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

Bullish Brian Belski + Melissa Lee’s “Big Shot"

On this episode of On The Tape, Dan Nathan and Guy Adami are joined by Brian Belski, chief investment strategist at BMO, and talk about his outlook for the stock market. Later, Guy and Dan sit down with Melissa Lee, host of CNBC’s Fast Money.

Timecodes (video and audio):
Stock market sentiment (3:00), how to look at volatility (9:00), Nvidia (14:00), his process for making price targets (18:30), goldilocks economy (22:30), bank stocks (25:00), what concerns him about the markets (27:30), inflation/unemployment (30:30), the tech sector (35:00), and his background (38:20).

Timecodes (audio only):
Big Shot: The Ozempic Revolution (45:15), pushing back on Dan/Guy’s bear thesis (1:01:30), how she prepares for the show and manages her day-to-day (1:15:00).

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WHAT WE’RE READING

• February jobs report: US economy adds 275,000 jobs, unemployment rate hits 3.9% (Yahoo)

• Hiring Boom Continues, but Signs of a Cooling Labor Market Boost Rate-Cut Hopes (WSJ)

• S&P 500, Nasdaq fall on Friday as Nvidia rolls over in end to volatile week: Live updates (CNBC)

• Stock Market Today: Nasdaq, S&P 500 Slip After Payroll Gains Top Forecasts, Unemployment Ticks Up (WSJ)

• Markets Are Lulling Themselves Into a False Sense of Security (WSJ)

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