Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes.
You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions.
Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports.
Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market.
Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.
On this episode, Dan Nathan and Deirdre Bosa of CNBC discuss Apple woes (2:30), the IPO market (9:00), Google’s AI lead joining the Airbnb board (12:30), Oracle (22:30), Zombie SPACs (25:00), and 'Elon Musk,' by Walter Isaacson (35:00).
Check out Deirdre’s Report on SPACs: Zombie SPACs - Why blank-check mergers won’t die
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Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, September 12th.
0:00 - Oracle, NASDAQ & Apple 15:00 - S&P 500 22:30 - Yields, Dollar, Gold & Crude
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy Adami, Danny Moses and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, September 5th.
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MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan Nathan is joined by Trevor Marshall, CTO of Current to discuss the state of crypto enforcement (1:00), NFTs in the SEC's sights, Bitcoin buoyed by ETFs (16:30), Elon's plan for payments on Twitter/X (21:00). After the break, Dan is joined by Stuart Wall, CEO of Setpoint.io and David Haber, GP at a16z to discuss their lead in the real estate financing startup's Series A (34:00), how Setpoint is poised to tackle adjacent verticals, AI's real impact on Fintech, and why a16z is all in on NYC.
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 29th.
0:00 - Rates & Yield 6:00 - Carter’s Euro Trade 12:55 - U.S. Dollar & Gold 17:30 - S&P 500 + NASDAQ
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan and Liz Young of SoFi discuss Jerome Powell’s Jackson Hole speech and the market’s reaction (4:00). U.S. Commerce Secretary Gina Raimondo visits China (16:30). Best Buy, Lululemon, Dollar General report this week, will we glean any new insights on the consumer (21:30)? Salesforce reports after the close on Wednesday (26:00). Later, Dan sits down with Chad Anderson of Space Capital to talk about how he got into the industry (31:00), the international space race (36:00), investing in space (40:00), the space economy (44:00), Elon Musk’s unmatched power in the stars (48:00), and how to participate in the space playbook (54:00).
For a free copy of Chad’s book, The Space Economy: Capitalize on the Greatest Business Opportunity of Our Lifetime, here’s what you need to do:
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Read More
China’s Worsening Economic Slowdown Is Rippling Across the Globe
Apple's iPhone Supply Chain Splinters Under US-China Tensions
-- About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
On this episode of “On The Tape,” Tony Dwyer of Canaccord Genuity joins Dan, Danny, and Guy to discuss comparisons to catastrophes (3:00), why Tony says it’s all going to be okay (9:30), quantitative tightening explained (12:00), Tony’s market view (16:000), the Fed (21:30), retail stocks getting smoked (27:00), green lights in the market (36:00), odds of a rate hike/cut (38:00), private credit (41:00), and a vibe check on the day (47:30).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel, Chief Analyst at SemiAnalysis, to discuss the supply chain (20:00), AI head fakes in Q2 earnings (25:00), the economic landscape and Nvidia (33:00).
Check out Dylan’s latest note here
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 22nd
Timecodes 0:00 - Banks/Financials/Yields 11:30 - S&P 500 Levels/Charts 18:00 - Retail Rout ($DKS, $M, $TGT) 23:00 - Energy ($XLE) 27:45 - Nvidia ($NVDA)
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
We’re previewing the week ahead with Liz Young, aka EY from SoFi. Should U.S. investors be worried about China (4:30)? Supply constraints are working against inflation (9:00). Where are yields going from here (13:30)? Nvidia earnings preview and impact on the markets (26:00). Where to go if markets turn down (28:00)?
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Peter Boockvar of the Boock Report joins Dan, Danny, and Guy to discuss the Fed raising rates (6:00), the most bullish things Peter is seeing (12:00), recession tipping points (16:30), what’s happening in Japan (28:30), financials (32:00), China (36:30), the election cycle (45:00), trends from recent earnings calls (48:00), Danny rants on trading around clickbait headlines (51:00), and Peter’s vibe check on the S&P 500 and Yields (56:00)
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan is joined by Joe Marchese of Human Ventures and Stuart Sopp of Current to discuss doing business in New York (2:00), the pulse of the consumer (5:30), why the sentiment is too bearish for where the market is trading (12:30), digital transformation among different sectors, and how to donate with Hawaii wildfires (16:30). Later, Dan and Guy are joined by their CNBC Fast Money panelist Karen Finerman for a look behind the curtain at who she is, her new podcast, How She Does It, and the stock market (21:00).
Here’s how you can donate to people impacted by the Hawaii wildfires:
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About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
On this episode, Dan is joined by Dan Niles of the Satori Fund to discuss his call for a 10% decline in the stock market (2:00), high-valuation & mega-cap tech (8:30), China’s impact on commodities (13:00), interest rates (20:30), Apple/Microsoft (24:30), Nvidia (35:00), and Tesla (41:30).
Listen to our last episode with Dan Niles
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 15th
0:00 - China, $FXI 17:00 - Yields, $HYG 23:00 - Banks, $JPM, $XLF 33:45 - S&P + Nasdaq ($SPX + $NDX) 39:00 - Crude Oil, U.S. Dollar & Gold
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy and Dan discuss the potential for a China growth scare (3:00), Nvidia/Taiwan Semi/Chip stocks (7:30), recessionary pressures (18:30), odds of a rate cut (20:30), Tesla (22:00), U.S. Steel (26:00), and retail earnings this week (28:30).
Articles mentioned in this podcast:
China Finance Giant’s Missed Payments Alarm Regulators, Markets
China’s Worsening Economy Is Hurting Corporate America
China’s Country Garden seeks to delay onshore bond repayment, fanning market fears
In the Market: Funds fret over the fallout of Biden’s China order
The Fed Is Playing a Waiting Game to Try to Avoid a Recession
Goldman Pencils In First Fed Rate Cut for Second Quarter of 2024
Tesla cuts prices in China for some Model Y versions
US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy and Danny discuss investors not paying enough attention to Japan (4:00), treasuries trading like biotech stocks (11:30), Upstart (15:30), Icahn Enterprises (19:30), and the shift from passive to active investing (24:30). Later, they are joined by Lori Calvasina, head of U.S. equity strategy at RBC, to discuss the market reaction to inflation data (38:00), 2023 earnings estimates (41:00), interest rates (45:00), growth vs. value (47:30), energy (49:00), China/geopolitical risks (51:00), small caps (57:00), the yield curve (1:02:00), the AI craze (1:03:00)
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00).
Articles mentioned on this podcast:
WTF Happened In 2023?
Venture Firms Still Writing Small Checks Despite $271 Billion in ‘Dry Powder’
The Unicorn Fire Sales Ahead
Obesity Drug Wegovy Cuts Risk of Heart Attacks and Strokes by 20%, Study Shows
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, August 8th
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan and Liz Young of SoFi discuss the need for a reset (2:00), Apple earnings (8:45), global unrest (12:00), the new meme stocks (16:00), and earnings this week (21:00). Later, the co-hosts interview Edward Talmor-Gera of NewVest (34:00) and talk about how Edward married into private equity (36:30), private equity as a governance model (39:30), how Newvest is different from other products, how NewVest works (41:30), does passive money elevate valuations (48:30)? What sort of investors are interested in this product (52:00), how long can the private equity outperformance last (55:00), private credit (1:02:30) and the future products at NewVest.
Read: Mainland China airs documentary signaling military preparation for Taiwan attack and willingness to sacrifice Read: ‘Highly provocative’: US sent destroyers after stunning Russia, China joint naval operation off coast of Alaska
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy and Dan are joined by Stuart Sopp, CEO & Co-Founder of Current, and talk about happenings in the Japanese market trickling into the US (3:00), China/Taiwan (6:00), energy stocks catching a bid (11:00), bitcoin (12:00), deflationary data (15:00), what’s changed in 2023 (20:00), and Dan gives an update on his weight loss journey (). Later, Trevor Marshall, CTO of Current, joins to discuss FinTech earnings (30:00), credit competition (33:00), X /Twitter as a “super app” (35:30), the AI hype (38:30), and client acquisition (53:00)
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Deirdre Bosa joins Dan Nathan to discuss her video Ambition to Me is the American Dream (2:00), tech earnings (5:30), Uber (11:00) and the state of San Francisco (16:00). Later, Gene Munster of Deepwater Asset Management gives a preview of Apple and Amazon earnings (23:00), plus Carter Braxton Worth of Worth Charting on the technical setup going into those reports (33:00).
Read: X will never be the “Everything App” but Uber might
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy and Dan are joined by Josh Brown and Michael Batnick of Ritholtz Wealth Management and hosts of The Compound and Friends podcast. The guys discuss Josh and Mike turning cautious in the near term (2:00), market crashes (14:00), recency bias (17:45), hiring/culture at Ritholtz (24:00), Twitter/Threads (27:30), earnings estimates (37:00), financial media targeting boomers (31:00), and the Knicks (45:10).
See what adding futures can do for you at cmegroup.com/onthetape
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads
Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy, Dan and Liz Young of SoFi discuss dueling strategist calls (2:00), what Guy is watching this week (7:30), huge single stock gains (9:00), what people got wrong about the market this year (11:30), inflation (16:00), and earnings (21:30). The co-hosts interview Clark Briner (31:00) and talk about private credit and real estate.
Read: Morgan Stanley Strategist Say US Stocks Are in a 2019-Like Rally
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. -- Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. -- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy, Dan, and Danny discuss the BOJ (3:00), big tech earnings (8:00), energy/crude oil/gasoline on the rise (15:15), the Fed meeting (16:00), Carvana/AMC (20:00), PMI/deflationary risks (24:00), and important earnings reports to watch next week (30:00). The co-hosts interview Joe Saluzzi of Themis Trading and talk about high-frequency trading (39:00), the DTCC leakage (54:00), and MELO order type adding AI (1:03:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
On this episode of “Okay, Computer.” Dan Nathan and Deirdre Bosa of CNBC discuss her interview with the Lyft CEO (2:00), AI for Uber/AirBnB, and Elon Musk renaming Twitter X (10:30). Later, Dan sits down with his “On The Tape” co-host Danny Moses and Michael Dempsey, managing partner at Compound, to discuss machine learning, AI, electric vehicles, and crypto (19:00).
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, July 25th
0:00 - Different This Time? 11:20 - S&P + NASDAQ Technical Levels 24:35 - Rates + Yield Curve Inversion 27:40 - Crude Oil & Gasoline 32:00 - Big Tech Earnings
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan and Liz Young of SoFi discuss the broadening out of the rally (2:00), valuations (6:00), the Fed meeting (8:00), China (12:00), Apple woes (15:00), why energy is attractive (17:00), the housing market (19:30), and earnings (24:00). Later, Dan interviews Gene Munster, Managing Partner at Deepwater Asset Management, to break down big tech earnings (31:00): Tesla & Netflix (34:00), Spotify (36:45), Microsoft (40:30), Alphabet (46:00), Meta (50:00), Apple (56:45), and Amazon (1:04:00). Plus, his take on AI (1:06:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Mike Wilson of Morgan Stanley joins Guy, Dan, and Danny to discuss being bearish in a bull market (3:00), what would change Mike’s thesis (11:00), S&P earnings expectations (14:30), second-half trends (16:00), the bond market (25:30), whether the hopium can continue in the markets (33:00), inflation (38:00), the Fed meeting (42:00), tech stocks selling off on Thursday (45:00), China (49:00), passive vs active investing (52:30), and Carvana’s wild ride (54:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Microsoft pricing its AI-powered Copilot (2:30), JPMorgan Adds Silicon Valley Bank Veteran John China in Startup, VC Growth Quest (8:00), Tesla earnings (15:00), Threads (19:00), and Netflix (25:15). Later, Dan sits down with Dan Teran of Gutter Capital and Rachael Nemeth of Opus and talk about transforming the labor market for “deskless” workers (30:00), the Opus platform (40:30), fear of automation (50:30)
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy Adami, Dan Nathan and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, July 18th
0:00 - Market Open = Up 12:00 - Financials, Yields & Dollar 20:00 - Gold 26:30 - Carter On Commodities 31:35 - PayPal
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss mixed messages in the markets (2:00), data out of China (13:00), the dollar (17:30), scary trends in the market (20:00), earnings this week (25:00), buy points on the S&P 500 (31:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy and Danny discuss the stock market rally (2:00), the Nasdaq 100 rebalance (10:30), Microsoft/Activision (14:00), sports gambling stocks soaring (16:00), gold (17:00), bank earnings (20:00), Coinbase (22:00), Tesla (23:00), and what Danny is watching that no one is paying attention to (24:30). Later, the co-hosts interview Dennis Debusschere, president and chief market strategist of 22V Research, and talk about financial conditions (34:00), the chances of a recession (44:00), what to do now (50:30), no one believes the Fed (56:00), economic data (57:00), what Dennis’ analysts are talking about (59:30).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, July 13th. John Butters joins the show to preview Q2 Earnings.
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan Nathan is joined by Ro CEO Zach Reitano to discuss GLP-1 weight loss medications like Wegovy or Ozempic, and why the company started offering it to patients.
— Learn more about Ro Body at ro.co/okay
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod, or @riskreversalmedia on Threads. Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, July 11th.
0:00 - What’s Priced In? 7:50 - FedWatch + Q&A 14:30 - Yield Breakdown 24:19 - Energy Sector Breakdown
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
See what adding futures can do for you at cmegroup.com/onthetape Learn more about the Ro Body program at ro.co/tape
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy, Dan, and Danny discuss the stock market resilience (2:00), oil/energy stocks (10:00), financials (14:00), the magnificent seven (17:00), the new new economy (27:00), Meta’s Threads (31:30), and they take listener questions (37:30).
