About this episode
Dan Nathan, Guy Adami and Danny Moses are back for another edition of On The Tape. What’s the impact of American Car Center filing for bankruptcy (6:20)? Jerome Powell is preparing to speak in front of the Senate (8:00). Goldman Sachs investor day recap and major money center banking breakdown (11:40). Tesla Investor Day was a dud (22:10)! Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. What is Tom’s bullish thesis (35:07)? Tom lays out the case for owning technology, industrials and energy (50:30). Will the past leaders lead us out of this market again (55:15)? What’s the biggest risk to Tom’s thesis (1:05:00)? After the break we answer a few listener questions (1:08:30). Get 30 day free access to fsinsight.com with no credit card required! Use coupon code: onthetape 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 . 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