When Memory Comes for the Markets with Liz Young of SoFi

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 10 April 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the March jobs report (2:00), expectations for bank earnings (17:00), supply chain concerns in the semiconductor space (24:00), Tesla (35:00), and economic data this week (42:00). Read: Blackstone takes 36% loss on Santa Ana office sale 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 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 our Monday edition of On the Tape. I'm Dan Nathan. I am joined as always by Guy Adami.
0:07.7	Yo.
0:09.0	And of course, EY from SoFi. That would be Liz Young. She is the head market strategist at SoFi.
0:17.3	Liz, welcome Monday morning.
0:18.6	Buenos Dias.
0:19.8	You know, it's funny guy. I don't know if you caught this all weekend long.
0:22.5	You and I are doing yeoman's work in our group chat about what we're going to talk about on the Monday pod, right?
0:27.6	We're putting some kind of story links, that sort of thing.
0:30.9	And Liz at one point in this fine long weekend, I think it was Friday afternoon, basically gave us the Heisman, whatever that emoji might be.
0:39.0	And basically said, hey, listen, I got friends in town.
0:41.3	I would be drinking champagne all weekend.
0:42.8	I'll talk to you guys on Sunday night.
0:44.2	Yeah, I did.
0:45.3	Sorry, not sorry.
0:46.8	Guy, what was your take on that?
0:48.1	No, I think that's, first of all, I love that.
0:50.5	I think it's fantastic.
0:51.6	The weekends are for, what is that old commercial? Let it be low and brow type of thing. Remember that whole thing? Yeah. Tonight is kind of special. Let's just put it that way. Good Friday. And you know what guy. I went to a birthday party on Saturday for that friend of mine who you love. Stop it. Amanda. Yeah. Yep. Yep.
1:09.3	Edgy. Very edgy.
1:13.4	Some of us had a lot of fun.
1:16.3	We hope you guys all enjoyed your holiday celebrations here.
1:17.7	We got a lot to cover this week.
	...

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