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Dec 2023
1h 2m

The Higher Stocks Rise the Harder They F...

RiskReversal Media
About this episode

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.


Key Insights from the Pod:

  • Bond Volatility Outpacing Equity Volatility (3:30)
  • Inconsistencies in the Stock Market (5:00)
  • Geopolitical Risk (Check out: Mark Esper Interview with Kara Swisher) (12:30)
  • What’s Being Priced into the Market in 2024 (15:30)
  • Investor Appetite for M&A (Occidental, Macy’s) (18:35)
  • Ken Moelis Sees ‘Huge Backlog’ of Deals After Fed’s Rate-Hike Regime (20:15)
  • Oracle & Adobe Earnings (23:00)
  • Valuation (25:00)
  • Costco Chart: Mother of Double Tops? (28:15)
  • Jeff Toporek Intro/Background (33:25)
  • Interest Rate Volatility (35:30)
  • Credit Lending (44:10)
  • Corporate Logistics (37:30)
  • Inflation (50:00)
  • China Risk (52:25)
  • Commercial Real Estate (56:45)
  • Active vs. Passive Investing (1:00:15)


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

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The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

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