On The Tape – The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins

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On this episode of On The Tape Guy Adami, Liz Young, and Dan Nathan discuss the disconnect between the stock market and the economy (4:00), holiday spending (12:15), investors hungry for risk (15:30), market concentration (17:30), and upcoming earnings/economic data this week (23:30).

Later, Danny Moses hosts a special “What Are We Doing?” with Vincent Daniel and Porter Collins of Seawolf Capital. They discuss the state of the market as they see it today (32:00), the precious metals market (37:30), current investor/machine mentality (39:00), market concentration in for hedge funds (40:30), stock picking with small and mid-cap names (42:30), the energy landscape (46:00), Tesla still not trading on fundamentals (48:45), and banks getting into “private credit” (52:15).

Articles mentioned on this podcast

•The economic trends we’re grateful for

•Investors See Interest-Rate Cuts Coming Soon, Recession or Not

•Black Friday shoppers spent a record $9.8 billion in U.S. online sales, up 7.5% from last year

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