What Are We Doing In 2023?
Dan Nathan, Guy Adami and Liz Young of SoFi kick-off the first “Monday On The Tape” of 2023. We start the episode off with a look back at Friday’s job data and what that means for the S&P in 2023 (1:00). Banks report earnings on Friday the 13th, should we be scared (16:00 )? “Biden Capital Management” wound up making a decent oil trade last year, what’s the next move (24:00)? After the break, Danny Moses is joined by Porter Collins and Vinny Daniel for the first edition of “What Are We Doing” of 2023. The guys start with a deep dive into the energy sector (33:00). How do investors adapt to the reality of the liquidity pull (43:00). The TSLA tumble continues (49:00). The luxury real estate market could be in for a shakeup in 2023, what does that tell us about the U.S. consumer (56:00)? The guys give their outlook on gold heading into the new year (59:00). 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