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Podcast: RiskReversal Pod
Episode: The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater
Description: On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.Key Insights from the Pod:
Bond Volatility Outpacing Equity Volatility (3:30)
Inconsistencies in the Stock Market (5:00)
Geopolitical Risk (Check out: Mark Esper Interview with Kara Swisher) (12:30)
What’s Being Priced into the Market in 2024 (15:30)
Investor Appetite for M&A (Occidental, Macy’s) (18:35)
Ken Moelis Sees ‘Hu...