Dan Nathan, Liz Young Thomas, and Guy Adami discuss recent market trends and performance on the Monday edition of the 'On the Tape' podcast. They review key movements in the S&P 500 and NASDAQ, noting an impressive November, and dig into the impacts of the holiday week on trading volumes.

The discussion includes upcoming economic data, particularly jobs and PMI reports, their potential market impact, and the highs and lows seen in sectors like semiconductors and software. They also touch on notable events such as Pat Gelsinger's departure from Intel and potential benefits of generative AI on corporate earnings. Key market trends, economic indicators, and strategic company moves are dissected to forecast potential year-end outcomes and 2025 expectations.

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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.

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Market Euphoria vs Rational Optimism: Understanding Investor Sentiment 33:06 Share

On The Tape

Shownotes Transcript

Market Euphoria vs Rational Optimism: Understanding Investor Sentiment