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    The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins

    The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins

    FromOn The Tape

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    The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins

    FromOn The Tape

    ratings:
    Length:
    57 minutes
    Released:
    Nov 27, 2023
    Format:
    Podcast episode

    Description

    On this episode of “On The Tape,” Guy Adami, Liz Young, and Dan Nathan discuss the disconnect between the stock market and the economy (4:00), holiday spending (12:15), investors hungry for risk (15:30), market concentration (17:30), and upcoming earnings/economic data this week (23:30). 

    Later, Danny Moses hosts a special “What Are We Doing?” with Vincent Daniel and Porter Collins of Seawolf Capital. They discuss the state of the market as they see it today (32:00), the precious metals market (37:30), current investor/machine mentality (39:00), market concentration in for hedge funds (40:30), stock picking with small and mid-cap names (42:30), the energy landscape (46:00), Tesla still not trading on fundamentals (48:45), and banks getting into “private credit” (52:15). 

    Articles mentioned on this podcast

    The economic trends we’re grateful for

    Investors See Interest-Rate Cuts Coming Soon, Recession or Not

    Black Friday shoppers spent a record $9.8 billion in U.S. online sales, up 7.5% from last year



    —
    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 27, 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.