Stop Worrying and Love The Bond + All Things Oil with Brent Belote

4 snips

Oct 30, 2023

Financial expert Brent Belote discusses his trading background and why we are in the golden age of energy and resource stocks. They delve into oil demand, WTI crude vs. Brent crude, oil volatility, and geopolitical risks. Brent shares his investment process and key reasons to invest with Caylor Capital.

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Introduction

00:00 • 2min

Insights on Crude Oil and Market Correction

01:53 • 9min

Slowing Consumer Spending and the Fed's Watch on Inflation

10:51 • 17min

Analyzing Company Valuation and Apple's Impact on Market Sentiment

27:33 • 8min

Stock market performance, upcoming conversations, and discussion on crude oil and energy

35:56 • 3min

Background, Trading Experience, and Risk Appetite

39:11 • 2min

Understanding the Future of Oil Demand and Trading Strategies

40:49 • 16min

Automating Trading Rules, Understanding the Oil Market, and Key Reasons to Invest

56:56 • 3min

Dan Nathan and Liz Young discuss last week’s price action for the S&P 500 (6:00). McDonald’s revenue climbs (8:00). Liz looks at monthly personal spending (11:00). Treasury refunding happening this week (15:45). The financial world still looks to Japan and its yield curve control (19:30). It’s time to stop crying about bonds and start buying them instead (24:00). Apple is holding a “Scary Fast” Mac event tonight (28:20). Eli Lilly and Novo Nordisk report on Thursday (34:00)

Later, Danny Moses joins Guy for a conversation with Brent Belote of Cayler Capital. The three discuss Brent’s trading background (41:30), why we are in the golden age of energy and resource stocks (43:45), oil demand (45:00), WTI crude vs. Brent crude (46:00), oil volatility (47:00), geopolitical risks (50:00), how other asset classes impact the price of oil (51:30), daily liquidity (53:00), the three best things that have happened to the energy space (53:45), Brent’s investment process (56:00), who he is following in the energy space (57:00), being a trader vs. an investor (58:00), and key reasons to invest with Cayler Capital (59:30).

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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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