On The Tape is brought to you by On this episode of On The Tape Guy and Dan discuss last week’s interview with Terry Duffy about the FTX debacle (1:30), whether a Santa Claus rally is coming (9:00), retail/Deere earnings (19:00), and relative strength in bank...
On this episode of Okay, Computer, Dan talks with Business Insider columnist Linette Lopez about her new piece on why the stock market is probably “screwed” (2:30), new COVID-19 lockdowns in China creating fresh headwinds for the global economy (7:30), the time...
On The Tape is brought to you by On this episode of On The Tape Danny is joined by his “Big Short” colleagues Vincent Daniel and Porter Collins to discuss crypto (2:00), Tesla (7:45), energy stocks (20:30), and how they are positioning heading into 2023...
On The Tape is brought to you by On this episode of On The Tape Guy and Danny discuss the FTX collapse (1:00), Walmart earnings (7:30), the yield curve inversion (9:20), energy stocks vs. crude oil (23:30), an update on cannabis (26:35), and Danny’s NFL picks...
On this episode of Okay, Computer, Dan speaks with legendary tech investor & analyst Dan Benton about tech valuations (1:00), interest rates (16:30), FOMO investing (21:00), earnings models (28:30), semis as an early indicator (33:00), and Elon Musk/Tesla/Twitter...