59 min listen
A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners
FromOn The Tape
ratings:
Length:
62 minutes
Released:
Nov 13, 2023
Format:
Podcast episode
Description
On this episode, Dan Nathan and Liz Young discuss the recent rally (3:00), what’s at stake in the Biden-Xi meeting this week (9:00), Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts (15:00), consumer sentiment (19:00), and sectors Liz would be focused on if the rally continues (25:00). Later, Ali Meli of Monachil Capital Partners joins to chat about his background (32:30), the structure at Monachil (37:00), lessons from the banking crisis (39:30), unrealized losses on bank balance sheets (47:00), the potential for a soft landing (49:00), how to get balance in the economy (53:30), opportunities in the market (59:30), and why the most unstable balance sheet is Federal Reserves (27:30).
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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
Learn more about Ro body: ro.co/tape
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 on Twitter or @riskreversalmedia on Threads
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We’re on social:
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
If you would like to donate to Team Rubicon, please follow this link.
Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to contact@riskreversal.com with your mailing address.
—
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.
—
Check out our show notes here
Learn more about Ro body: ro.co/tape
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 on Twitter or @riskreversalmedia on Threads
—
We’re on social:
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
Released:
Nov 13, 2023
Format:
Podcast episode
Titles in the series (100)
The Big Shorts talk their book: Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview... by On The Tape