On The Tape – A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners

On The Tape is brought to you by

On this episode of On The Tape On this episode, Dan Nathan and Liz Young discuss the recent rally (3:00), what’s at stake in the Biden-Xi meeting this week (9:00), Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts (15:00), consumer sentiment (19:00), and sectors Liz would be focused on if the rally continues (25:00). Later, Ali Meli of Monachil Capital Partners joins to chat about his background (32:30), the structure at Monachil (37:00), lessons from the banking crisis (39:30), unrealized losses on bank balance sheets (47:00), the potential for a soft landing (49:00), how to get balance in the economy (53:30), opportunities in the market (59:30), and why the most unstable balance sheet is Federal Reserves (27:30).
If you would like to donate to Team Rubicon, please follow this link.
Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to contact@riskreversal.com with your mailing address.

Please rate and review and share it with your friends as this will help people find it.

And as always we want to hear your feedback. Please hit us with any comments at OnTheTape@riskreversal.com, follow us at @OnTheTapePod or check us out on threads @riskreversalmedia.

You can give it a listen on the website or at your preferred podcast store (Apple Podcasts, Spotify, Google Podcasts, Amazon Music, and Deezer), and please subscribe to have it delivered to your devices each Friday.

See what adding futures can do for you at cmegroup.com/onthetape.