Oh The Humanity!

Jan 17, 2025

Explore the S&P 500's post-election performance, with predictions of rising bond yields and the impact of Federal Reserve policies. Delve into the contrasting fortunes of JPMorgan and Citibank, alongside the challenges faced by luxury brands like Richemont. The hosts provide insights into gold, Bitcoin, and bond market dynamics, highlighting investment strategies amidst volatility. Finally, they wrap up with spirited predictions for upcoming football playoff matchups, analyzing key players and coaching strategies.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Market Round Trip

The S&P 500 has returned to post-election levels, giving back initial gains.
This suggests that the market's excitement about potential tax cuts has waned.

INSIGHT

Yield Predictions

Guy Adami predicts 10-year yields will reach 5% by the Super Bowl.
He acknowledges the optimistic view of a better economy, but notes a disconnect with small-cap performance.

INSIGHT

Artificial Market

Government intervention and quantitative easing have created an artificial market environment.
This makes it difficult to determine the true strength of the economy and its ability to handle higher rates.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Guy Adami and Danny Moses explore the performance of the S&P 500 post-election. The duo analyze the implications of tax cuts, tariff scares, and bond yields, with Guy predicting ten-year yields will reach 5% by the Super Bowl. The conversation evaluates the impact of Federal Reserve policies, bond market activities, and Jerome Powell's tenure on financial markets. Danny delves into the challenges faced by the bond market since 2007-08 and the fine line between economic growth and higher interest rates. Shifting gears, they discuss the valuations of major banks and the disparity in market perceptions of JPMorgan and Citibank. The episode also examines the performance of luxury brands like Richemont amidst stark economic realities, and wraps up with insights on gold, Bitcoin, and the potential market implications of Hindenburg Research's closure. The hosts then preview upcoming football games, providing their thoughts and predictions for the weekend's matchups.

Further Reading

Buying These Bond Funds Might Just Be the ‘Dumbest Trade You Can Make’ (Barrons)
Cartier Owner Richemont’s Sales Beat Buoys Luxury Stocks (WSJ)
Short Seller Nate Anderson Says He’s Disbanding Hindenburg (Bloomberg)

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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.

—

Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

—

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

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Subscribe to our YouTube page

The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.