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RiskReversal Pod

Rock Down to Electric Avenue with Stephanie Link and Michael Batnick

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7836 Ratings

🗓️ 12 November 2021

⏱️ 74 minutes

🧾️ Download transcript

Summary

Guy, Dan and Danny discuss inflation running hot (2:04), Rivian’s mega-IPO (9:52), and wild price action in Hertz (15:21). The co-hosts interview Stephanie Link, portfolio manager at Hightower Advisors and CNBC Contributor, and talk about her time working with Jim Cramer (20:10), and outlook for 2022 (34:51). Later, Dan and Guy are joined by Michael Batnick, host of the Animal Spirits podcast, writer of the Irrelevant Investor blog, and director of research at Ritholtz Wealth Management. The three of them chat about the Knicks, that one time Michael trolled Guy on Twitter (48:20), how he met Josh Brown (55:53), and crazy stock market moves (1:00:35).  ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com 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

Danny Moses, I have to apologize to you.

0:03.7

I'm saying this publicly.

0:05.2

I put the horns on you.

0:06.6

And I know you know what that means.

0:07.8

I made a point of saying you're 12 and oh, you're the greatest of all time.

0:10.7

Blah, blah, blah.

0:11.8

Then you came out with the Browns and Bengals.

0:13.9

You said it was the 25 star pick of the year.

0:16.6

And the Bengals didn't show up.

0:18.4

They didn't show up, dude.

0:20.1

Just remember what I said.

0:21.4

I said, when I lose a game, something will happen positive for me on the stock side.

0:25.2

And that might have been Tesla, but we'll see where it ends up after all this noise.

0:28.2

But got something on the other side, at least.

0:30.5

Without question.

0:31.4

And we're going to hear some of your picks later on.

0:33.8

Dan, Nathan, you want to gloat a little bit here before we get into it? There's nothing to gloat. I lost 10 weeks in a row. Danny was owning me. So there's no gloating here. I'm just happy that I'm

0:42.8

not going in the poorhouse anymore. And maybe I get taken to the cleaners this weekend by Danny,

0:47.3

but we'll see. We will see. By the way, Danny, you are listening to On the tape. I am Guy Adami. I'm joined, as always, by both of you fellas, Dan, Nathan,

0:56.2

and Danny Moses. It's been a pretty interesting week. Inflation is running hot. I don't care what

1:01.6

anybody says. These numbers have been hot. Rivian made a monster public debut and gold is finally

1:07.7

breaking out. Later, we're going off the tape with Stephanie Link.

...

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