On The Tape – Small Caps Hold the Key and a Conversation with Astera Capital’s Kenny Chung

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On this episode of On The Tape, Dan Nathan and Liz Young discuss stock market volatility, jobs, the energy sector and big banks kicking off earnings season. Later, Dan and Guy Adami sit down with Kenny Chung of Astera Capital Partners for a conversation about China’s credit market.

Key Insights from the Pod:

•Stock market volatility to start the year (3:00)

•Broadening of the market rally/Small Caps (6:20)

•The December Jobs Report (11:45)

•Political uncertainty/2024 election year (14:45)

•Crude oil (19:25)

•Refilling the U.S. Strategic Petroleum Reserve Puts a Soft Floor Under Prices

•Energy stocks (23:45)

•Earnings kicking off with big banks (27:00)

•Kenny Chung’s background (35:00)

•The China credit bubble (38:40)

•China’s economy & stock market (42:00)

•Opportunities in Asia (48:15)

•Volatility in yields (50:45)

•China-Taiwan tensions (53:45)

•Conflict with consumer products (55:30)

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