Times Have Changed

Sep 16, 2024

Liz Young Thomas, a representative from SoFi, joins the discussion to dive into the evolving financial markets. They explore the potential 50 basis point rate cut by the Federal Reserve and its impact on tech stocks, especially around Apple's iPhone sales. The conversation shifts to Nvidia's role in the AI sector, and the performance of companies like General Mills and JPMorgan is analyzed. They also touch on currency volatility, the strengthening yen, and how these factors intertwine with investor sentiment and market strategies.

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Intro

00:00 • 3min

Market Dynamics and Fed Speculations

03:03 • 19min

Market Dynamics: Currency, Gold, and Bitcoin

22:06 • 7min

Sector Insights and Economic Outlook

28:53 • 7min

Market Insights and Fed Predictions in a Volatile Week

35:38 • 4min

Guy Adami, Liz Young Thomas from SoFi, and Dan Nathan discuss recent developments in the financial markets. They touch on topics such as the market's anticipation of a potential 50 basis point rate cut by the Federal Reserve, changes in tech stocks, and defensive market rotations. Highlights include a conversation about Apple’s potential iPhone sales impact, considerations around Nvidia and its AI contributions, and a look at the performance and projections for companies like General Mills, AT&T, T-Mobile, and JPMorgan. The episode also covers broader financial themes like the influence of sovereign demand on the AI trade and the strengthening of the yen.

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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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