Market Volatility and Value Investing: Insights Revealed from 'The Big Short' Investors

Market Volatility and Value Investing: Insights Revealed from 'The Big Short' Investors

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Market Volatility and Value Investing: Insights Revealed from 'The Big Short' Investors
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Dan Nathan, Guy Adami and Danny Moses discuss the impact of generative AI on technology stocks, focusing on NVIDIA's fluctuating performance. They analyze market volatility, the potential end of the AI-driven rally and the impending earnings reports of major tech companies like Microsoft and Meta.

After the break, Vincent Daniel and Porter Collins talk with their /"Big Short/" co-star Danny Moses about stock picking in volatile markets. The boys dive into some quirky ideas in sectors such as recycling technology, tobacco and sports gambling. The conversation touches on the macroeconomic landscape, including speculation about Fed rate cuts, consumer spending trends and the health of the financial sector.

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About the show:

On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They provide versions of the week's biggest market-moving headlines, trading ideas, in-depth analysis, tips and advice. Each episode they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. A bear market, a bull market, a recession, inflation or deflation… we are here to help you get your portfolio in the green light. Risk Reversal brings you years of experience, from former Wall Street insiders trading stocks to commodity market experts.

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