Somebody’s Wrong & Global Alts Recap With Ron Biscardi

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 6 February 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan, Guy Adami and Liz Young are back with another Monday edition of On The Tape. How exactly is the market pricing in a “soft landing” and should we believe that narrative (2:00)? What are we looking for as Chipotle, Pepsi, Disney, Uber and PayPal report this week (13:00). The Animal Spirits are back, that’s not good (20:00). After the break, Ron Biscardi, CEO and Co-Founder of iConnections joins the show to recap Global Alts 2023 in Miami (27:00). Kantro Tweet: https://twitter.com/MichaelKantro/status/1622284651623600128 Forward P/E: https://twitter.com/FactSet/status/1622357169164124161 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. FactSet Webinar: https://riskreversal.com/factset2023/ 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 Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Monday edition of On the Tape. I am Dan Nathan. I am joined as always with Guy Adami. And today we have our co-host, Liz Young. She is, what do you call her a guy?
0:11.8	I call her EY from SoFi. And oddly enough, over the last now year or so, that's caught on. I mean, that is now in the lexicon of the United States financial community, Dan, Nathan.
0:22.5	Is it, Liz?
0:23.1	I mean, just can you confirm or deny that statement?
0:25.6	That feels like a bold blanket statement.
0:27.9	I feel like maybe in a niche market,
0:30.0	mostly the ones who are listening to this,
0:32.8	it's caught on.
0:33.7	And on Twitter, in the Twitter sphere,
0:35.3	it's definitely caught on.
0:36.3	Hi, guys.
0:37.0	I'm having Monday.
0:38.3	By the way, I just like the fact that I was able to use lexicon in a sentence back to you again.
0:41.3	All right, listen, we got a ton of stuff to go over here.
0:44.3	After our conversation with Liz, we have Ron Biscardi.
0:47.3	He is the CEO and founder of I Connections. Guy and I were down at the I Connections Global Alternatives Conference last week, and we're going to do
0:55.9	a little recap of that because that was, as you would say, banging, huh guy?
0:59.5	But the kids say it was banging.
1:01.4	There was over 3,000 people at that thing at the Fonton Blue Hotel in South Beach, whereas
1:07.3	oddly enough, EY finds herself as we speak.
1:10.3	Right now.
1:10.8	Yeah.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.