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Show Notes
Guy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America’s Wrong-Way Rate Bet Hurts Moynihan’s Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman’s Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IPO market (38:30), M&A (42:00), what Stuart is watching (46:00), and Danny’s NFL picks (48:00).
Read more about Danny’s family history here
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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