The Song Remains the Same with Alfonso Peccatiello of The Macro Compass

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 24 April 2023

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market (4:00), Wall Street sentiment (8:00), earnings (11:00), what history says about a recession (26:00), what Liz is watching this week (31:00), and ODTE options (33:00). Dan sits down with Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about what options in the stock and bond market are saying (40:00), how to spot a recession (46:30), how investors should be thinking about leading indicators (51:30), the market doesn’t bottom before a recession (59:00), and leaving tech stocks for more defensive positions (1:04:00). Hedge Funds Place Biggest Ever Short on Benchmark Treasuries ---- 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 @DanNathanRR 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	Welcome to the Monday edition of On the Tape.
0:04.0	I'm Dan Nathen.
0:05.0	I'm here with Guy Christopher Adami.
0:08.0	If you guys were wondering what the C was, it's Christopher.
0:11.0	And of course, Liz Young, that would be EY from SoFi.
0:15.0	Guy, welcome back, buddy.
0:16.0	It is a joy to be back.
0:18.0	A lot of people think the C stands for cool Cat, but no, they'd be incorrect.
0:22.8	It is, in fact, Christopher, guy, Christopher Adami, GCA.
0:26.6	Have we delved into what EY's middle name is?
0:29.2	Is that something?
0:29.8	Has that been a topic of conversation?
0:31.1	Yes, we have.
0:31.4	But maybe she will enlighten us.
0:33.2	My middle name is Francis, Elizabeth Francis.
0:36.3	That's a tough handle guy. Sounds Catholic, but actually was not named after anything Catholic.
0:41.0	And Francis for a female ends C-E-S.
0:44.2	Don't make that mistake of spelling it C-I-S.
0:47.5	Take it easy, Francis.
0:49.4	Yeah.
0:49.9	There's a great place in Lower Manhattan, I think, for some of you denizens of Wall Street,
0:55.1	you will recall, of course, France's Tavern, the oldest establishment in New York City.
	...

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