Liz Young, Apple Woes, Telco Trade-Off
Guy Adami and Dan Nathan were joined by special guest Liz Young, Head of Investment Strategy at SoFi to discuss her latest market column and year-end market call. Carter Worth of Worth Charting is back this week to break down the biggest analyst calls of the week including Apple's supply chain woes, Stifel's UPS upgrade and our newest segment Trade-Off, with focus on telecom stocks.
Rundown:
1. (2:26 - 11:15) Liz Young’s Hot Take on the Markets
2. (11:29) Charts: SPY, QQQ, IWM, US10YR
3. (15:28) Carter Worth
4. (17:59) Apple’s Supply Chain Woes. Charts: AAPL, SMH
5. (22:10) Stifel Upgrades UPS. Charts: UPS
6. (24:51) Trade-Off on Telcos. Charts: ATT, VZ, TMUS (5-Year)
7. (28:49) One for the Road: Profit Margins
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Dan Nathan, Founder, RiskReversal
Principal, RiskReversal@RiskReversalDan is the principal founder of RiskReversal Advisors, founded in 2016, RiskReversal Advisors offers consulting services to investment banks, investment advisors, and private companies.Dan has spent the better part of the last 25 years as an equity & options trader.In 2011, Dan founded RiskReversal.com, a service dedicated to educating equity investors to the alternative ways to express their views in the public markets, by detailing the uses of equity options to better define risk, enhance yield and make use of leverage in a cost-effective manner. Dan was a regular panelist on CNBC’s Options Action from 2009 through 2019, and has been a regular panelist on CNBC’s Fast Money since 2011.
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Guy Adami, Founder, RiskReversal
CNBC Fast Money, Trader & Investor@GuyadamiGuy is an original member of CNBC’s Fast Money. He is currently the Director of Advisor Advocacy at Private Advisor Group in Morristown, New Jersey. Private Advisor Group is comprised of a network of nearly 600 advisors with assets approaching $17B.Guy has held numerous key leadership roles in the financial services industry. He began his career at Drexel Burnham Lambert in 1986. In 1996, he joined Goldman Sachs as their head gold trader. In the spring of 2000, Adami joined the U.S. Equities division of Goldman Sachs where he was put in charge of the firm’s Industrial/Basic Material group.Guy is the Vice Chairman of the NJ Chapter of The Leukemia and Lymphoma Society, who named him their “Man of the Year” in 2015.
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Carter Braxton Worth, CEO, Worth Charting
@CarterBWorth
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Liz Young, Head of Investment Strategy, SoFi,
@LizYoungStrat