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan Nathan and Guy Adami discuss the AI revolution (2:00), earnings season (8:00), and what to expect in Q3 (11:00). Later, Dan is joined by Adam Nelson of FirstMark Capital to discuss his journey to VC (14:00), the FinTech revolution (20:00), industries poised for VC attention in the coming years (28:00) and what markets got right in 2021 (35:30)
Read: Negative CAC & The Next Generation of Fintech
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
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On this episode, Dan Nathan sits down with Zachariah Reitano, co-founder and CEO of Ro, to discuss the Ro origin story (2:00), weight-loss medications like Ozempic or Wegovy (11:00), Dan’s Ro Body experience (25:00), drug shortages (35:00), oral alternatives (45:00) and how these drugs could revolutionize the future (49:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy, Dan and Danny discuss why it’s different this time (2:00), bank stress tests (17:30), semiconductor stocks (25:45), real rates (33:00), and the mutual fund to ETF conversion trend (37:00). After the break, Dan and Danny interview Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and discuss the swing in sentiment from 2022 to 2023 (45:00), his HOPE framework for the economy (50:00), his outlook for the second half of 2023 (1:03:30), global recessionary indicators (1:06:00), what could take the market lower (1:09:30), commonalities between now and ‘00/’07 (1:16:00), and the tricky thing about this cycle (1:22:00).
Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 29th.
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan Nathan sits down with Stuart Sopp and Trevor Marshall of Current to discuss the AI frenzy (2:00), what it means for their product roadmap (20:00), renewed optimism in the private markets (27:00), Robinhood (33:00), and crypto (37:00).
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 27th.
0:00 - Soft Landing Signals 9:00 - S&P 500 12:30 - NASDAQ 15:30 - Large Cap Downgrades 20:10 - NDX Overbought 28:10 - Yields, Dollar & Crude 35:30 - Bitcoin & Gold
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss the bull vs. bear case for stocks (3:30), geopolitical unrest in Russia (23:00), Tesla’s third downgrade in a week (29:00), and earnings season right around the corner (32:00). The co-hosts interview Bastiaan Janmaat, Managing Director at Linse Capital, and talk about his background at Goldman Sachs (38:00), DataFox (42:45), how Linse Capital came about (47:30), his outlook on the economy (50:00), what he’s looking for in companies (53:30), the electric vehicle space (57:00), how he helps his portfolio companies grow (59:00) and AI (1:04:30).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy, Dan, and Danny discuss comparisons to the tech bubble and financial crisis (2:00), AMD (10:00), “smug complacency” in the market (12:30), US-China relations (17:30), Tesla (20:30), crypto (29:30), and what to look for to be more constructive (32:00). After the break, Dan & Danny sit down with Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, and talk about getting less bearish (40:30), the housing market (49:00), the consumer (55:00), looking at past cycles (57:30), and what he would be buying now (1:06:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00).
China’s ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year
View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 20th.
0:00 - China Troubles 9:00 - S&P 500 13:00 - NASDAQ Short Trade 16:20 - History Rhyming? 24:30 - Yields 27:30 - Crude Oil 29:55 - Gold
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan and Danny sit down with Vincent Daniel and Porter Collins of Seawolf Capital to discuss the market melt-up this year (2:00), homebuilding stocks (8:00), global recession indicators (10:30), their investment in Petrobras & Brazil (13:00), the VIX (18:00), psychology of speculative manias like Nvidia (23:00), two under the radar themes they are watching (28:45), financials (36:00), and expectations for the market in the second half of the year (39:30).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy and Danny are joined by Stuart Sopp, CEO and Founder of Current, to discuss green shoots in the market (3:00), liquidity (8:00), junk fees (14:00), the bond market (16:00), being bearish in a bull market (20:00), gold (28:00), and their desert island albums (32:30). The co-hosts interview Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital, and talk about key takeaways from the Fed meeting (37:30), what could take stocks higher (47:30), her highest conviction ideas (56:00), and the AI craze (1:01:00).
Guy's "Perfect Albums": https://twitter.com/GuyAdami/status/1669380861018480644?s=20
See what adding futures can do for you at cmegroup.com/onthetape.
Learn more about Ro body: ro.co/tape
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social: Follow Dan Nathan @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss the magnificent seven (NVDA, AAPL, MSFT, GOOGL, AMZN, META, TSLA) (2:00), Oracle shares heating up (10:30), Apple’s $3,500 VR headset (16:30), Adobe (25:35), and the AI bubble in the startup world (29:00).
View our show notes here Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan, Guy Adami and special guest Mike Khouw break down the top market headlines and bring you stock market trade ideas for Tuesday, June 13th.
0:00 - Major Indices 13:30 - Vol w/ Mike Khouw 27:30 - Fed Watch 30:00 - Crude, Gold & USD 34:15 - Bitcoin
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Listen to MRKT Call on Sirius XM - Listen Mondays at 12pm ET on Business Radio (Ch. 132). SiriusXM subscribers can call in at (844) 942-7866
Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the upcoming June Fed meeting & tightening credit conditions (2:00). What macro insights are the home builders telling us (16:00)? Oracle reports after the close today, what’s the state of the A.I. trade (23:00)? Later, Dan and Guy interview Michael Marone and Boris Vuchic, co-founders of Crescent Rock Capital, to discuss navigating tumultuous market environments (34:00), similarities to past bubbles (44:00), being disciplined with investments (50:00), sectors they are closely watching (energy & materials) (52:00), the concentration in mega-cap tech (55:00), and their firm’s growth trajectory (59:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Guy, Dan, and Danny discuss the markets grinding higher (1:00), the small cap bounce (10:30), earnings expectations for big tech (15:00), how Dan lost so much weight (19:00), Stan Druckenmiller comments on macro & Nvidia (22:15), short covering in Gamestop & Carvana (27:15), the SEC coming for crypto (30:15), and Danny’s Belmont picks (36:15). Later, Dan and Danny interview Bob Elliott, Co-Founder, CEO & CIO at Unlimited, and talk about his background working at Ray Dalio’s Bridgewater Associates (42:30), Unlimited’s HFND ETF (45:00), @BobEUnlimited on Twitter (53:30), how to use hedge funds to succeed in the market (58:00).
About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan sits down with Katie Stanton, founder & general partner at Moxxie Ventures, to discuss the A.I. movement (1:00), how Moxxie approaches investing in the space (6:00), the uncertain economic environment (11:00), social media platforms (18:30). Later, they are joined by Elliott Green, co-founder & CEO of Dandelion (26:00), and Scott Stevenson co-founder & CEO of Spellbook (50:00), about how their companies are using A.I. as a copilot in the healthcare and legal industries.
Spellbook LinkedIn: https://www.linkedin.com/company/27118427/admin/ Spellbook Twitter: https://twitter.com/spellbooklegal
View our show notes here Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 6th
0:00 - Major Indices 12:30 - Yields 22:30 - Crude & Gold 27:30 - Russell 2000 30:00 - Coinbase and Bitcoin
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan and Danny discuss Fed Chair Powell’s speech this week (1:50), December volatility (5:30), what could happen when China reopens (12:30), retail stocks (15:24), Salesforce (18:00), the CNBC Sam Bankman-Fried interview (22:45), tether (26:45), and Danny’s NFL picks of the week (33:20). Later, Guy and Danny interview Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about similarities between the stock market now and 2001 (42:25), what’s next to break (), the correlation between copper and gold (51:20), stagflation (55:40), what can go right (1:03:45), and the Macro Compass (1:05:40).Check out our show notes and transcript here----See what adding futures can do for you at cmegroup.com/onthetape. ----Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
Guy Adami, Dan Nathan and Carter Worth look at the top market headlines for Wednesday, November 30th
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Dan talks with Ida Josefiina, co-founder and CEO of Sane, about utilizing the power of collective wisdom for social platforms (3:00), why she thinks the next phase of the internet will look much more decentralized (9:00), building incentives for users to adopt new types of social platforms (13:00), Sane’s embrace of “thought spaces” to differentiate from the competition (19:00), the importance of creating beauty in digital platforms and spatial interfaces (25:00), and why Ida thinks people aren’t ready for augmented reality (28:00). —- Check out Sane
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Guy Adami and Dan Nathan discuss the top market headlines for Tuesday, November 29th
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan, and Peter Boockvar discuss what protests in China mean for Central Banks around the world (1:00), crude oil under pressure (5:00), S&P 500 earnings (7:30), and the yield curve inversion (11:00). Later, Peter interviews Jonathan Steinberg, CEO of WisdomTree (WT), and talk about how WisdomTree created and marketed their funds in the past and some of their current funds in a world of higher interest rates (16:00), currency swings (22:00) and whether this a time for more finesse in the ETF space given all the macro-economic cross currents (40:00).
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Guy and Dan discuss last week’s interview with Terry Duffy about the FTX debacle (1:30), whether a Santa Claus rally is coming (9:00), retail/Deere earnings (19:00), and relative strength in bank stocks (23:30). The co-hosts interview Ricky Cobb, founder of Super 70s Sports, about his popular Twitter account and t-shirt business (30:00).
Read: As Savings Slowly Shrink, Consumer Spending Is on Borrowed Time
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Dan talks with Business Insider columnist Linette Lopez about her new piece on why the stock market is probably “screwed” (2:30), new COVID-19 lockdowns in China creating fresh headwinds for the global economy (7:30), the time Linette became a target of Elon Musk (11:00), Tesla shareholders likely suffering from Elon Musk’s focus on Twitter (15:30), and how so many sophisticated investors were duped by Sam Bankman-Fried and FTX (22:00).
—
Read Linette’s new column: The US economy may not be screwed after all — but the stock market sure is
Check out Linette’s epic Twitter thread showcasing her work on Tesla & Elon Musk over the years
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On today's episode, Guy Adami and Dan Nathan discuss.... - S&P vs VIX futures - 10yr yield - CME Fedwatch - Dollar, Gold & Bitcoin - Liz looks at the most volatile stocks
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Danny is joined by his “Big Short” colleagues Vincent Daniel and Porter Collins to discuss crypto (2:00), Tesla (7:45), energy stocks (20:30), and how they are positioning heading into 2023 (27:30).
Check out our show notes and transcript here
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Guy and Danny discuss the FTX collapse (1:00), Walmart earnings (7:30), the yield curve inversion (9:20), energy stocks vs. crude oil (23:30), an update on cannabis (26:35), and Danny’s NFL picks of the week (31:30). The co-hosts interview Terry Duffy, Chairman and CEO of CME Group, and talk about the LPGA event in Naples (35:19), stock market volatility (40:50), Terry’s take on the FTX situation (44:04), risk management (47:45), the importance of mentors (58:24), the CME-Google deal one year later (59:30), interest rates (1:03:01), the politicization of the Federal Reserve (1:06:39), Elon Musk (1:13:24), the spotlight on the commodities market (1:15:15), and the future of CME Group (1:16:45).
Check out our show notes and transcript here
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Guy Adami and Liz Young discuss the biggest market headlines headlines for today:
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Guy Adami and Dan Nathan are live at the CME Group LPGA Tour Championship in Naples, Florida discussing:
About the Show:
Daily video series with Guy Adami and Dan Nathan offering their hot takes on the biggest market-moving headlines of the week, trade ideas, and in-depth analysis. In each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions.
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Dan speaks with legendary tech investor & analyst Dan Benton about tech valuations (1:00), interest rates (16:30), FOMO investing (21:00), earnings models (28:30), semis as an early indicator (33:00), and Elon Musk/Tesla/Twitter (38:00).
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On this episode of MRKT Call Dan Nathan, Guy Adami and Carter Worth will discuss:
MRKT Call is brought to you by our presenting sponsor FactSet Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy, Dan and Danny discuss panic buying on the back of the CPI report (1:00), Tesla touching the $175 mark (12:40), the FTX crypto crash (16:55), homebuilder stocks soaring (26:20), and Danny’s NFL picks of the week (28:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about her path from performing arts to finance (33:26), the importance of the dollar (40:26), S&P earnings (41:45), trading around the 200-day moving average (46:30), and growth vs. value (55:45).
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On this bonus episode of “On The Tape,” Guy Adami and Dan Nathan interview Anthony Noto, CEO of SoFi, and discuss his time at West Point (2:30), his transition from West Point to Wall Street (7:00), lessons learned from the Financial Crisis (10:30), SoFi’s culture (18:00), his journey to CEO (25:00), the importance of mentorship (32:30), his views on the macro environment (37:00), and his memories of the Army-Navy game (41:00).
Check out our show notes and transcript here
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Dan and FirstMark Capital’s Rick Heitzmann discuss how the results of the midterm elections may impact the markets and regulation (1:00), intensifying layoffs in the tech industry (3:45), Binance’s shock move to buy FTX sparking new fears and volatility in crypto (11:00), why Rick is bullish on “pick-and-shovel” startups (17:15), Elon Musk’s chaotic handling of Twitter so far (20:45), Tesla shareholders feeling the pinch from Musk’s Twitter mess (23:15), and if it’s the beginning of the end-game for the market slump (32:45).
Later, Dan talks with Jake Wood, Groundswell’s founder and CEO & Team Rubicon’s co-founder and Executive Chairman, along with Joe Marchese, Build Partner at Human Ventures, about what drove Jake to enlist in the Marine Corps (41:00), how 2010’s devastating earthquake in Haiti led to the creation of Team Rubicon (45:30), the importance of giving veterans purpose after military service (48:30), starting Groundswell and the growth of Philanthropy-as-a-Service (57:30), the “founder’s journey” during the COVID-era (1:09:00), navigating privacy protections in philanthropy (1:11:30), and how inflation and recession fears are impacting philanthropy and charitable giving (1:16:00).
Check out Groundswell’s work
View our show notes and transcript here
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On this episode of MRKT Call Guy Adami and Dan Nathan discuss:
MRKT Call is brought to you by our presenting sponsors FactSet & CME Group Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
On this bonus episode, Guy, Dan, and Danny discuss what to expect from the markets in the week ahead (1:00) and interview famed economist Nouriel Roubini about his new book; MegaThreats: Ten Dangerous Trends That Imperil Our Future, And How to Survive Them (15:00).
