Sleeping On Steepening with Clark Briner of Revere Capital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 31 July 2023

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Liz Young of SoFi discuss dueling strategist calls (2:00), what Guy is watching this week (7:30), huge single stock gains (9:00), what people got wrong about the market this year (11:30), inflation (16:00), and earnings (21:30). The co-hosts interview Clark Briner (31:00) and talk about private credit and real estate. Read: Morgan Stanley Strategist Say US Stocks Are in a 2019-Like Rally 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 as always by Guy Christopher
0:06.6	Adami and EY from SoFi. That would be Liz Young. She works at a place where you can get your
0:11.7	money right all in one app. Liz, busy morning for you. SoFi's earnings are out. I know you were
0:16.3	just on listening to that call. We're not going to get into that here, but we have a busy earnings week.
0:21.3	Some of the largest stocks in the entire market,
0:24.0	Apple being one of them, report Thursday after the close,
0:26.6	also Amazon, a bunch of other stuff in there.
0:28.4	We have some data.
0:29.0	We have ISM manufacturing.
0:30.6	We have services.
0:31.4	We have weekly claims.
0:32.5	We've got a bunch of stuff like that.
0:33.8	I think earnings are going to be the main event here, people. But before we get into it,
0:38.3	we've got to tease a conversation that Guy and I had last week with Clark Briner. He is
0:43.5	the managing partner of Revere Capital. It is a private credit fund. We talk a lot about the commercial
0:48.8	real estate space. And I guess this newfound interest in private credit with the demise of SVP and just a whole host of funds moving into that space.
0:57.6	It's a great conversation.
0:58.9	So stick around for that.
1:00.0	And also, this is just a little like little, I don't know, housekeeping or something like that.
1:03.7	We have water bottles, risk reversal water bottles.
1:06.6	You're going to want one of these things.
1:07.6	And you know how you get one?
	...

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