Clear Eyes, Fully Vested, Can't Lose?

Jan 22, 2025

The hosts kick off with a light-hearted take on New York's chilly weather before tackling Donald Trump's ambitious AI initiative with tech giants. They scrutinize Netflix's soaring stock and reactions to key earnings, while also discussing the U.S. government's executive orders affecting tariffs and the competitive streaming landscape. Jamie Dimon's views on inflated asset prices stir insights into handling market uncertainty, alongside a dive into geopolitical market implications and navigating the current volatility for smarter investment strategies.

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Intro

00:00 • 2min

Tech Market Dynamics and Challenges

02:14 • 15min

Exploring Economic Policies and Innovative Financial Solutions

17:30 • 2min

Tariffs, Energy Market Dynamics, and Economic Implications

19:21 • 9min

Geopolitical Fluctuations and Market Valuations

28:51 • 2min

Navigating Market Volatility

31:05 • 6min

Dan Nathan and Guy Adami kick off this episode of the 'On The Tape' podcast with a discussion on the frosty New York weather before diving into key financial events. They cover Donald Trump’s AI initiative with Larry Ellison, Masa Son, and Sam Altman, dubbed 'Stargate,' pledging $500 billion toward AI infrastructure in the U.S. They discuss the market's reaction, exploring adjacent tech stocks and the seemingly overhyped announcement. The duo also reviews notable earnings from Netflix and the implications of its all-time high stock performance, followed by conversations on new executive orders, Trump's stance on TikTok, and pending tariffs. They emphasize Jamie Dimon’s views on inflated asset prices and give advice to listeners on handling market uncertainty, drawing on historical and contemporary contexts.

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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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