Over My Head & A Macro Outlook w/ Fidelity’s Jurrien Timmer
This week we’re going On The Tape with Dan Nathan, Guy Adami and Danny Moses. Can the Federal Reserve successfully deflate asset bubbles without causing catastrophe (2:00)? Crude oil has tumbled to erase all of its 2022 gains (10:00). Elon Musk’s bankers are considering margin loans to cut risky Twitter debt, what does this mean for Tesla stock (20:20)? The Carvana crash continues, but Danny Moses refuses to take a victory lap (28:30). Blackstone’s real estate fund has hit its redemption limit, is this a canary in the coal mine moment (33:30)? Lastly, the guys run through Danny’s NFL picks for the week (42:15). After the break, Guy & Dan are joined by Jurrien Timmer to discuss the macro backdrop for 2023 (46:30), earnings outlook and comparison to 2000-2002 (53:30). What would cause the Fed to pivot and what worries Jurrien about a potential hard landing? Jurrien also discusses the difficulty of timing the market cycle (1:12:00). ---- Live Show At The NASDAQ: bit.ly/3VVYyPp ---- Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page