Spring of ‘08 Vibes with Brett Jefferson of Hildene Capital Management

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 1 May 2023

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss JPMorgan taking over First Republic Bank after the U.S. seizure (2:00), whether earnings is signaling a new bull market (15:00), and the Fed meeting (24:30). Dan and Guy interview Brett Jefferson, founder and president at Hildene Capital Management, and talk about regional banks (41:30), his company’s strategy and themes that could play out in 2023 (53:30), and bond volatility (55:30). 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 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter 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

Transcript

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0:00.0	Welcome to the Monday edition of On the Tape.
0:03.9	I am Dan Nathan.
0:05.0	I'm joined, as always, by Guy Adami.
0:07.1	And we also have EY from SoFi.
0:08.8	That would be Liz Young.
0:09.8	Welcome, people.
0:10.8	What up.
0:11.3	Hello.
0:11.8	What up.
0:12.5	You know, it's funny.
0:13.1	Like, a lot of these folks, they see us together.
0:15.0	We do the podcast together.
0:16.2	We do market call together.
0:17.2	We do the cnbc together you think that we're like good friends you know you think that it's
0:21.0	not just a joke for the for the podcasting listening audience or the the market called viewing audience
0:26.3	of the scene but you know it's funny because we're just kind of sitting here chatting about the weekend
0:30.3	and this and that whatever and guy just said oh i was at the ranger game on saying i said oh you know
0:34.2	guy i was too and uh i said thanks for the look that sort of thing you know, guy, I was too. And I said, thanks for the look, that sort of thing.
0:37.6	You know, we don't even get to have a beer together in between, period.
0:39.7	Well, no, because you, when you go to the games, you sit in the box.
0:43.8	And when you're in a box, you're not watching the game.
0:46.2	You might as well be in frigging Mechwan, Wisconsin watching the game.
	...

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