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Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins to discuss exercising patience in this market environment (1:00), grading Fed Chair Powell’s speech this week (4:00), the bull case for energy stocks (21:30), the difference between the Dow Jones Industrial Average and S&P 500 (25:20), crude oil volatility (27:30), an update on Dan’s short dollar (UUP) trade (45:40), and Danny’s NFL picks (47:00). Later, Danny, Vinny, and Porter ask “what are we doing?” and take listener questions (1:01:40), plus they separate fact from fiction in “The Big Short” movie (1:04:50).
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Dan talks with Jeff Richards, GGV Capital Managing Partner, about Big Tech’s ugly third quarter (1:00), Jeff’s bullishness on cloud infrastructure (5:00), how startups and small businesses are adapting to rising interest rates (10:30), finding silver linings in the outlook for 2023 (14:10), if Mark Zuckerberg’s enormous bet on the metaverse will break Meta (20:00), how much longer the valuation reset for private companies will last (30:00), and why Jeff thinks Elon Musk will turn Twitter into a much better product 12 months from now (33:45).
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On this episode of MRKT Call Dan Nathan and Guy Adami discuss:
Later, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility.
MRKT Call is brought to you by our presenting sponsors CME Group & FactSet Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Guy and Dan discuss Mike Wilson of Morgan Stanley seemingly turning less bearish (1:00), recap of tech earnings last week (3:30), this week’s Fed Meeting, and Chinese equities (9:20). The co-hosts go “Off The Tape” with Drew Schardt, Head of Global Investment Strategy at Hamilton Lane, and talk about the credit market (14:10), who a Hamilton Lane client is (21:00), private market valuations (25:30), the retail investor (32:00), opportunities in the market (38:50), his view on the macro environment (41:00).
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Guy, Dan, and Danny discuss Meta’s unmitigated earnings disaster (3:00), analysts changing their tune on mega-cap tech (10:00), big reports coming next week (14:15), the beginning of the Fed pivot (18:45), opportunities in the market (26:50), Guy gives an impromptu ROTT (31:40), Elon Musk buying Twitter (40:05), instant reaction to Amazon sinking 20% on earnings (49:35), and Danny’s NFL picks (52:05).
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Today at 1 pm, Guy Adami and Dan Nathan will discuss:
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Dan Nathan interviews Gene Munster, co-founder and managing partner at Loup Ventures, to discuss Snap cratering on its earnings report (1:00), whether we will see a Tesla relief rally (8:35), Microsoft and Alphabet kicking off big tech earnings this week (13:00), why Meta has the most upside potential relative to big tech (20:00), what to expect from Apple’s report (23:15), and why Gene thinks Amazon is the wild card of the group (28:00).
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Guy, Dan and Danny discuss feeble moves in the stock market (1:00), how Dan Benton’s 20 rules for tech investing can relate to Tesla (13:00), Ally Financial’s earnings showing auto loans slowing (20:50), an update in the Cannabis space (23:22), Liz Truss resigning as UK prime minister (25:00), risks lurking in the stock market (27:36), and Danny’s NFL picks (34:20). The co-hosts interview Michael Kantrowitz, Chief Investment Strategist & Head of Portfolio Strategies at Piper Sandler, and talk about his HOPE call for the economic cycle (44:38), what would make the Fed pivot (50:33), his outlook for 2023 (53:00), what precedes a recession (1:03:53), and what would change his thesis (1:10:45). Check out our show notes and transcript here
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Dan Nathan is joined by his “On The Tape” co-host Guy Adami to discuss the current stock market environment (1:40), Netflix transitioning to an ad-supported network (8:30), and Tesla earnings (11:30). Later, Dan and Guy interview Molly Jong-Fast, host of the Fast Politics podcast, and talk about how she got into podcasting (18:30), the state of American politics (29:25), inflation (36:37), and Elon Musk (46:51).
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On this episode of MKT Call, Guy Adami, Dany Moses and Liz Young discuss:
Goldman CEO David Solomon calling for a recession
Volatility remains elevated despite the recent rally
Gary Cohn says "we're going to have to see job destruction" for inflation relief
Sifting through the noise in the UK
Financials earnings roundup
Tesla earnings preview
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Danny is joined by his “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Mike Wilson’s bullish note (3:30), earnings season kicking off (9:30), Tesla volatility (20:10), and their favorite investment ideas in the market right now (28:00). Later, Dan and Guy interview Adam Demuyakor, Founder and Managing Partner of Wilshire Lane Capital, and talk about his background on Wall Street (38:35), why he started Wilshire Lane Capital (41:10), how he looks at proptech (43:00), advice he is giving to his portfolio companies about the macro environment (52:40), and his philanthropic efforts (57:12). Check out our show notes and transcript here
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Guy, Dan and Danny discuss Thursday’s massive one-day turnaround in the markets (4:05), growing strength in the energy sector (8:00), the wild moves in interest rates and if the latest hot inflation data will force a recalibration by the Fed (12:00), why no one wants the Elon Musk-Twitter deal to happen except Twitter shareholders (21:50), and Danny’s best NFL bets for the weekend (24:15).
Then, Guy and Danny talk with Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, about why she thinks the market will get back on track late next year (32:16), the challenge of building forecasts and models amid inflation and high interest rates (35:00), the value of embracing contrarian thoughts (44:34), if there are significant cracks yet in the credit markets (48:01), and why she thinks it’s become a stock picker’s market (50:18).
And later, CNBC’s Julia Boorstin joins Guy and Dan on what inspired her to write her new book “When Women Lead” (54:00), the value of investing in female founders and female-led startups (61:00), mentoring the next generation of female leaders (1:07:40), and what characteristics help female-led companies succeed (1:11:20).
Check out our show notes and transcript here
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On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
Mid-day stock market reversal
Peak inflation readings?
10yr briefly above 4%
Big cap tech + banks lead the charge
Liz Young focuses on Semis
@FactSet earnings insight
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Dan talks with QED Investors partner Chuckie Reddy about the hit FinTech has taken in 2022 and whether valuations have reached a bottom (6:00), Chuckie’s impressions & lessons from JPMorgan Chase CEO Jamie Dimon after working at the bank for 17 years (16:30), why he thinks Jamie Dimon’s prediction on future interest rate hikes is absolutely correct (20:36), how startups are adapting to the surge in interest rates and inflation (31:30), crypto struggling to recover from its systemic problems (37:05), the risk of a deleveraging event in credit markets (40:20), why more startups are embracing venture debt (45:30), and the biggest differences between working in venture capital versus investment banking (46:40).
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On this episode of MKT Call Dan Nathan and Liz Young discuss:
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Guy and Dan are joined by Peter Boockvar of Bleakley Advisors to discuss to the Jobs Report (1:05), risks to the stock market (7:13), and earnings season (11:55). Later, Peter talks to Ian Siegel, co-founder and CEO of ZipRecruiter about the founding of ZipRecruiter (19:10), the rapid growth of the company (25:30), the journey to a direct listing IPO (36:50) and some predictions on where his industry goes next (42:35). With ZipRecruiter having a front-row seat of the push and pull between employers, employees and wages, Peter and Ian also discuss the changes brought on by the pandemic, what changes could be permanent, and debate where employee leverage, wages, and the economy may go next.
Check out our show notes and transcript here
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Guy, Dan and Danny are joined by Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, to discuss his thought process on the market (4:43), how the S&P 500 could get to 3,000 (8:00), what’s happening with central banks (14:40), bank earnings kicking off next week (23:35), and what would make Mike bullish (30:35). Later, Cannabis advocate and operator Brady Cobb drops by to breakdown President Biden pardoning thousands of people convicted of marijuana possession and ordering review of federal pot laws (36:30).
Check out our show notes and transcript here
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Dan talks with Not Boring Founder Packy McCormick about managing paternity leave after the birth of his second child (1:49), the volatile emotions fueling public markets (5:31), finding proper valuations for startups (7:55), Ethereum’s price slump after “The Merge” (12:44), Bitcoin’s struggles to prove its value (14:15), Elon Musk’s stunning announcement that he will buy Twitter after all (18:41), why Packy thinks the most exciting companies right now are in the private markets (27:17), and if big tech companies like Meta and Amazon have a path to get out of their slump (29:42). Later, Dan chats with FirstMark Capital’s Rick Heitzmann about his takeaways from FirstMark’s recent founders summit (39:34), if the market overcorrected from the surge in interest rates & the U.S. dollar (41:15), the potential fallout from redemptions in the private markets (45:35), Apple’s strength in the U.S. versus overseas (48:50), when the IPO market may finally reopen (53:15), venture debt changing the landscape for startups (58:55), and how much longer capital may be sitting on the sidelines in private markets (1:05:50).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
The stock market rally gaining steam
Whether history suggests we could be at the bottom
Investors look for clues of a Fed pivot
Dominos upgrade
JPMorgan fills in the gap
Tesla turns around on report of Elon Musk / Twitter deal
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Dan talks with Brian Kelly, Founder & CEO of BKCM, about the grim macro outlook for markets (3:09), how higher interest rates are impacting business decisions (7:08), why the Fed and other central banks may not be able to contain inflation (14:02), cryptocurrencies struggling to prove their use cases (22:27), if Bitcoin can still become an alternative investment against inflation (27:09), and how Brian is diversifying BCKM’s portfolio. Later, Dan sits down with Chris McMillan and Trent Martensen, Credit Suisse internet & web3 investment bankers, about creating lasting value within web3 despite the industry’s recent headwinds (39:38), their top takeaways from the crypto-focused Mainnet Conference (46:00), where they’re seeing promising use cases for crypto and web3 technology (49:13), the future of NFTs for creators (53:04), and the impact of web3 industry layoffs and why it could benefit legacy tech companies (59:56).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
How the stock market has performed since Guy has been on vacation
Key levels for the S&P and Nasdaq
Morgan Stanley saying the dollar surge is setting the stage for something to break
Next move for crude oil, gold and bitcoin
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On this episode of MKT Call Dan Nathan and Carter Worth discuss:
The dollar ripping
Put volume in the S&P 500 at historic highs
Cracks beneath the market surface
The most important charts to the market
Safety sectors showing signs of weakness
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See our transcript & show notes here
Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss what the Fed said (2:05), the consumer (5:30), the BOJ intervention (16:15), NYC rents plateauing (19:59), JPMorgan chart on the brink of a breakdown (23:38), turbulence in the markets (23:38), and what the term crypto winter means to Stuart (35:58). Later, Dan and Danny discuss what’s happening in Europe right now (48:23), why you shouldn’t be pressing stocks (51:45), and Danny's NFL picks (55:22).
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Dan & Moxxie Ventures’ Katie Stanton talk about the softening market finally bringing startups valuations to a “normal” place (1:00), how a gloomy economic outlook is altering the war for talent (5:39), Katie’s tenure so far on the board of Yahoo and CEO Jim Lanzone’s plan for the tech company’s future (8:16), and the risks & benefits of working at a startup versus legacy company (11:24). Later, Dan & Katie have a conversation with Forward’s Founder & CEO Adrian Aoun and discuss Adrian’s remarks at the 2022 Code Conference and his key takeaways from the gathering (19:53), Forward’s push to deliver more healthcare innovation than its rivals (23:40), the challenge of bringing scale to primary care (33:33) why the cost of innovating in healthcare is the industry’s biggest problem (45:11), and Adrian’s experience working with Google co-founder Larry Page (48:12). —-
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On this episode of MKT Call Dan Nathan, Danny Moses and Alfonso Peccatiello discuss:
The Fed meeting kicking off
Earnings cuts spooking the markets
The top macro indicator
Why Microsoft is the most important chart in the markets
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Dan and Danny discuss the volatile week on Wall Street (2:09), relative strength in energy stocks (8:58), mortgage rates surging (10:48), Adobe’s $20B acquisition of Figma (12:35), the ethereum merge (17:15), stock pickers beating the market (19:40), and Danny’s NFL picks of the week (28:42). Later, listen to a live conversation from the Future Proof Conference in Huntington Beah with Dan, Danny, Vincent Daniel, Porter Collins, and Liz Young on this week’s CPI report slamming stocks (33:45), the employment picture (52:30), consumer debt (56:23), bank stocks (1:00:20), where to be bullish (1:03:48), and what sectors lead to the downside (1:14:54).
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Dan talks with Deirdre Bosa, co-anchor of CNBC’s “TechCheck,” about her path to becoming a tech reporter and co-anchoring at CNBC (2:19), what Apple’s Tim Cook, Amazon’s Andy Jassy, and Alphabet’s Sundar Pichai had in common at the Code Conference (4:10), Snap CEO Evan Spiegel’s transparency around the company’s recent challenges (8:55), TikTok’s intensifying pressure on big tech giants (10:34), if BeReal is the next cool social media app (20:10), why more tech CEOs are bringing up “focus” as they navigate an industry downturn (22:28), and if Uber CEO Dara Khosrowshahi can bring the ridesharing company to profitability (25:49).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Reaction to this morning’s CPI report
What the Fed could do next
Stocks getting slammed, yields surging
How the dollar and commodities are reading to the hot inflation data
Bitcoin and other cryptocurrencies sinking
The Nasdaq falling 4%, plus Nvidia, Microsoft and the ARKK ETF all deep in the red
Why Dan says Microsoft is the most important chart in the market
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Guy, Dan, and Bleakley Financial Group CIO Peter Boockvar discuss central banks around the world hiking rates (1:50), Wall Street participants with diverging views on the stock market (6:18), moats around big tech (8:29) and how the market could get out of this period unscathed (14:33). Later, Peter talks with Kimco Realty CEO Conor Flynn about his journey into the real estate industry (17:00), transforming Kimco’s portfolio of shopping centers to become more competitive (19:39), why grocery stores are a critical anchor for their properties (20:32), the cities and markets Peter is most bullish on () Kimco’s successful investment in Albertsons (34:28), and how inflation is impacting consumer traffic & purchases (41:00).
