Commercial Break with Tim Seymour & Guy Adami: Recent Episodes
Tim Seymour & Guy Adami
The Commercial Break Podcast with Tim Seymour and Guy Adami is where investing and pop culture mingle. This is what we talk about when CNBC's Fast Money cameras are off. For those who like their stocks with a side order of movies, music, and sports.
Home Depot and Lowe’s love that we got hooked on renovation in lockdown, but, even if demand persists, inflation may put a dent in forecasts with delayed purchases, higher inventory, and lower margins.
Baseball fans and shareholders may disagree if there's a must-win game in August, but, regardless, Disney is positioned to win the long game.
Who do you listen to — Stevie Nicks or interest rates? Stevie puts on a better show, but Covid threw a Monkey Wrench into her concert plans, and it's more than Rumours to Southwest Airlines.
The infrastructure in Flushing may be collapsing (and we don’t mean roads and bridges), but, elsewhere, companies like US Steel are standing strong.
Great hair will only take you so far. It’s what’s under that matters. Robinhood’s brand looks good, but it isn’t as innovative as some may have you believe — especially compared to a Coinbase.
The Traveling Wilburys was a supergroup that failed to fully exploit the potential of its individual parts. Big tech companies like Amazon and Facebook have a lot in common.
It’s a different kind of Moneyball when Microsoft, Apple, and Google pitch earnings, and they’ve all got great arms, but the long game may be in Google’s favor.
We used to love them, but we had to kill them. Stocks like Netflix and Tesla don’t have the following they once had — but is it better to burn out than to fade away?
A Night at the Opera beats a bad day at the ballpark or a sell-off in the market. Is pain priced-in?
Can’t You Hear Me Knocking over the outstanding songs from Sticky Fingers? We apply its soundtrack to the markets as Wild Horses drag us into the weekend.
Schumer shoots, but can he score on cannabis? A state-by-state status quo is complicated, but it keeps the CPG monsters out of the game … for now. Is the Schumer cannabis bill the right bill for right now?
Housing, cars, hotel rooms — inflation is creating a hairy situation for consumers as the Fed trims the yield curve.
The five families of big cap tech are Microsoft, Google, Facebook, Amazon, and Apple, but are they making an offer we can’t refuse?
Amazon’s Vinyl-of-the-Month Club could be Columbia House without the hassle. Add e-commerce, AWS, and ever-increasing margins, and Amazon may be singing our song come earnings time.
Nike may have dropped the ball on All-Star jerseys, but they’re knocking it out of the park on earnings.
Citi Field and Bitcoin have something in common — they’re both electric. That’s a big plus in baseball, but a big negative in crypto where volatility is no longer shocking.
CDs have joined 8-tracks in the rear view, but vinyl is back. Could the market pre-Fed announcement make a comeback too?
We’ve got Spin Doctors on the radio, the pitcher’s mound, and at the Fed, and yesterday’s shot across the bow may be the first sign of a more aggressive Fed going forward.
The Fed blew it all Sky High and, last year, had a reason why. Today, on the other hand? Is Jerome Powell trying to do too much?
What do Boy George, deGrom, and the Fed have in common? They could all be considered MVPs. We’ll see how the Fed plays things this Wednesday.
Are investors flying too close to the sun, or are Apple, Amazon, Microsoft, Google, and Facebook golden tickets to the glass elevator?
We aren’t Holding Out for a Hero because the Fed is already here — but what happens when it leaves? Maybe we Never Can Say Goodbye.
FedEx and UPS aren’t having Fun, Fun, Fun at the moment, but Wouldn’t It be Nice if they could Hold On for One More Day?
Fun and fundamentals are often at odds, but, in a market that’s moved by messaging, both can make or break stocks.
In classic cop shows, the heroes and villains were obvious, but the lines are blurrier in a post-meme stock market.
The value of gold is always changing - just ask Andrew Gold, the man behind the ‘Golden Girls’ theme song. As the precious metal rises, is a market pullback coming?
As we salute the great Charlie Watts on his 80th birthday, we wonder if the market prefers a steady beat, or the more flashy and volatile style of a John Bonham.
