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cover of episode I Know a Bull Market When I See One! + The Big Short 2025

I Know a Bull Market When I See One! + The Big Short 2025

2025/1/31
logo of podcast On The Tape

On The Tape

AI Deep Dive AI Chapters Transcript
People
D
Dan Nathan
知名金融分析师和评论员,常在 CNBC 上提供市场分析和评论。
D
Danny Moses
G
Guy Adami
经验丰富的华尔街交易员和金融分析师,知名媒体人物。
M
Melissa Lee
报道和分析经济新闻,特别是关于股票市场、央行决策和公司动态的报道。
P
Porter Collins
S
Steve Eisman
V
Vincent Daniel
Topics
Guy Adami: 我们四个人的播客节目将合并,并更名为“Risk Reversal Pod”,每天更新;Danny Moses 将继续独立运营“On The Tape”播客。尽管我曾多次反对,但市场表现表明我们正处于牛市之中。苹果公司业绩发布后,市场对公司前景表示乐观,股价上涨。DeepSeek的出现可能只是未来众多挑战中的第一个,市场可能会因此暂停。特斯拉的业绩虽然不佳,但股价上涨,这体现了市场对该公司的乐观情绪。雪佛龙公司业绩表现平稳,但股价表现不佳,这反映了大型能源公司面临的挑战。万事达卡和Visa公司业绩强劲,这反映了美国消费者使用信用卡支付的趋势。金价持续上涨,这可能是由于地缘政治风险和对政策失误的担忧。 Dan Nathan: 苹果公司业绩超出预期,但股价涨幅不及预期。中国人工智能公司DeepSeek的出现对市场产生了冲击,导致Nvidia等科技股下跌。特斯拉的业绩数据不佳,但股价仍上涨,这表明市场关注的是其未来技术发展而非当前业绩。大型综合能源公司股价表现不佳,但其现金流稳定,值得长期持有。 Danny Moses: 我将继续主持“On The Tape”播客,内容将更深入,并涵盖政策、市场和投资等方面。美联储会议的结果对市场影响不大,市场预期未来降息的可能性增加。特斯拉的盈利能力下降,但市场对该公司未来发展仍持乐观态度。金价上涨,这可能是由于地缘政治风险和通胀预期。

Deep Dive

Chapters
This chapter announces the merger of two podcasts, "On The Tape" and "Okay, Computer," into a new show called "Risk Reversal Pod." Danny Moses will continue independently with "On The Tape."
  • On The Tape and Okay, Computer podcasts merge
  • New podcast name: Risk Reversal Pod
  • Danny Moses continues On The Tape independently

Shownotes Transcript

On this episode of "On The Tape," hosts Guy Adami, Dan Nathan and Danny Moses make a huge announcement! "On The Tape" and "Okay, Computer." will merge, with the main show becoming "Risk Reversal Pod" airing Monday through Friday, while Danny Moses will continue independently with the "On The Tape" brand. The conversation then flows into a comprehensive market discussion, covering the Federal Reserve's recent meeting, which was described as a "nothing burger," and analysis of major company earnings including Apple, Tesla, Chevron, and Exxon. The hosts provide detailed insights on market trends, with particular attention to Tesla's earnings despite poor auto margins, Apple's performance with modest growth, and the challenges facing big oil companies. The discussion concludes with observations about gold prices reaching all-time highs and the impact of AI developments on tech stocks, particularly noting the market's reaction to news about Chinese AI company Deep Seek.

Later, listen to a panel with "The Big Short" traders Steve Eisman, Danny Moses, Vincent Daniel, and Porter Collins from the iConnections Global Alts Conference in Miami.

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About the Show:

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.

Check out our show notes here)

See what adding futures can do for you at cmegroup.com/onthetape).

Shoot us an email at [email protected]) with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod) on Twitter or @riskreversalmedia) on Threads

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The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.