Market’s Smooth Operator + The Big Short Panel

Feb 2, 2024

Danny Moses, a panelist at iConnections Global Alts Conference, joins Guy Adami and Dan Nathan to discuss their takeaways from the conference, the NYCB/regional bank bust, the stock market's danger zone, job cuts across industries, productivity, the Fed's impact on the consumer, earnings, gold/oil. They also discuss 'The Big Short' panel featuring Danny and his FrontPoint colleagues Vincent Daniel, Porter Collins, and Steven Eisman, where they discuss liquidity, market structure, tech and finance opportunities, coal investments, uranium market, investment strategies, online gambling, and the impact of elections on markets.

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Introduction

00:00 • 3min

Connections in the finance industry and discussions on Ron Biscardi and Jerome Powell

03:12 • 13min

The Fed Meeting and Market Implications

16:02 • 16min

Gold, Energy, and Panel Talk: A Market Update

32:26 • 4min

The Impact of Liquidity and Market Structure

36:41 • 21min

Opportunities in Tech and Finance, Coal Investments, and the Imbalanced Uranium Market

57:21 • 2min

Investment Strategies, Online Gambling, and the Impact of Elections on Markets

59:48 • 2min

Ownership of Stocks, Optimism in a Movie, and Sponsor Thank You

01:01:33 • 2min

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19:20), productivity (24:15), the Fed’s impact on the consumer (26:00), earnings (28:00) and gold/oil (32:00).

Later, listen in on “The Big Short” panel from iConnections Global Alts Conference featuring Danny and his FrontPoint colleagues Vincent Daniel, Porter Collins, and Steven Eisman (36:15)

Watch “The Big Short” Reunion on Fast Money This Week

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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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