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On The Tape

I Know a Bull Market When I See One! + The Big Short 2025

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 31 January 2025

⏱️ 54 minutes

🧾️ Download transcript

Summary

On this episode of "On The Tape," hosts Guy Adami, Dan Nathan and Danny Moses make a huge announcement! "On The Tape" and "Okay, Computer." will merge, with the main show becoming "Risk Reversal Pod" airing Monday through Friday, while Danny Moses will continue independently with the "On The Tape" brand. The conversation then flows into a comprehensive market discussion, covering the Federal Reserve's recent meeting, which was described as a "nothing burger," and analysis of major company earnings including Apple, Tesla, Chevron, and Exxon. The hosts provide detailed insights on market trends, with particular attention to Tesla's earnings despite poor auto margins, Apple's performance with modest growth, and the challenges facing big oil companies. The discussion concludes with observations about gold prices reaching all-time highs and the impact of AI developments on tech stocks, particularly noting the market's reaction to news about Chinese AI company Deep Seek. Later, listen to a panel with "The Big Short" traders Steve Eisman, Danny Moses, Vincent Daniel, and Porter Collins from the iConnections Global Alts Conference in Miami. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [email protected] 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 Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

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0:00.0

Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.

0:09.1

Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.

0:16.9

Just visit your online broker and get started.

0:19.7

Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.

0:31.0

IConnections is the world's largest capital introduction platform in the alternative investment industry.

0:36.1

They bring the asset management

0:37.5

community together through a membership platform that lets allocators and managers meet

0:42.0

and connect both physically and virtually. Over 3,000 allocators and 600 managers are part

0:47.5

of the I Connections community overseeing nearly 48 trillion and 16 trillion in assets respectively.

0:53.6

They are also the people behind the alternative investment industry's largest and most exciting in-person events.

0:58.6

To find out more about IConnections events and members-only platform, visit iConnections.io.

1:06.5

Welcome to the On the Tape podcast, Guy Adami, always joined by Dan Nathan and Danny Moses.

1:13.2

This week, we're at the I Connections Conference in Florida.

1:17.4

And one of the highlights for the last couple of years has been the big short panel of Steve Eisman, Vinnie Daniel, Danny Moses, and Porter Collins,

1:27.0

moderated by CNBC's Melissa Lee.

1:29.5

You will be hearing that in its entirety.

1:32.1

But first, a couple things.

1:33.4

We're going to talk about the big earnings this week.

1:35.7

We're going to talk about the Fed.

1:37.0

But, Dan, we have a fun announcement to make as well.

1:40.1

Yeah, really excited about this.

1:41.2

After four years of the On the Tape podcast, we're going to be renaming that podcast.

...

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