Snap Back To Reality + What Are We Doing!?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 24 February 2023

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

The stock market is finally reacting to headwinds, look to WalMart as a bellwether (4:30). What does higher for longer actually mean for companies and their debt (8:15)? Nvidia rallied off its earnings report (17:45). Geopolitical risks are weighing heavily on semiconductors and the supply chain (19:15). The sun is setting for the Bank of Japan (24:00). We’re getting constructive and looking at some names that you could make a trade on today (27:15). After the break, Danny is joined by the Seawolf Capital boys, Porter Collins and Vincent Daniel another edition of “What Are We Doing?”. Junk moves are still happening in the market which continues to leave the guys scratching their heads (36:45). How are the guys playing the current macro environment (41:15)? The banks are offering practically no returns on savings accounts (50:20). Energy sector update, is nat gas nearing a bottom (53:15)? Fundamentals are starting to take over a beleaguered market (56:30). Check out our show notes and transcript 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. 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	One of my favorite artists is the great Neil Young from Canada, as it turns out Danny Moses.
0:06.9	And in 1977, Guy Adan was a 13-year-old.
0:10.1	He released American Stars and Bars.
0:14.3	And on that album was a great song, Like a Hurricane.
0:16.7	So as I was driving in today, the title of the show, Like a Hurricane, was resonating
0:22.6	through my brain as one Jamie Diamond this week.
0:27.1	Talked about hurricanes and durations and severity and soft landings and those things.
0:32.7	But Danny Moses, by the way, you are listening to the On the Tape podcast.
0:36.0	Guy Adami, Danny Moses and Dan Nathan, I think you have something else in store.
0:40.7	But before we even go down that road, we listen to you.
0:44.4	We want your feedback.
0:46.1	And you have spoken often and loudly about some of the things we're doing.
0:50.4	So we're going to make some subtle, nuanced changes along the way. But Dan Nathan can wax poetic
0:56.7	about some of the things that we're thinking about here on the on-the-table. Well, we do get a lot of
1:01.1	email. We do get a lot of suggestions and some of the stuff. Most of the stuff is very constructive.
1:04.9	So we appreciate all of that. And even when it's not constructive, we take something away from
1:09.8	that. We have a great team that works with us, obviously Stephen and Jacob. And Amanda when it's not constructive, we take something away from that. We have a great team that
1:10.9	works with us, obviously Stephen and Jacob. And Amanda, you haven't heard Amanda's name in a while.
1:14.7	She's been on maternity leave. She had a beautiful young baby that I got to meet last week. Baby CC.
1:19.6	Baby CC. But Amanda's going to be back next March. And we're going to be making some structural changes to the pod a little bit. But one thing what we hear a lot about is like, hey, listen,
1:29.1	can we get some more actionable ideas and stuff like that? So maybe at the end of each pod,
1:32.6	before we get to the interview segment, we will go around the horn and each of us will talk
	...

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