This Aggression Will Not Stand, Dan

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 12 February 2024

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad news, M&A picking up & earnings. Topics When To Pivot Barron’s: S&P Can’t Mask The Chaos Small Cap Underperformance Nvidia Now Worth As Much As China’s Stock Market Peter Boockvar Tweet on AI vs. Internet Bubble M&A Picking Up Earnings This Week 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 Young @LizYoungStrat 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	Welcome to the On the Tape podcast. I'm Dan Nathan, joined as always by Guy Adami. Liz Young,
0:07.0	E. Y from SoFi, we'll be back with us later in the week. She must have had a super Sunday night.
0:12.8	Guy. How was your Sunday night? Well, yo and ma to you as well. Sunday night was great.
0:18.3	I thought the highlight of the evening, for me, at least,
0:21.7	was that Dunkin' Donuts commercial with Ben Affleck and Matt Damon and Tom. It was
0:26.6	unbelievable. Best commercial I've seen in years. I mean, tremendous. All right. So that's like
0:32.5	the equivalent of a dad joke right there coming from a guy Adami. I found it kind of nauseating. I found all the
0:38.4	commercials a bit annoying. I thought Microsoft's co-pilot ad, and I can't remember the last time
0:43.6	I thought a Microsoft ad was kind of cool, but that one was okay. Honestly, I wouldn't be able to
0:48.6	I mean, I know we're off the rails here earlier. I wouldn't be able to tell you what that was. That's fine. That's fine. I mean, there goes Babe Ruth. I mean, stop it, Ben Affleck. You are a genius. Anyway,
0:59.6	please. He is a genius. All right, we got a lot to do here. Big week. There's still some earnings,
1:05.0	plenty of earnings to talk about. We have CPI tomorrow. You know, we'll talk a little bit about how the markets have traded in and around that over the last six months or so. You and Danny had a great conversation with Luke Groman that dropped on Friday on the tape podcast. And we're going to cover a little bit of that conversation because since he was last on with you guys in October, he's kind of changed his tune a little bit and makes a case for why Rick's assets can continue to go higher, predominantly stocks, at a 45-degree angle.
1:33.0	I thought that was kind of interesting.
1:34.6	But we get a lot of really thoughtful commentary from listeners, from viewers.
1:39.7	And it's interesting that some of it has really centered around, listen, you guys have been great guides for us.
1:45.6	We come back to you each week or each day because we think you guys call it the way you see it.
1:50.2	And you guys are always the first ones to admit when you're wrong.
1:53.4	And those folks, and you've made this point, you know, you've been a market pundant for what, 17 years or maybe a little longer longer as long as CNBC has aired fast money and you've been
2:03.0	a market participant for nearly 30 years you know transparency and honesty about your views and
2:08.9	why they change is is one of those things I think is why you continue to do what you do and I will
2:14.9	say this is like I was on the set with you on fast money the other day
2:18.2	and Melissa came to you and you start out by saying, you know, opening the show. Listen, I have been
	...

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