If You Leave Us Now with Mike Wilson

6 snips

Feb 23, 2024

Topics discussed include Nvidia earnings as a macro event, AI gold rush, finding relative value, interest rates, active vs. passive investing, labor market, bank stocks, energy stocks revival, similarities to late '90s, valuation importance, and implications of the upcoming election.

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Introduction

00:00 • 2min

Market Dynamics and Financial Implications

02:08 • 27min

Analysis of Big Banks Safety and Energy Sector Opportunities

29:33 • 4min

Exploring Micro Contracts, Capital Introduction, and Strategic Alternatives

33:05 • 2min

Capital Raising Frenzy and Market Dynamics

34:39 • 12min

Market Valuations, U.S. Election Uncertainty, and Investment Opportunities

47:09 • 6min

Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank stocks (27:00), energy stocks left for dead (30:00), similarities to the late ‘90s (34:45), when valuation matters (47:15), the election (49:45)

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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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