Thank you! Incredible gift to listen to this conversation.
@RiskReversalMedia
Жыл бұрын
Glad you enjoyed it!
@anthonygaudio3270
Жыл бұрын
I enjoyed it too. He is great and the the show is a great way to learn.
@denshaikemen2232
Жыл бұрын
@DAN NATHAN don't you get reading comments is TOXIC for anyone's mental health ??? Don't let a few haters mess with your head but the reality is they just enjoy upsetting you so stop self-inflicting yourself this pain. I can see show after show that It's time for you to STOP reading comments and keep what you guys are doing best, informing, chatting, analysing etc ... how REALLY useful are comments anyway to the show ..? Love you guys, Keep on the good shows
@RiskReversalMedia
Жыл бұрын
THIS ☝️
@tammyl.9254
Жыл бұрын
Bear party. Misery loves company!!
@vaybor
Жыл бұрын
He is getting so much praise but not only has he been wrong he has been very wrong. Anyone who follows his calls has missed out on an epic rally costing themselves a lot of lost money
@Eli_sab_eth
Жыл бұрын
Exactly! All I hear is cranky old men, shouting at the market, holding T-Bills while watching many stocks up 30-40% ytd.
@SMTraz
Жыл бұрын
One bear isn't enough! Two bears aren't enough! Three bears aren't enough! We NEED four bears on this show today! Remember what Melissa Lee said about your bear eco-chamber? She hit the nail on the head.
@davidconnor5874
Жыл бұрын
Dan got SUPER defensive when Guy brought that up. As they say, "a hit dog hollers".
@timothyha2854
Жыл бұрын
I don’t c9me here for a balanced approach lmao
@Solarsystem50
Жыл бұрын
I like Mike Wilson, the other day one of the CNBC host had him in a head lock "say you are a bull! say it!" and Mike resisted.
@CWO-J
Жыл бұрын
Danny Moses owned it! Thanks for having Mike Wilson on the show.
@lorenzomoran9880
Жыл бұрын
Love listening to Mike Wilson, super humble commentary and acknowledges what went wrong with the thesis and what went right. Consistent messaging and doesn’t speak out of both sides of mouth. I wish this episode was longer!
@RiskReversalMedia
Жыл бұрын
Glad you enjoyed it! Next time 2 hour episode? 🤔
@_d0ser
Жыл бұрын
Mike I thought we were getting to 3200? What's the deal?
@jonjohn3120
Жыл бұрын
dan is the king of compounding mistakes......its not trading if its not emotional
@Casey-rr7th
Жыл бұрын
One of the best discussions I’ve heard all year! And I listen to all of the best in the business. You guys are the best and with Mike Wilson there - I was listening to the Beatles of financial markets. Well done guys.
@RiskReversalMedia
Жыл бұрын
Glad you enjoyed it
@MonetaryRebel
11 ай бұрын
Mike Wilson is a boss. Great talk guys.
@gilbertcomplete4422
Жыл бұрын
I do watch fast money, but I like this show better, It’s more honest and you guys kick ass.
@RiskReversalMedia
Жыл бұрын
You rock
@iammclovin6200
Жыл бұрын
The best podcast out there. Danny, Dan and Guy discuss what you need to hear. Never miss an episode!
@jonjohn3120
Жыл бұрын
great job by Dan pivoting away from the Melissa Lee question that they refused to answer at the time too
@barfly1984
Жыл бұрын
Easily my favourite mainstream analyst.
@RiskReversalMedia
Жыл бұрын
glad you liked it!
@reganzig5029
Жыл бұрын
Is it possible that you "bears" missed the bull market because you underestimated the impact of global liquidity?
@Everyman.0314
Жыл бұрын
Keep going Guy. You add a human element wherever you are. 'If you believe...Yeah, yeah, yeah. yea
@tonyd3558
Жыл бұрын
Excellent objective discussion. Good work guys, from rainy London.
@RiskReversalMedia
Жыл бұрын
thank you!
@giantessmaria
Жыл бұрын
great episode guys! Mike is always a treat!
