Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market (4:00), Wall Street sentiment (8:00), earnings (11:00), what history says about a recession (26:00), what Liz is watching this week (31:00), and ODTE options (33:00). Dan sits down with Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about what options in the stock and bond market are saying (40:00), how to spot a recession (46:30), how investors should be thinking about leading indicators (51:30), the market doesn’t bottom before a recession (59:00), and leaving tech stocks for more defensive positions (1:04:00).

Hedge Funds Place Biggest Ever Short on Benchmark Treasuries

----

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.

We’re on social:

Follow Dan Nathan @DanNathanRR on Twitter

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Subscribe to our YouTube page

November 12th, 2006 - 10:15 Mass