Take It To The (Debt) Limit

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 20 January 2023

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan, Guy Adami and Danny Moses are fired up when it comes to the U.S. debt limit (1:00). The guys provide an update on the financial sector and consumer staples (5:30). How will guidance impact the market in 2023 (14:30)? Is the energy sector too “crowded” and where else can investors look to park their money (21:00)? Danny lays out how Tesla is transforming into a cyclical industrial (23:30). The Bank of Japan can’t stop tripping over their own *bleep* (34:00). Is Bond volatility running rampant and bond yields going lower might not actually be bullish (37:00). Danny dishes out his picks for the divisional round of the NFL Playoffs (40:00). 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	In November of 1975, I was about to turn 13 years old, and I think my parents bought me
0:09.5	the album.
0:10.9	I want to say one of these nights was the album.
0:14.0	The great band, of course, Eagles.
0:16.5	Not the Eagles, by the way.
0:19.1	Eagles.
0:20.0	And I mentioned that because, of course, the great
0:22.8	Randy Meisner was the vocalist for the song, Take It to the Limit. Now, he did a great job
0:29.6	with those vocals so good in fact that he was reticent to sing it live because he felt it was not
0:34.6	doing it justice. I mentioned that, Danny Moses.
0:37.6	By the way, Dan, Nathan, you are listening to the On the Tape podcast.
0:41.2	I am Guy Adami.
0:42.4	Dan Nathan, Danny Moses joining us.
0:44.6	We're going to talk a little NFL in a while.
0:46.1	We have a lot to talk about today.
0:47.9	But take it to the limit resonates with me because in terms of the debt ceiling, in terms of all the jockeying in Washington, D.C.,
0:56.1	and I want to lead with that, because I do think, and I really hate to say it, Dan,
1:02.1	it's different this time, but I do think there's a faction, there's a fringe group
1:07.4	that are willing to sort of tank things in order to get their point across. And I got to
1:12.0	tell you, Danny Moses, this debt ceiling thing has legs. And I don't think the market is fully
1:18.2	pricing things in. Yeah, we talked about it last week and not soon after, 12 hours later,
1:23.4	Janet Yellen fired a shot. And now she's come out again today and said what they're going to do,
	...

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