Guy, Dan and Danny are joined by Canaccord Genuity strategist Tony Dwyer. The group talks about the market rotation (2:17), the generational change in the Fed (13:45), what could take the market down (19:26), opportunities in the market (32:06), Danny rips off the tape on cannabis banking (43:42), and ways to play the dog days of summer (48:16).

----

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.

Follow the co-hosts:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

#79 - Tag der offenen Tür im Verteidigungsministerium - Thomas Wiegold - Jung & Naiv