A well-kept stadium tells the world that you’re ready to play ball, and an infrastructure investment could put General Electric and Boeing up to bat.
Two weeks ago the market was looking pretty Fragile, but with strong earnings, a tech rally, and continued liquidity, the Roundabout has taken us back to where we were.
Don’t ride the Bitcoin roller coaster if you’re below the height restriction, pregnant, or have a Heart of Glass. One Way Or Another, this volatility has to affect traditional markets.
Spin a tune for a great cause. When you Like or Play The Quarantine Blues, $5 will be donated to A Leg to Stand On, helping children with limb disabilities.
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Major League team owners and Fortune 500 CEOs have a lot in common, but fans and shareholders probably don’t want to hear an excuse from either. Should a team owner give forward guidance like a CEO?
From CDC guidelines to C+C Music Factory, we’re wondering about a lift in the market. Was it algorithms and keywords or optimism on reopening? Either way, Disney plays the Best of Both Worlds with streaming and parks.
Once a band is inducted into the Rock & Roll Hall of Fame, they’re a part of it — sort of like how the Fed is a part of the market, whether it belongs there or not.
The market was down in early innings, but made a comeback. We’ve seen this game before, and it’s usually business-as-usual in a few days. Could the dollar’s status as a reserve currency be at risk?
Despite the S&P’s all-time highs, big names like Square, Peloton, Zoom, and The Trade Desk may find their multiples hard to live up to.
The Fed’s meddling (Feddling?) has created big problems in the labor market — and doubling down may be the only thing that works.
We may spend May The Fourth trolling Star Wars fans, but we can’t deny that the Force is strong with Disney acquisitions.
The Beatles is to record collections as Apple is to portfolios, but the best record collections are diversified. Can you make a case for Wings over The Beatles? Can anyone?
Bugs Bunny sends us down a rabbit hole on his 83rd birthday, and we consider CNBC Stock Draft picks. Ford, GM, Tilray … ACME?
Forget the NFL Draft. CNBC’s annual stock draft is where the action is. Tim has the number one pick, which is a wonderful position vs. competitors like Kevin O’Leary.
We’ve been grounded for so long that the hassles of flying might feel like a luxury, and, upon reopen, Delta is looking up.
Sometimes having a short term memory works out to your advantage — whether we’re talking sports or markets.
Today we celebrate the great Jack Nicholson’s birthday. His filmography is as good as it gets, but not flawless — which might also describe Chipotle, Tesla, and Netflix.
Archegos may have washed away, but the stocks commonly associated with it are riding a wave. Sometimes you have to wait until the tide comes in.
The date is 4/20, but times have changed. 2021 sees some highly profitable companies that weren’t fully baked in the days of Cheech & Chong, or even 2018 and 2019.
A change-up can reinvigorate a team, a band, or a streaming service, but Disney winning attention from Netflix could mean a changing of the guard.
We’re keeping our eyes on the road and our hands upon the wheel, but the market is walking tall to end the week.
Has the Fed blown it all sky high, by telling us a lie, without a reason why? It’s the song that consumers want to hear, but the hits don’t always keep coming.
Who are you? Whether you choose Coke or Pepsi, McDonald’s or Burger King, Goldman Sachs or Coinbase can say a lot. What we really want to know is The Stones or The Who?
Microsoft may have Wasted Time during the Ballmer years, but they just kept playing and now they don’t miss a beat. Sort of like how Mick Jagger & Dave Grohl want to play us out of this pandemic.
We haven’t seen a space race like this since the multiplex of the 1980s. The private contenders include SpaceX, Blue Origin, and Virgin Galactic, but the real competition may be China.
It’s Highway out of the Danger Zone as Top Gun: Maverick moves to Fall and we move past the market anxiety of the past few weeks.
Seeing GameStop & AMC make irrational gains can make less optimistic investors feel like Uncle Salty, but Sweet Emotion sometimes wins as this market Dreams On.
Jamie Dimon says the party could go until 2023. While we watch for a Canary in a Coalmine, we wonder What’s Left Standing then, and if all that's left will be Spirits in the Material World.
Whether it's baseball or quarterly results, a rejuvenated player can deliver big bang for the buck. While Facebook is a consistent winner, we’re looking at Google to knock it out of the park.
