Guy, Dan and Danny discuss Stan Druckenmiller’s comments on the economy (2:00), regional banks (5:30), interest rates (9:15), how stocks are reacting to earnings (15:40), the debt ceiling (19:00), Hindenburg taking on Carl Icahn (23:00), earnings giving clues about the consumer (28:00), the death rattle closing in on AI (31:45), DTCC leaking sensitive data (36:00), and Elon hiring a new Twitter CEO (39:30). Later, Dan and Guy are joined by David Rosenberg of Rosenberg Research and talk about the market stuck in no man’s land (41:00), where’s the recession (48:00), when we could see a market bottom (55:00), financial calamities (59:00), and how it could be different this time (1:14:00).
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.
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