On The Tape is brought to you by
On this episode of On The Tape, Dan Nathan and Guy Adami are joined by Brian Belski, chief investment strategist at BMO, and talk about his outlook for the stock market. They cover the following topics: stock market sentiment (3:00), how to look at volatility (9:00), Nvidia (14:00), his process for making price targets (18:30), goldilocks economy (22:30), bank stocks (25:00), what concerns him about the markets (27:30), inflation/unemployment (30:30), the tech sector (35:00), and his background (38:20). Later, Guy and Dan sit down with Melissa Lee, host of CNBC’s Fast Money, to discuss her latest documentary Big Shot: The Ozempic Revolution (45:15), pushing back on Dan/Guy’s bear thesis (1:01:30), how she prepares for the show and manages her day-to-day (1:15:00).
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, and 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.
 Apple |
 Spotify |
 Google |
 Amazon |
See what adding futures can do for you at cmegroup.com/onthetape
Check out the Ro Body program at ro.co/tape