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On The Tape

She's The One

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 21 August 2023

⏱️ 29 minutes

🧾️ Download transcript

Summary

We’re previewing the week ahead with Liz Young, aka EY from SoFi. Should U.S. investors be worried about China (4:30)? Supply constraints are working against inflation (9:00). Where are yields going from here (13:30)? Nvidia earnings preview and impact on the markets (26:00). Where to go if markets turn down (28:00)? 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 Learn more about Ro body: ro.co/tape 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 Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0

Welcome to the Monday edition of On the tape. I'm Dan Nathan, joined by Guy Adami. And Liz Young is back, guy. That would be EY from SoFi. She is the head market strategist at SoFi where you can do what guy? You can get your money right all in one app. And I got to tell you something. What do they say when you pine for something? You pine away for something.

0:21.3

That's what I've been doing. It's been, it's been too long with that EY from SOFI,

0:26.5

gracing the on the tape podcast, the market call, all the different properties. Welcome back,

0:32.6

Elizabeth. Thank you. It has been a long time. It feels like it's been a month. I think it's been

0:36.5

a week and a half.

0:37.5

A week and a half.

0:38.2

I'm feeling a little refreshed?

0:39.4

I feel refreshed.

0:40.6

You know, it's nice to get completely away.

0:43.7

Yeah.

0:44.3

Unplug.

0:44.5

Did you unplug?

0:45.4

I did.

0:45.7

Markets altogether.

0:47.0

Yeah.

0:47.2

Yeah, but you were reading your fax notifications.

0:48.8

You still get the alerts. But you unplug enough that now I'm back and I'm excited to be back and here we are.

0:55.0

Guy, have you done that this summer?

0:56.3

I did it in July for like probably six or seven market days.

1:01.2

It was actually great.

1:03.0

Sometimes it gives you like a fresh perspective on the market, some of those preconceived ideas about whether it be single stories or the broad macro themes or whatever. Sometimes

1:11.4

they dissipate a little bit, guy. I haven't unplugged since the fall of 1969, unfortunately.

...

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