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Guy, Dan, and Danny discuss the changing landscape in the market (3:03), the Bloomberg Global-Aggregate Total Return Index (11:52), key themes at the Code Conference (15:17), crude oil volatility (20:41), why Danny thinks the Fed should stop hiking rates (25:22), and Danny’s NFL picks of the week (35:23). Later, Guy and Danny interview Chris Bevilacqua of Simplebet and talk about the kickoff of the NFL season (42:30), the rapid growth potential for micro and in-play sports betting (45:51), challenges around customer acquisition costs and distribution (50:39), the outlook for legalization in more U.S. states (56:22), the value of sports as a marketing tool for casinos (1:00:40), the push towards a single screen betting experience (1:03:37), and why Danny thinks golf is the dream sport for in-play betting (1:09:36).
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Episode Description: Dan talks with Joe Marchese, Executive Chairman & Build Partner at Human Ventures, about Snap’s struggles amid an advertising downturn (2:35), unlocking Twitter’s full potential and its brewing courtroom fight with Elon Musk (6:36), Netflix’s make-or-break push into ad-supported subscriptions (9:37), challenges with evaluating the performance of digital ads (18:45), the intensifying competition between Alphabet/Google and Amazon (29:09), if TikTok is the new center of culture creation (34:54), and whether Apple will become a dominant player in the streaming wars and digital advertising (43:40).
Background reading for stories discussed in this episode:
The Information: A Visionary Afloat: Snap CEO Evan Spiegel Helped Create the Social Web as We Know It. Now He’s Sinking Under It.
The Information: What Snap’s Major Restructuring Means for Creators
Variety: Netflix Ad Tier Launch Moved Up to November to Get Ahead of Disney+, Streamer Tells Ad Buyers
FT: Apple plans to double its digital advertising business workforce
Bloomberg: Why Apple Is Preparing to Let You Subscribe to Your iPhone
Gavin Baker’s Twitter exchange with Dan on Apple & its digital advertising business —-
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On this episode of MKT Call, Guy Adami and Danny Moses discuss:
Strong economic data signaling the Fed will keep hiking
Stocks volatile after closing at 6-week lows on Friday
Junk loan defaults on the rise
Crude’s next move
Key levels for gold and the dollar
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Episode Description: Guy, Dan, and Danny discuss Danny attending Serena Williams’s US Open upset amid a sea of Wall Street “bro vests” (3:03), if September will be even uglier for the markets after a difficult August (6:24), warning signals from $HYG, $LQD, and the corporate bond market (13:36), the tumble in oil and gas prices (21:37), the impact of the surging U.S. dollar (27:20), the questionable health of U.S. consumers (35:25), and Danny’s ROTT on why Enron & Tesla could end up having similar fates (41:40). Later, Dan & Guy speak with FactSet CEO Phil Snow about the evolution of the financial data industry (54:14) FactSet’s growth strategy and biggest opportunities to expand its business (55:06), how it’s adapting to hybrid working (1:04:57), the war for talent (1:13:28), and how Phil is managing the challenging macro environment for businesses (1:15:34).
—----- A look at oil’s massive long-term support trend line as discussed in the episode
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Dan talks with GGV Capital Managing Director Jeff Richards about the tech scene in San Francisco and the Bay Area (1:10), the rise of “quiet quitting” and workplace demands from younger people (4:50), why Jeff thinks it’s still a great time to be a founder (18:18), the current megatrends in tech (21:58), Jeff’s bullishness on SaaS companies (24:46), finding the right time and sweet spot for an IPO (29:01), Jeff’s approach to investing in public markets (41:02), why many small businesses are showing resilience (46:58), and how the 2022 midterm elections may impact the market’s outlook (50:18).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Stocks sliding after JOLTS & consumer confidence data beat expectations
Will the VIX break out to 30?
Microsoft, Tesla, and Meta putting a drag on the Nasdaq
Bonds flirting with a bear market
Oil whipsawing lower again
Copper on the verge of five straight negative months
Bitcoin losing altitude below $20,000
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On this episode of MKT Call Guy Adami, Dan Nathan and Carter Worth discuss:
Stocks slump further in the wake of the Fed's Jackson Hole event
U.S. Treasury yields march higher
Bitcoin dips back below $20,000
Carter & Dan give a fresh update to their Apple trade idea
A preview of Best Buy’s earnings and what it may indicate about U.S. consumers
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You are listening to a LIVE audio broadcast - please excuse any audio inconsistencies.
On this episode of Trading Spaces Guy Adami, Dan Nathan and Danny Moses discuss the stock market sell-off and how to navigate a volatile market environment.
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Guy, Dan and Danny are joined by Liz Young, head of investment strategy at SoFi, to discuss summer rally for stocks (4:00), the Fed meeting at Jackson Hole (10:47), young investors (15:40), how the markets could shake out after Jerome Powell’s speech (22:00), student loan forgiveness (26:30), Salesforce and Snowflake earnings (37:43), Liz’s note on what’s happening in China (44:33), Danny’s investor quiz (51:51), and EY from SoFi unplugged (56:27).
Take the SEC investor quiz
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Investors watching the Fed’s Jackson Hole event for clues on where the market could head next
The S&P 500 entering the worst month of the year on average
Salesforce and Snowflake earnings
Key levels for oil, gold and bitcoin
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On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:
Broad stock market volatility
Tom gives an update on his Tesla death trade
Nvidia earnings preview
How to play crude oil and energy stocks for a breakout
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See show notes and transcript here
Dan sits down with David Steinberg, Co-Founder, Chairman & CEO of Zeta Global. They discuss David’s prolific entrepreneurship in the telecom industry early in his career (5:20), his long friendship with, and mentoring from, former Apple CEO John Sculley (16:38), what drove David and John Sculley to co-found Zeta Global together (25:09), the slump in the digital ad industry and how Zeta Global is successfully navigating it (33:25), the impact of inflation & soaring energy prices on businesses (40:42), and why David is so bullish on connected TV advertising (44:00).
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On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
Bear market rally calls
How to play defense if the stock market retests the lows
Time to buy crude oil?
Toll Brothers earnings preview, Zoom and Palo Alto recap
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On this bonus episode of “On The Tape,” Guy and Dan are joined by Peter Boockvar of The Boock Report to discuss the U.S. on a collision course with a recession (0:01:23), how Peter is playing his economic bearish view (0:11:44), and how the markets is playing a high stakes game of chicken with the Federal Reserve (0:15:07). Later, Peter goes “Off The Tape” with Doug Cifu, CEO of Virtu Financial, and they talk about his career (21:35), Virtu as a business (24:42), competition in the space (33:28), execution technology (37:29), cryptocurrencies (43:25), and being co-owner of the NHL’s Florida Panthers (46:56). Check out the Ryan Detrick tweet Dan referenced here
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See our show notes and transcript here
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Dan and FirstMark Capital’s Rick Heitzmann discuss when the frozen IPO market may finally come back to life (2:52), JPMorgan CEO Jamie Dimon’s new forecast for the economy (6:44) the outlook for Snowflake & the battered SaaS sector (9:48), the brutal fundraising market for startups (14:19), SoftBank’s disastrous recent performance and how it’s paying for its investing “sins” (18:13), former WeWork CEO Adam Neumann getting a stunning $350 million investment from Andreesen Horowitz for a new housing startup (22:17), why more high-profile founders are leaving their companies (25:18), and Elon Musk attending a Republican retreat in Wyoming (30:25).
As discussed by Dan & Rick: Jamie Dimon sounds off on... almost everything (Yahoo Finance)
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On this episode of MKT Call, Guy Adami and Dan Nathan discuss:
Different viewpoints on whether the market is bottoming and the outlook for a recession
Snowflake and Zoom getting downgraded today
The 10-year yield at key levels
Walmart and Home Depot earnings recap, Lowe’s and Target preview
Crude oil crush
Why Dan is selling some Ethereum
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On this bonus episode of “On The Tape,” Guy, Dan, and Danny preview the big events happening in the stock market this week (0:35). Later, they go “Off The Tape” with Allen Sukholitsky, CIO of Masterworks, and discuss his transition from Goldman Sachs to Masterworks (16:07), democratizing art (21:05), liquidity in the asset class (28:10), art vs. gold in inflationary environments (30:30), digital art (38:15), inserting art into asset allocation models (40:24), and investment performance (42:52).
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Guy, Dan, and Danny discuss Danny’s appearance on Fast Money (2:23), the yield curve inversion steepening (8:13), the conundrum in the jobs market (15:20), meme stocks going bonkers this week (20:06), Elon Musk selling $6.9B in Tesla stock (23:47), Disney’s quarter (26:39), and big box retailers reporting earnings next week (31:18). The co-hosts interview CNBC’s David Faber and talk about his nearly 30 years at CNBC (45:32), reporting during the financial crisis (1:01:11), Elon Musk (1:08:27), the media landscape (1:15:18), and hosting jeopardy (1:22:52).
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Dan talks with CoinShares Chief Strategy Officer Meltem Demirors about the expanding domino effects from the crypto crash (1:07), why VC capital is still flowing into crypto and web3 startups (10:14), how past financial frenzies & bubbles may help reveal what’s ahead for crypto (15:35), what crypto companies can do to start creating true value with their products (18;12), and Meltem helping spark a new surge in interest for CryptoDickbutts and what they say about the future of cultural capital and memes (28:08).
Read Meltem’s latest post: “Building Market Microstructure for NFTs”
Check out the writings discussed by Meltem & Dan in the episode: -Carlota Perez’s “Technological Revolutions and Financial Capital” -Fred Wilson’s “The Carlota Perez Framework” -Ben Thompson’s “The Death and Birth of Technological Revolutions”
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
JPMorgan’s Mako Kolanovic advising it’s time to trim stocks and buy commodities
Micron’s warning sending shivers around the semi space
Key CPI report on Wednesday
Bitcoin and Ethereum catching a bid
Coinbase earnings on Tuesday after the bell
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Guy and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss the Fed pivot (1:58), their big takeaway from earnings season (4:40), concerns in the credit market (5:46), big tech earnings (19:12), the HKD IPO phenomenon (23:01), banks performing poorly (29:55). Later, Danny sits down with cannabis advocate and operator Brady Cobb and Emily Paxhia of Poseidon Investment Management and talk about the shift happening around the cannabis space (43:20), updates in the Safe Banking Act (54:28), and marijuana’s potential impact on alcohol sales (1:05:48).
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On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:
The yield curve inversion deepening
OPEC+ agreeing to a modest increase in oil production
Two fintech stocks are surging (PayPal, Robinhood)
Groups of stocks that may be bottoming (Biotech, Software, Retail)
Revisiting Carter’s CAT & AMD calls
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On this episode of MKT Call, Guy Adami and Danny Moses discussed:
House Speaker Nancy Pelosi’s visit to Taiwan
VIX explained – why it’s remained low in spite of heightened headwinds
What recent economic and earnings data say about the Fed’s next move
The bond market’s recession indicator spells trouble for the markets
Chaos in the bond market
Oil rebound incoming?
Gold hits one-month highs
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Friday afternoon into the close, Guy, Dan, and Danny were joined by Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC for a LIVE conversation about the markets, Fed, Tech earnings, and what to expect in the coming weeks.
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Guy, Dan and Danny discuss the market’s reaction to this week’s Fed meeting (3:30), whether we will see a rate cut (8:04), big tech earnings (12:00), what banks are saying about the economy (14:14), Walmart’s warning (17:53), and Meta’s quarter (24:41). Later, Dan sits down with David Rosenberg of Rosenberg Research, to talk about recession indicators (33:19), why David thinks we have seen the last rate hike of the cycle (37:44), cracks in the housing market (54:04), and why the worst is not over (1:01:27).
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On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
How the markets are reacting to the Fed rate hike
A negative GDP print signaling a recession
Aaron Rodgers’ hair
What Dan says could make SNAP double
Apple earnings preview
Factset earnings insight
Read Liz’s note on the Fed meeting
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Dan and Rick Heitzmann talk with Lux Capital’s Co-Founder & Managing Partner Josh Wolfe about the venture capital industry’s transformation in New York City over the past two decades (2:19), whether major venture capital firms will start going public (11:01), where Lux Capital is seeing the best investing opportunities amid industry turmoil (14:33), the fallout from the intensifying ideological fight between the U.S. & China (23:24), why soaring inflation may trigger an “Occupy Fed” movement (), the “new, new normal” coming for workers as the economy slows down (29:58), where the stock market will go from here (38:22), and how Elon Musk has turned Tesla into a religion (45:36).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Bill Ackman's thread on the Fed
Will we see another leg lower in the broader markets?
The bond market's recession indicator spells trouble for the markets
Walmart's warning and what it means for retail
Microsoft and Alphabet (Google) earnings on tap
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On this bonus episode of “On The Tape,” Guy and Dan reflect on what’s been a volatile few months for the markets (1:30), and preview the big week for earnings (Apple, Amazon, Alphabet, Microsoft, and Meta) ahead (14:20). Later, they go “Off The Tape” with Cormac Kinney, founder of Diamond Standard, and discuss his background in innovation (22:00), diamonds as inflation hedges (35:00), tokenized commodities (37:20), and his path to an ETF (46:20).
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Guy and Dan discuss the chart of the S&P 500 (2:26), how investors could be offsides in this market (6:13), homebuilder stocks bouncing (12:53), where the S&P could bottom (22:52), gold and crude oil (20:46). Dan sits down with Gene Munster of Loup Ventures to recap Tesla’s quarter (31:15), and preview mega-cap tech earnings from Apple (37:40), Microsoft (43:41), Amazon (47:10), Alphabet (51:00), and Meta (54:00).
