RiskReversal Recap: March 1, 2024

Can Investors Have It All?

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

Can Investors Have It All?

Topic Timecodes:
On this week’s episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses discuss investors chasing the market highs and dash for trash (2:00), crowded trades coming undone (9:00), the Buffett indicator flashing red (20:00), and active vs. passive investing (27:15). Later, Stuart Sopp, CEO of Current, joins for an update on the consumer (30:00), interest rates (39:30), the labor market/wages (44:45), Capital One’s bid for Discover (46:00), bitcoin (51:00), gold/gold miners (54:20), and the AI boom (57:25).

Notable earnings report

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WHAT WE’RE READING

  • Biden Calls Chinese Electric Vehicles a Security Threat (NYTimes)

  • Apple Is Behind in AI—and Investors Are Getting Impatient (WSJ)

  • The Consequence of Sticky Inflation (Axios)

  • Oil Extends Rally Above $80 as Technical Buying Accelerates (Bloomberg)

  • Elon Musk Sues OpenAI and Altman for Breaching Firm’s Founding Mission (Bloomberg)

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