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On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00).

Later, Dan is joined by Kaitlin Malin of iConnections to interview Jan van Eck, CEO of VanEck, and Matthew Sigel, head of digital assets research at VanEck. They discuss: getting into the ETF market (28:30), bitcoin ETFs (32:30), regulation (41:30), the potential for a fiscal reckoning in 2025 (52:30), hedging against calamity (56:30), semiconductors (SMH) (1:01:00).

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