Calls For S&P 7100... Can Wall Street Deliver Big Again In 2025?

Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss a wide range of financial and market topics, including Oppenheimer's revised targets for the S&P 500 and trends suggesting a bullish market outlook. They also explore the implications of AI on various sectors, particularly emphasizing the speculative interest in software and technology stocks like Tesla, NVIDIA, and Palantir. The conversation touches on China's economic policies and stimulus measures, along with potential effects on global markets. Finally, they discuss the rising interest in Bitcoin and other cryptocurrencies within financial institutions and central banks, and conclude with a preview of upcoming economic data such as CPI and PPI that might influence market movements.
Danny Moses and Guy Adami are joined by renowned financial analyst Meredith Whitney. Meredith shares her journey back to financial research after a hiatus due to the overregulation of banks. She discusses her unique approach to research, which involves thorough data analysis and theme exploration, leading to her groundbreaking calls on Citigroup and other financial institutions. The conversation also delves into the current state of private credit, consumer loans, and the potential for major M&A activity in the banking sector. Meredith's insights highlight the importance of rigorous analysis and adapting to changing market conditions.
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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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[@gilodi7149]

Excellent show, great guest, LYT

[@matt.stevick]

📈🇺🇸
respectfully liz is very talented and gorgeous.

[@jays9870]

Great one! Wonderful to see Ms Whitney back at it for the investors.

[@abvincent12]

Global liquidity is falling off a cliff - not typical for Q4. It historically takes 2-3 months for market to catch up - it’s about a month away. Fed wants deflation to help with their inflation quagmire. There is a much better chance the market will see 3600 before it gets any where close to 7100. When the VIX spikes double digits there is a historical average of 85% the market will have an up day in the next two. If not for seasonality this market would already be a land mine.

[@baloodogg]

LOL- 28 minute mark Dan; 'countries trading in their own shitty currencies for bitcoin'' Funny and true.

[@thecountofmontecristo8280]

The problem with their entire point of view, is they seem to believe that the global financial crisis (GFC) of 2008 was caused by a failure in the banking system because that is what they uncovered. That belief has shaped the way they look at everything, to the point whereby it has been certified and immortalized by the fame they received from the book and movie. I don't begrudge them one bit, but I challenge them on their fundamental economic understanding of that moment in time. Was it truly a global financial crisis or was it something more fundamentally broken in the system that had been building up before 07/08 and that concluded with a banking crisis that attracted/distracted everyone's attention and interest? I would posit it was in fact the latter and that in order to understand this, one must go back and study how things began to change in the late 1990's, first with the Asia Currency Crisis and then leading up to the Tech Crash.

[@vaneh6982]

Liz nailed early 2025 into April i believe , something to keep in mind for sure and position accordingly

[@jhull5870]

Yes, but she totally got the markets wrong in 2022 and all of 2023. Same with Dan and Guy.

[@DonaldMark-ne7se]

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.

[@kevinmarten]

there are tons of cool stocks in different industries to watch. You don't have to act on every forecast. I suggest teaming up with a financial advisor who can help you pick the right times to buy and sell the stocks or ETFs you're eyeing. They can give you some solid advice to make smart moves.

[@JacquelinePerrira]

That's awesome to hear! Having a skilled advisor to guide your day-to-day investment decisions, especially with their expertise in long and short positions, risk management, and access to exclusive information, can really make a difference. It's no surprise you've seen such impressive returns, netting over 2.8 million in over 2 years. Keep up the great work with your advisor!

[@Jamessmith-12]

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

[@JacquelinePerrira]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@Jamessmith-12]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

[@klovacka]

FUGAZI MASTERS. SPECIALLY THE LADY.

[@aberhan7984]

Tesla is a true definition of FOMO.

[@vaneh6982]

Palantir beats it no problem