The big prank this April Fools Day is that the past year feels like it never happened — unless you’re Peloton or Zoom.
As leisure travel returns to pre-pandemic levels — is #Travelgeddon over? Does a return to the air and to work, mean the wall of worry is coming down?
Energy could be making moves, and Exxon doesn’t need a pair of Air Drexlers to go higher. While the Jordan vs. LeBron debate goes on, we want your pick for best college basketball team of all-time.
Led Zeppelin went from 6 albums on the chart to dissolution in 5 years. Have we already witnessed the event that precedes the market’s decline?
Steven Tallarico was born 73 years ago today, but it was Steven Tyler who taught the world to Walk This Way. What’s in a name, and what rebrand would bring ‘Back in the Saddle’ swagger to GE?
On the birthday of two music legends, the market hits back with two statements — Don’t Let the Sun Go Down on Me and R-E-S-P-E-C-T.
We hope the Dow stays in shape, but a little Peloton wouldn’t help on a day like today. Who knows what Another 48 Hours could bring?
The almighty dollar makes less sense than REM lyrics, but, for some reason, we aren’t Losing Our Religion — yet.
What commercially successful song ruined your loyalty to a band? Let us know on Twitter!
It’s a beautiful Spring day, but no Blue Sky lasts forever — outside or in the market. Eat a Peach for peace because Fall is both a season and what may happen to valuations in 4 to 5 months.
March Madness returns in a post DraftKings & Penn National Gaming world — and one where Apple, Microsoft, Google, and Facebook might not be the safe bets they used to be.
This Saint Patrick’s Day we toast Kurt Russell — an all-time great hero and anti-hero. Jerome Powell, on the other hand? Let’s just say that even Snake Plissken couldn’t escape from the Fed.
50 years ago Simon & Garfunkel scored a triple win at the Grammys for Bridge Over Troubled Water, which makes us consider what solo stocks could harmonize in our portfolios as a duet.
As The Godfather turns 49, “We’re bigger than US Steel,” doesn’t land like it used to. Are resources & industrials an offer you can’t refuse, or will they disappoint like 3?
Does the move in bond yields indicate a Stormy Monday ahead? For the Fed, there’s only One Way Out — even if we’ve still got 3-6 months of Blue Sky.
Some glory days are in the past and others just commencing, whether we’re talking sports or markets. Just like Villanova being knocked off their perch, which company could be booted from the market’s Big Dance?
God Only Knows what Brian Wilson was thinking when he recorded Pet Sounds, or what’s motivating recent IPO multiples. Both look crazy at the time, but make a lot of money.
Tech stocks are A Long Long Way from Home relative to where they were — or are they just Taking The Long Way Home?
Pardon my French, but Voulez-Vous inflation or deflation? This could be a Waterloo moment for technology and goods.
Whether we’re talking Ponzi or Fonzie, it’s the story that moves people — and also the market. Of course, social media is where those stories are now told.
Not unlike Wilt Chamberlain, Apple makes the biggest companies of yesteryear look tiny and their achievements modest — but the ball may be in China’s court in the $3 trillion game.
It’s Roger Daltrey’s birthday, and, if The Who’s members were stocks, they’d make quite a portfolio.
On this anniversary of the Paul Newman classic, we’re drafting market players to star in our Slap Shot remake. Hit the ice, Oracle, Salesforce, IBM, and GM.
We've reached a milestone — not to be confused with crossing a Mendoza Line. These 200 episodes flew by, which reminds us that it isn’t always the move, but the move’s velocity that matters.
On Physical Graffiti’s anniversary, we sing the market’s song through Led Zeppelin titles and tour New York through album covers.
Printing money is easier than minting coins, but there’s something magical about copper — just ask Brett Favre.
It’s the anniversary of the Miracle on Ice — an underdog story that proved nobody stays dominant forever. Could rising rates signal where the puck is going — straight at big tech’s goal?
While Roaring Kitty makes noise on Capitol Hill, Caterpillar roars in the market, and we remember that nothing runs like a Deere.
Whether it's baseball or banks, a new season or a new trading day, now is a time to be reborn, refreshed, and break free of that Groundhog Day déjà vu.
