Nature Takes Its Course In Markets

On this episode of “On The Tape,” Guy Adami and Danny Moses discuss knee-jerk reactions in the stock market to earnings/economic data this week, interest rates, inflation impacting consumer stocks, Ford/GM, Tesla, airline stocks, transports as a leading indicator, Nvidia/Netflix, gold & the miners, the Rubrik IPO, and whether the stock market is prepared for higher yields.
Timecodes
0:00 - Intro
3:15 - Data & Rates
11:45 - Consumer Read
13:45 - Autos & Tesla
22:00 - Airlines
24:15 - Transports
29:50 - Gold & Commodities
32:50 - IPO Market
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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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[@andrewjones3251]

Just when I consider blowing my brains out watching CNBC, I listen to RiskReversal, and I start thinking maybe I am not crazy! Great show.

[@chinyerejoseph8004]

This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!

[@AlexJason-dl5bz]

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Adriana catherine ....

[@AlexJason-gu7ss]

I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

[@chinyerejoseph8004]

Please educate me, i'm willing to make consultations to improve my situation,

[@AlexJason-dl5bz]

She's recognized as 'Mrs adriana. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

[@user-fn1kg6tx9l]

Yeah, 123k from catherine adriana. , looking up to acquire a new House, blessings ...

[@nicolasbenson009]

The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

[@ScottKindle-bk3hx]

This is still a window-shopping market. But there are a lot of intriguing stocks to watch from a variety of sectors. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

[@hersdera]

I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

[@HectorWhitney]

impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

[@hersdera]

Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

[@EddyAgnes-vy4kp]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@MrToastedtoad]

Thanks for covering NEM guys, I am grateful.

[@rimor3579]

As a retired geologist you can copy all gemstones including Alexandrite through man-made means. It is extremely difficult to discern between the natural and the man-made. This technology has been around for 40 years. P.S. I am with guy, 10 year rates will be going up because of supply and demand.

[@prolific1518]

The Treasury will allow equities to collapse to drive demand into bonds to keep rates down. Rates are being manipulated as is right now.

[@jays9870]

Great episode gents. Thanks & HAGW

[@MrToastedtoad]

I agree value investing should do well going forward guys. It would be helpful to cover businesses that either are currently value's or companies that look like they may become value plays. Thanks guys!

[@mmm-cake]

Thank you

[@psychedoutil]

I don’t think people necessarily invest in Tesla blindly. I think they speak in generalization of retail investors which is true in most equities. However, you don’t buy as an investor in Tesla because of current performance. You invest into the vision and belief that the vision will come to fruition. Every company had some sort of vision and catastrophic events: Chipotle, Amazon, Lululemon, etc. what I understand about a man like Musk is that he believes in his projections. Sure he’s wrong but the man takes it personally and goes to work when he’s wrong. Other CEOs seem to just shrug it off and do nothing different. The man will sleep in his factory, and go solve the problems. I believe in a man like that instead of a man that goes back home and tries to solve the problem sometime later. My two cents. Disclaimer: I’ve been in Tesla since the adjusted $50 range. So, I can be wrong as well but I have some runway to believe.

[@MatthewMS.]

elon is a crazy person

[@psychedoutil]

I like crazy. Vanilla doesn’t create advancements. You just get followers like GM and Ford. I’ll take a crazy Elon over vanilla CEO any day

[@MrToastedtoad]

@@psychedoutil Crazy people are inventive and that's where value is created. Steve Jobs, Elon Musk, Henry Ford, all visionaries and at the same time crazy people. I think Danny has a personal problem with Musk and personal problems should NOT be allowed to taint your vision and Danny needs glasses cleaner because he's become blind.

[@vicschauberger2737]

Love that movie . Especially the scene where Anthony Quinn is being interrogated by the Germans.

[@0l_pops531]

The black swan...debt laden fiat currency collapse? Glad you guys pointed this weakness out.

[@MrToastedtoad]

Thanks guys, little fish like your listeners are MOST grateful. Bless you both.

[@chadparker4485]

When are my geni and srad shares going to moon? I’m willing to wait, but it feels like TSLA scenario.

[@adamcracroft3587]

Danny is spot on about poor corporate governance costing investors…

[@ayo9057]

Wow did Dan get Tesla wrong.

[@MrToastedtoad]

A failed treasury auction seems like a necessary first step if we are to ever get spending under control. And if you guys are not on TV, there's always the internet...

