About this episode
Dan Nathan, Guy Adami and Danny Moses are making sense of the latest FOMC rate hike and the subsequent market rally (1:00). The gold market still has the attention of Guy and Danny, is that the real story of 2023 (15:00)? The guys try to figure out at what point they will admit they’re collectively wrong (20:00). Energy is seeing a pullback, but Guy thinks they keep going higher this year (23:45). After the break, we’re scratching our heads over the market’s reaction to Wednesday’s FOMC decision with Stuart Sopp, CEO of Current (29:34). What type of outlier event can bring this market back to a level-headed valuation (37:30)? New technologies like artificial intelligence will prove to be disinflationary, will that be enough to curb inflation for the next decade (44:45)? How is the current macro environment impacting Current (53:40). Bill Gurley On Buybacks: https://twitter.com/bgurley/status/1620831249224060928 Check out our show notes and transcript here ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- 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 . We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page