On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs.
Key Insights from the Pod:
The Fed Cut Pivot (1:30)
Expectations for 2024 (10:40)
The Market Rotation (16:30)
Energy (19:15)
The Fed Giving Gold the Greenlight for New Highs (23:30)
Bit ... Show More
May 8
Michael Green: Has Passive Investing Crossed The Rubicon? | On The Tape
Mike Green returns to On The Tape discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volatility/trend strategies drove historic inflows and that markets had largely priced in fear via VIX, correlation, skew, and heavy hedg ... Show More
50m 55s
May 6
Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry
Dan Nathan and Guy Adami broadcast from FactSet’s FOCUS Conference in Austin, highlighting FactSet’s AI innovations, its partnership with Risk Reversal Media, and Dan’s upcoming main-stage interview with new CEO Sanoke Viswanathan. They discuss a potential “SaaS apocalypse” narra ... Show More
47m 55s
May 4
Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.
Join the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Guy Adami and Danny Moses open with a brief New York Giants aside before turning to markets, focusing on Jerome Powell’s final Fed press conference as Chair, his plan to remain a governor, and expectations that ... Show More
26m 54s