On this episode of “On The Tape,” Dan Nathan and Liz Young discuss what yields are saying about the stock market, the S&P 500’s strong start to the year despite Apple’s underperformance, positioning for the armageddon scenario, valuations, market euphoria, gold, and what to expect from the Jobs Report on Friday.

Timecodes
0:00 Intro
2:00 Yield Move
11:00 Mag7 Update
14:48 Doomsday Scenarios
24:41 AI Euphoria
31:25 Complacency
37:15 Gold Moves
41:35 Jobs Preview

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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 marketmoving headlines of the week, trade ideas, indepth 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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