[@MrToastedtoad]

I think Danny is suffering from MDS (Musk Derangement Syndrome) and needs a rest so he can stop obsessing on TSLA. Lots of other equities Danny, maybe go look at them.

[@Marketwizchap]

Inflation is out of control….. car insurance up 25%…… have @ it people

[@rrrfamily565]

Perma bear Danny is mad cause he's losing his pant on his TSLA shorts. Keep shorting it Danny. Jim Chanos' fate is waiting for you lol

[@prolific1518]

Tesla is down 32% on the year buddy. Keep hodling 😘

[@xtractfn1426]

Look at his career man, he’s a PROFESSIONAL, let him do what he wants he has access to better information… how successful are you compared to him?

[@rrrfamily565]

@@prolific1518 I am still up 10X on TSLA. Paid off my house in cash from half of my TSLA position. I will pay off my 2nd house with the money from perma bears like Danny and probably you. PLEASE keep holding your shorts :D

[@prolific1518]

@@rrrfamily565 said everyone on the internet

[@xtractfn1426]

@@rrrfamily565you have a bit mojo as your profile picture, nobody believes what you say🤣

[@user-yq7rr9lh9c]

Buy NQ, 20k-25k coming, as long these finance mafia bros are bearish, you should be buying. Remember how bearish they wore on Tesla and look what it has done, same will be with Nasdaq.

[@prolific1518]

Be down 32% on the year while the market is being propped? Yea Tesla is such a scary short...

[@user-yq7rr9lh9c]

@@prolific1518 Yes and now it's a great deal or would you like a stock to go down -1000% from ath to be a good buy, if so then wait 20 years, something will happen and you might get that price clown.

[@user-yq7rr9lh9c]

@@prolific1518 You also said $900 Nvda never again and we're almost there. You just some troll who dooms on everything but multi-year bull markets don't care! :)

[@prolific1518]

@@user-yq7rr9lh9c "almost there" aka a noob that has no experience in the market.

[@user-yq7rr9lh9c]

@@prolific1518 No experience at all, I've only been trading since .com.

[@LumenMichaelOne]

Guy Adami is a member the Final year of duhBoomughs ... 😬 ... 😟 ... You didn't clearTeam GenX. So Sorry you didn't make The Cut ... 😕 ... We cudduh Uzd yuh ... 😐 ... OohWell. 🤷 Have a nice weekend ... Old Guy. 👋

[@xtractfn1426]

He’s immensely successful, what about you?

[@xtractfn1426]

And I’ll add he looks great for 60 years old

[@jamescameron5713]

you can't be so sure of TSLA short, you said you are 60 years old, when you say in public that you are short TSLA, you should also disclose how you have hedged it. I am short on $TSLA too, but I have hedged it with calls. Please disclose complete trade. Don't keep saying you are short tsla, others may lose money cuz of your incomplete info

[@user-yq7rr9lh9c]

How does anyone smart listen to someone who was wrong on markets over 2 years? Also, belongs to hedge-funds, bankers, brokers who are paying him to spread lies and fear to retail.

[@xtractfn1426]

These guys are professionals who have worked for YEARS to build up their career, what have you done that compares to what they’ve accomplished?

[@user-yq7rr9lh9c]

@@xtractfn1426 "Professional" Dan has gone on CNBC more then a year ago and told people to buy TSLQ, that was his trade of the year, as in - hold whole year, since then TSLQ is still down -60% and was more then -70% at one point. Is that the professional you admire? Giving poor people out there advices that loses them a fortune in a years time???

[@williamjamison4862]

HaHa. Trump says he will fire Jerome Powell and move the federal reserve underneath himself when he becomes president. No one knows more about monetary policy than Donald Trump (according to Donald Trump).

[@AD24873]

This guy only gets excited for stocks after they went up. Why? Great company sure, but you missed it. If they already navigated rhen its too look ate. Next years economy is not this year. Plenty of companies still on discount, ignore this mentality of 'did great 6 months ago'. Whup dee.

[@user-yq7rr9lh9c]

These guys are finance mafia scammers, they are here to make you miss out on great stocks, to doom on great economy in a bull market, so that you sell/short market and stocks etc. that is their purpose, they make money for brokers and hedge-funds and get provision to shill you opposite side of what will happen.