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    All That Glitters With Dan Nathan, Peter Boockvar and Rudi Fronk

    All That Glitters With Dan Nathan, Peter Boockvar and Rudi Fronk

    FromOn The Tape

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    All That Glitters With Dan Nathan, Peter Boockvar and Rudi Fronk

    FromOn The Tape

    ratings:
    Length:
    54 minutes
    Released:
    Jan 16, 2023
    Format:
    Podcast episode

    Description

    Dan Nathan is joined by Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report. How do recession fears dominate commodity trades in 2023 (14:00)? Peter makes a call that 70-75% of companies reporting earnings will beat the EPS consensus estimate (24:00). After the break, Peter interviews Rudi Fronk, CEO of Seabridge Gold. Rudi details how he got started in the gold mining industry as well as Seabridge’s KSM Project and taking a long-term view on mining investment (26:00). As the green energy movement takes over the world, copper will become the most important mineral and how Rudi has learned to time the gold market (39:00). Rudi offers his thoughts on the current macro environment and how that will impact precious metals (43:30). How does Rudi view the relationship between Bitcoin and gold (48:00)?

    Check out our show notes and transcript here

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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.

    We’re on social:
    Follow Dan Nathan @RiskReversal on Twitter
    Follow @GuyAdami on Twitter
    Follow Danny Moses @DMoses34 on Twitter
    Follow us on Instagram @RiskReversalMedia
    Subscribe to our YouTube page
    Released:
    Jan 16, 2023
    Format:
    Podcast episode

    Titles in the series (100)

    Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.