NFL Betting Insights and Market Strategies

Dan Nathan and Danny Moses discuss bank earnings and Tesla's highly anticipated Robo Taxi event. Recorded on a Friday morning before market opening, the conversation explores JP Morgan and Wells Fargo's performance, noting their trading positions and sentiment. The duo also discusses Tesla's event outcomes, including the Robo Taxi reveal and unexplored lower-end EV announcements, resulting in a drop in Tesla stock.

After the break (32:30), Dan is joined by Anastasia Amoroso, Chief Investment Strategist at iCapital. The conversation explores the unpredictable financial year of 2023, marked by the emergence of generative AI, impacts on the S&P 500, and the soft landing of the economy. Anastasia provides insights into market rotations, inflation, and a shifting rate environment, emphasizing the potential benefits of a broader market opportunity. They also examine regional banking crises, the role of AI, the semiconductor industry's investment appeal, and geopolitical risks concerning the Middle East. The episode further discusses the implications of the upcoming U.S. elections on market stability, potential shifts in regulatory focus on megacap tech, and the influence of global events on oil prices. Anastasia outlines why a Goldilocks scenario could sustain a higher market multiple and the future investment opportunities spanning utilities, financials, real estate, and tech sectors. The conversation concludes with analysis of China's economic strategies and their potential regional and global impacts.

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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 OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.