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On The Tape

Stormy Monday & A Conversation With Dennis Debusschere of 22V Research

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 9 August 2024

⏱️ 64 minutes

🧾️ Download transcript

Summary

Guy Adami, Dan Nathan and Danny Moses discuss the recent volatile market conditions, the impact of macroeconomic factors like the yen and Federal Reserve policies, and their implications for the S&P 500 and VIX. They delve into consumer spending patterns, rising credit card debt, and the performance of regional banks, addressing the potential for a recession. After the break Dennis Debusschere, President and Chief Market Strategist at 22V Research, contributes insights on the labor market, consumer confidence, private credit complexities, and the future of the U.S. economy. The discussion also covers stock market valuations, oil and commodity prices, and the commercial real estate sector's limited effect on employment. The episode concludes by assessing the tech sector's volatility and the investment landscape's risks and opportunities. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

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0:00.0

Welcome to the On-a-Tay podcast guy, Dami. Danny, how are you?

0:04.8

I'm good. How are you guys? Dan? Great. Great. That's all you want to say.

0:08.7

Is this in 2X? You know, when they do the thing on Spot-Up? I can speak very quickly, as you know.

0:13.3

But I'll tone it down a little bit because we have a lot to talk about. By the way, one of your dear friends, Danny Moses, Dennis DeBcher.

0:20.4

We're going to speak to him later.

0:21.6

22V.

0:22.8

22V.

0:23.7

V as his victory.

0:25.1

He worked under Ed Heimann at ISI.

0:26.8

What did you guys cover?

0:28.1

Covered everything.

0:28.8

We covered his correct call for no recession last year.

0:32.1

We'll get his thoughts on that.

0:33.7

Just GDP kind of growth pockets of.

0:36.5

So he's a macro strategy. Yeah. He GDP kind of growth pockets of... He's a macro strategy.

0:37.9

Yeah, he's really good.

0:39.0

Broke it down. By the way, he did a great job in July of last year.

0:42.7

He was sort of a bit of a soothsayer in terms of what you thought.

0:45.9

And you always like to be around a de Busher. I know how you are. You idolize his father.

0:50.1

Of course I did. All right. Think about it. I'm 60 years old. Yeah. In 1969, the New York Knicks won the NBA championship for the first time.

0:57.5

I was young, I don't remember.

0:58.8

In 1973, they won again against the Los Angeles Lakers.

...

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