Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 16 June 2023

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy and Danny are joined by Stuart Sopp, CEO and Founder of Current, to discuss green shoots in the market (3:00), liquidity (8:00), junk fees (14:00), the bond market (16:00), being bearish in a bull market (20:00), gold (28:00), and their desert island albums (32:30). The co-hosts interview Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital, and talk about key takeaways from the Fed meeting (37:30), what could take stocks higher (47:30), her highest conviction ideas (56:00), and the AI craze (1:01:00). Guy's "Perfect Albums": https://twitter.com/GuyAdami/status/1669380861018480644?s=20 ---- See what adding futures can do for you at cmegroup.com/onthetape. Learn more about Ro body: ro.co/tape ---- 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 @DanNathanRR 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	I'm not a big Pink Floyd fan, as you know, Danny.
0:04.6	I'm a big Pink Floyd fan.
0:05.7	You are?
0:06.2	Yes.
0:06.9	In 1974, I believe it was, Wish You Were Here was an album.
0:12.3	Can you tell a green field from a cold steel rail?
0:17.4	There you go ahead.
0:18.5	Yeah.
0:19.0	But one of the songs on that album that I actually heard earlier today is welcome to the machine.
0:25.8	And I got to tell you something.
0:27.4	Welcome to the machine in the form of this stock market, which is exactly that, a machine.
0:32.2	And we're going to talk about it.
0:33.2	But before we do, Danny, got to tease a few things.
0:36.1	On this episode of the On the Tape podcast,
0:38.8	by the way, you are listening to The On the Tape podcast, Danny Moses, Dan Nathan, myself, Guy Adami.
0:44.4	We are joined by Stuart Sondon. Hold on a second. Dan Nathan is not here right now.
0:49.5	Throw him under the bus. No, I'm just saying people are going to figure that out in three minutes when he doesn't talk about Nvidia or his weight loss.
0:55.4	Or weight loss or Tesla.
0:56.6	So he's not here.
0:57.5	So he's here for the interview with Anastasia.
1:00.1	Yes.
1:00.4	So let's correct.
	...

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