On The Tape Podcast – The Ripple Effects in the Market with Stuart Sopp

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On this episode of On The Tape Guy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America’s Wrong-Way Rate Bet Hurts Moynihan’s Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman’s Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IPO market (38:30), M&A (42:00), what Stuart is watching (46:00), and Danny’s NFL picks (48:00).
Read more about Danny’s family history here

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