Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40).
Topics On The Pod
- AI Optimism Not Priced In
- Earnings & Fed Rate Cut Expectations
- Why Anastasia Likes HYG & LQD on Pullbacks
- Key Takeaways from Bank Earnings
- Commercial Real Estate
- Venture Capital
- The Consumer/Labor Market
- The Yield Curve
- What Could Go Wrong
- How Elections Impact the Market
- Small Caps
- How Rate Cut Expectations are Impacting Markets
- Geopolitical Pressures
- Energy Stocks
- What Discover Earnings are Saying About the Consumer
- BlackRock’s $12.5B Acquisition of Global Infrastructure Partners
- Debt to GDP
- Homebuilder/Housing Stocks
- Read on Earnings (Taiwan Semi, Goldman Sachs, Morgan Stanley)
- Bitcoin ETF
- Sports Betting Stocks
- Danny’s NFL Picks of the Week
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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
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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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