Don’t Look Back in Anger

7 snips

Dec 15, 2023

Guest

Stuart Sopp

Financial analysts Dan Nathan, Guy Adami, Danny Moses, and Current CEO Stuart Sopp discuss the Fed meeting and stock market highs, expectations for 2024, market rotation, energy challenges, Fed's impact on gold, Bitcoin and currencies, S&P 500 earnings, interest rate-sensitive stocks, banks' performance, sentiment indicators, and even share their NFL and soccer game picks.

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Introduction

00:00 • 2min

Market Exuberance and Fed's Actions

01:36 • 15min

Potential Shifts in Sectors and Weak Global Demand for Energy

16:07 • 14min

Geopolitical Games and Oversupply in the Oil Market

29:44 • 3min

Bank performance in the market and impact of recent changes

32:18 • 11min

Analyzing the upcoming Liverpool vs Manu football game

43:15 • 2min

Analyzing NFL Game Picks

44:49 • 2min

On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs.

Key Insights from the Pod:

The Fed Cut Pivot (1:30)
Expectations for 2024 (10:40)
The Market Rotation (16:30)
Energy (19:15)
The Fed Giving Gold the Greenlight for New Highs (23:30)
Bitcoin, U.S. Dollar & Currencies (24:45)
S&P 500 Earnings (25:45)
Interest Rate Sensitive Stocks (32:15)
Banks (35:00)
Sentiment Indicators (37:30)
Danny’s NFL & Soccer Picks (43:15)

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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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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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