Latest / On The Tape with Danny Moses
Going On The Tape with OGs Dan Nathan & Guy Adami
Danny Moses hosts a special reunion episode of On the Tape with Dan Nathan and Guy Adami, opening with concerns about a fragile market backdrop worsened by the Middle East conflict, higher oil-driven inflation expectations, weak job data, private credit redemptions, and a recession risk tied to an equity selloff unwinding the wealth effect. The group discusses commodities becoming central—oil, gold, and copper—alongside de-dollarization pressures and growing U.S. debt, arguing the bond market and rising yields are key risks. They debate tech and AI, warning that “sanctity of capex” may break…
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