Earnings Good Witch or Bad Witch? Plus, Rhys Williams of Spouting Rock

On this episode of “On The Tape,” Guy Adami and SoFi’s Liz Young discuss yield volatility (2:00), Chevron agreeing to buy Hess and what big oil M&A means for energy stocks (11:00), why Liz says now is not the time to buy a house, the perils of price discovery (18:00), bank stocks (22:30), and what to expect from Mag7 earnings (28:30).

Later, Rhys Williams, Chief Strategist & CIO at Spouting Rock Asset Management, joins Guy and Dan (35:00) to talk about his strategy in the current market environment (38:45), why he expects a Q4 rally despite the wall of worry (41:30), why consensus could be wrong about Mag7 stocks (45:15), yields (46:30), AI (48:30), what the market does leading into a presidential election (50:30), Paul Tudor Jones saying we are likely in a recession (51:50), and the core values at Spouting Rock (54:30)

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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.

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