On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Dannyâs NFL picks (28:30).
After the break, the guys are joined by Helima Croft of RBC to discuss the latest decline in oil prices (32:30), her time working in the CIA (35:45), oil production (38:15), geopolitical impacts on the energy market (42:00), the Trump Administrationâs impact on OPEC (46:30), the pain trade from current levels (50:15), gasoline (53:00), energy M&A (55:00), whether Brazi would consider entering OPEC (57:30), what the price of oil is telling her about the market (59:15), China-Taiwan (1:02:45), uranium/nuclear (1:05:00), Japan/India (1:06:00), and dollar strength (1:07:00).
In honor of Veterans Day, Guy and Dan chat with Art delaCruz of Team Rubicon for a look at his background serving our country and the important mission behind Team Rubicon (1:11:00).
If you would like to donate to Team Rubicon, please follow this link.
Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to contact@riskreversal.com with your mailing address.
â
About the Show:
On The Tape is a weekly podcast with CNBC Fast Moneyâs Guy Adami, Dan Nathan and Danny Moses. Theyâre 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⌠weâre 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.
â
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.
â
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
â
Weâre on social:
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
