About these summaries
Octagon has summarized 5 episodes of On The Tape published between Oct 14, 2026 and Nov 11, 2026. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Episodes
- Guy Adami: The Market Is Pricing In "Great Expectations"
The host and the guest argued that the market is being pulled between strong seasonality and a growing list of policy and valuation risks.
- Ivy Zelman: The Queen of Housing Still Reigns
Ivy Zelman argued that the post-midterm rally in homebuilder stocks was driven more by sentiment and short covering than by a real change in housing fundamentals.
- Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses
Danny Moses and Vincent Daniel argue that today’s market is being distorted by passive flows, momentum, and a research-and-banking complex that rewards consensus more than sober…
- James Aitken: It Pays To Shave With Occam's Razor
James Aitken argues that the macro backdrop has shifted enough to make bonds attractive again, especially parts of the Treasury curve and TIPS.
- Jeff deGraaf: Erase Chips From Your Memory
Jeff deGraaf says the market is looking increasingly fragile because a handful of mega-cap names are driving index performance while the average stock is struggling.
On The Tape, its episodes and artwork belong to RiskReversal Media. Octagon is not affiliated with the show; these pages are independent summaries.
