Can't Fight This Feeling

Nov 29, 2024

The hosts dive into the latest macroeconomic trends, analyzing critical data like PCE inflation and its effect on market sentiments. They highlight the disconnect between market performance and consumer experiences, particularly in tech and banking. The discussion shifts to innovative trading strategies and the volatility surrounding Bitcoin and MicroStrategy. Additionally, they explore how U.S. trade tariffs influence market dynamics and reflect on the evolving energy sector, emphasizing technological advancements in production.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Market Reactions to Nominations

Markets reacted positively to Bessent's Treasury nomination, lowering yields despite inflation data.
This suggests investors prioritize deficit reduction over immediate inflation concerns.

INSIGHT

Economic Resilience vs. Public Perception

The economy shows resilience despite negative polls, with strong GDP and stable unemployment.
This disconnect between public perception and economic reality is notable.

INSIGHT

Bank Stock Surge

Bank stocks, particularly JP Morgan, are at pre-financial crisis valuations despite yield curve reinversion.
This suggests market confidence in banks' ability to navigate the current economic environment.

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

Get the app

Guy Adami, Dan Nathan, and Danny Moses discuss various market movements and economic indicators. Key topics include recent macroeconomic data, nominations in the incoming Trump administration, market reactions, and trends in the bond market. The trio analyzes performances in sectors such as retail and banking, unveils insights on general trading trends, discusses Nvidia and generative AI, and elaborates on the impact of tariffs and energy sector outlooks. With Thanksgiving approaching, the hosts emphasize the significance of understanding broader economic trends and their impacts on the market.

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.