MKT Call Legacy: Recent Episodes
Risk Reversal Media
Guy Adami and Dan Nathan offer their hot takes on the most notable Wall Street research of the week. Every Thursday, Guy and Dan bring their own unique brand of stock and macro-level calls, tease out the bull/bear cases, and are joined by top Wall Street participants.
MKT Call airs on OpenExchange.TV live Thursdays at 11:00 AM Eastern
Follow us on Twitter @MKTCall and watch all of our videos on YouTube
On today's MKT Call, Guy Adami and Dan Nathan are joined by Liz Young of SoFi and Carter Worth of Worth Charting to discuss: Liz's take on the Fed announcement, and market highs, the "from home" stocks sinking, Goldman Sach's Qualcomm upgrade, and Q3 revenue growth.
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
Read and subscribe to Liz’s blog
MKT Call is brought to you by our presenting sponsors FactSet, SoFi and OpenExchange.
Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
On this week’s episode of MKT Call, Dan Nathan is joined by Carter Worth of Worth Charting. The two discuss growth expectations, big tech earnings, Tesla’s electric rally, the state of rental car stocks, and they preview John Butters’ earnings insight for the week.
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
On this week’s MKT Call Guy and Dan are joined by Carther Worth of Worth Charting and the three discuss inflation fears, the bitcoin breakout, Credit Suisse’s Ford upgrade, Facebook earnings on deck, Moderna vs. Pfizer, and earnings growth.
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy and Dan were joined by Liz Young, Head of Investment Strategy at SoFi, to discuss her new year-end market call. Carter Worth of Worth Charting is back this week to discuss Apple’s supply chain woes, Stifel’s UPS upgrade, and telecom stocks.
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
On this week’s episode Guy and Dan are joined by Carter Worth to discuss the big moves in the broader stock market, Goldman’s downgrade of American Airlines and JetBlue, Jefferies Square upgrade, two conflicting calls on Blackstone, and negative earnings keywords.
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy & Dan discuss the spike in rates and subsequent sell-off in technology stocks, Morgan Stanley’s Wells Fargo downgrade, Bernstein’s Boeing upgrade, and growing gaps in company earnings guidance.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Today we were joined by the great Carter Worth of Cornerstone Macro. Here are our show notes - we discussed the whipsaw action in the stock market this week, Raymond James' downgrade of FedEx, Piper Sandler's upgrade of Plug Power, and the most loved sectors in the S&P 500.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy and Dan talked about Ray Dalio's cash comments, Bank of America's upgrade of American Express, Microsoft's buyback and dividend hike, Apple's long-term chart, and we preview FactSet's earnings insight on the number of companies mentioning "inflation" on quarterly calls.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
On this week’s episode of @10:46, Guy and Dan discuss Wall Street banks warnings about volatility, Morgan Stanley’s Cisco downgrade, three big pharma downgrades, and ESG investing.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy & Dan discuss Jeffrey Gundlach’s call on the demise of the dollar, Morgan Stanley’s Zoom upgrade, a flurry of initiations for Robinhood, and stocks and record highs.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy & Dan discussed Palantir's hedge against a "black swan" event, Rosenblatt's price target hike on Nvidia, Morgan Stanley naming Disney, and Netflix as top picks, and the next move for the S&P 500.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy and Dan discuss Tom Lee’s call for an “everything rally,” Deutsche Bank’s upgrade of Blackstone, gaming stocks, key levels for Spotify and earnings revenue.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy and Dan discuss conflicting calls from Citi and Goldman Sachs on the stock market, Cowen’s upgrade of Square, Wells Fargo’s Walmart upgrade, and rising revenue.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy and Dan discuss the myriad of tech reports, Susquehanna’s upgrade of American Airlines, trouble in the transports, and strong earnings growth. They are joined by Sara Potter, Senior Content Specialist and Economic Contributor at FactSet.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy & Dan discuss the latest market moves, Goldman’s upgrade of Qualcomm and Haliburton, Microsoft’s epic rally, and rising profit margins.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Guy and Dan discuss Larry Fink’s inflation warning, Apple’s big run, Citi’s upgrade of AMD, where crude could go next, and one for the road on revenue growth.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Guy and Dan discuss headwinds for the broader markets, analysts piling into American Express ahead of earnings, Virgin Galactic’s meteoric rise, the F’MAGA trade and Q2 earnings growth.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Guy and Dan discuss Morgan Stanley’s call that high-grade corporate bonds are “priced for perfection,” Goldman’s bullish thesis on ConocoPhillips, BMO’s Micron upgrade, Roku’s massive run, and one for the road on bottoms-up earnings estimates.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Dan and Guy discuss legendary investor Jeremy Grantham’s comments on market euphoria, DA Davidson’s bullish calls on PayPal and Square, Wells Fargo’s play on Netflix, and one for the road on earnings guidance.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Dan and Guy discuss the markets after the Fed meeting, Morgan Stanley ups its price target on Nike, Evercore ISI calls Microsoft the “Netflix of gaming,” and one for the road on inflation.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
We discuss Byron Wien’s bullish call for stocks, why Wall Street loves Amazon, Barclay’s bullish call on Chevron, and the S&P sectors that analysts are most bullish on.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
What the May jobs report means for the Fed, Bank of America's upgrade on Williams-Sonoma, JPMorgan upping its price target on FedEx, and great earnings expectations.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Carter Worth calls for a rate breakdown, Goldman Sachs and JPMorgan initiate coverage on Coinbase, Bank of America ups its price target on Nvidia, and one for the road on a Ford breakout.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Dan and Guy launched a new show called @10:46 that our Macro Setup listeners might enjoy. They break down 3 research calls (1 macro, 2 stock) in 14 minutes.
Sign up here to be notified of all our shows: https://riskreversal.com/subscribe/
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Stanley Druckenmiller believes the Fed has overstayed their welcome, Morgan Stanley upgrades US Steel and Citi downgrades Facebook and Alphabet.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Tom Lee has a major call on the oil sector (buy!) with ConocoPhillips upgraded by Bank of America, Bernstein upgrades Boeing, and Bank of America downgrades Peloton.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Mike Wilson of Morgan Stanley has a macro call about the end of the pandemic and what it means for stocks, Goldman Sachs finally removes their sell rating on Apple and Verizon is downgraded by MoffettNathanson.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
David Rosenberg’s “On Perseverance” will resonate with market bears, Citrix upgraded by Jefferies and Autonation is upgraded by Benchmark.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Savita Subramanian says investors should “curb their enthusiasm”, Raymond James upgrades Nvidia and downgrades Intel, and Jefferies upgrades Bookings.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Bloomberg Intelligence sends the all clear signal, FedEx is added to JPMorgan’s focus list and Snap gets upgraded by Atlantic Equities.
Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
@10:46 is brought to you by our presenting sponsors FactSet and OpenExchange.
Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter