On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times, the AI bubble, earnings & the Fed.

Topics:

Strange Happenings in the Stock Market
The FOMO Trade
Energy Stock Picks
Credit Card Stocks
The Fed in a Pickle
Cameron Dawson Intro
High Volatility Times
Air Seeping out of the AI Bubble?
Earnings Breadth
Fed Cut Expectations
Cameron’s Note: We Didn’t Stop the Fire: The Fed’s Take on Inflation and Growth
Tech Carrying the Weight of the Market
Credit Contagion

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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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Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

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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 on Twitter or @riskreversalmedia on Threads

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