The Week Ahead w/ Liz, Guy & Dan + All Things Vol w/ Kris Sidial

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 23 January 2023

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

Activist investors are on the prowl (5:00). Is the market pricing in a “soft landing” (10:00)? What do we make of the bank stocks post-earnings and how does that translate for companies reporting this week ? Is Tesla the most important company reporting earnings this week (24:00)? After the break, Dan and Guy interview Kris Sidial, @Ksidiii on Twitter, of The Ambrus Group (34:55). Kris is the Co-CIO of Ambrus. Before joining Ambrus he was part of the exotic derivatives trading team at Bank of Montreal and the proprietary trading team at Xanthus capital and Chimera Securities. Kris gained an in-depth understanding of volatility trading early on, as the sole junior trader to the CBOE legend, Robert Kanter. Kris is a frequent guest on Bloomberg TV and has been profiled by many financial media publications such as Forbes, Business Insider, Reuters, Nasdaq, and many more. Read Macro Alf’s Thread Here: https://twitter.com/MacroAlf/status/1617220600086552577 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	Welcome to On the Tape. I'm Dan Nathan. I am here with my co-host Guy Adami and our special Monday co-host, Liz Young, EY from SoFi. She's the head strategist at SoFi. Liz, welcome.
0:13.7	Thank you. Welcome back is what you should say. Welcome back. That's correct. I mean, you just correct me on my own podcast. Guy Adami, how are you doing doing here, bud? It was kind of a, I'm strong. I'm feeling so good.
0:23.9	EY was out in the C, what do they call it, the CLA or CAL or California?
0:28.8	You're out in the West Coast back here on the East Coast.
0:32.4	My football Giants never were in the game Saturday night, disappointing.
0:37.3	But you know what, Dan, as they say,
0:38.7	the four best teams are left standing. I'm looking forward to it. But more importantly,
0:43.1	I'm looking forward to these Monday conversations with Elizabeth Young. We're going to cover a lot
0:47.0	of ground here today. The market has opened. We are shortly after the opening on Monday here.
0:51.4	The NASDAQ is partying. A lot of things going on there. Some
0:54.4	activist action in the sales force. I think it's getting a lot of investors saying,
0:58.8	listen, if the big money is going after these things, maybe we should too. But we also have
1:02.0	a lot of earnings on tap across lots of different sectors. Guy, you and I had the pleasure
1:06.0	of sitting down Friday afternoon with Chris Sidiel. He is the managing partner and co-founder of the Ambris Group.
1:12.1	It has a Vol Fund that employs tail risk strategies. He breaks down what transpired as far as
1:18.5	markets relative to the volatility markets in 2022 and how things have changed in 2023. So that's a
1:24.6	great conversation. So stick around for that. All right, guys, let's just
1:27.9	kind of get out of the gate here, man. The NASDAQ is up nearly 8% on the year. 8%
1:32.9	it was down. I think at its lows about 35% last year. Guy, talk to me a little bit about
1:38.7	just kind of expectations into earnings season. There's also kind of this tailwind, I think,
1:43.5	of activism, where you're seeing
1:45.0	big money go after some of these names. I just mentioned Salesforce is the one today. And again,
	...

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