0:57.7	nakita she played this agent she was an assassin she was a badass and she looked really good but
1:04.7	i mentioned point of no return danny because in a lot of ways the exorcised danny m Moses feels like we're at the point of no return.
1:13.7	By the way, before we get to the exercised aforementioned Danny Moses,
1:18.8	you asked for it and you got it.
1:21.2	The always perma bear, Dan Nathan Gaiadami, Danny Moses,
1:25.0	will be joined in just a few minutes by Tom Lee.
1:29.3	Tom Lee of Fundstra.
1:30.9	You know him, you want him, you got him, and we'll be chatting with him in just a few
1:35.9	brief minutes.
1:36.6	So with that said, we are at this point of no return, Danny Moses.
1:40.9	We are.
1:41.5	And I want to say that I've always said if you have a differing
	...

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