On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.
Key Insights from the Pod:
- Bond Volatility Outpacing Equity Volatility (3:30)
- Inconsistencies in the Stock Market (5:00)
- Geopolitical Risk (Check out: Mark Esper Interview with Kara Swisher) (12:30)
- What’s Being Priced into the Market in 2024 (15:30)
- Investor Appetite for M&A (Occidental, Macy’s) (18:35)
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Ken Moelis Sees ‘Huge Backlog’ of Deals After Fed’s Rate-Hike Regime (20:15)
- Oracle & Adobe Earnings (23:00)
- Valuation (25:00)
- Costco Chart: Mother of Double Tops? (28:15)
- Jeff Toporek Intro/Background (33:25)
- Interest Rate Volatility (35:30)
- Credit Lending (44:10)
- Corporate Logistics (37:30)
- Inflation (50:00)
- China Risk (52:25)
- Commercial Real Estate (56:45)
- Active vs. Passive Investing (1:00:15)
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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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