@giantessmaria
Жыл бұрын
@RiskReversal-Media sorry, you reply doesn't make sense to me.
@jackwilmer5940
Жыл бұрын
Love having Mike Wilson on; phenomenal guest
@colacola253
Жыл бұрын
Mike you’re wrong simple as that
@KK-pm7ud
Жыл бұрын
That episode of Fast Monday that day with Cameron and Danny was an awesome one. Melissa did a fantastic time hosting.
@_d0ser
Жыл бұрын
Melissa Lee is the goat presenter.
@uncleb9920
Жыл бұрын
Mike Wilson's the best
@nathan500100
Жыл бұрын
great show. cant believe i didnt see this channel before. i will never watch "compound" again
@RiskReversalMedia
Жыл бұрын
Welcome aboard
@mwillz5
Жыл бұрын
Dan ! you are so right ! my group of friends who watch CNBC interviews , just as I do , often have commented to me for some period of time , and have commented for years , how often you can see pundits , smart poeple no doubt , give their expected trends and outlook in the marketplace but only a short time later they are commenting in contrast to their previous view. Sure- in markets things change , we all get that , and peoples views are certainly allowed to change - mine do - but minds and opinions should not change just because a pundit may feel they are the odd one out , or just as bad , they dont back themselves. Your opening comments really rang true to me
@tamayozgokmen9596
Жыл бұрын
excellent discussion!
@t6553gw
11 ай бұрын
Listen again on 10/5 and what Mike Wilson said makes lot of senses now, good learning for me!
@commycomentor9695
Жыл бұрын
Btw… I didn’t know y’all had a podcast until that exchange… now I’m subbed
@RiskReversalMedia
Жыл бұрын
Welcome and thank you!
@thomasthornton5125
Жыл бұрын
Great conversation everyone.
@YesWeCan-u9i
Жыл бұрын
How can I found out the performance of these guys over the last 15 years?
@keto6789
Жыл бұрын
Permabear Club
@danielk7490
Жыл бұрын
Great job, guys!
@kevinkopek9455
Жыл бұрын
Mike Wilson was wrong all of last year, and he's been wrong all of this year. All last year he said the market was going to bottom at the 3000-3200 area and reiterated that prediction earlier this year. He has never retracted that. Next they'll bring in Harry Dent and Peter Schiff and tell them how prescient they are.
@_OptionsTrading
Жыл бұрын
Great to hear from Mike Wilson. How the heck did Guy not know that Danny was referencing The Fugitive?
@nancyfrancis959
Жыл бұрын
Lack of jobs due to corporate raiding is the main problem that has gutted my City of ST Louis. It started long ago if you look into the history of East St Louis located in Illinois. We were a manufacturing hub bringing citizens up from the South where there were no jobs. Combine this with racial inequities, poor urban planning,unban flight looking for new homes and schools at reasonable prices, Illinois not paying any attention to their side of the Mississippi River, and as the Gateway Arch illustrates we were the gateway to populating the Western United States as most of the Midwest was too. It is a great place to live with a rich history and many well established neighborhoods and cultural amenities. Yes the Downtown looks deserted because the Northside of the City is deserted because was developed in the late 1800’s, the lower income earners then bought there as people moved to the west of St Louis in the county and banks did not want to issue loans to them. The CIty’s government is controlled in many aspects by old statutes which the present day government have not been able to change. Sorry you did not get a New York kind of feel but it does not mean the metropolitan area is without merit.
@stctjc
Жыл бұрын
Good podcast. The bearishness makes perfect sense to me but having no effect on the SPY.
@lavellglover712
Жыл бұрын
The Phil LeBeau impression was hilarious 😂
@atangbingana283
Жыл бұрын
Mikes a level headed guy always gives great commentary. Doesn't deserve the whole "capitulation " spiel but this is the nature of the casino business we are all in. Took it on the chin like a champ. We move on and go again.
@glenrobinson6846
Жыл бұрын
Mike Straight up guy ✊
@robertfiorillo3227
Жыл бұрын
Wilson has a great mindset and think is prediction is coming true soon. 👍
@RiskReversalMedia
Жыл бұрын
We shall see
@Matthewbyrd86
Жыл бұрын
Man on the Moon is a great song!
