RiskReversal Pod

The Bad News Bears & A Conversation Michael Mauboussin


Listen Later

Guy Adami and Danny Moses discuss SBF’s $250 million bail and David Teper’s bearish outlook going into 2023 (5:15). The Bank of Japan shook markets on Tuesday, what do we make of the dollar/yen trade (8:40)? Central bankers continue to take action, should we be buying gold as a hedge (10:30)? Micron will cut 10% of its workforce due to a lack of demand for computer chips, will the tech downturn leak into 2024 (14:15)? The Tesla sell-off continues, could we see a Friday Night Dirty? (19:35). CarMax is putting a hold on stock buy backs, citing a “used-vehicle recession” (24:45). The OG meme stock AMC is ticking off its loyal apes by attempting to raise capital and complete a reverse stock split (27:30). Danny dishes out his picks for Week 16 in the NFL (31:25). After the break, Guy & Dan interview Michael Mauboussin about his experience on Wall Street and how much it has evolved since his career began (37:00). Micheal also discusses his role at Columbia University, how does he blend academic knowledge with “street” knowledge (48:00). Michael gives us insight into what makes financial media so bad at predicting market futures (53:30). It wouldn’t be an episode of On The Tape if we didn’t discuss the Federal Reserve and interest rates (1:03:15). We wrap with a lesson on how to keep your convictions in check (1:09:00).


Check out our show notes and transcript here

 

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See what adding futures can do for you at cmegroup.com/onthetape


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Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


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