RiskReversal Recap: April 12, 2024

How Currency Conundrums Impact The Stock Market

Today’s On The Tape is Presented by CME Group and iConnections

How Currency Conundrums Impact The Stock Market

We’ve got a podcast unlike any other this week featuring Guy Adami and Danny Moses. The guys start the show by digesting a litany of economic data released this week (5:00), what retail stocks say about the consumer (7:30), concerning price action in commodities, gold & silver (12:00), recent treasury auctions & dollar/yen (18:00), energy (23:15), Chinese equities (26:00), the importance of bank earnings (28:00)

Michael Kao joins Guy and Danny after the break to discuss moves in the Japanese Yen (34:00), global currency concerns (40:00), the potential for a run in gold (45:00), gold vs crypto (48:15), downside risk for oil (50:45), an idiosyncratic long idea (54:40).

Later, listen in on “The Big Short” panel from iConnections Global Alts Conference featuring Danny and his FrontPoint colleagues Vincent Daniel, Porter Collins, and Steven Eisman (36:15).

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