Step inside. Walk this way. More inflation — Hey, hey! It isn’t quite Hysteria in the market, but that could be on the horizon.
Jack Dorsey’s beard is an interesting choice, but what would interest him more if he had to choose between Square and Twitter?
We didn’t know we had an Appetite for Destruction until GNR dropped that album on the world, just like the market may have overlooked its appetite for Bumble until today.
You’ve Got a Friend in cannabis, but it’s probably not an institutional investor — yet. When they get in, you’ll Feel the Earth Move under your feet.
It’s the anniversary of The Beatles invading the U.S., and, while the Fed never performed on Ed Sullivan, it does play From Me to You.
Times change, but The Song Remains the Same — even after 5 decades. From football to the Nasdaq, 1971 isn’t so different from today, but how will they look 50 years from now — in 2071?
Bruce probably won’t write a song about it, but a driverless car could really drive Apple’s growth in a new arena.
On the anniversary of Fleetwood Mac’s Rumours, we’re telling the story of the market through song titles.
The Golden Globes nominees are in, and, if we were giving an award for Best Q4 Earnings, we’d have to hand it to Google.
From Deep Throat to Deep F’n Value — legends can go by many names, and we just lost one who once said, “You’re on a roll, kid. Enjoy it while it lasts, because it never does.”
With every bailout, the Fed puts more distance between Main Street and Wall Street and paves the way for rebellion. Is GameStop just the beginning?
Arcades may be a thing of the past, but this generation pumps quarters into stocks like GameStop faster than you can say “Galaga” — and today’s high scores are measured in dollars.
Over thinking sometimes makes the game harder — whether we’re talking GameStop or game theory. Instinct or analytics? What do you have more confidence in?
On this day in 1978, America started dancing to Saturday Night Fever's soundtrack for a 24-week no. 1 run. It was so huge that it overshadowed all other music, just like Apple, Google, Facebook, and Amazon loom over today's market.
Will the market sing a new tune starting with today’s inauguration? If so, what’s on that soundtrack? We've got some suggestions.
Stimulus checks are less Mystery Achievement and more foregone conclusion. Don’t expect a Middle of the Road approach from Janet Yellen.
We make sense of the market through the language of the Boss. What’s the best Springsteen B-side?
The End of the Innocence came a long time ago for Facebook, but earnings are right around the corner. Will the market look past the controversies?
The game has changed - on the ice and in energy. There are pluses and minuses to each, but being built for tomorrow is an advantage in any arena.
Whether it’s a shirt you’ve owned since the 1980s or $GM stock, there’s comfort in the classics — and sometimes they still fit.
They say numbers never lie, but they can still be deceiving — whether you’re talking Big Ben Roethlisberger or the market.
The market looks pretty good, but no trend lasts forever. Could things go south faster than the mullet, or stick around like a man bun at Starbucks?
Times like these really illustrate how impossible it is to predict the market. Amidst extraordinary scenes in our nation’s capital, the market hovers at all-time highs and reacts like it might on any given day.
In the face of pandemic and political uncertainty, a little sell-off isn’t so crazy. Does a quick rally imply confidence that the Fed is Tuff Enuff to tackle whatever comes next?
Georgia is on my mind and it’s finally on the market’s. Is today’s drop a reaction to the Senate run-off? The inauguration? More Covid? All of the above?
No matter what mama said, you can’t knock this market out. Down, maybe — but for how long?
I hate myself for loving Square. Easily dismissed in early days, it just keeps soaring. Of course, embracing Bitcoin put more wind in its sails.
When it comes to valuations in 2021, Nothing Else Matters as long as the Fed is the Master of Puppets.
A blizzard could be moving in, but it’s always sunny for cannabis up North. Does a Tilray and Aphria merger forecast warmer days for the sector in US markets?
The market suddenly feels more like a carpool than a car chase as we all slow down to ride out the end of the year. Hey — it’s better than ending in a crash.
33 years after Wall Street premiered, everything in that movie feels strangely familiar — except the cell phones.
Sometimes it’s easier to buy a company’s stock than its feel-good demeanor. For example, Facebook is on a mission to connect the world and you’re paying for it with private data. Who’s getting poked?
