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Podcast: RiskReversal Pod
Episode: Take a Load off Danny with Lori Calvasina of RBC
Description: Guy and Danny discuss investors not paying enough attention to Japan (4:00), treasuries trading like biotech stocks (11:30), Upstart (15:30), Icahn Enterprises (19:30), and the shift from passive to active investing (24:30). Later, they are joined by Lori Calvasina, head of U.S. equity strategy at RBC, to discuss the market reaction to inflation data (38:00), 2023 earnings estimates (41:00), interest rates (45:00), growth vs. value (47:30), energy (49:00), China/geopolitical risks (51:00), small caps (57:00), the yield curve (1:02:00), the AI craze (1:03:00)About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re o...