Signs, Signs, Everywhere the Market Signs with Stephanie Link of Hightower Advisors

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 26 January 2024

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the parabolic moves in the market this week and preview some of the data/earnings in the week ahead. Later, Stephanie Link of Hightower Advisors joins Dan and Guy to give her take on the stock market rally and outlook for the rest of the year. Topics: Intro (1:40) Parabolic earnings moves (5:40) China’s stock market (11:40) Cyclical vs. secular stocks (17:00) S&P sector performance (24:20) Global central banks (27:00) Tesla (29:00) Bitcoin (40:00) Stephanie Link intro (45:45) The Mag 7 Resurgence (47:30) Wall Street Consensus (48:45) The Importance of Yields (52:30) What Rate Cuts Will Mean (55:15) Homebuilders (59:15) Rate-Sensitive Sectors (1:01:45) Technology Stocks (1:04:00) Small Caps The Best Place to Be? (1:10:40) The Election Impact on Stocks (1:12:00) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: 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 The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

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0:00.0	Welcome to the Avitate podcast, Guy Adomic. Dan Nathan, Danny Moses, joining you. Happy to be joining you, folks. How are you, Dan? I'm doing great. Danny Moses, how are you? I'm doing well, my man. Danny, I'm going to ask you a question. It's a yes or no response. You're familiar with the band five-man electrical band? Yes or no? No. No. Nor should you be, but we're going to
0:23.7	get into that. By the way, on the back end of this, Dan Nathan and I had a great conversation with
0:28.8	Stephanie Link at High Tower Advisors. You folks know her from CNBC. She's either on at 5 a.m. or 6 or 7 p.m.
0:36.7	And everything in between, Dan, Nathan.
0:38.2	Yes, she is. We had a great conversation with Steph.
0:40.1	And she was last on the pod, I think last spring, and she was fairly optimistic.
0:43.9	It was coming out of the SVB debacle a little bit.
0:47.1	We reviewed some of the themes that she got right in 2023 and some of the things where she's switching gears a little bit in 2024. So she's got some different themes.
0:55.1	Still remains very constructive, not just on the U.S. economy, but also on the markets.
0:59.7	We drill down on some sectors and some individual names.
1:02.2	There's a great conversation.
1:03.3	So stick around for that conversation with Guy, myself, and S. Link.
1:06.9	A lot of fun.
1:07.6	We also have some stuff going on next week that Dan's going to talk.
1:10.4	We're busy, busy, busy.
1:11.3	We are busy.
1:12.3	We are actually joining Danny Moses down in Miami Beach.
1:15.8	We're going to be at the I Connections Global Alts Conference.
1:18.2	There's going to be thousands of asset allocators and fund managers there.
1:21.7	We're going to be broadcasting our market call live from there.
1:24.6	We're going to be broadcasting CNBC's Fast Money live from there. We're going to be broadcasting. CNBC's Fast Money, live from there.
1:27.7	Danny Moses is going to be on The Fast Money. A lot of vests down there. I'm wearing mine right now.
	...

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