@christmas10023
Жыл бұрын
I Agree with Guy 👋
@KK-pm7ud
Жыл бұрын
You should try Clementine's Creamery when you're in St. Louis. Solid.
@weho_brian
Жыл бұрын
being bearish right now isn't a bad thing, in fact im probably neutral on things. being bearish 6 months ago was the problem. I know hindsight is 20/20 blah blah but really think about it. If the S&P is already down 30%, do you really think its like to go down another 10-20%? At that junction the risk is to the upside, not the downside.
@MartinRobertHogue-ne9gm
Жыл бұрын
Question: what indicator is more important to you guys? Inverted yield curve or unemployment rate?
@austinembry4042
Жыл бұрын
For risk assets, there's no question it's rising UE. Equities can hold up during an inverted YC. Rising UE often coincides YC un-inversion, which is when equities REALLY take a hit.
@prathusingh7642
Жыл бұрын
Thank you guys! You guys are awesome. Love Dan H talks straight with no BS ! Not a fan of Adami. Sorry man! Wilson: the smartest and what can I say about Danny: my hero
@JscottMays
Жыл бұрын
Appreciate the data and the precision
@1309gsk
Жыл бұрын
gt video and nvely is that you have invited morgan stanley startegist. the question that i have is , is the market taking into account 215 dollar earning wit dollar 98 and interest rate 5.25? all the best. stay safe and cool
@sebfox2194
Жыл бұрын
31:31 The guy with the glasses had it right when he said "crises" as the plural of crisis. Then the other dude to his left (in)corrects him back to crisises. A good example of how just saying something with confidence gets people to believe that it is correct.
@keto6789
Жыл бұрын
So these guys are waiting for "the big crash" when all along they could've bought into QQQ at the start of the year and been up 40%! THIS is why traders don't beat the sp500!
@SMTraz
Жыл бұрын
These 4 bears have gotten plummeted by the market this year. They missed out on so much.
@eikoGoldstein
Жыл бұрын
You’re right. It is very difficult for most professional traders to consistently beat the market. And amateur traders, who pay fees, are sure to lose. But these guys are addicted to the market. I am amazed how much hot air they exude in the process of trying to predict the market’s short term movements. In a better world, their considerable intellect would be engaged in productive pursuits.
@jays9870
Жыл бұрын
Truly a gift to get ample time such that Mike Wilson can expound his views. Thanks Team RR, hope D-Mo knocks them dead at the Spa!
@colacola253
Жыл бұрын
Can’t believe you make the big bucks
@MartinRobertHogue-ne9gm
Жыл бұрын
Love show! On fast the other night you claimed that your guests have all different perspectives- bear & bull. Not sure that’s the case; i won’t say “echo chamber” but opinions could be broader.
@leestack
Жыл бұрын
Great show as always. Just a thought - might private equity move the near-term liquidity challenge out to later this year or into 2024?
@RiskReversalMedia
Жыл бұрын
Good point!
@mattisseeyewear9681
Жыл бұрын
You guys are prophetic and doing an amazing service to those people that can understand the writing on the wall…❤
@RiskReversalMedia
Жыл бұрын
Thank you!
@dapred00
Жыл бұрын
Prophecies did not go well as they stated.
@jonEmontana
Жыл бұрын
Great lineup. Thx
@RiskReversalMedia
Жыл бұрын
Glad you enjoyed it
@steplaland
Жыл бұрын
Stubborness, that's all it is. $spy 420 should have been your stop. It had been in that trading range from 380-420 for 7 months, and then once that was taken out, May and June /July went ballistic. Aren't you all traders and watching levels?
@NUWILDCAT1977
Жыл бұрын
Another great show guys. 👊🇺🇸
@hafeld8348
Жыл бұрын
Price does dictate a change in one's view.
