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The latest episode of On The Tape is live in the podcast stores now. You can give it a listen on the website or at your preferred podcast store (Apple PodcastsSpotifyGoogle PodcastsAmazon Music, and Deezer), and please subscribe to have it delivered to your devices each Friday.

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Show Notes:

Guy and Danny discuss Danny turning constructive (2:07), what retail earnings are saying about the consumer (8:30), Gamestop rallying 50% in the last few weeks (19:04), and the energy space (24:10). The co-hosts interview Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, about his recession outlook (30:45), role at the firm (36:41), bear/base/bull case on the markets (38:30), the next shoe to drop (47:38) and what can go right (55:58).

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