Guy, Dan, and Danny discuss what’s priced into the markets (4:31), the threat of stagflation (9:13), the flattening yield curve (17:15), and revenge of the meme stocks (23:26). Later, Dan and Guy sit down with Gavin Baker, Managing Partner & Chief Investment Officer at Atreides Management, and talk about inflation (34:08), the possibility of a recession (45:54), crypto acting as a store of value in the Russia-Ukraine war (52:41), tech valuations (56:26), the push and pull of private vs. public markets (1:07:42), Gavin’s recommendations for podcasts to listen to, people to follow and books to read (1:19:28).

Listen to Gavin Baker on “Invest Like the Best”

Disclaimer:

This podcast is for informational purposes only. All opinions expressed by Dan Nathan, Guy Adami, Danny Moses, and other participants are solely their own opinions and should not be relied upon for specific investment decisions. Clients of firms associated with certain participants may maintain positions in the securities discussed in this podcast.

----

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.

Fear is the Market Killer with Gavin Baker of Atreides Management