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RiskReversal Pod

SEC “Springing” into Action; Cannabis and Policy Deep Dive with Brady Cobb and Isaac Boltansky

RiskReversal Pod

RiskReversal Media

Investing, Business, News, Business News

4.7836 Ratings

🗓️ 26 March 2021

⏱️ 67 minutes

🧾️ Download transcript

Summary

Guy and Danny discuss inflation fears and the Fed’s role (0:42), the SEC moving in on SPACs (8:16) and SoftBank (10:33), GameStop’s earnings (12:51), ARK’s take on Tesla (19:18), and stimulus checks going out (24:18).   The co-hosts interview Brady Cobb and Isaac Boltansky (26:59), chatting about Brady’s background with cannabis, where the cannabis industry is going and Isaac’s view of what is to come from DC regulation.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Transcript

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0:00.0

Welcome back on the tape, folks.

0:07.6

I'm Guy Adami.

0:08.7

Today I'm here with Danny Moses.

0:11.1

Dan Nathan is off this week, but he'll be back next week.

0:14.8

Today we're going to be talking about inflation because guess what, folks, it's here.

0:19.3

Game Stop.

0:20.3

They reported earnings this week.

0:22.1

The SEC finally waking up.

0:23.8

They're cracking down on a number of different things and a reallocation from the EVs

0:28.9

into traditional order makers later.

0:32.3

We'll be going off the tape in an interview with Isaac Boltansky and Brady Cobb.

0:37.0

But first, let me riff a little bit here,

0:39.4

Danny Moses, if I may. You know, the Fed, I mean, it's amazing. It seems like Jerome Powell speaks

0:44.8

every single day of the week. I think the market's gotten used to his dribble. Yes, I use the word

0:50.3

dribble. But inflation is here, folks. If you're living in the real world, it's here

0:54.7

in spades. And the fact that they don't measure it to me is just, it makes me crazy. Are you familiar

1:00.0

with the author, Servantes, Danny Moses, Servantes? Yes, yes, I am. Where are you going to pull from that?

1:07.7

I believe he wrote Don Quixote. And if you recall one of the many things about

1:12.4

Don Quixote, other than that Sancho Panza was his sort of right-hand man, he was fighting windmills

1:18.1

because he thought the windmills were giants. And I think what we're trying to fight now with the Fed,

1:23.2

they're trying to fight windmills. They don't exist. That giant doesn't exist. They're looking at

1:27.3

this entirely the wrong way.

...

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