The Thrill is Gone and a Conversation with Ed Yardeni

Video Description

On this episode of On The Tape, Dan, Guy, and Danny discuss market risks, Q3 earnings, and breakdown several stock charts. Later, Ed Yardeni of Yardeni Research joins with his bullish market outlook. 0:00 Intro 1:30 Rising rates 3:05 Crude/10-YR chart 3:50 Apple/Microsoft charts 4:30 McDonald's/Industrials charts 5:15 Slowdown in consumer stocks 7:10 Consumer Staples chart 7:50 Crude Oil/Energy 9:45 Walmart chart 10:10 Workday/Micron/SMH charts 12:30 The energy market 17:00 China 19:45 FXI chart 21:30 Banks/Q3 earnings 22:50 S&P chart 25:30 CarMax chart 28:50 Meme stocks 33:00 Danny's NFL picks 36:15 Ed Yardeni intro & background 42:45 The Fed creating chaos in the bond market 50:25 Why the Fed might get it right 53:20 The rolling recession 56:15 The consumer 1:01:10 The yield curve 1:03:45 Ed's bullish market outlook Check out Ed's retail offering: https://www.yardeniquicktakes.com/ Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on twitter or @riskreversalmedia on threads Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page