Dan Nathan, Guy Adami and Liz Young of SoFi kick-off the first “Monday On The Tape” of 2023. We start the episode off with a look back at Friday’s job data and what that means for the S&P in 2023 (1:00). Banks report earnings on Friday the 13th, should we be scared (16:00 )? “Biden Capital Management” wound up making a decent oil trade last year, what’s the next move (24:00)? After the break, Danny Moses is joined by Porter Collins and Vinny Daniel for the first edition of “What Are We Doing” of 2023. The guys start with a deep dive into the energy sector (33:00). How do investors adapt to the reality of the liquidity pull (43:00). The TSLA tumble continues (49:00). The luxury real estate market could be in for a shakeup in 2023, what does that tell us about the U.S. consumer (56:00)? The guys give their outlook on gold heading into the new year (59:00).
Check out our show notes and transcript here
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