Everand Logo

Welcome to Everand!

  • Discover this podcast and so much more

    Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

    Point Of No Return & A Conversation With Tom Lee

    Point Of No Return & A Conversation With Tom Lee

    FromOn The Tape

    Start listeningView podcast show

    Point Of No Return & A Conversation With Tom Lee

    FromOn The Tape

    ratings:
    Length:
    78 minutes
    Released:
    Mar 3, 2023
    Format:
    Podcast episode

    Description

    Dan Nathan, Guy Adami and Danny Moses are back for another edition of On The Tape. What’s the impact of American Car Center is filing for bankruptcy (6:20)? Jerome Powell is preparing to speak in front of the Senate (8:00). Goldman Sachs investor day recap and major money center banking breakdown (11:40). Tesla Investor Day was a dud (22:10)! 

    Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. What is Tom’s bullish thesis (35:07)? Tom lays out the case for owning technology, industrials and energy (50:30). Will the past leaders lead us out of this market again (55:15)? What’s the biggest risk to Tom’s thesis (1:05:00)?

    After the break we answer a few listener questions (1:08:30).

    Check out our show notes and transcript here

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

    ----
    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:
    Mar 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.