Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz

Nov 10, 2023

Helima Croft, an expert on oil prices, joins the hosts to discuss the latest decline in oil prices, geopolitical impacts on the energy market, the Trump Administration's impact on OPEC, and what the price of oil is telling her about the market. The chapter also covers topics such as housing, the IPO market, Tesla running out of buyers, and Danny's NFL picks. Later in the podcast, the hosts are joined by Art delaCruz of Team Rubicon to discuss his background serving in the military and the important mission behind Team Rubicon.

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Introduction

00:00 • 2min

Markets, Veterans Day, and Team Rubicon

01:31 • 2min

Nostalgia, Market Trends, and Bond Auction Disaster

03:12 • 15min

Unfortunate Names and Poor Performances

18:34 • 9min

Discussion on Tesla's Stock Performance and Valuation

27:11 • 2min

Predicting Football Game Outcomes

28:43 • 2min

Team Rubicon, Halima Croft, Art Delacruz, and Sponsor Ad Segments

30:31 • 3min

The Impact of Geopolitical Risks on Crude Oil Prices

33:16 • 20min

M&A Activity in the Energy Sector

53:00 • 15min

The Challenges of Debt, Currency Status, and Dollar Dominance

01:08:11 • 2min

The Mission of Team Rubicon

01:10:27 • 22min

Discussion on the Work and Impact of an Organization with Art delaCruz

01:32:16 • 2min

On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Danny’s NFL picks (28:30).

After the break, the guys are joined by Helima Croft of RBC to discuss the latest decline in oil prices (32:30), her time working in the CIA (35:45), oil production (38:15), geopolitical impacts on the energy market (42:00), the Trump Administration’s impact on OPEC (46:30), the pain trade from current levels (50:15), gasoline (53:00), energy M&A (55:00), whether Brazi would consider entering OPEC (57:30), what the price of oil is telling her about the market (59:15), China-Taiwan (1:02:45), uranium/nuclear (1:05:00), Japan/India (1:06:00), and dollar strength (1:07:00).

In honor of Veterans Day, Guy and Dan chat with Art delaCruz of Team Rubicon for a look at his background serving our country and the important mission behind Team Rubicon (1:11:00).

If you would like to donate to Team Rubicon, please follow this link.

Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to contact@riskreversal.com with your mailing address.

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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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