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Dan and FirstMark Capital’s Founder & Managing Director Rick Heitzmann discuss if market sentiment is suddenly turning better (2:04), Rick remaining a perma-bull on Pinterest after activist investor Elliott Management announced a major stake in the company (10:13), the white-knuckle earnings season outlook for beaten down tech stocks (15:15), what’s next in the Elon Musk-Twitter legal showdown after a judge orders an October trial (16:41), more pain to come for many crypto investors (19:35), and how Rick thinks Meta is the big tech stock most at-risk for competitive disruption (29:34) . Later, Dan is joined by his co-host Katie Stanton to interview Kevin Weil, President of Product & Business at Planet, about the company’s mission (39:36), Planet’s ethics board (46:39), private capital entering the space race (52:36), and tech stocks like Meta and Twitter getting crushed this year (55:45).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
BofA Survey Shows Full Investor Capitulation Amid Pessimism
Netflix earnings after the bell
Why Dan says yields look ready to party
Strong dollar crushing commodities
Next move for oil
Galaxy Digital’s Mike Novogratz on Bitcoin
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Guy, Dan, and Danny discuss Guy’s controversial top band rankings (3:04), JPMorgan’s earnings report (5:47), the hardest macro tape Danny has seen (12:11), bond volatility (18:29), Wall Street strategists slashing S&P 500 price targets (20:44), and Tesla’s Elon Musk vs. Donald Trump (26:26). The co-hosts interview Jason Kander, New York Times bestselling author, about his new book Invisible Storm: A Soldier's Memoir of Politics and PTSD (38:58), and much more.
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On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
Bank of America slashing its S&P 500 year-end target
Crude crashing
Big bank earnings sending stocks lower
Liz looks at June inflation data
FactSet earnings insight with John Butters
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Dan speaks with SRB Ventures Managing Partner Sahil Bloom about the major differences in East Coast finance culture versus Silicon Valley (2:36), venture capital firms going bargain hunting for tech stocks (6:40), how & where Sahil is deploying capital in the volatile market (15:10), accelerating layoffs at tech companies and startups (24:19), Andy Jassy’s succession challenges at Amazon (27:38), how the battle royal between Elon Musk & Twitter may end (30:39), if Elon Musk will still be the CEO of Tesla in two years (35:42), why Sahil loves Meta and Snap (39:42), and what’s behind Sahil’s rapidly growing influence on social and other content platforms (43:21).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
ServiceNow CEO Bill McDermott comments on CNBC's Mad Money regarding macro headwinds
Software stocks sinking
Expectations for the CPI report Wednesday
Citigroup upgrading JPMorgan, Morgan Stanley downgrading American Express
Ominous chart pattern for Bitcoin
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Dan and Danny discuss the Fed minutes (0:01:39), similarities to the financial crisis (0:08:40), mega-cap tech stocks (0:11:27), bank earnings on tap (0:16:45), why gold can’t rally (0:21:27), and what could send the S&P 500 back through the lows (0:27:19) . Later, Guy and Danny turn the table on Dan and interview him about his career, how he got started at CNBC, his avid music fandom, and his illustrious lacrosse career.
For the full show notes, transcript, and links to mentioned content, please check out the episode page here.
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On this episode of MKT Call Dan Nathan, Carter Worth and Liz Young discuss:
Where stocks are heading in the second half
The gold trader cheat sheet
Liz’s second-half playbook
A bearish Consumer Staples (XLP) options trade
FactSet earnings insight
Amazon takes a stake in Grubhub
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On this episode of MKT Call Dan Nathan, Carter Worth and Danny Moses discuss:
The Nasdaq outperforming the S&P 500
ARKK stocks showing signs of life
Crude oil and gasoline prices dropping
Copper plunging
Bank stocks hitting 52-week lows
The next move for bitcoin
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Guy, Dan and Danny discuss the worst first half for the S&P 500 since 1970 (1:47), the crypto crash (11:53), what the mid-term elections could mean for the stock market (15:53), an interview with Blackstone’s Joe Zidle on CNBC’s Fast Money (20:31), what Dan is buying right now (28:18), the energy space (34:12), what’s happening with Elon Musk and Tesla (38:21). The co-hosts interview Bill Pulte and talk about Twitter Philanthropy (48:04), the Pulte family (52:45), bitcoin (1:00:53), and homebuilders (1:12:14).
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On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
Yields bouncing around 3%
The worst first half for the S&P 500 in 50 years
Single stocks making 52-week lows (Deere, Target, Nike, JPMorgan, PayPal, Nvidia)
What Liz Young is watching in the second half
RH earnings disaster
FactSet earnings insight
Dan's mind the gap stocks (Zoom, PayPal, Netflix)
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Dan speaks with tech journalist Kara Swisher about her exit from the New York Times for a new role with Vox Media (0:54), Mark Zuckerberg’s huge bet on the metaverse and the future of Meta/Facebook (5:17), Kara’s recent interview with VC heavyweight Chris Dixon on the outlook for Web3 (10:22), if FTX’s Sam Bankman-Fried is becoming a Warren Buffett-like lifeline for the crypto industry (13:36), crypto likely becoming more centralized (14:13), Elon Musk’s curious silence on Twitter (16:42), whether Amazon CEO Andy Jassy will overcome the challenges facing the company (22:43), Kara’s push to cover the existential problems from climate change (24:48), and the impact Peter Thiel and other Silicon Valley influencers are having on politics (27:00).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
The reversal in stocks
Nike earnings
New headwinds for crude and energy
Heavy metals crashing
Next move for bitcoin & gold
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On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss:
Strategists calling for the S&P 500 to rally to 4,000 or above
Health Care stocks breaking out
Goldman Sachs downgrading Coinbase and upgrading Robinhood
Check of the consumer
Nike earnings on deck
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Dan speaks with GGV Capital Managing Partner Jeff Richards about when investors may return to risk-on mode (2:59), why Jeff would keep buying Amazon stock despite the bear market (10:33), VC legend Bill Gurley’s take on the current investment cycle (16:11), how startups are adapting to valuation resets (20:25), and deglobalization’s rude awakening to the markets (28:42). Later, Dan talks to Katie Stanton & Alex Roetter of Moxxie Ventures about Katie joining Yahoo’s board of directors (42:15), whether Twitter can re-accelerate growth if Elon Musk actually buys it (45:12), how it’s a great time for early-stage investors amid a murky outlook for startups (52:11), and why they’re bullish on climate tech (58:27).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Growing calls for a recession
The S&P and Nasdaq bouncing off the lows
How the Fed can curb inflation
Housing market dilemma
Next move for crude oil, gold, bitcoin, ethereum
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Guy, Dan and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Fed losing control (4:02), Guy nailing his S&P 500 price target (17:08), the writing on the wall for Tesla (19:44), the next move for energy stocks (25:40), why crypto could be one of the biggest bubbles we’ve ever seen (31:54), what investors should do now (39:30). Later, they take listener questions (48:39).
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Dan talks with FirstMark Capital’s Founder & Managing Director Rick Heitzmann on navigating the bear market (2:34), mounting layoffs in tech and other industries (8:56), the threat of margin calls for institutional & retail investors (12:26), softness for SaaS companies (14:20), and why having cash will control your destiny amid the turmoil (18:45). Later, Dan speaks to BKCM founder & CEO Brian Kelly about why he thinks crypto coins are still currencies (22:48), crypto not proving to be a hedge against inflation (24:32), the fallout from Celsius freezing withdrawals and its impact on DeFi (31:56), Brian’s belief that there’s a generational opportunity to buy crypto coming up (38:29), how the latest crypto crash will trigger more regulation (43:20), and if crypto poses a systemic risk to the financial system (44:40).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Stocks cratering from the highs
How long bear markets typically last
The Fed meeting kicking off & the possibility of a 75bps rate hike
Yields surging
The U.S. dollar breaking out
Bitcoin getting bludgeoned
Coinbase laying off 18% of its workforce
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On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss the sell-off in stocks, bonds, commodities, and crypto.
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On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss:
Tom Lee's soft landing call
Signs of inflation easing
Exxon hitting new all-time highs
What crude oil means for the stock market
Intel's global warning
Carter breaks down chart patterns
Starbucks vs. Nike
Netflix rumored to buy Roku
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Dan talks with tech investor & Loup Ventures’ co-founder Gene Munster about the June quarter being a reckoning for tech stocks (5:17), his optimistic outlook for the markets in 2023 (18:45), why he’s bullish on Apple CarPlay after Apple’s Worldwide Developers Conference (25:05), who’s most likely to become Tim Cook’s successor (30;48), if Amazon CEO Andy Jassy is still right for the job after Amazon’s recent stumbles (37:07), how Elon Musk’s Twitter drama is distracting him from what he’s great at (42:52), why Tesla remains lightyears ahead of its electric car competition (49:55), and Loup’s startup portfolio performance amid economic turmoil (54:04). —-
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Target's profit warning sending retail stocks sinking
Troubling signs for the consumer
Crude oil soaring
The World Bank cutting its global growth forecast
Key levels for the S&P and Nasdaq
Bitcoin going bust
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On this bonus episode Dan and Guy discuss Amazon’s stock split (1:52), Apple at precarious levels (3:33), Elon Musk vs. Twitter (7:15), and Chinese stocks (9:14). The co-hosts interview Wilfred Frost, broadcast journalist with Sky News, NBC and CNBC, and talk about covering Queen Elizabeth’s Platinum Jubilee (20:15), his biggest lessons from being a financial news broadcaster in America (21:36), how capitalism differs between the U.S. and England (25:20), the legacy of his father David Frost & the new season of “The Frost Tapes” (39:20) .
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With Guy presumed absent due to a travel nightmare, Dan & Danny talk with Carter Braxton Worth about Microsoft’s surprise cut to its earnings & revenue guidance (3:50); Guy unexpectedly makes it to the show during the middle of recording (9:46), JPMorgan’s Jamie Dimon & BofA’s Brian Moynihan trading barbs over the health of the economy (10:34), if OPEC+ agreeing to pump more oil will actually bring down energy prices (25:02), Sheryl Sandberg’s exit from Meta/Facebook (27:40), and what the Winklevoss twins’ Gemini slashing 10% of its workforce says about the outlook for crypto (29:41).
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On this special episode of MKT Call, Dan Nathan, Guy Adami and their “On The Tape” co-host Danny Moses speak at the Digital Assets Forum in Miami. They discuss the macro headwinds facing the markets, the state of crypto market and sit down with iConnections CEO Ron Biscardi.
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Dan talks with FirstMark Capital’s Founder & Managing Director Rick Heitzmann and GGV Capital Managing Partner Jeff Richards on what advice they’re giving portfolio companies to deal with intensifying economic uncertainty (3:54), why Jeff still has a positive business outlook (21:57), which under-the-radar tech stocks they think are good buys, and the most important attributes a founder should have right now (26:43), and if Elon Musk will ever go a bridge too far with customers & shareholders (33:57). Later, Dan talks with Human Ventures CEO Heather Hartnett about what’s making New York City a growing center for venture capital (41:01), the “Hollywoodization” of startup founders (54:42), the challenges of finding the right talent (56:37), and why she’s going big on philanthropy as a service (1:00:19).
—-
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On this episode of MKT Call, Guy Adami, Dan Nathan, and Carter Worth discuss:
China's recent COVID-19 lockdowns may not be disrupting supply chains as badly as feared
Energy prices are soaring after EU leaders agree to ban most Russian oil imports
If oil & other energy investments still have room to run higher
Morgan Stanley warning that the recent rally for stocks has limited upside
Salesforce earnings preview
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Guy and Danny discuss Danny turning constructive (2:07), what retail earnings are saying about the consumer (8:30), Gamestop rallying 50% in the last few weeks (19:04), and the energy space (24:10). The co-hosts interview Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, about his recession outlook (30:45), role at the firm (36:41), bear/base/bull case on the markets (38:30), the next shoe to drop (47:38) and what can go right (55:58).
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Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret
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On this episode of MKT Call, Guy Adami and Dan Nathan discuss:
Social media & tech stocks tank after grim Snap warning
Bond yields falling as investors seek safety
The spread between investment-grade and junk bonds is widening
ECB says crypto links to banks could pose threat to financial stability
U.S. Dollar falls amid heightened economic uncertainty
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Dan and Danny discuss retail wreaking havoc on the markets this week (2:12), the Elon Musk/Twitter saga (15:43), and the collapse of stablecoins (22:48). Later, they turn the tables on Guy and interview him about his athletic prowess (31:39), career (44:09), running the Iron Man (1:02:24) and writing a book (1:08:00).
Check Guy Adami’s feature in the New York Times
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On this episode of MKT Call, Dan will be joined by Liz Young of SoFi and Carter Worth of Worth Charting to discuss:
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Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about whether the markets have bottomed out (01:00), why the best performing companies are starting to lay people off (10:30), deploying capital to successful businesses amid the financial turmoil (18:30), and which sectors will have the most opportunity after the economic uncertainty subsides (22:30). Later, Dan & CoinShares Chief Strategy Officer Meltem Demirors talk to Current CTO Trevor Marshall about the future of algorithmic stablecoins following Terra’s collapse (27:18), reevaluating the risk-reward of crypto investing after the recent crash (34:30), greed’s role in the rise of crypto & web3 (52:30), and whether inflation will drive more consumers towards FinTech (56:40).
Dan Teran’s new Medium post on why the recent market slump “is not the dot com bubble bursting”: Things You Won’t Regret
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
How long will today's rally last?
A volatile year for stocks
Software stocks underperform big tech
Is the retail sales number just an April fools?
Walmart vs. Home Depot earnings
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On this episode of MKT Call Guy Adami, Dan Nathan and Carter Worth discuss:
Strategists calling for more downside on the S&P 500
Is Apple $140 the new $150?
Crude looks ready to party
Sell Consumer Staples, buy Consumer Discretionary?
Bernanke on Bitcoin
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Dan, Meltem and Packy discuss volatility in the stock markets (2:57), bitcoin’s correlation to tech stocks (4:47) and the NFT sales flatlining (35:55).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
How long bear markets typically last
Calls for a bottom
What's wrong with gold?
Dollar strength
Bitcoin goes bust
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Guy, Dan and Danny discuss scary price action in the stock market (3:00), Elon Musk and Twitter (20:04), single stocks crashing from their highs (25:00), and Danny’s Kentucky Derby picks (30:13). The co-hosts interview David Rosenberg of Rosenberg Research and talk about this week’s Fed meeting (37:37), inflationary shocks (44:57), what happens next if we enter a recession (50:41), what to buy in this environment (57:59), and what it would take to make David bullish (1:06:23).