Some companies provide service, some try to provide no service (thanks UnitedHealth), and some do a disservice. Is DoorDash in the first or last category?
Today would have been Jim Morrison’s birthday, and he continues to inspire in strange ways. For instance, could a Five to One split Light Amazon’s Fire?
There’s a lot of money blowin’ in the wind, and Bob Dylan, DoorDash, and Airbnb all want to get tangled up in green before the Fed walks it back.
Despite 737 Max issues, Boeing soars out of the penalty box. Some players and some companies get to play by different rules.
This lockdown might make flying the friendly skies a little bit friendlier. After all, we’ve all become more appreciative of a getaway.
Gobble gobble. With a post-Black Friday and Cyber Monday boost, Apple escapes the FAANG turducken. Does this indicate happy holidays for shareholders and a prime selling opportunity on the horizon?
Wolf of Weed Street Jason Spatafora talks Marijuana stocks, cutting through hype, fraud, and irrationality to smoke out real opportunities, and becoming the anti-Jordan Belfort for a sector that’s on fire. Plus plenty of Boiler Room, music, Mets, 1970s heartthrobs, and Star Wars talk.
Is there such thing as an insurmountable record? As the Dow hits 30,000 we contemplate what takes it to 40,000.
As Macy’s, Nordstrom, and The Gap rise, the Macy’s Parade may be virtual, but retail deserves a celebration in the streets. Unfortunately, Guitar Center is playing a different tune.
President & CEO of STARZ Jeffrey Hirsch and Lionsgate Vice Chairman Michael Burns give us an inside look at their global, entertainment juggernauts — plus music, sports, TV, and movie talk.
Justin Timberlake and Bobby Brown reinvented themselves and found success beyond boy band notoriety. Much like the well known companies who have gotten their acts together over the past 6 months. We’re looking at you GM, Walmart, Target, and Macy’s.
School’s not out til Summer, but it may be out til January. Boeing finally got a passing grade, but can a guidance counselor please advise the market on where to go next?
Amazon eyes pharmacies like Scooter Braun eyed Taylor Swift’s catalog. While Taylor covered her own songs in retaliation, Walmart covers Amazon’s e-commerce play.
The dream team of drug companies brings good news on the vaccine front — and maybe good news for guys who are tired of hiding their beards under masks.
A horse is a horse, of course, of course, but neither Mr. Ed nor Wilbur Ross have talked about the debt and the deficit until now. Maybe we should focus on a vaccine first, because Lassie won’t find it for us.
No matter the challenges Britney and Alibaba may face, they’re both anything but Toxic. Whether we’re talking hit singles or Singles’ Day, you should never count either out.
The Edmund Fitzgerald went down with a load of iron ore, twenty-six thousand tons more than it weighed empty. Might loading up on resource stocks like Freeport, Southern Copper, BHP, or Rio Tinto keep you steady in choppy waters?
No matter your stance on politics, this is no time to be Petty. After all, this market won’t back down, and banks are on their way up — look at Citi and JP Morgan. What does it mean for Zoom and Peloton if you don’t stop thinking about tomorrow?
What does this week have in common with the movie “Reds”? It isn’t politics. They both feel 30% too long. As a break from the news, we turn our attention to the best and worst uniforms in sports.
It’s a food fight out there, but should the Fed be on double secret probation? Amidst Covid’s biggest day on record, the market cleans up — but has it priced-in a contested election?
This thing may be too close to call, but the Market doesn’t wait for a final count. Watch out for the Furies, because this looks like early innings of a long turf war.
The market is a bit like Pulp Fiction. It’s hard to follow and you can drive yourself crazy trying to find meaning. Sometimes you have to kick back, enjoy the soundtrack, and see where the story goes.
Is spending power what the Mets and the market need? Flushing now has the deepest pockets in baseball, while America waits for someone to pitch a stimulus bill. A management change can make a big impact, but the Senate is the starting lineup.
The Fab Four put on their big show. Of course, we mean Apple, Amazon, Google, and Facebook. Nobody sank like a Yellow Submarine, but Google emerged as the George Harrison of the group — totally underrated.
