About this episode
Dan Nathan and Liz Young discuss last week’s price action for the S&P 500 (6:00). McDonald’s revenue climbs (8:00). Liz looks at monthly personal spending (11:00). Treasury refunding happening this week (15:45). The financial world still looks to Japan and its yield curve control (19:30). It’s time to stop crying about bonds and start buying them instead (24:00). Apple is holding a “Scary Fast” Mac event tonight (28:20). Eli Lilly and Novo Nordisk report on Thursday (34:00) Later, Danny Moses joins Guy for a conversation with Brent Belote of Cayler Capital. The three discuss Brent’s trading background (41:30), why we are in the golden age of energy and resource stocks (43:45), oil demand (45:00), WTI crude vs. Brent crude (46:00), oil volatility (47:00), geopolitical risks (50:00), how other asset classes impact the price of oil (51:30), daily liquidity (53:00), the three best things that have happened to the energy space (53:45), Brent’s investment process (56:00), who he is following in the energy space (57:00), being a trader vs. an investor (58:00), and key reasons to invest with Cayler Capital (59:30). — 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