On The Tape – The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater

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On this episode of On The Tape, Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.

Key Insights from the Pod:

•Bond Volatility Outpacing Equity Volatility (3:30)

•Inconsistencies in the Stock Market (5:00)

•Geopolitical Risk (Check out: Mark Esper Interview with Kara Swisher) (12:30)

•What’s Being Priced into the Market in 2024 (15:30)

•Investor Appetite for M&A (Occidental, Macy’s) (18:35)

•Ken Moelis Sees ‘Huge Backlog’ of Deals After Fed’s Rate-Hike Regime (20:15)

•Oracle & Adobe Earnings (23:00)

•Valuation (25:00)

•Costco Chart: Mother of Double Tops? (28:15)

•Jeff Toporek Intro/Background (33:25)

•Interest Rate Volatility (35:30)

•Credit Lending (44:10)

•Corporate Logistics (37:30)

•Inflation (50:00)

•China Risk (52:25)

•Commercial Real Estate (56:45)

•Active vs. Passive Investing (1:00:15)

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