Did You Say “Utes”?

Sep 9, 2024

Join Liz Young Thomas, an analyst from SoFi, and Elizabeth, a labor market expert, as they dive into the turbulent stock market landscape. They dissect the recent market slump, exploring whether it's a sign of a larger correction. Elizabeth connects stock volatility to labor dynamics and AI trends. The discussion also spans crucial economic indicators like the CPI and unemployment rate, while considering the impacts of Japan's monetary policy on global markets. It's a whirlwind of insights that every investor should hear.

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Intro

00:00 • 2min

Market Insights: Trends and Implications

02:12 • 12min

Inflation Insights and Defensive Market Strategies

13:54 • 5min

Sector Performance Insights and Economic Implications

18:35 • 3min

Navigating Energy Market Volatility

21:37 • 7min

Navigating Market Price Targets and Team Insights

29:02 • 4min

Guy Adami and Liz Young Thomas of SoFi analyze the recent performance of stock market, noting it was the worst week since March 2023's regional bank crisis. They debate whether this signals a market correction or an emerging larger issue, with Guy cautioning about potential underlying problems. Elizabeth attributes some stock volatility to the labor market and AI hype. The conversation covers various economic indicators including the unemployment rate, CPI, and shifts in market areas such as utilities and commodities. They also discuss the global implications of Japan’s monetary policy changes and speculate about future market directions.

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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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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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