The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management

On this episode of On The Tape, Guy Adami and Liz Young talk about whether to trust the rally (2:00), what economic data is telling us (5:00), why the Fed may have to cut rates sooner than the market thinks it will (11:00), bear market rallies (15:00), BlackRock’s Boivin Says High Rates Still a Threat to Stock Rally (18:00), the expectation of margin expansion (22:00), and Fed speak this week (25:30). Later, Tom James of TradeFlow Capital Management joins the podcast to discuss his background in commodities and how it translates to TradeFlow (32:45). Connect with Tom James and TradeFlow on LinkedIn. You can also check out Tom’s book Deep Space Commodities: Exploration, Production and Trading . — 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 — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page