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Everybody Plays The Fool & A Conversation With Stuart Sopp

Everybody Plays The Fool & A Conversation With Stuart Sopp

FromOn The Tape


Everybody Plays The Fool & A Conversation With Stuart Sopp

FromOn The Tape

ratings:
Length:
60 minutes
Released:
Feb 3, 2023
Format:
Podcast episode

Description

Dan Nathan, Guy Adami and Danny Moses are making sense of the latest FOMC rate hike and the subsequent market rally (1:00). The gold market still has the attention of Guy and Danny, is that the real story of 2023 (15:00)? The guys try to figure out at what point they will admit they’re collectively wrong (20:00). Energy is seeing a pullback, but Guy thinks they keep going higher this year (23:45). After the break, we’re scratching our heads over the market’s reaction to Wednesday’s FOMC decision with Stuart Sopp, CEO of Current (29:34). What type of outlier event can bring this market back to a level-headed valuation (37:30)? New technologies like artificial intelligence will prove to be disinflationary, will that be enough to curb inflation for the next decade (44:45)? How is the current macro environment impacting Current (53:40).

Bill Gurley On Buybacks: https://twitter.com/bgurley/status/1620831249224060928

Check out our show notes and transcript here

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FactSet Webinar: https://riskreversal.com/factset2023/

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See what adding futures can do for you at cmegroup.com/onthetape. 

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Released:
Feb 3, 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.