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On The Tape

The Promised Land for Stocks with Liz Young of SoFi and Caleb Silver of Investopedia

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 April 2023

⏱️ 58 minutes

🧾️ Download transcript

Summary

Guy, Dan & Liz Young, head of investment strategy at SoFi, discuss the oil rally (3:00), McDonald’s closing its U.S. offices (16:30), Tesla falling after reporting Q1 deliveries (21:00), Friday’s Jobs Report (23:30), and Mike Wilson of Morgan Stanley doubling down on his bearish thesis (28:30). Later, Guy & Dan sit down with Caleb Silver, Editor in Chief at Investopedia and host, and talk about Investopedia’s origin story (38:00), how they track investor sentiment (41:00), the latest Investopedia survey (45:00), what stock market themes people are searching for (48:00), financial literacy (53:00), and Caleb’s hot takes for 2023 (59:00). Articles referenced in this podcast: China and Saudi Arabia are getting closer. Should the US be worried? The manufacturing recession continues on Check out Caleb’s podcast here 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. 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 our Monday edition of On the Tape.

0:04.6

I am Dan Nathan.

0:05.4

I am joined as always by Guy Adami.

0:08.3

And on Monday's Liz Young, she is the head strategist at SoFi.

0:12.6

You also know her as EY from SoFi.

0:17.4

Welcome people.

0:18.4

What up?

0:19.4

What's up?

0:20.8

All right, we got a lot to cover here. And EY has a hard out, as they say, in the business.

0:25.6

She's going to go be on the, what, the halftime report? Is that what's going on here today?

0:30.6

That's correct.

0:31.6

The investment committee.

0:33.6

She's going to be on with the SDs from the IC.

0:36.6

Let's be efficient here people

0:38.3

we got a lot to cover stick around I don't before you I know we got to be efficient

0:41.8

folks can't see this because this is audio only right is that true yes when I said

0:47.0

that you have to yeah I wish you could see the look on EY's face when I said

0:51.2

that what the look of just complete disdain and just utter frustration.

0:56.0

But back to you, Dan. Just, you know, I just shake my head. I just shake my head.

0:59.8

Well, to be very, very honest. You run your mouth however you want. I have no idea who's leading

1:04.0

the I see today. Our good friend Scott Wapner is out in Los Angeles. He was breaking the news

1:09.5

that WWE, that would be the world-wide wrestling

...

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