@GWrex1skip
Жыл бұрын
I love Mike Wilson. But where I disagree with him is this: "We are in a Bear Market rally...and this is the end of the secular Bull Market that started in 1987." Ralph Samuel Elliott 's theory is still alive and well. The very best Technical Indicator known to man. Wave 1 started in 1987...we had a double 2 Wave...2000...then in 2008. Wave 3 completed and Wave 4 commenced during the Pandemic...Wave 5...until 2021. All waves were within Elliott's guidelines. We have a massive inversion of the yield curve. The financial distress of non-financial firms is higher than the Great Recession ...(although as to this date...we aren't experiencing one). China is contracting. The Euro-Zone is contracting. Yes, a synchronized global Reccession. This one is going to be horrible... The FED was late to the party. We are just beginning real restrictive monetary policy (i.e. short term rates are greater than "Core Inflation "). Usually , on a 3 year...4 day chart...my VIX trade would have been in the bag. This time around...a 3 year one month chart....by November...2023....14:1 payout on the UVXY...then reverse it...big money to be made. On a 3 year...1 month chart...its an Elliott Zigzag...at a 76% retracement....it could go as high as 86%. After that? DEATH....
@champstar9669
Жыл бұрын
From the song - "You're So Vain." "Well I hear you went up to Saratoga...and you're horse...naturally WON." Love that song because of that line. As a teenager, I insisted on stopping there on a family trip out East. Got my Racing Form the day before. Bet on a horse named Fadetta. Won like a champ as a big fav in the feature race. Won enough to buy a T-shirt. That was a treasured item for many years. By far the most beautiful racetrack in the country.
@anthonygaudio3270
Жыл бұрын
Thank you for this great show. Mike Wilson is great. Love the podcast and my favorite CNBC hosts.
@mathyderabadi5513
Жыл бұрын
Mike, please don’t let down your followers.
@antonioranaudo5515
Жыл бұрын
Isn’t it true the recessionary head and we’re just coming out of it backwards🥱😮🤦🤦
@Isaacr90
Жыл бұрын
It's insane for Danny to act like he didn't understand CNBCs format....
@jacobhodson4553
Жыл бұрын
I can confirm, St Louis is the worst large city in America. But I’m a Kansas City homer so I’m also biased
@swanson_
Жыл бұрын
Great discussion
@RiskReversalMedia
Жыл бұрын
Glad you enjoyed it
@Yomamaissoo
Жыл бұрын
Bears 😂😂😂
@ЙХУХ-ч6и
Жыл бұрын
Back in 00 after the run up the DAXK(price index) was trading at 3% div yield when the 10y Bunds were trading at 6%. But the puts before that expired worthless. The lesson is expected return matters but only on the long side.
@ЙХУХ-ч6и
Жыл бұрын
By the way UNH didn't participate in the bubble at all so there can be corners even in large cap quality when almost every large cap index in developed markets went nuts.
@GWrex1skip
Жыл бұрын
What did The Fed do after The Great Reccession? QE right down to a Fed Funds rate of zero. What did non financial firms do? Debt...upon debt...upon debt. Monitor bankruptcies...but thats co-incidental. Better yet...look at the banks loan loss reserves. Its chilling....
@Eli_sab_eth
Жыл бұрын
All I hear is cranky old men, shouting at the market, holding T-Bills while watching many stocks up 30-40% ytd.
@港完
Жыл бұрын
Mike,,, hiw much money you missed on your cleints fund?
@atun77
Жыл бұрын
These guys are the new Jim Cramer 2.0! Do the inverse and make money which is the main goal in the first place.
@roger_rogers
Жыл бұрын
dan still short tesla?
@journalofstitchery9584
Жыл бұрын
Wonderfully excited too
@RiskReversalMedia
Жыл бұрын
Can't wait!
@kingkang6877
Жыл бұрын
This goes to show that no one knows where the market is headed generally in the short-term (
@karlson68
Жыл бұрын
I think Mike would’ve been right if not for the Fed bank bailout.
@MrAtul009
Жыл бұрын
But then he had an exit opportunity by changing his bear thesis ! One way I still respect him because he is very vocal about what he believes in!
@keto6789
Жыл бұрын
Who cares if he's right? He missed out on a 40% QQQ run this year....
@robertfiorillo3227
Жыл бұрын
, Says the Monday morning QB.