We need good news from market leaders or else the next 10 will be anything but Happy Days. As new lockdowns hit the globe, it feels more like the sad, later seasons.
A wise man once said that it's time to move on. Was he talking about bonds? The S&P 500? The US dollar? No, but you can always find meaning in a rock & roll horoscope.
In a week of uncertainty as both an election and big earnings loom, could we see buy opportunities for Microsoft, Apple, Google, Amazon, and Facebook? Sometimes you lose the battle to win the war.
Cannabis is catching fire, and a Senate shakeup could accelerate the blaze. Companies are finally making money, but this election could be a catalyst for serious attention and growth. Either way, its bipartisan acceptance is no longer ‘if’ but ‘when'.
Netflix may run out of growth, but Quibi never found it. The mobile streamer has more than a few letters in common with Quiznos; one has toasted buns and the other is toast. Does the Fed’s cheap money encourage expensive flops? Just cause you’re right, that don’t mean I’m wrong.
Arnold Schwarzenegger looked tough behind the wheel of the original Hummer, but Mary Barra is the badass driving Hummer EV and GM's resurgence. Will it beat Tesla’s Cybertruck to the finish line?
The show must go on. Unfortunately, it's the stimulus drama starring Congress and the White House. Meanwhile, live theatre isn’t living up to its name and could use some help.
Whether you choose a mobile order, kiosks, or McDelivery for those 23 late-night cheeseburgers, $MCD has the Eye of the Tiger and is in fighting shape.
Citigroup can slap its name on Shea Stadium, but its stock is far from a home run. Citibank, Wells Fargo, and Bank of America can spend like the majors, but perform like the minors — minus the excitement.
Did Apple “doink” one off of the goal post? Does the #iPhone5G come up as short as Walker Buehler’s pants? At least it comes in a variety of sizes.
Hindsight is 20/20, but what about foresight? Apple is up 6% before a predictable 5G iPhone reveal, Amazon gets a boost for Prime Day, and the Lakers beat the Heat for the title. We could have seen this coming.
The Yankees have lost a legend during a week when some legacy auto brands have shown uncommon vitality. Have you driven a Ford lately? Should you take Ford or GM for a spin?
The times they are a-changing, and radio has always changed with them. We find ourselves in a big shift, not just in media, but in culture, but rock & roll will never die. Joined by legendary DJs Roger and JP from 102.3 WBAB, Long Island’s classic rock authority, we settle some age old debates, like how to alphabetically order Lynyrd Skynyrd in your album collection, and Freddie Mercury vs. Mick Jagger. Plus a big shout out to the John Theissen Children’s Foundation. Get involved at jtcf.org
You can tune a piano but you can’t tuna fish. That said, one guy can tune the market with a tweet. Try as you might to tune out politics, it’s mixed into the markets.
Three’s company, but, at the end of the day, one gives more satisfaction. Whether it’s Tommy Lee vs. Kid Rock, Harrison vs. Clapton, or growth vs. value.
We celebrate the legacy of Eddie Van Halen with music & media exec Eric Sherman. He was a true guitar god whose talent made him an inseparable part of the instrument’s history.
Does the market need more cowbell? A wise man once said it’s the only prescription, but even he couldn’t anticipate this pandemic.
What do buffalo wings, Cheetos, ice cream, and stimulus have in common? You’re gonna want more once you’ve had a taste.
We’re joined by Darren Rovell of The Action Network to talk the Business of Sports Betting. What matters in this market and what does the future look like?
Mickey isn’t used to belt-tightening, but acquiring Fox, investing in streaming, and park closures puts Disney in the rare position of considering cash flow.
Is fossil fuel going the way of the dinosaur? The pandemic reduced an already decreasing demand, but it ain’t over until they introduce the Great Gazoo.
Banks get treated like the villain, but JP Morgan may have more in common with Daniel-san. Mostly flat since mid-May, the banks may still pack a mean crane kick.
Post-crisis, the Fed has minimized volatility, but, in spite of this influence, the past week has been extra rocky. Is that an alarm bell?
Home ownership is part of the circle of life. With zero rates and movement from urban centers, Millennials want to be kings & queens of their castles, and Lowes and Home Depot are primed to benefit.