Stay Gold Danny Boy & A Conversation With Anastasia Amoroso

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 13 January 2023

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami, Dan Nathan and Danny Moses are back with another What’s the big takeaway from today’s CPI report (3:40)? The guys offer insight on how Taiwan Semiconductor might be an early test for how earnings season and the second half of 2023 will look (10:00). The debt ceiling is looming, what is the Fed going to do (16:00)? Danny is taking momentum into the playoffs with his picks for Wild Card Weekend (26:05). Anastasia Amoroso joins the show again to discuss her outlook for 2023 (30:00). How is Anastasia thinking about a possible upcoming Fed rate pause (36:30)? Anastasia discusses the re-balancing we’re seeing in the labor market and how she views earnings for 2023 (39:30). What does a “soft landing” actually look like (41:45)? Anastasia details how she thinks the China re-opening process will play out in the markets (47:45). 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	It seemed funny to me that the sunset she saw from her patio and the one I saw from the back
0:08.1	steps was the same one.
0:10.8	Maybe the two different worlds we lived in weren't so different.
0:15.1	We saw the same sunset.
0:17.4	Of course, that's a quote from S.E. Hinton, who was a teenager when she wrote The Outsiders.
0:22.7	She used the initials, SE, so people wouldn't know whether or not she was a man or a woman.
0:27.6	That's what the world was like back then. Now, that quote is fitting because in a few minutes,
0:32.9	we're going to have a wonderful conversation with Anastasia Amoroso. So it's interesting to see her perspective on the sunset that the rest of us see.
0:42.3	And the movie The Outsiders, Danny Moses, by the way, you are listening to the On the Tape
0:46.3	podcast, was such a fantastic movie.
0:49.5	And I tell you, the cast, Patrick Swayze, Tom Cruise, C. Thomas Howl. Ralph Machio.
0:58.2	Ralph Machio.
1:00.2	Diane Lane, a very young Diane Lane, who to this day I have a bit of a crush on, all in that movie.
1:06.4	But obviously, one of the themes in that was stay gold.
1:09.9	A gold pony boy.
1:11.3	And why do I mention that, Danny Moses?
1:13.1	Because all the things that are happening, and now Dan is probably wincing right now,
1:17.4	and we're going to talk about a lot of things.
1:19.3	The gold market, which you talked about many months ago, is peaking up its head.
1:24.5	So I would say, stay gold, not pony boy, stay gold Danny Moses.
1:30.4	Yeah, I like it. I like it. Yeah, we can certainly touch on that. And listen, the one thing that's
1:35.6	clear to me that whatever would cause the market to rally would also make gold rally, what is
	...

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