On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market, market concentration, liquidity, the AI boom comparisons to the dot com bubble, the read on the broader market, the move in commodities, did the Fed f’ up?, why it’s not always about the economy, what could cause a pullback in equities, and the potential for a currency crisis.
Timecodes 0:00 - What We Missed 6:55 - Valuations 10:50 - Dry Powder 15:00 - Gen AI 26:15 - Macro View 35:30 - Fed F'd Up? 38:45 - Commodities 42:50 - Inflation 47:30 - Currency Conundrum
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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