Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56).

More information on some of the topics referenced in this episode:

The Big Short
Stock Market’s September Slump Exposes Messy Underside
Stagflation fears intensify in signs of slowing growth
Dollar hits one-year high as traders anticipate US interest rate rises
Bed Bath & Beyond Tumble Shows Risks of Chasing Meme Stocks
Surging Treasury yields batter ARK fund amid broad tech selloff
Stats on Seasonality
A Breakout Year for Cryptocurrency Performance and Adoption

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

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Ode to the Mets: A Conversation with Vinny Daniel & Porter Collins, Plus an Interview with Anastasia Amoroso of iCapital Network