Vibe Check on the Markets

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6 • 757 Ratings

🗓️ 16 October 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of On The Tape, Guy Adami and Liz Young discuss a shift in the tone of the market (2:00), gold (4:00), oil (7:00), unemployment (8:30), a bad vibes warning (13:30), inflation data (17:30), Apple iPhone sales slowing in China (21:30), why Guy thinks people aren’t paying enough attention to the energy complex (26:30), the Fed put (28:30), big events/earnings this week (31:30), and rumors of the SEC approving Blackrock’s bitcoin ETF (33:00). — 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 Learn more about Ro body: ro.co/tape 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

Transcript

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0:00.0	Welcome to the On the Tape podcast, Guy Adami, always joined by EY from SoFi.
0:06.5	Dan Nathan, traveling today.
0:08.8	Elizabeth, how are you?
0:09.9	I am good.
0:11.2	These are the ones where I usually post on Twitter, something like, just the two of us.
0:16.1	Yes, great song.
0:18.1	Can I tell you something?
0:19.7	You do have dulcet tones.
0:21.9	I think if this sofi thing doesn't work out,
0:23.9	maybe you want to ask Anthony if you can moonlight at one of those like jazz lounges.
0:28.6	But that's not for this show.
0:29.7	As a karaoke singer.
0:30.9	It's funny you mention that.
0:32.2	But we do karaoke from time to time on Fast Money.
0:34.9	But again, not for this show. Last week, I thought it was a fascinating
0:38.8	week. A lot of twists and turns, a lot of, again, our world, the moves in the bond market are
0:44.9	staggering. And let's start there. What is it telling you? I know both you and I've thought that
0:50.6	the re-steepening of the yield curve was going to be the problem. And we've talked about
0:55.0	it. You talk about an 80 basis points or so restopening. Seemingly nobody talking about it. Maybe going
1:01.6	from, I don't know, let's call it 110 to 30 just to round up, but that's not exactly right, but you know
1:06.5	my point. What is that telling you? Because you've been talking about this for quite some time.
1:10.7	I think the people who are talking about it been talking about this for quite some time?
	...

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