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On this episode of MKT Call Dan and Guy discuss:
The two-day Fed meeting kicking off
Volatility in the stock market
The dollar rallying to multi-year highs
Next level for gold
Cryptos cratering
Starbucks and AMD earnings on tap
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Welcome to a special live audio broadcast of Trading Spaces, hosted by Dan Nathan, Guy Adami, and Danny Moses on Twitter Spaces.
On Friday afternoon into the close, the guys hopped on Twitter to discuss the stock market sell-off, big tech earnings, the bank bloodbath, and the Fed meeting next week. They are joined by Doug Kass of Seabreeze Partners to discuss the state of financials, and Cannabis stocks. Later, Danny's "Big Short" colleagues Vincent Daniel and Porter Collins of Seawolf Capital hop on to give their perspective on the markets and outlook for oil stocks.
Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the dollar wrecking ball (2:50), next week’s Fed meeting (10:39), the potential for a recession (14:10), what big tech earnings are saying about the markets (29:56), crypto’s role to the consumer and bitcoin volatility (38:35).
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Dan speaks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about growing chaos and anxiety in the markets (0:56), what could come next from the Fed after its expected 50 bps rate hike (8:48), where Elon Musk goes from here after buying Twitter (13:55), whether Big Tech will flop in a pivotal earnings week (20:02), growing distress in the private markets (26:19), and if a combined Netflix & Spotify would make a match in heaven.
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
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On this bonus episode of “On The Tape,” Dan interviews top technology investor Dan Benton about his 20 Rules for Tech Investing (8:40), the potential for a Tesla killer (21:25), what everyone is getting wrong about Elon Musk (24:00), risks lurking in mega-cap tech (37:35), Twitter accepting Elon Musk’s buyout deal (43:19) and areas of tech young investors can explore right now (46:34).
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Guy, Dan, and Danny speak with famed short seller Jim Chanos about why he thinks this market is eerily similar to 2000 and 2001 (1:48), whether a rate shock and bear market is just around the corner (5:35), when investors will know when to get out of Tesla (18:50), successfully shorting Carvana (25:20), and how China’s economic problems aren’t getting enough attention (38:30). Later, Guy and Dan speak with iConnections CEO Ron Biscardi on the post-pandemic future of meetings & events in the investment industry (45:38) digital assets’ rapidly growing role in the world of alternative investments (58:30), and iConnections’s philanthropic efforts to help Ukranians (1:10:43).
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On this bonus episode Danny is joined by Brady Cobb to discuss the lack of movement on federal policy reform (00:40), volatility in cannabis stocks (6:12), and what Brady is working on next (21:34).
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Dan interviews Alex Roetter, Moxxie Ventures General Partner & Twitter’s former Senior Vice President of Engineering, about the migration of capital and startups out of Silicon Valley (6:20), developing electric, flying taxis as the president of Kitty Hawk (9:59), how he hired current Twitter CEO Parag Agrawal (14:40), and why he thinks Elon Musk won’t make any meaningful impact on Twitter (21:27). Later, Dan speaks with The Chernin Group’s Jarrod Dicker and they discuss Jarrod’s undying love of Phish concerts (39:15), Twitter’s responsibility to moderate content (48:10), if decentralized social media platforms are feasible (53:17 ), why Jeff Bezos buying the Washington Post brought Jarrod to work at paper, and whether Ethereum will actually get “fixed.” (1:01:57)
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On this episode of MKT Call, Dan Nathan and Carter Worth discuss:
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Guy, Dan, and Danny discuss disappointing price action from bank earnings (3:53), calls for peak inflation (15:35), finding value in the markets (17:20), Elon Musk making a bid for Twitter (28:16), and Danny “Rips Off the Tape” on treasury market volatility (36:14). Later, Guy and Dan turn the tables on Danny and interview him about his career and role in “The Big Short.”
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Dan and Rick discuss the fallout from inflation soaring to a four-decade high (2:03), Elon Musk rattling cages at Twitter (15:06), if the IPO market can recover from a cold start in 2022, if private companies still think it’s worth it to go public (21:05), and whether Philadelphia 76ers fans should “trust the process” as the NBA Playoffs begin. Later, Dan sits down with Dan Teran, co-founder of Gutter Capital, and they talk about his unusual path to entrepreneurship (35:32), selling his company Managed by Q to WeWork at the perfect time (41:31), more founders ditching Silicon Valley (47:45), why gig economy businesses don’t interest him (53:13), and growing unionization pushes at big companies like Amazon and Starbucks (57:08).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
The March CPI report
Signs that inflation might be peaking
What could go right for the markets
Crude oil ripping
Key levels for bitcoin
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Guy, Dan, and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss why investors shouldn’t fight the Fed (3:07), where to find value (15:00), reversion of the memes (27:19), the untouchable Elon Musk (33:20), and Danny “Rips Off The Tape” on LIBOR transition to SOFR (40:42). Later, the group answers listener questions (50:00).
On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
What's behind the volatility
How to find value in a turbulent market
Which sectors could be "recession-proof"
How to navigate the uncertainty around geopolitics
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Dan and Packy discuss Elon Musk joining Twitter’s board of directors and his 9.2% stake in the company (1:41). Meltem sounds off with Dan and Packy on a former SEC official calling the bulk of web3 a “scourge & scam” (16:29), Lightning Labs raising $70M to “bitcoinize” the U.S. dollar (20:53), a little covered, but big potential opportunity in web3 right now (24:47), and whether the Tether stablecoin is at risk of a run (28:19). Dan interviews Masterworks founder & CEO Scott Lynn on how inflation is impacting demand and prices for art (45:32), the boom in NFTs and their disruption to the art market (38:00), art becoming a viable asset class with investors (52:12), and whether sanctions against Russia could trigger fire sales of high-value artworks (57:39).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Fed’s Brainard sees balance sheet reduction soon and ‘at a rapid pace’
The inverted yield curve and what it means for the markets
Dow Transports flashing a warning for stocks
Crude oil rising on the threat of fresh Russia sanctions
Gold vs. Silver
Bitcoin and ethereum at key levels
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Dan and Danny discuss the worst quarter for stocks in 2 years (1:46), the RH earnings call heard around the world (14:20), the next tipping point for the markets(18:07), the yield curve inversion (20:23), meme stock madness (26:31) and Danny’s Final Four picks (32:30). Later, Guy and Dan sit down with Tommy Vietor, co-founder of Crooked Media and co-host of “Pod Save America” and “Pod Save the World,” and discuss how he started Crooked Media (37:54), Russia’s war on Ukraine (42:17), similarities between Washington and Wall Street (52:48), Tommy turns the tables on Dan and Guy to ask market questions (1:02:51), plus he gives his biggest takeaway from working with President Obama (1:12:50).
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On this episode of MKT Call Dan Nathan and Liz Young discuss
The worst quarter for stocks in two years and what to expect in Q2
Earnings season preview
Brevan Howard's call for a 1970s-style inflation shock
Liz's latest note on Housing
AMD downgrade and chip warning
Viewer questions!
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Checkout RiskReversal Media's podcast "Breaking Even"
On this week's episode, Guy Adami and Jonathan Coachman hold the fort down this week on Breaking Even. On the docket we have a preview of both the Final Four and this week's Valero Texas Open on the PGA Tour. Will Tiger Woods play in The Masters? Guy also tries to make sense of where the markets are going... will the pain at the pump end anytime soon?
ABOUT THE SHOW: Breaking Even, where cash meets the course. Each week, host Ned Michaels will combine his love for golf, financial markets, and real estate into an action-packed podcast where no topic is out of bounds. The former international tour player turned commentator, instructor, small-time real estate investor and self-proclaimed world's worst options trader will be joined by a variety of guests from different industries to educate, entertain and (hopefully) make you money. Breaking Even has everything you need to know when it comes to the world of stock investing, sports betting and financial analysis. Ned and the boys talk about everything from the S&P 500, NASDAQ and the bond market. From commodities to prop bets and picks against the spread. We follow the action where ever there is money to be made.
Breaking Even is available on Apple Podcasts, Spotify, Stitcher, Castbox and wherever else you listen to podcasts. Enable push notifications so you always know when the latest episode is available!
Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @breakingevenpod on Twitter, Facebook, and Instagram.
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Dan, Guy and Jeff discuss this year’s chaotic March Madness college basketball tournament (2:29), tech stocks’ recovery from early 2022 lows (3:58), whether the Fed has the intellectual know-how to tackle inflation (14:46), why Blackstone is Jeff’s largest public holding (19:50), and what’s driving growing availability of shares in private companies (27:38). Dan and Katie interview Reach Capital partner Jomayra Herra about her unexpected journey to the VC industry (38:04), working with badass women (40:46), why she’s diving head first into web3 (47:27), the discovery process for investing (1:01:11), and why web3 will create the next generation of iconic companies (1:04:45).
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Guy Adami and Dan Nathan sit down with Michael Saylor, CEO of MicroStrategy, to discuss:
Bitcoin's solve for inflation
Bitcoin's role in the Russia-Ukraine war
Viewing crypto as a property
Waning interest in NFTs
Bitcoin as digital energy
Cryptocurrency adoption around the world
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Wall of worry for the markets
Nasdaq stocks bounce
Tesla soars on potential stock split
Crude tumbles on Shanghai lockdowns
Bitcoin breaks even on the year
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Guy, Dan, and Danny discuss what’s priced into the markets (4:31), the threat of stagflation (9:13), the flattening yield curve (17:15), and revenge of the meme stocks (23:26). Later, Dan and Guy sit down with Gavin Baker, Managing Partner & Chief Investment Officer at Atreides Management, and talk about inflation (34:08), the possibility of a recession (45:54), crypto acting as a store of value in the Russia-Ukraine war (52:41), tech valuations (56:26), the push and pull of private vs. public markets (1:07:42), Gavin’s recommendations for podcasts to listen to, people to follow and books to read (1:19:28).
Listen to Gavin Baker on “Invest Like the Best”
Disclaimer: This podcast is for informational purposes only. All opinions expressed by Dan Nathan, Guy Adami, Danny Moses, and other participants are solely their own opinions and should not be relied upon for specific investment decisions. Clients of firms associated with certain participants may maintain positions in the securities discussed in this podcast.
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Checkout RiskReversal Media's podcast "Breaking Even"
On this week's episode, golf pro Ned Michaels is joined by Jonathan Coachman and Guy Adami to preview this week's biggest events in the sports world and take a look at the global markets. We take any chance to make money, whether at the sports book or with your stock broker.
ABOUT THE SHOW: Breaking Even, where cash meets the course. Each week, host Ned Michaels will combine his love for golf, financial markets, and real estate into an action-packed podcast where no topic is out of bounds. The former international tour player turned commentator, instructor, small-time real estate investor and self-proclaimed world's worst options trader will be joined by a variety of guests from different industries to educate, entertain and (hopefully) make you money. Breaking Even has everything you need to know when it comes to the world of stock investing, sports betting and financial analysis. Ned and the boys talk about everything from the S&P 500, NASDAQ and the bond market. From commodities to prop bets and picks against the spread. We follow the action where ever there is money to be made.
Breaking Even is available on Apple Podcasts, Spotify, Stitcher, Castbox, and wherever else you listen to podcasts. Enable push notifications so you always know when the latest episode is available!
Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @breakingevenpod on Twitter, Facebook, and Instagram.
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Dan and Packy discuss crypto (2:20), venture capital in web3 (6:28), and investing in the private markets (11:13). The co-hosts interview Stuart Sopp, co-founder and CEO of Current, and Trevor Marshall, CTO of Current, and talk about how they founded the company (16:50), their mission in battling wealth inequality (27:43), inflation (43:47), and innovation (52:31).
Here are some of the articles referenced in this episode:
Solana Summer Own the Internet Keeping It Simple The Benefits Of Venture Capital In Web3
Listen to our past interview with Stuart Sopp here
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On this episode of MKT Call, Guy Adami and his "On the Tape" co-host Danny Moses discuss:
Runaway inflation as the Fed meeting kicks off
The sell everything market
Volatility ETNs (VXX) exploding
Crude plunging from its highs
AMC getting into gold mining
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Guy and Danny discuss signs of a broken market (2:16), a tradable opportunity in oil (10:53), AMC taking a stake in a gold miner (16:29), and Danny “rips off the tape” on short selling (25:08). The co-hosts interview Peter Boockvar of Bleakley Advisory Group to unpack the Fed meeting and geopolitical risks to the markets (30:19).
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Dan Nathan and Rick Heitzmann are joined by “On the Tape” co-host and CNBC “Fast Money” contributor Guy Adami to discuss volatility in the public markets (4:58), a hard reset on tech valuations (8:24), Later, Dan sits down with Joe Marchese of Human Ventures for a conversation about the state of VC (26:25).
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On this episode of MKT Call, Guy Adami and his "On the Tape" co-host Danny Moses discuss:
Runaway inflation as the Fed meeting kicks off
The sell everything market
Volatility ETNs (VXX) exploding
Crude plunging from its highs
AMC getting into gold mining
See what adding futures can do for you at cmegroup.com.
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Guy, Dan, and Danny discuss the stock market volatility (5:04), massive moves in the commodities market (20:01), next week’s Fed meeting (22:39), and Danny “rips off the tape” on the Barry Diller insider trading probe. The co-hosts interview Ben Kallo, senior research analyst at Baird and drill down on Tesla and electric vehicles (35:24).
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Okay, Computer. co-hosts Dan Nathan and Meltem Demirors have a spirited conversation about bitcoin being politicized (9:30), President Biden’s crypto executive order (23:20), Meltem clowning Marc Andreessen’s ESG tweet (31:05) and WTF is going on with stonks (41:08).
