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

I’d Rather Be A Bull with David Rosenberg

On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market, market concentration, liquidity, the AI boom comparisons to the dot com bubble, the read on the broader market, the move in commodities, did the Fed f’ up?, why it’s not always about the economy, what could cause a pullback in equities, and the potential for a currency crisis.

Topic Timecodes:
What We Missed (0:00); Valuations (6:55); Dry Powder (10:50); Gen AI (15:00); Macro View (26:15); Fed F'd Up? (35:30); Commodities (38:45); Inflation (42:50); Currency Conundrum (47:30)

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Trade Update

On yesterday’s MRKT Call, Guy & Dan updated their bullish gold miners (GDX) trade. Check out the details below:

On March 12th, Guy and Dan outlined the bullish April 30/34 call spread for ~$0.90.

On March 28th that call spread was now worth ~$1.80 or a double. They recommend taking some profits in the trade.

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