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On The Tape

Wake Me Up When Earnings Season Ends

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 17 July 2023

⏱️ 35 minutes

🧾️ Download transcript

Summary

Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss mixed messages in the markets (2:00), data out of China (13:00), the dollar (17:30), scary trends in the market (20:00), earnings this week (25:00), buy points on the S&P 500 (31:00).  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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter 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

Click on a timestamp to play from that location

0:00.0

Welcome to On the Tape.

0:02.8

I'm Dan Nathan, joined by Guy C. Adami.

0:05.6

And of course, EY from SoFi, that would be Liz Young.

0:08.1

She is the chief market strategist at SoFi, where you can get your money right all in one app.

0:14.2

Yeah, you can.

0:14.9

Yeah, you can.

0:15.5

Liz, in the house on a Monday morning here in NYC.

0:23.5

I'm back, and I really thought, Guy, after,

0:29.6

let's say, nine days not potting, that my voice would, would have gotten a little reprieve,

0:35.9

reprive? What would you say? Reprieve, reprive? I don't know. A rejuvenation, a respite,

0:37.6

many of those words. Not happening.

0:38.3

Restoration.

0:39.2

But here we are.

0:40.0

Restoration.

0:45.2

And I missed a kind of, I think a really important week in the markets last week.

0:47.3

When I left, it was that holiday shortened week.

0:49.4

It was that July 4th week.

0:52.7

And there were some weird things going on in the bond market, right?

0:54.8

There was a lot of data that we were focused on this jobs data. Some people, not you guy, we're calling it as Goldie-Loxy. It seems like lots of folks

1:00.5

have acquiesced around the fact that we are just having a soft landing here. That is in the cards.

1:05.9

That's what the markets are saying here. Every market, right? Are there any markets, Liz,

1:09.9

to you that are flashing anything other than a soft landing, right? Are there any markets, Liz, to you that are flashing anything

...

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