@tammyl.9254
Жыл бұрын
@@keto6789 I see your idiotic comments a lot. YOU'RE A MORON!!!
@MarkBlumenthal1
Жыл бұрын
@@keto6789 exactly - he was wrong, and led many people wrong the last 6 months in positioning
@BigErnieBrown
Жыл бұрын
Mike jumped the shark
@balrajsingh6177
Жыл бұрын
0:46
@aaazzzoaoa
Жыл бұрын
just leave a note showing I cared about tone like this although I think I need some strong bulls also on the show
@pkanchib
Жыл бұрын
Must hear… information & insights every minute from a talent pool who are highly credible … this podcast is a must for anyone who invests
@hafeld8348
Жыл бұрын
Vinnie and Porter are making big money even in this market. They are true traders not tied to a certain outcome.
@24theMoney
Жыл бұрын
BOA Sativa is the WORST. This is who Dan is referring to no doubt. Talking out of both sides of her mouth.
@johnschwartz7231
Жыл бұрын
Can you imagine if this guy was managing your money fired missed the whole bull market
@Karim.711
Жыл бұрын
Unfortunately Dan didn’t back down since January and pushed very strongly, the bear argument. As an expert he did persuade many to miss the rally. Humble can be more honest than trying to excuse
@mikeplaced3111
Жыл бұрын
When Mike reverses his call in Sept what will Guy & Danny do, cry? Or be Mad Dog in Cannonball - "if you're going to be a bear be a grizzly!"
@mikeplaced3111
Жыл бұрын
@RiskReversal-Media don't understand response. Waiting to October Mike's next podcast
@omarradi6527
Жыл бұрын
I think Mike is hard on himself because yes he was bearish in 2023 , but he has a great call in October 2022 by buying stock while being bearish based on the risk reward
@steplaland
Жыл бұрын
This channel is bad for your investing health. Danny took a cheap shot at Henry. From 98, the bubble lasted another 2 years. How many shorts blew up before being right. He talks about immediate gratification and yet he was first to shove it down your throat and gloat in Dec about Tesla’s collapse. You got it right, now bulls that bought the dip got it right. Just say you are wrong and move on instead of keeping to tell your audience you will be vindicated. We are nearly talking about 25% off the Oct bottom in Spy. You have been dead wrong. Best trader is Steve on Fast Money. He can call it like it is.
@jonathonwagner2166
Жыл бұрын
If chat GPT hadn't come out, none of this AI stuff would be happening.
@donpasulka
Жыл бұрын
“We don’t like the market trading at 20 X forward earnings unless we bought cheaper than that, in which case, we’ll try to pump it to 50 X forward earnings - or more if retail is that gullible.”
@bills1995vette
Жыл бұрын
Mike Wilson is woke and I’m pulling my money out of MS. I put a nice sum of cash in MS and begged my advisor to put me in tech and he didn’t. Left allot of money on the table.
@colacola253
Жыл бұрын
Thought the show was called “fast money” lol
@Everyman.0314
Жыл бұрын
I respect MW. And agree with his views. But like DM said, MW should stop pandering. He threw out some superfluous comment suggesting AI will increase productivity. He doesn't really believe this. Will someone please explain to me how AI will have a continuous material impact on earnings?
@paulrobbo321
Жыл бұрын
If I had a $ for every manager who was overweight energy the Monday after Saudi announced the production cut but then when oil moved very little, they were allegedly overweight tech. MW did get it wrong but I fear that these things are not as clear cut and buying or significantly adding now would be too brave for me.
@colacola253
Жыл бұрын
Clowns will always be clowns
@RiskReversalMedia
Жыл бұрын
Thanks for all the comments
@Broooooooo1027
Жыл бұрын
Thanks for gathering all the clowns in one place. This is amazing . Tell me more how u missed bros
@Meishach2112
Жыл бұрын
The bear skin rug show.
@donpasulka
Жыл бұрын
These guys are sucking a lot of air these days. Still trying to put on a confident front.
@MarkBlumenthal1
Жыл бұрын
so, at some point you all must admit you were wrong the last 8 months
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