Take a Load off Danny with Lori Calvasina of RBC

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 August 2023

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy and Danny discuss investors not paying enough attention to Japan (4:00), treasuries trading like biotech stocks (11:30), Upstart (15:30), Icahn Enterprises (19:30), and the shift from passive to active investing (24:30). Later, they are joined by Lori Calvasina, head of U.S. equity strategy at RBC, to discuss the market reaction to inflation data (38:00), 2023 earnings estimates (41:00), interest rates (45:00), growth vs. value (47:30), energy (49:00), China/geopolitical risks (51:00), small caps (57:00), the yield curve (1:02:00), the AI craze (1:03:00) 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

Click on a timestamp to play from that location

0:00.0	In 1968.
0:03.0	We went backwards in time.
0:05.0	I thought we'd keep going forward, the 80s and 90s.
0:07.0	You're going backwards now in 1968.
0:09.0	In 1968, the band released music from Big Pit.
0:14.0	He died.
0:15.0	Carrey, go ahead.
0:16.0	Yes, he did.
0:17.0	And I mentioned that because this week we lost Robbie Robertson, a key member of the band.
0:23.4	Of course, the great Levin Helm, we lost a couple years ago, the drummer and singer of the band.
0:29.3	By the way, you're listening to the On the Tape podcast.
0:32.0	The person that interrupted me was the great Danny Moses back from Halls.
0:36.5	Hals, they call that in Europe like holiday Dan
0:38.9	Nathan is in Colorado I believe as we're doing maybe he's up on Cripple Creek that's the band
0:44.5	that's the band anyway yes you know what I'm doing you know what I'm doing I'm putting Dan's glasses on
0:49.7	you know why to stretch them across my and he's not he's going to go let me tell you something else when, just so the viewers understand his kind of OCD.
0:58.0	If things are out of place, look Dan, I'm spinning a pin on the thing, it's facing the wrong direction.
1:02.0	I have a water cap here that's a bottle that doesn't belong anywhere.
1:05.0	So anyway, please, go ahead.
1:06.0	But you're back. And by the way, we're going to have a conversation with Lori Calvesina, head of U.S.
1:11.7	Equity Strategy at RBC Capital Markets. The last time Lori was here was on October of last year,
1:18.6	and she painted a pretty good picture, which, by the way, has come to fruition. So we'll
	...

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.