Mike Wilson joins the hosts for this episode of On The Tape. They talk about the November stock market rally, classic late-cycle behavior, earnings, the bond market, why the soft landing is the worst possible scenario for stocks, the single biggest risk for 2024 that investors aren’t taking seriously, what consensus could get wrong next year, the employment cycle, sentiment indicators, volatility, private credit, stock market concentration, M&A, and the appeal of U.S. markets as a safe haven.

Timecodes
0:00 - November's Rally
7:40 - Bond Market & Yields
16:05 - Unforeseen Risks
21:45 - The Bull Case
23:45 - Employment Picture
30:55 - Sentiment Indicators
33:55 - Volatility
35:20 - Private Credit
39:00 - Market Concentration
42:45 - M&A Space

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

Shoot us an email at [email protected] with any feedback, suggestions, or questions

Key Links:

Listen on Apple Podcasts: https://apple.co/3UBZcBe

Follow On The Tape on Twitter:   / onthetapepod  

Subscribe to our newsletter: https://riskreversal.com/sign-up/

Subscribe to our YouTube page: https://youtube.com/@RiskReversalMedi...

#investing #stocks #stockmarket

The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.