Turn the BOE Around with Stephanie Link of Hightower Advisors

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 30 September 2022

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Danny discuss the BOE intervention (7:30), the S&P 500 below the June lows (12:00), Stanley Druckenmiller predicting a recession (17:50), yield volatility (22:12), why gold can’t get going (29:23), opportunities in the market (31:02), Danny ROTTs on what’s really broken (41:35), and NFL picks of the week (47:02). The co-hosts interview Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and talk about how much has changed in the market over the last ten months (53:21), whether things are different this time (56:17), the outlook for earnings (1:02:36), when to pivot on an investment (1:05:21), opportunities in the stock market (1:07:26), and if the market can rally without big tech (1:15:26). ---- 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	Yeah, people, yes, I'm back. Not from Italy, Danny Moses. Not from Italy, Dan Nathan, but from Sicily. And I will tell you, if you haven't been, folks, you need to go to the island of Sicily. What's I find fascinating about Sicily, we've flown Palermo and Old City. Actually, oddly enough, not that anybody particularly cares, but when I got home from Sicily and We flew in Palermo, an old city. Actually, oddly enough, not that anybody particularly
0:22.5	cares, but when I got home from Sicily and I was scrolling, what do they call it when you
0:26.9	click through channels on the TV, Dan?
0:28.6	I was clicking through the channels. Yeah, clicking through the channels. I stopped on Patton at the
0:32.1	same scene that George C. Scott was going through Palermo. What do they call it? Like Kismet or something.
0:38.6	It's all meant to be.
0:40.0	My worlds were colliding from Sicily.
0:42.5	It was a wonderful trip.
0:43.8	By the way, you're listening to the On the Tape podcast.
0:46.3	Guy done me back from vacation, Danny Moses, Dan Nathan.
0:50.0	Later on, by the way, we're going to have the chief investment strategist from Hightower,
0:55.1	somebody you know and love, a member of the IC, that's the investment committee, Dan Nathan.
1:00.0	Stephanie, Link will be joining us.
1:02.1	Perfect time to have Stephanie because she looks at things from 30,000 feet,
1:06.5	as opposed to what I look at at sort of C level.
1:09.4	But, you know, I was trying to think we like to integrate music into our titles, into our podcast.
1:15.1	Is that correct?
1:16.2	Back me up.
1:16.8	Give me somebody say something.
1:17.9	Yes, we do that.
1:18.7	Yes, we do.
1:19.3	My.
	...

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