On this episode of On The Tape, Dan Nathan and Liz Young discuss stock market volatility, jobs, the energy sector and big banks kicking off earnings season. Later, Dan and Guy Adami sit down with Kenny Chung of Astera Capital Partners for a conversation about China’s credit market.
Key Insights from the Pod:
- Stock market volatility to start the year (3:00)
- Broadening of the market rally/Small Caps (6:20)
- The December Jobs Report (11:45)
- Political uncertainty/2024 election year (14:45)
- Crude oil (19:25)
- Refilling the U.S. Strategic Petroleum Reserve Puts a Soft Floor Under Prices
- Energy stocks (23:45)
- Earnings kicking off with big banks (27:00)
- Kenny Chung’s background (35:00)
- The China credit bubble (38:40)
- China’s economy & stock market (42:00)
- Opportunities in Asia (48:15)
- Volatility in yields (50:45)
- China-Taiwan tensions (53:45)
- Conflict with consumer products (55:30)
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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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Check out our show notes here
See what adding futures can do for you at cmegroup.com/onthetape.
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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
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