What Are We Doing In 2023?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 9 January 2023

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan, Guy Adami and Liz Young of SoFi kick-off the first “Monday On The Tape” of 2023. We start the episode off with a look back at Friday’s job data and what that means for the S&P in 2023 (1:00). Banks report earnings on Friday the 13th, should we be scared (16:00 )? “Biden Capital Management” wound up making a decent oil trade last year, what’s the next move (24:00)? After the break, Danny Moses is joined by Porter Collins and Vinny Daniel for the first edition of “What Are We Doing” of 2023. The guys start with a deep dive into the energy sector (33:00). How do investors adapt to the reality of the liquidity pull (43:00). The TSLA tumble continues (49:00). The luxury real estate market could be in for a shakeup in 2023, what does that tell us about the U.S. consumer (56:00)? The guys give their outlook on gold heading into the new year (59:00). Check out our show notes and transcript here ---- 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	All right, welcome to a Monday edition of On the Tape.
0:05.4	Guy Adami, welcome.
0:06.8	How are you, bud?
0:07.4	Great weekend.
0:08.5	Excited for this, EY, from SoFi, joining us every Monday.
0:12.0	This is going to be, what are the kids saying, bang in or something like that?
0:15.1	I think it's good.
0:15.9	Is that what you say, Liz?
0:16.9	It's going to be banging?
0:17.8	It's not the word I would use.
0:19.7	I'll say it'll be electric every Monday.
0:22.2	Okay, so that electric voice is Liz Young from SoFi. A guy likes to call her EY from SoFi. She's the
0:27.8	head strategist over at SoFi. What do we say about SoFi guy? How do you get your money right?
0:32.0	When I go to SoFi, the reason I do that is I like to get my money right all in one application or I guess the as they say all in one app.
0:41.3	Right.
0:41.6	So Liz joins us on market call on Thursdays and we go over her weekly market outlook that you can find on sophy.com slash blog.
0:50.9	And also she had a drop guy in the podcast.
0:53.8	What's your favorite podcast store well it's funny you
0:56.3	say that you know i've sort of vacillate between stores it really depends upon how crowded they are
1:01.5	you know the parking lot those types of things right right right got it so she has a podcast called
1:06.5	the important part i think that dropped today she took some Q&A on her 2023 outlook. So check that
1:12.5	out in your favorite podcast store. Okay, guys, let's get into it. What we want to do on Mondays here
	...

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