Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40). 

Topics On The Pod

AI Optimism Not Priced In

Earnings & Fed Rate Cut Expectations

Why Anastasia Likes HYG & LQD on Pullbacks

Key Takeaways from Bank Earnings

Commercial Real Estate

Venture Capital

The Consumer/Labor Market

The Yield Curve

What Could Go Wrong

How Elections Impact the Market

Small Caps

How Rate Cut Expectations are Impacting Markets

Geopolitical Pressures

Energy Stocks

What Discover Earnings are Saying About the Consumer

BlackRock’s $12.5B Acquisition of Global Infrastructure Partners

Debt to GDP

Homebuilder/Housing Stocks

Read on Earnings (Taiwan Semi, Goldman Sachs, Morgan Stanley)

Bitcoin ETF

Sports Betting Stocks

Danny’s NFL Picks of the Week



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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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