On this episode of On The Tape, Guy Adami and Dan Nathan sit down with Lori Calvasina of RBC for her stock market outlook. Plus, Guy and Danny Moses run through a handful of single stocks and topics on D-MO’s radar.
Key Insights from the Pod:
- Stock market seasonality changes since Lori’s last appearance (2:15)
- Rate cut impacts on stocks (4:20)
- Small caps vs. mega-cap growth stocks (8:40)
- Lori’s 2024 forecast (14:45)
- Crude oil (21:30)
- China (23:25)
- What U.S investors are discounting (24:30)
- The path to Lori’s S&P 500 target of 5,000 (26:00)
- The gold market (38:15)
- The Bank of Japan/Yen (42:25)
- The equity market whistling past a graveyard (46:30)
- Energy stocks (48:00)
- Unemployment (51:30)
- Bank CEOs in DC (53:45)
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Cerevel options trading surge before AbbVie deal news raises eyebrows (56:00)
- Tesla (57:10)
- Danny’s tirade on GameStop (58:50)
- NFL picks of the week (1:02:15)
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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
Learn more about Ro body: ro.co/tape
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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