Guy and Dan interview Jim Chanos (1:08) and talk about Stanley Druckenmiller’s critique of the Fed (2:06), high flying tech valuations (4:51), Jim’s thoughts on dogecoin/SpaceX/Elon Musk (18:25) and Tesla’s announcement about bitcoin (21:32). We end with Jim’s take on ARK Invest and if it’s a toppish signal (32:08).

Danny Rips Off The Tape on inflation, the Fed and incentive structures (35:50) and Guy and Dan announce our presenting sponsor CME Group for On The Tape (50:34).

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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.

Follow the co-hosts:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

March 02rd 2024 - Non Duality