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On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Nostradami’s big predictions coming true
“Putin’s Price Hike” and what Biden’s executive order means for oil
What next week’s Fed announcement means for the markets
Gold above $2,000
Bitcoin at a key inflection point
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Guy, Dan, and Danny Moses talk about the major indices, Fed rates, and what the outlook might be for 2022. Then, Guy and Dan interview the great Helima Croft and break down geopolitical tensions and their effects on the market.
Watch the premiere of ‘No Retreat: Business Bootcamp’ on March 8th at 10 pm on CNBC.
See what adding futures can do for you at cmegroup.com/onthetape.
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Packy McCormick and Dan Nathan talk about the situation on the ground in Ukraine and how it has impacted crypto and financial markets; how to rethink your portfolio following the resets in valuation; and later Rick Heitzmann and Dan Nathan sit down with the Governor of the Boston Celtics to discuss the current and future intersection of sports, tech, and media.
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On this episode of MKT Call Guy Adami and Dan Nathan offer their analysis on the volatility in stocks, rates, commodities, and currencies.
They discuss:
$AAPL, $CRM, $TSLA & #BTC
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Guy and Dan discuss the stunning reversal on Thursday (2:40), the Fed painting themselves into a corner (17:15), huge moves in the commodities market (24:09), Tesla CEO Elon Musk in hot water (28:10), opportunities in the market right now (30:27), and Dan’s Dickbutt (33:57). The co-hosts interview Joe De Sena, CEO of Spartan Race, and talk about his past career on Wall Street (43:54), his lifestyle as CEO of Spartan (55:12), and his new CNBC show (1:02:06).
Watch the premiere of ‘No Retreat: Business Bootcamp’ on March 8th at 10 pm on CNBC.
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On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:
The stock market correction
Nasdaq and big tech reversal
Software stocks bucking the trend
Crude oil surging to $100
Liz’s latest note on the market’s “99 Problems”
The yield curve flattening
Later, they are joined by special guest: Tina Fordham, Partner & Head of Global Political Strategy at Avonhurst on what’s next for the Russia-Ukraine crisis
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Okay, Computer. co-hosts Dan Nathan and Meltem Demirors are joined by Brian Kelly, founder of BKCM, to discuss the market meltdown (5:30), the case for crypto as a hedge against calamity (14:27), why gold is rallying right now, and how to invest in innovation (29:55),
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Guy, Dan and Danny discuss markets in turmoil (1:21), wage inflation (14:01), value depression in Nvidia (24:52), Scott Wapner’s CNBC interview with Cathie Wood (30:16), double ROTT on Tesla (42:37), stocks the guys are watching for a buy (46:43).
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Okay, Computer. co-hosts Dan Nathan, Rick Heitzmann and Meltem Demirors discuss the Twitter buyback(9:17), Tik Tok (17:36), and private market valuations(26:12). Later, Dan and Rick interview Amir Haleem, Founder and CEO of Helium Systems, and talk about decentralized telecom applications (34:40).
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Guy, Dan, and Danny discuss Fed rate hike odds surging (2:17), bad action in single-stocks (7:1720:37), the cannabis space catching fire (), what the guys are watching heading into next week (24:13) and Danny’s Super Bowl picks (28:44).
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On this week’s episode of Okay, Computer. Dan and Packy discuss why you can’t bet against Mark Zuckerberg (1:56), potential suitors for Spotify (7:28), and Packy’s latest post Ownership and the American Dream (13:56). Later, Dan and Katie are joined by Sway host Kara Swisher to break down the Joe Rogan, Spotify dilemma (25:40), climate tech (37:08), web3 and where are all the women in tech (47:46).
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Dan interviews Stuart Sopp, CEO of Current about his company's mission, the future of banking, and Stuart's background as a trader.
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On The Tape co-hosts Guy, Dan and Danny are back and discuss moves in the broader market. Later they are joined by Managing Partner of GGV Captial Jeff Richards where they get his insight on some long-term strategies for both retail and institutional investors.
Listen to new episodes of On The Tape every Friday.
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On this episode, co-hosts Dan Nathan and Rick Heitzmann are joined by “On The Tape” co-host Guy Adami to discuss the tech sell-off (2:20), M&A madness (8:10), and how the market cycle is affecting venture capitalists (17:50). The co-hosts interview Mikel Jolett, frontman of the band the Airborne Toxic Event, and talk about the Joe Rogan and Spotify debacle. Later, contributors Sally Shin and Jarrod Dicker join Dan and Mikel to discuss how web3 is impacting the music industry.
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On The Tape co-hosts Guy, Dan and Danny are joined by Breaking Even’s Ned Michaels and Jonathan Coachman to discuss this weekend’s NFL Playoff lines, and their picks for the AFC and NFC title games (Bengals vs. Chiefs, 49ers vs. Rams).
Listen to new episodes of On The Tape every Friday. Listen to new episodes of Breaking Even every Wednesday.
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Guy, Dan and Danny discuss the Fed meeting (2:28), tech earnings (14:38), why Dan is buying crypto over stocks right now (24:38) and Danny’s NFL picks (29:35). The co-hosts interview Victor Jones of TastyTrade and talk about recent volatility in the market (37:51), concentration in mega-cap tech stocks (45:09), and the Greenwood Project. Later, the guys sit down with Spencer Jakab, editor of the Wall Street Journal’s Heard on the Street column, about his new book, The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors.
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Guy Adami sits down with Mike Novogratz, CEO of Galaxy Digital, to talk about Crypto, the Fed, his company and more.
Guy Adami interviews Michael Saylor, CEO of MicroStrategy at the Context 365 conference in Miami about the volatility going on in crypto right now.
In this week’s episode of MKT Call: Macro, Guy and Dan discuss the market meltdown and similarities to the dot com bubble, Goldman’s growth shock warning, the two-day Fed meeting kicking off and commodities.
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On this episode, co-hosts Dan Nathan, Meltem Demirors and Packy McCormick discuss the sell-off in cryptocurrencies. Dan and Packy interview Sheldon Day and Amir Carlisle, founders of The Players Company DAO, about their mission and the importance of financial literacy.
Read more about The Players Company DAO
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On this episode on Trading Spaces, Dan Nathan and Guy Adami discuss the stocks sinking into a correction, tech earnings on deck, interest rates, and the Fed.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Guy, Dan and Danny discuss next week’s Fed meeting (8:32), big tech earnings (13:53), the Peloton plunge (22:52), gold getting a bid (29:20), and Danny’s playoff picks. Dan and Guy interview Melissa Lee, host of CNBC’s Fast Money, and discuss the show’s 15-year anniversary and take listener questions (36:18).
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On this episode of Okay, Computer. co-hosts Dan Nathan and Rick Heitzmann talk the tech sell-off with Dan’s “On The Tape” co-host Guy Adami (0:58). Later, Dan and Rick interview Alexis Ohanian, co-founder of Seven Seven Six and Reddit and discuss how Reddit came about (27:50), his advice for founders and CEOs today (37:02), the NFT craze (42:16), Alexis’ big prediction for 2022 (53:49), and a Bored Ape Yacht Club bet (1:01:30).
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Guy, Dan, and Danny discuss a witches brew for the markets (2:37), high-growth stocks getting crushed (8:00), and energy (13:14). The co-hosts are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins and talk about the Fed overcooking inflation (22:16), similarities to the dot com bubble (24:07), gold vs. bitcoin (46:48), and Danny’s NFL playoff picks (57:20).
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On this episode of Okay, Computer. Dan, Katie, and Packy are joined by Adam Bain, co-founder of 01 Advisors and former Twitter COO, and discuss Katie and Adam’s time working together at Twitter (2:59), his biggest 2022 prediction (12:35), web3 (16:40), whether Adam is going to outer space (20:35), NFTs and gaming (34:00), and Katie’s views on climate tech (47:05).
Later, Okay, Computer. contributor Cleo Abram drops by with a Huge announcement.
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On this bonus episode Guy, Dan and Danny speak to Rebecca Jarvis, chief business, economics, and technology correspondent for ABC News and host of The Dropout podcast about her work on the Elizabeth Holmes trial.
Listen to The Dropout podcast.
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Guy, Dan, and Danny discuss the Fed Minutes (3:36), bank earnings (17:01), bitcoin as a store of value (20:41), what it would take to calm the markets (26:37), and Danny’s NFL picks (33:49). The co-hosts interview Tom Lee of Fundstrat and talk about why we could see a 10% correction in the first half of 2022 (39:52), Tom’s oil outlook (43:47), and crypto (1:04:37).
For more on Tom’s crypto outlook listen to Dan’s interview with him on Okay, Computer.
Check out the Gary Black tweet Dan references in the bitcoin conversation
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Co-hosts Dan Nathan and Rick Heitzmann discuss devastation in tech stocks (1:16), potential traffic jams in the IPO market this year (8:31), web2 vs. web3 Twitter beef (15:25), Larry Ellison wondering ‘What the Hell Cloud Computing is?’, and the Elizabeth Holmes trial (20;07). Dan interviews Tom Lee of Fundstrat and talk about how Tom began covering crypto (25:13), whether we could see a flippening in 2022 (28:27), and NFTs (35:35).
Check out On The Tape on Friday for Tom Lee’s take on the stock market.
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Guy, Dan and Danny discuss the biggest themes of 2021 (5:25) and give their top picks for 2022 (27:52).
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Announcement: Trading Spaces will be moving to its own feed on January 3rd. If you'd like to keep listening to us, please follow Trading Spaces wherever you listen to podcasts.
On this episode Dan Nathan and Guy Adami discuss the crude and oil stocks, Coinbase, retailers, and the most important thing to watch in the markets right now.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
This week Dan Nathan, Packy McCormick, and Jarrod Dicker discuss the year that tech ate the markets (4:52), Twitter since Jack Dorsey stepped down as CEO (9:34), Meta vs. Bitcoin (16:22), and concentration in crypto (21:39).
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On this episode of Trading Spaces, Dan Nathan discusses the stock market rally and takes listener questions.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
On this week’s episode of “On The Tape” Dan and Danny discuss the Santa rally (1:35), financials (11:39), and energy (17:07). Plus, Danny coins a new catch-phrase and gives his weekly NFL picks (22:06). Later, OTT producer Amanda Diaz joins the guys to answer listener questions (26:49).
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On this inaugural episode of Okay, Computer., the co-hosts gather to discuss the latest happenings in the tech world. Meltem Demirors of CoinShares and Dan Nathan break down the web3 Twitter wars (:51). Packy McCormick of Not Boring and Rick Heitzmann of FirstMark Capital drop by to reflect on the biggest themes that played out in 2021 and preview what to expect in 2022 (23:28). Katie Stanton of Moxxie Ventures and Dan dig into the private markets (50:02).
Okay, Computer. is brought to you by our presenting sponsors Current and Masterworks.
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the Santa rally, key levels for Disney, crude and travel stocks.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the market sell-off and weakness in crude oil, Tesla, and other tech stocks. They are joined by Liz Young, Head of Investment Strategy at SoFi, to break down her latest piece 2022 Outlook: Running into the Wind.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Welcome to Okay, Computer. Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on the intersection of web2 and web3. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan, Katie Stanton, Rick Heitzmann & Packy McCormick with contributors Jarrod Dicker, Meltem Demirors, Cleo Abram, and Sally Shin. RiskReversal's resident luddite, Guy Adami stops in occasionally for Okay, Boomer segments. —
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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Guy, Dan, and Danny discuss the final Fed meeting of the year (3:20), stocks eroding under the surface (6:22), the Carvana crash (19:23), and buy now, pay later. They end part one with bullish trade ideas (28:40), and Danny’s NFL pick for week 15 (33:54). The co-hosts interview Scott Wapner, host of CNBC’s “Halftime Report” and talk about his career path (36:45), the infamous billionaire brawl (Bill Ackman vs. Carl Icahn) that unfolded on live TV (40:21), his take on the Fed (59:55) and his unique Sports Illustrated collection (1:05:45).
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the Fed meeting, Amazon, Tesla, and the number of stocks trading in a bear market. They are joined by Ned Michaels, host of the Breaking Even podcast, who asks about what to buy through the end of the year and the oil trade.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss Apple nearing a $3 trillion market cap, Tesla nearing a key technical level, deterioration in Nasdaq components, and bank stocks. They are joined by Keith Grossman, president of TIME to discuss being named TIME's 2021 Person of the Year.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Guy, Dan and Danny discuss red hot inflation (2:19), the meme stock meltdown (10:40), and Danny’s DC trifecta (15:55). The co-hosts interview Jeff Mills, the Chief Investment Officer at BMT Wealth Management and talk about a handful of stocks driving the market (27:35), the ARKK ETF (46:28), and a paradigm shift in the markets (50:15).
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the S&P 500 racing back toward the highs, the setup for oil and oil stocks into year-end and financials. Danny Moses pops on to discuss bond market volatility and the latest happenings in cannabis stocks.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
On this episode of Trading Spaces, Dan Nathan, Guy Adami, and Danny Moses discuss the volatility in the stock and bond markets, the crypto crash over the weekend, the reopening trade roaring back and semis at key inflection points. They are joined by cannabis industry insider Brady Cobb to discuss marijuana reform and the SAFE Banking Act.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Guy, Dan and Danny discuss the recent stock market volatility (4:02), Cathie Wood’s falling ARKK ETF (18:18), Apple’s demand woes (21:12) and Danny’s NFL picks of the week (27:11). The co-hosts interview Ian Bremmer, political scientist and president of Eurasia Group, and talk about the Omicron variant (31:55), geopolitical risks that could drive the markets next year (48:36), and a legendary story about Quentin Tarantino and Dr. Oz (1:04:29).
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the volatility in the stock market, the ARKK ETF getting crushed, and investors crowding into the same mega-cap names.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the stock market bouncing back after Friday's sell-off and look at the technical setup of the dollar, crude oil, retail and a number of semiconductor stocks.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
On this episode of Trading Spaces, Dan Nathan and Danny Moses discuss the new COVID variant and subsequent stock market sell-off and give some picks for what they would buy now.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors crowding into mega-cap tech names (20:28), screwflation (33:08), and the rise of the retail trader (29:21).
