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On this episode of On The Tape On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Danny’s NFL picks (28:30).
After the break, the guys are joined by Helima Croft of RBC to discuss the latest decline in oil prices (32:30), her time working in the CIA (35:45), oil production (38:15), geopolitical impacts on the energy market (42:00), the Trump Administration’s impact on OPEC (46:30), the pain trade from current levels (50:15), gasoline (53:00), energy M&A (55:00), whether Brazi would consider entering OPEC (57:30), what the price of oil is telling her about the market (59:15), China-Taiwan (1:02:45), uranium/nuclear (1:05:00), Japan/India (1:06:00), and dollar strength (1:07:00).
In honor of Veterans Day, Guy and Dan chat with Art delaCruz of Team Rubicon for a look at his background serving our country and the important mission behind Team Rubicon (1:11:00).
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