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On The Tape

The Fed Put Is Kaput

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 8 January 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami focus on the market's reaction to NVIDIA's keynote at CES, its subsequent stock performance, and the broader implications for the semiconductor industry and 'Fateful Eight' stocks. The conversation extends to economic indicators, including Fed minutes, interest rates, bond markets, and their impact on overall market performance. They also touch on topics like high valuation tech stocks, small-cap indices, banking deregulation, and Meta's controversial change in content moderation policies. The episode wraps up with a market overview, potential influences on investor sentiment, and insights on upcoming major economic data releases. 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

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0:05.4

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0:28.6

Get started at betterment.com.

0:32.9

Welcome to the Wednesday on the tape podcast. Dan and I and the entire team are very excited because we have a great new partner in Betterment.

0:41.5

So going forward, not only we hear us on Mondays on the tape, on Fridays on the tape, but Wednesdays as well, Dan.

0:47.4

Yeah, pretty epic day for us, Guy. I don't think you thought a few years ago, we're going to saying, welcome to the Wednesday edition of the On the Tape podcast. Yeah, we're excited. We continue to add some great, great partners. Betterment is one of

0:58.2

those. So we're looking forward to three days a week on the tape guy. All right, we got a lot of

1:01.8

stuff to go over here, don't we? Yeah, we do. You know, one of the things that kind of one of the first big days that we've had in a week where the fateful eight was

1:12.0

leading the market lower. We know, you know, invidia was a big part of that. You and I are going to

1:15.9

be keeping a very close eye on invidia today. It was down, what, six and a quarter percent?

1:20.7

I think in general, I mean, Jensen Wang went out there. He was the keynote at CES. There was high expectations. The stock had basically

1:27.6

closed at a new all-time high on Monday afternoon, and investors were just not that wooed

1:33.7

about what he had to say. It was just kind of a lot more of the same. Yeah, it's really interesting.

1:38.0

You know, we've seen a couple times over the last year, days like we saw yesterday in

1:43.1

NVIDIA. And yesterday, by the way, a stock traded almost than 400 million shares, which was close to

1:49.2

twice normal volume.

1:50.7

And it did it having made an all-time high of 153.13 and then obviously closing right

1:57.1

around the lows.

1:58.2

So, you know, the technicians out there, the people that look at these

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