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).
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).
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
