Dan and Liz Young, head of investment strategy at SoFi, discuss bank earnings (3:00), big tech buybacks (9:00), retail sales (12:00), a new consumer warning sign (14:30), complacency in the market (22:00), whether it's beginning to feel like a bull market (27:00), and earnings this week (33:00). Later, Guy interviews Tim McCourt, Global Head of Financial & OTC Products at CME Group, to discuss the importance of risk management (38:00), how SVB could have used futures to hedge (42:00), CME micro contracts (51:00), and how consumers can use futures in day-to-day life (57:00).
Read Liz’s latest note
Dan references this Axios article in the consumer conversation: Charted: Why not go out?
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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See what adding futures can do for you at cmegroup.com/onthetape.
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