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On The Tape Podcast – Gold’s Love Has Come Along and a Conversation with RBC’s Lori Calvasina

December 08, 2023

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On this episode of On The Tape Guy Adami and Dan Nathan sit down with Lori Calvasina of RBC for her stock market outlook. Plus, Guy and Danny Moses run through a handful of single stocks and topics on D-MO’s radar.

Key Insights from the Pod:

•Stock market seasonality changes since Lori’s last appearance (2:15)

•Rate cut impacts on stocks (4:20)

•Small caps vs. mega-cap growth stocks (8:40)

•Lori’s 2024 forecast (14:45)

•Crude oil (21:30)

•China (23:25)

•What U.S investors are discounting (24:30)

•The path to Lori’s S&P 500 target of 5,000 (26:00)

•The gold market (38:15)

•The Bank of Japan/Yen (42:25)

•The equity market whistling past a graveyard (46:30)

•Energy stocks (48:00)

•Unemployment (51:30)

•Bank CEOs in DC (53:45)

•Tesla (57:10)

•Danny’s tirade on GameStop (58:50)

•NFL picks of the week (1:02:15)

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And as always we want to hear your feedback. Please hit us with any comments at [email protected], and follow us at @OnTheTapePod or check us out on threads @riskreversalmedia.

You can give it a listen on the website or at your preferred podcast store (Apple Podcasts, Spotify, Google Podcasts, Amazon Music, and Deezer), and please subscribe to have it delivered to your devices each Friday.

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Check out the Ro Body program at ro.co/tape