logo
episode-header-image
Sep 2024
1h 10m

Unthought Known Path of Rate Cuts with L...

RiskReversal Media
About this episode

Dan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference, its impact on the economy, and the potential for more rate cuts amidst discussions of a soft landing. The episode covers the recent trends in tech stocks, banks' performance, and market strategies as hedge funds recalibrate their positions.

Guy Adami and Danny Moses welcome back Luke Gromen of FFTT, LLC to discuss his bullish stance on equities despite the Federal Reserve's recent interest rate decision and its implications for the market. Luke explains the mechanics of rising interest expenses for the U.S. government, the impact of Federal Reserve policies, and the current state of the Treasury market. They delve into historical precedents for 50 basis point cuts and their effects on the markets, current fiscal deficits, and the broader economic outlook. Additionally, Luke predicts the performance of gold and Bitcoin, emphasizing their roles in the face of weakening dollar dynamics, and potential future market scenarios. The discussion also touches on the sustainability of the fiscal deficit's impact on GDP, the demographic influences on the economy, and potential risks from future political and fiscal decisions.


Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

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

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 Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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.

Up next
Today
Brian Belski: Meet The New Price Target, Same As The Old Price Target
Dan Nathan hosts Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the Risk Reversal Podcast. The conversation covers a range of topics including Belski's team-focused approach, his updated S&P 500 price target of 6,700, and the factors driving market performan ... Show More
59m 8s
Yesterday
Mud In The Gears Of Business with Peter Boockvar
Dan Nathan is joined by Peter Boockvar, CIO at Bleakly Financial Group, on the RiskReversal Podcast. The discussion covers recent market trends, the impact of tariffs, and the job report from the previous week. Peter provides insights on the gap between economic data and market p ... Show More
54m 29s
Jul 7
Greed Is Back, But Is It Good For Markets?
Dan is flying solo to discuss a better-than-expected June jobs report, a strong market performance with the SPX and NDX seeing significant gains, and specific stock performances like Nvidia and Taiwan Semi as major tech leaders. The discussion also includes the impact of Trump's ... Show More
17m 9s
Recommended Episodes
Apr 18
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, ... Show More
53m 24s
Nov 2024
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
In this episode, Stephen Miran joins the show to discuss Trump’s economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency moves can offset tariffs, a potential Mar-a-Lago Accord to weaken the dollar, and muc ... Show More
1h 8m
Mar 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ... Show More
1 h
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Feb 2024
Dean Curnutt: Market Insurance Is Cheap, Stock-Bond Correlation Is Positive, And “Interesting” VIX Opportunities
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.Dean Curnutt, founder and CEO of Macro Risk Advisors, joins Forward Guidance to share how the ongoing bull market has led to a bear market ... Show More
1h 24m
Apr 4
This Is What Capitulation Feels Like | Weekly Roundup
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ... Show More
47m 53s
Apr 9
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ... Show More
56m 56s
Nov 2024
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ... Show More
40m 27s
Dec 2024
DV265 - Nvidia's drop weighs on the Nasdaq, Google shock markets with new developments & The RBA keep rates on hold - December 10th
Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes. In today’s episode of The Daily Voi ... Show More
5m 1s
Apr 30
The tariff therapy session | Talking Shop podcast
In this candid episode, the Talking Shop crew discuss the market volatility of April 2025 following President Trump's tariff announcements. They share their personal trading experiences during a "therapy session" for traders facing unprecedented market swings.Key Timestamps:00:27 ... Show More
46m 26s