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RiskReversal Pod

This is the Business we’ve Chosen with Porter Collins and Vincent Daniel

RiskReversal Pod

RiskReversal Media

Business, News, Investing, Business News

4.7836 Ratings

🗓️ 14 January 2022

⏱️ 59 minutes

🧾️ Download transcript

Summary

Guy, Dan, and Danny discuss a witches brew for the markets (2:37), high-growth stocks getting crushed (8:00), and energy (13:14). The co-hosts are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins and talk about the Fed overcooking inflation (22:16), similarities to the dot com bubble (24:07), gold vs. bitcoin (46:48), and Danny’s NFL playoff picks (57:20). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com 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

Back in the 80s, as a Yankee fan, George Brett was the ultimate Yankee killer.

0:05.1

And I remember one summer he was hitting about 418 or so.

0:09.1

So even if he went two for five in a ball game, which is remarkable, his average would actually go down.

0:15.8

I mentioned that because Danny Moses has dominated with his NFL picks the entire year.

0:21.7

18 weeks of genius.

0:24.3

But this last week, his 89% winning percentage actually went down to 86%.

0:31.1

He is now 25 and 4 in the league where they play for pay.

0:36.0

Danny Moses, brilliant regardless.

0:38.8

Fricking overtime. I thought I was going to pull out that charger game, but whatever.

0:42.3

We move on. Thank you, guy.

0:43.9

No, it's incredible. I mean, that charger game, by the way, they will talk about that for

0:47.7

decades to come. I know Dan Nathan will talk about that for a number of different reasons,

0:51.8

not least of which now, where he stands with you.

0:55.4

Yes, eight times in the hole. He's got a bunch of games in the playoffs to get it back. Dan,

0:59.6

I'm actually rooting for you. All right, fair enough. When you want to bet with me instead of

1:02.4

against me, you let me know I'll put it down for you. Then we it here, people. You are listening, by the way, to On the Tape, as I'm sure you surmised when you clicked it and your favorite, what do they call that, Dan,

1:14.9

a podcast store? I know I have my favorite podcast stores, but that is Danny Moses. That is Dan Nathan.

1:20.7

I'm Guy Adami. By the way, later, joined by the Big Chill Cats, Vinnie Daniel and Porter Collins. I love those guys. I actually didn't watch

1:28.7

the movie this week, but I saw some clips. But again, another remarkable week in the markets.

1:35.2

I guess some of it is predicated on what was an interesting testimony from Fed Chair Jerome Powell,

1:42.7

Danny. Let me just say it's our one year. I think it's been a year. I think we launched mid-January last year.

1:47.3

So another milestone for us. Great to be. And a lot has happened in these last 52 or 53 weeks.

...

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