On The Tape Podcast – Gold’s Love Has Come Along and a Conversation with RBC’s Lori Calvasina

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On this episode of On The Tape Guy Adami and Dan Nathan sit down with Lori Calvasina of RBC for her stock market outlook. Plus, Guy and Danny Moses run through a handful of single stocks and topics on D-MO’s radar.

Key Insights from the Pod:

•Stock market seasonality changes since Lori’s last appearance (2:15)

•Rate cut impacts on stocks (4:20)

•Small caps vs. mega-cap growth stocks (8:40)

•Lori’s 2024 forecast (14:45)

•Crude oil (21:30)

•China (23:25)

•What U.S investors are discounting (24:30)

•The path to Lori’s S&P 500 target of 5,000 (26:00)

•The gold market (38:15)

•The Bank of Japan/Yen (42:25)

•The equity market whistling past a graveyard (46:30)

•Energy stocks (48:00)

•Unemployment (51:30)

•Bank CEOs in DC (53:45)

•Cerevel options trading surge before AbbVie deal news raises eyebrows (56:00)

•Tesla (57:10)

•Danny’s tirade on GameStop (58:50)

•NFL picks of the week (1:02:15)

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