When China Sneezes…

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 14 August 2023

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy and Dan discuss the potential for a China growth scare (3:00), Nvidia/Taiwan Semi/Chip stocks (7:30), recessionary pressures (18:30), odds of a rate cut (20:30), Tesla (22:00), U.S. Steel (26:00), and retail earnings this week (28:30). Articles mentioned in this podcast: China Finance Giant’s Missed Payments Alarm Regulators, Markets China’s Worsening Economy Is Hurting Corporate America China’s Country Garden seeks to delay onshore bond repayment, fanning market fears In the Market: Funds fret over the fallout of Biden’s China order The Fed Is Playing a Waiting Game to Try to Avoid a Recession Goldman Pencils In First Fed Rate Cut for Second Quarter of 2024 Tesla cuts prices in China for some Model Y versions US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives 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

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0:00.0	Welcome to the Monday edition of On the Tape. I'm Dan Nathan. I'm joined by Guy Adami Guy. Welcome.
0:06.5	What is happening on this Monday? You know what? It's a busier day than the pre-market
0:11.7	indications would appear, Dan, Nathan. It is. And we don't have Liz Young. That would be EY from
0:17.5	SOFI to help us figure it all out. She's on vacation this week.
0:21.0	I think she will be back with us next week, Guy.
0:23.2	But we do have a little housekeeping here before we get to the markets here.
0:26.2	Our friend Amanda Diaz just was in my ear said this is the 200th edition of the On the Tate podcast.
0:31.5	What do you think of that?
0:32.1	No way.
0:32.9	A big round number.
0:34.0	That's a big round number.
0:35.0	Two hunch. round number. That's a big round number. 200. What do they say when, what do they say if you agree with something, when somebody
0:39.6	types you something? What do they, what do you say? Don't people say like 100 or something?
0:43.4	100. Yeah, 100 emoji. There you go. Well, we're at 200. We're at 200 emoji here. But we also have
0:49.0	a big week. Okay. This week we have a special drop of OK computer. That is one of our other fine podcasts.
0:56.3	We have Dan Niles is going to be joining me. We're going to take stock of Q2 earnings and what he's
1:01.2	seeing for the balance of the year. Dan is a legendary tech investor. So tune in for that. Also,
1:06.0	we have on the back half of that pot a conversation with Stuart Sop. He is the CEO and co-founder
1:10.8	of Current. And we also have Joe Markezy, who is the CEO of Human Ventures, who's also
1:16.2	investor in Current. And so two close friends of ours, we're going to get a kind of sense of
1:20.9	what's going on in FinTech there and the VC land. And then on Thursday, we have a bonus
1:24.7	edition guy of On the Tape with Karen Feinerman.
	...

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