Stocks Staying Alive with Negativity & A Conversation with Jurrien Timmer of Fidelity

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.6 • 757 Ratings

🗓️ 6 October 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of “On The Tape,” Guy & Danny discuss rising interest rates (3:00), gold/bitcoin (14:30), oil demand destruction (17:00), Only an Equities Crash Can Rescue the Bond Market, Barclays Says (19:00), strikes (21:00), consumer stocks (22:00), Danny rips off the tape on the Consumer Financial Protection Bureau (CFPB) (25:00), Genius Sports (27:30), and NFL picks of the week (29:30). Later, Dan & Guy are joined by Jurrien Timmer, Director of Global Macro at Fidelity to talk about the stock market in limbo (35:30), what it will take for the market rally to broaden out (39:00), the yield curve (47:30), rate-sensitive sectors in the market (51:00), the consumer (54:30), and U.S. dollar strength (57:30). TAKE OUR SURVEY: https://rb.gy/3m8if 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 On the Tape podcast.
0:03.8	I'm Guy Adami.
0:04.6	I'm joined by Danny Moses today.
0:07.5	In a little while, Dan, Nathan and I are going to have a conversation with Uri and Timmer,
0:12.3	the director of Global Macro at Fidelity.
0:15.4	You know what, Danny?
0:16.0	Today we're going to talk about the J.P. Morgan analyst, talking about oil demand destruction beginning.
0:21.0	Destruction, what's that function?
0:24.0	I like what you did there.
0:25.2	We're going to talk about consumer credit crunch.
0:27.0	What does it mean?
0:28.5	And you're going to give us an update on your genius sports.
0:31.3	We're talking about a lot of other stuff too.
0:32.7	What do you read off like a preview telepractor?
0:35.7	Well, that's fair.
0:36.7	That's fair. And you're not starting with a song.
0:38.3	It's starting with a lyric from the 70s.
0:39.9	So here you go.
0:40.7	What in the hell is going on?
0:42.7	1969.
0:43.6	The year I was born.
0:44.7	Let It Bleed Rolling Stones.
	...

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