Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this week (Micron, Nike, Costco) (18:40), and Dan atones for his market sins (Tesla/Nvidia) (23:00). Later, Lee Robinson of Altana Wealth joins to discuss his company and middle market hedge funds (24:00), the 4 pillars of investing at Altana (30:30), finding asymmetric investments in the market (33:30), exiting positions (36:50), the current macro environment/2024 outlook (39:15), Fannie and Freddie preferred shares (40:45), asset allocation in a portfolio (44:30), bitcoin (47:00), rates (50:55), and what could go wrong next (53:15).
To learn more about Altana Wealth email stephen.martus@altanawealth.com
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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