Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 25 November 2021

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors crowding into mega-cap tech names (20:28), screwflation (33:08), and the rise of the retail trader (29:21). Check out a recent issue of David’s widely-read daily commentary, Breakfast with Dave Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook ---- 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	You're listening to On the Tape. I'm Dan Nathan, joined by Danny Moses and Guy Adami. We hope everyone has a happy Thanksgiving.
0:06.3	Today we're talking warning signs under the market hood, crude oil volatility, and we have some NFL picks.
0:11.7	Later we go off the tape with David Rosenberg of Rosenberg Research. Stick around. It's going to be a great show.
0:18.3	Hey, everyone, it's Guy Adami here. I wanted to let you know about a live webcast Dan Nathan and I are hosting on December 8th.
0:25.8	We'll be covering the market outlook for 2022 with three experts from FACSET.
0:31.1	That's going to be live on Wednesday, December 8th at 12 p.m.
0:35.7	Register right now by clicking the link in the description of this episode.
0:40.1	We hope to see you there.
0:46.4	Danny Moses, are you still basking in the afterglow of winning that pro
0:51.0	am asking you because I think our fans want to know.
0:54.9	I'm just happy that I didn't destroy her career.
0:57.1	She had bookend 66s.
0:58.9	I think she finished in the top 15.
1:01.4	So I feel relieved that I didn't ruin reuse career.
1:04.8	But yes, it was great.
1:06.0	I've been riding high on it.
1:07.2	And the only thing that was better than that this week was when I was on your guys
1:10.7	trading spaces call just as a voyeur. on it and the only thing that was better than that this week was when I was on your guys trading
1:11.0	spaces call just as a voyer and then you saw me and you put me on it and you made that call
1:15.8	yesterday at 1 o'clock when the S&P was still up 20-some handles and said the market will end up
1:20.4	down on day listen to me trust me I thought that was a pretty bold call so that was impressive guys
1:25.5	so I'm still on the high but you've continued it for me with that
	...

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