EPISODE · Nov 27, 2023 · 56 MIN
The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins
from RiskReversal Pod · host RiskReversal Media
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 [email protected] 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
What this episode covers
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 [email protected] 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
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The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins
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