Is This Peak Goldilocks? + A Conversation with Drew McKnight of Fortress Investment Group

On The Tape is brought to you by

Dan Nathan, Guy Adami and Liz Young discuss the state of the consumer through clothing and apparel brands (5:00), Boeing CEO stepping down at end of 2024 (12:00), sector divergence (18:00), rates & dollar/yen (21:00), semiconductors (25:00), small caps (27:45), Goldman calls for commodities rally (31:30), investing in banks (34:00), Cintas & economic data this week (37:00).

Later, Dan & Guy are joined by Kaitlin Malin, COO of iConnections, to interview Drew McKnight co-CEO of Fortress to discuss private credit (46:30), areas of opportunity (48:00), the bond market (50:00), regional banks impact on private credit (51:00), the banking sector (54:30), credit cycles (57:00), rates (1:04:00), Fortress enters multi-manager space with PineBridge platform (1:05:00), the challenges of private credit vs working in public markets (1:08:00)

Please rate and review and share it with your friends as this will help people find it.

And as always we want to hear your feedback. Please hit us with any comments at [email protected], follow us at @OnTheTapePod or check us out on threads @riskreversalmedia.

You can give it a listen on the website or at your preferred podcast store (Apple Podcasts, Spotify, Google Podcasts, Amazon Music, and Deezer), and please subscribe to have it delivered to your devices each Friday.

See what adding futures can do for you at cmegroup.com/onthetape.