Signs, Signs, Everywhere the Market Signs with Stephanie Link of Hightower Advisors

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the parabolic moves in the market this week and preview some of the data/earnings in the week ahead. Later, Stephanie Link of Hightower Advisors joins Dan and Guy to give her take on the stock market rally and outlook for the rest of the year. 

Topics:

Intro (1:40)

Parabolic earnings moves (5:40)

China’s stock market (11:40)

Cyclical vs. secular stocks (17:00)

S&P sector performance (24:20)

Global central banks (27:00)

Tesla (29:00)

Bitcoin (40:00)

Stephanie Link intro (45:45)

The Mag 7 Resurgence (47:30)

Wall Street Consensus  (48:45)

The Importance of Yields (52:30)

What Rate Cuts Will Mean (55:15)

Homebuilders (59:15)

Rate-Sensitive Sectors (1:01:45) 

Technology Stocks (1:04:00)

Small Caps The Best Place to Be? (1:10:40)

The Election Impact on Stocks (1:12:00)


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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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