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$TSLA Tanks on Trump-Musk Spat + Where Will Danny Moses Go When The Volcano Blows?

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Manage episode 487236077 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dan Nathan and Guy Adami deliver an update on the spat between Elon Musk and Donald Trump that has sent $TSLA tanking. They also dive into the "All-Important" May jobs report.

Guy Adami welcomes Danny Moses from the On The Tape podcast. They discuss recent trends in the S&P 500, reflecting on its significant rebound since early April, and examine the role of retail flows and earnings in this movement. They also talk about the impact of tariffs and the Federal Reserve's policies on market performance. They delve into the implications of higher bond market yields, with references to Jamie Dimon's recent warnings.

Additionally, they touch on economic indicators, market sentiment, and the behavior of big tech stocks. Danny emphasizes the importance of energy stocks in portfolios and talks about potential catalysts for this sector. They wrap up the episode with a look at home builder stocks, the rise in home remodeling bonds, and the broader implications of private credit in today's economy. The conversation is capped with bets and insights for the upcoming Belmont Stakes horse race.

Further Reading

  • Wall Street Securitizes More Home Equity as Homeowners Get Stuck (Bloomberg)

Checkout Danny's latest podcast with Peter Boockvar


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

789 episodes

Artwork
iconShare
 
Manage episode 487236077 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dan Nathan and Guy Adami deliver an update on the spat between Elon Musk and Donald Trump that has sent $TSLA tanking. They also dive into the "All-Important" May jobs report.

Guy Adami welcomes Danny Moses from the On The Tape podcast. They discuss recent trends in the S&P 500, reflecting on its significant rebound since early April, and examine the role of retail flows and earnings in this movement. They also talk about the impact of tariffs and the Federal Reserve's policies on market performance. They delve into the implications of higher bond market yields, with references to Jamie Dimon's recent warnings.

Additionally, they touch on economic indicators, market sentiment, and the behavior of big tech stocks. Danny emphasizes the importance of energy stocks in portfolios and talks about potential catalysts for this sector. They wrap up the episode with a look at home builder stocks, the rise in home remodeling bonds, and the broader implications of private credit in today's economy. The conversation is capped with bets and insights for the upcoming Belmont Stakes horse race.

Further Reading

  • Wall Street Securitizes More Home Equity as Homeowners Get Stuck (Bloomberg)

Checkout Danny's latest podcast with Peter Boockvar


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

789 episodes

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