How Currency Conundrums Impact The Stock Market | On The Tape Investing Podcast with Michael Kao

We’ve got a podcast unlike any other this week featuring Guy Adami and Danny Moses. The guys start the show by digesting a litany of economic data released this week, what retail stocks say about the consumer, concerning price action in commodities, gold & silver, recent treasury auctions & dollar/yen, energy, Chinese equities, the importance of bank earnings.
Michael Kao joins Guy and Danny after the break to discuss moves in the Japanese Yen, global currency concerns, the potential for a run in gold, gold vs crypto, downside risk for oil, NBIA as a long idea.
Follow Michael: / urbankaoboy
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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.
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[@hersdera]

My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.

[@SandraDave.]

The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.

[@bernadofelix]

I totally agree; I am 66 years old, recently retired, with approximately $1.2 million in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, I didn't do all this alone, but with the help of a financial advisor. Having one is currently the best way to trade in the stock market, especially for people nearing retirement.

[@CraigLloyd-fz6ns]

Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.

[@bernadofelix]

Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.

[@EddyAgnes-vy4kp]

Thanks a lot for this recommendation. I just looked her up, and I have sent her an email. I hope she gets back to me soon.

[@markettrader911]

Holy shit Michaels segment was so good, I’m going to re-watch that like 5 times and take notes

[@3quarter]

Thanks for the analysis on gold and oil. It's always great to hear a contrarian view.

[@momofomomofo]

That Short/HTB analogy at 37:00 was AWESOME

[@MarcDore-xe4fl]

Great pod gents. MBI, interesting take on the co. Kaoboy has made some comments on Fannie and Freddie in the past( on other pods). It would be good to get him back on the OTT to hear what he has to say about the GSE's.

[@wavymcfly]

LET’S GOO!!!🔥🔥🔥🔥🔥

[@michaelsullivan7011]

Damn good show ...different dynamic this week....can it be Masters week every week?

[@MrToastedtoad]

Perhaps gold is rallying because a sufficient number of asset allocators are starting to doubt the survival of any flavor of debt regardless of the promised interest rate. At some point the dynamics change and we simply do not know the tipping point until we are within 500 years of the bloody waterfall when the roar of the drop has become sufficiently loud to awake the slumbering. Thanks for the video, I am grateful.

[@happyhunting1000]

Guy rocks!

[@blek99]

Massive difference between USD in 1997 and 2024. Relative rate differentials no longer dictate how desirable USD is - that's why gold's relationship with US real rates broke down. Furthermore, the global investment portfolios are already overweight USD assets.

[@jays9870]

I am really surprised Kao has no gold or bitcoin, interesting chat.

[@mitchellchristianson8120]

Now I understand some of why gold's going up

[@AAmtb]

Is it just me, or when you see someone with a Slayer hat in the background you just trust them more?

[@mmm-cake]

Hell ya

[@user-hb2ku5oq5r]

Good¡¡

[@point234]

gold rallies proceed liquidity events where it then sells off. just saying..outside reversal on gld Friday 4/12

[@williambamann1845]

Has Danny M apologized for the PetroBras call? I got burned badly on that one.

[@user-yq7rr9lh9c]

Why would they apologize? You're the fool for listening to finance mafia, they not here to help you make money man, how can you people not realize that by now?