On The Tape – Stocks Atone for Higher Rates with Liz Young and Lee Robinson of Altana Wealth

On The Tape is brought to you by

On this episode of On The Tape Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this week (Micron, Nike, Costco) (18:40), and Dan atones for his market sins (Tesla/Nvidia) (23:00). Later, Lee Robinson of Altana Wealth joins to discuss his company and middle market hedge funds (24:00), the 4 pillars of investing at Altana (30:30), finding asymmetric investments in the market (33:30), exiting positions (36:50), the current macro environment/2024 outlook (39:15), Fannie and Freddie preferred shares (40:45), asset allocation in a portfolio (44:30), bitcoin (47:00), rates (50:55), and what could go wrong next (53:15).

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.

Learn more about Ro body: ro.co/tape