Wish You Were Here With Gene Munster of Loup Ventures

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 22 July 2022

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy and Dan discuss the chart of the S&P 500 (2:26), how investors could be offsides in this market (6:13), homebuilder stocks bouncing (12:53), where the S&P could bottom (22:52), gold and crude oil (20:46). Dan sits down with Gene Munster of Loup Ventures to recap Tesla’s quarter (31:15), and preview mega-cap tech earnings from Apple (37:40), Microsoft (43:41), Amazon (47:10), Alphabet (51:00), and Meta (54:00). See 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	So welcome back to On the Tape, folks.
0:03.1	So this is going to be an interesting one.
0:05.0	Dan's going to sit down with Gene Munster, Fast Money Fave, Gene Munster of Loop Venture fame.
0:12.6	They're going to talk everything F MAGA.
0:15.5	Probably a lot of F, a little MAGA, but it's going to be great.
0:18.6	But we don't really have a rundown.
0:20.2	No rundown, Dan.
0:21.7	And you know why? Because Danny Moses is not here. It was Danny. No Danny Moses and no
0:26.4	rundown. No Danny Moses and no rundown. And listen, we like to build the show around Danny. Danny is
0:31.9	the epicenter of on the tape. And with him not here, that proves to be a bit problematic. Really? That's okay. We're going to figure this out. But by the way, for Danny's
0:41.1	birthday, I actually did go back and watch his movie. And what I took away from it was
0:45.8	Tom Barringer's genius. I mean, he doesn't get enough credit. I got to tell you,
0:50.0	Joe Beth Williams and her day was smoking. So, you know, I got a chance to see it.
0:56.0	The big chill. That's the movie.
0:57.6	Yeah.
0:57.9	No, it's the big short.
0:59.0	You know.
0:59.3	Still haven't seen it.
1:00.0	All right.
1:00.3	Still haven't seen it, people.
1:02.0	Tough shit, Danny.
1:03.0	But happy.
	...

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