RiskReversal Recap: January 30, 2024

Parallels to the Dot Com Bubble, Tech Earnings, Jim Chanos on the Markets

Today’s MRKT Call is Presented by CME Group

Famed Short-Seller Jim Chanos says this is the CHEAPEST thing in the Stock Market

Dan Nathan, Guy Adami and special guest Jim Chanos are LIVE from the iConnections Global Alts Conference in Miami! They discuss parallels to the dot com bubble, big tech earnings and what Jim says is the cheapest thing in the market right now.

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WHAT WE’RE READING

  • JPMorgan Quants Warn of Dot-Com Style Concentration in US Stocks (Bloomberg)

  • A Change to This One Clause Could be the Most Important Part of the Fed Meeting (CNBC)

  • Stock Rally Stalls in Run-Up to Tech Earnings, Fed (Bloomberg)

  • Microsoft, Alphabet Under Pressure to Show AI Earnings Boost (Bloomberg)

  • UPS to Cut 12,000 Jobs and Mandate Return to Offices Five Days a Week (WSJ)

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