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Danny Moses sits down with Chris Verrone, Chief Market Strategist and Head of Technical & Macro Research at Strategas, for a wide-ranging conversation on a market that keeps shrugging off every shock thrown at it. Chris breaks down why he's calling this the "hit me again" market — tariffs, an energy shock, war — and none of it has seemed to matter.

They dig into improving market breadth (65% of stocks above their 200-day, a far cry from the narrow 2000 peak), the rotation question of where money goes if it leaves tech, memory, and semis, and why Chris is running a deliberately balanced book into healthcare, financials, and consumer. Plus: Kevin Warsh's first Fed meeting and why "no cuts are the new Fed cuts," the path of financial deregulation and a coming wave of bank M&A, the $40 trillion debt question and why the bond market is the only arbiter that matters, his contrarian bearish gold call, and a healthy dose of skepticism on parabolic AI and SpaceX-style valuations — "put the chips in your pocket."

Follow Chris on X: https://x.com/verrone_chris?lang=en
Follow Chris on LinkedIn: https://www.linkedin.com/in/chris-verrone-6b1ab4111

ABOUT THE SHOW

For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

Follow Danny on X: @dmoses34

The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

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