Small Cap Stocks Rip - How to Profit

Nov 11, 2024

Explore the implications of China's record $1 trillion trade surplus and its impact on U.S.-China relations. The discussion dives into potential trade tariffs and the aftermath of the cyberattack known as Salt Typhoon. There's a deep dive into how economic indicators like inflation and interest rates influence small-cap stocks. Insights into Warren Buffett's cash tactics and the recent flurry of mergers and acquisitions highlight strategic investment opportunities. The conversation wraps up with predictions about upcoming Federal Reserve speeches and market ramifications.

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INSIGHT

China's Gold Buying Strengthens The Gold Case

Panel links China's gold buying to a strategy giving them flexibility for currency and financial maneuvers.
Guy Adami says those purchases strengthen the long-term gold trade thesis despite short-term price moves.

INSIGHT

Crypto Is Eroding Gold's Marginal Demand

Danny Moses notes crypto is stealing some allocation from gold and attracting marginal money.
He observes crypto's market cap now sits alongside growing interest in varied tokens including large memecoins.

ADVICE

Don't Buy Crypto Solely On Policy Hopes

Elizabeth cautions against buying crypto solely on anticipated friendly policy from a new administration.
She warns rapid post-election rallies may not sustain and urges caution with policy-driven bets.

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Guy Adami, Elizabeth Young Thomas of SoFi, and Danny Moses discuss the implications of China's near-record $1 trillion trade surplus, potential trade tariffs, and the cyber attack known as Salt Typhoon. They delve into the repercussions of China's economic maneuvers like currency devaluation and their significant gold purchases. The conversation transitions to talk of U.S. economic indicators, specifically inflation and interest rates, with insights into the Fed's actions. They also touch on topics including crypto, small cap stocks, the performance of regional banks, Warren Buffett's cash holdings at Berkshire Hathaway, and Elon Musk's strategic moves. The episode wraps up with a look at upcoming Fed speeches and their potential impact on the market.

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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’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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