Check out a recent issue of David’s widely-read daily commentary, Breakfast with Dave
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.
On this episode, Dan and Guy are joined by Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report to discuss bond volatility and the stock market.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
On this bonus episode, Dan talks to Keith Grossman, president of TIME, and Packy McCormick, founder of Not Boring about all things NFTs at Zeta Live.
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.
On this episode, Dan and Guy discuss high valuation stocks getting hit and the handful of names holding up the market. "On The Tape" co-host Danny Moses joins the conversation to give his take on the move in the dollar and interest rates, and later, Stock Talk Weekly and Stock Market News join the conversation to take us inside the mind of the retail trader.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
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Guy, Dan and Danny discuss huge moves in the stock market (2:06), electric runs (and fails) in EV stocks (12:43), Cannabis legislation (18:50), and Danny’s NFL picks of the week. The co-hosts are joined by CME Group CEO Terry Duffy to discuss the CME Group Tour Championship in Naples this week (30:15), Later, they go “Off the Tape” with Evercore ISI internet analyst to discuss his new book “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.” (41:30)
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.
On this episode, Dan and Guy are live at the CME Group LPGA Golf Tournament in Naples, Florida. The guys discuss Visa, Mastercard and PayPal selling off, the move in gold, rates and bitcoin, and insane Rivian options.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.
On this episode, Dan and Guy discuss the VIX showing a pulse, electric automakers like Tesla and Rivian, retail earnings on deck, and Nvidia's monster move.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
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Guy, Dan and Danny discuss inflation running hot (2:04), Rivian’s mega-IPO (9:52), and wild price action in Hertz (15:21). The co-hosts interview Stephanie Link, portfolio manager at Hightower Advisors and CNBC Contributor, and talk about her time working with Jim Cramer (20:10), and outlook for 2022 (34:51). Later, Dan and Guy are joined by Michael Batnick, host of the Animal Spirits podcast, writer of the Irrelevant Investor blog, and director of research at Ritholtz Wealth Management. The three of them chat about the Knicks, that one time Michael trolled Guy on Twitter (48:20), how he met Josh Brown (55:53), and crazy stock market moves (1:00:35).
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Welcome to another bonus episode of “On The Tape,” Danny Moses sits down with industry insider Brady Cobb to discuss new developments in the cannabis space, as well as recent earnings for weed stocks.
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy have a conversation with Michael Saylor, CEO of MicroStrategy about bitcoin and ethereum hitting new all-time highs, the future of cryptocurrencies, and Tesla. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
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Welcome to a bonus episode of “On The Tape,” brought to you by SoFi. This week, Dan Nathan interviews Packy McCormick, author of the Not Boring Newsletter, about his deep dive on electric automaker Rivian, who is about to make its public debut at a valuation of as much as $65 billion.
Read Packy’s deep dive: Rivian: The Most Remarkable Adventure
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Guy, Dan and Danny discuss this week’s Fed decision (6:13), huge moves in stocks like Avis and Moderna (14:25), what looks good in the markets right now (20:00), and Danny’s NFL picks of the week. Later, Dan goes “Off The Tape” with Packy McCormick of the Not Boring Newsletter, Meltem Demirors from Coinshares, and Jarrod Dicker of The Chernin Group to discuss what the Metaverse is all about (33:38).
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.
On this episode, Dan and Guy discuss the markets ahead of the Fed meeting, the recent move in crypto, payment stocks, financials, and Tesla.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.
On this episode, Dan is joined by Liz Young, head of investment strategy at SoFi to discuss the setup in the broad markets, why investors should be paying attention to small caps and the massive move in Tesla. Chartress and RealMoney.com author Helene Meisler join them to give her key indicators for the markets, then they open the floor up to listener questions.
Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
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Dan and Danny (Guy is on vacation) discuss the stock market at new highs (4:10), the hyperinflation hype (8:30), Facebook changing its name to Meta (18:34), Tesla’s record-breaking rally, and whether Spotify has a Joe Rogan problem. The co-hosts interview Stacey Cunningham, President of the New York Stock Exchange and talk about shattering the glass ceiling (39:44), how Dan earned the nickname “Danny Go-Go” (50:18), a record year for IPOs (53:57), the rise of the retail army (1:02:13), and the NYSE’s ESG initiatives.
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Guy, Dan and Danny discuss Paul Tudor Jones’ inflation warning (2:18), earnings pushing the market higher (4:41), the Trump SPAC (8:42), and the market set up through year-end (18:23). The co-hosts interview podcast host and former U.S. Attorney Preet Bharara and talk about his career as the top cop on Wall Street (25:05), crypto regulation (53:57), and Bruce Springsteen (1:01:25).
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Guy, Dan, and Danny discuss stock market volatility (2:22), supply chain concerns (11:14), the bitcoin flight to safety (18:30), and Danny’s NFL picks of the week. The co-hosts interview Terry Duffy, CEO of CME Group and talk about his decades-long career (26:37), rates and energy volatility (40:40), the potential for a Bitcoin ETF (46:55), and the rise of the retail trader (50:40). Later, Guy and Dan sit down with Rick Heitzmann, Founder and Partner of FirstMark Capital to discuss his latest venture (1:01:04), what FirstMark is focused on next (1:18:19), and Rick’s involvement in our upcoming Okay, Computer podcast (1:20:34).
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Guy, Dan and Danny discuss the whipsaw price action in the stock market (2:32), the Facebook saga (7:28), and Danny “Rips off the Tape” on geopolitical risks (18:35). Dan sits down with Katie Stanton of Moxxie Ventures and talks about the state of VC (24:21). Later, Dan and Guy are joined by CNBC Fast Money host Melissa Lee to talk about her new documentary “Generation Gamble.” (49:52)
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Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56).
More information on some of the topics referenced in this episode:
The Big Short
Stock Market’s September Slump Exposes Messy Underside
Stagflation fears intensify in signs of slowing growth
Dollar hits one-year high as traders anticipate US interest rate rises
Bed Bath & Beyond Tumble Shows Risks of Chasing Meme Stocks
Surging Treasury yields batter ARK fund amid broad tech selloff
Stats on Seasonality
A Breakout Year for Cryptocurrency Performance and Adoption
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We’re excited to introduce the newest podcast to our RiskReversal Media family, Breaking Even with Ned Michaels. Catch a sneak peek at the top of this episode and subscribe to it in your favorite podcast store.
This week Guy, Dan, and Danny discuss the stock market sell-off and subsequent rally (5:30), they read mean tweets from listeners (15:00), and Danny gives his NFL pick of the week (20:15). The co-hosts go threading and ROTTing on Evergrande with Sahil Bloom, writer of the Curiosity Chronicle newsletter (23:15). Later, they interview financial journalist Bethany McLean to discuss Wall Street fraud (43:00).
More information on some of the topics referenced in this episode:
Stock Rally Erases Monday Slide With Bulls Betting on Growth
Fed Tees Up Taper and Signals Rate Rises Possible Next Year
House includes cannabis banking measure in defense bill
Sahil Bloom’s thread on Evergrande
Is Enron Overpriced?
The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron
All the Devils Are Here: The Hidden History of the Financial Crisis
Shaky Ground: The Strange Saga of the U.S. Mortgage Giants
Saudi America: The Truth About Fracking and How It's Changing the World
"He's Full of Shit": How Elon Musk Gambled Tesla to Save SolarCity"
Capitalisn’t Podcast
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Guy, Dan, and Danny discuss increasing calls for a stock market correction (7:17), China’s Evergrande crisis (15:18), and Dan does an impromptu “Rip Off The Tape” on the Wall Street Journal’s Facebook investigation (27:40). The co-hosts interview lobbyist Brady Cobb on what new developments in the SAFE Banking Act mean for Cannabis (32:56). Later, they are joined by investor, all-pro NFL defensive lineman, and Super Bowl champion Ndamukong Suh of the Tampa Bay Buccaneers (43:08).
More information on some of the topics referenced in this episode:
Morgan Stanley’s Mike Wilson calls for a 10% correction
Fed presidents dump shares and apologize for the 'appearance' of conflicts of interest after big trades in companies like Apple and Tesla
Evergrande’s Woes Fuel Selloff in Chinese Property Shares
The Facebook Files: A Wall Street Journal Investigation
House Could Vote On Psychedelics Research For Military And Marijuana Banking As Part Of Defense Bill
Suh Family Foundation
Stash Partners with the Suh Family Foundation and Big Yard Foundation to Launch Financial Literacy Summer Program
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Guy, Dan and Danny discuss the recent bout of market volatility (3:18), the looming debt ceiling debacle (11:43), cannabis stocks up in smoke (16:10), and Elizabeth Holmes on trial (18:23). Dan and Guy go “Off the Tape” with Packy McCormick of the Not Boring newsletter and Scott Lynn of Masterworks to discuss NFTs vs. Securitized Art (23:10).
More information on some of the topics references in this episode:
Investment Banks Turn Sour on U.S. Equity Outlook
Yellen Triggers Alarm Bells Over Debt Ceiling Cliff
Rebecca Jarvis’ podcast: 'The Dropout: Elizabeth Holmes on Trial'
Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou
Masterworks: Demystifying & Democratizing Art
Own the Internet: A Bull Case for Ethereum
Solana Summer: The $21B Blockchain and the Arrow of Time
Nifty Corporates: VISA, Budweiser, Marvel, and the Positive Sum Corporate NFT Awakening
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Guy, Dan, and Danny discuss the big market moves of the week (2:55), introduce Ned Michaels, a new member of the RiskReversal family (24:03), and interview CNBC’s Meg Tirrell about her documentary “A Race Against COVID-19” (35:24).
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Guy, Dan and Danny discuss the everything rally (3:05), Chinese stocks rebounding (13:36), DraftKings’ Simplebet bid (18:04), and bitcoin’s 60% rally off its summer lows (19:57). The co-hosts interview Rich Greenfield of Lightshed Partners (28:06) and talk about his short AMC call (33:11), his venture into the metaverse (41:14), and the streaming wars (45:50).
Click here for Guy Adami’s favorite Rolling Stones songs.
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Guy, Dan and Danny discuss risks to the rally (3:06), Nvidia’s massive run (13:12), Robinhood’s earnings (18:56), Michael Burry’s big short on the ARKK ETF (22:41), and Danny “Rips Off The Tape” on used car loans (27:56). The co-hosts interview Mike Novogratz, founder and CEO of Galaxy Digital (37:49), and talk about the state of the markets (40:43), how Mike got into crypto (59:30), bitcoin vs. ethereum (1:11:38), and his work with the Bail Project (1:15:44).
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Guy, Dan, and Danny discuss the never-ending market rally (2:25), the debt ceiling controversy (13:14), and AMC’s move into crypto (18:11). The co-hosts interview Brian Kelly, founder of BKCM and CNBC “Fast Money” panelist and talk about what’s driving the recent bitcoin rally (23:25), bitcoin vs. ethereum (33:45), and BK’s take on tether (42:33). They end the interview by going on a trip through the metaverse (44:49). Check out BK’s book: The Bitcoin Big Bang: How Alternative Currencies Are About to Change the World Dan references this article by Packy McCormick during the bitcoin vs. ethereum discussion: Own the Internet
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Guy, Dan and Danny discuss bond market volatility (1:30), stagflation (19:29), Robinhood’s wild week (20:49), the electric vehicle race (24:52), and crypto regulation (27:30). The co-hosts interview Rick Heitzmann, founder and partner at FirstMark and talk about his early investments in companies like Pinterest and DraftKings (31:05), the new way companies are going public, and how Rick became a venture capitalist.
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Guy, Dan and Danny discuss the big week for earnings (1:48), Robinhood’s public debut (13:44), and bitcoin’s massive rally (26:12). The co-hosts interview Mark Dow, author of the Behavioral Macro blog and discuss what he says people are getting wrong about the Fed (30:42).
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Guy and Dan were joined by Michael Saylor, CEO of MicroStrategy on Trading Spaces this week to discuss the recent moves in bitcoin. They were also joined by "On The Tape" co-host Danny Moses to talk about everything happening with tether. Be sure to tune into Trading Spaces every Monday and Wednesday at 1pm et live on Twitter Spaces.
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Guy, Dan and Danny discuss this week’s wild market swings (2:55), big tech earnings (9:16), Danny “Rips Off the Tape” on the VXX (15:15), Dan explains why he likes ethereum over bitcoin (23:29) and the three give their second half playbooks (30:33). Guy and Dan interview CNBC “Fast Money” host Melissa Lee (35:30) and talk about how they all first met (37:02), and how Melissa got her start in the business (51:00). They end the interview with the ultimate “Would You Rather.”
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Guy, Dan and Danny discuss inflation running red hot (5:02), bank earnings (11:45), the meme stock meltdown (17:33), a “scary” crypto chart (20:42), and cannabis (29:48). The co-hosts interview Peter Boockvar (32:42), CIO of Bleakley Advisory Group and talk about Powell’s testimony (33:22), Jeffrey Gundlach’s dollar comments (39:50 ), gold, silver and bitcoin (51:09).
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Guy, Dan and Danny discuss warning signs in the market (1:32), earnings season kicking off (11:06), and China’s tech crackdown (21:17). The co-hosts interview Packy McCormick (27:30), writer & creator of the Not Boring newsletter and talk about his take on technology stocks (31:04), the next trillion dollar company (38:14), why Packy loves twitter (43:40), the dangers with Robinhood (51:43) and ethereum vs. bitcoin (58:27).
The Not Boring posts referenced in this podcast are:
The Great Online Game
Own the Internet
Dreams All The Way Up
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Guy, Dan and Danny discuss the June jobs report (2:21), Robinhood and the IPO boom (15:50), and Danny “rips off the tape” on Olympic hopeful Sha’Carri Richardson’s positive marijuana test (26:45). The co-hosts interview Meredith Whitney and talk about her infamous Citi call (35:48), the controversial “60 Minutes” interview (45:31), what she’s doing now and her involvement in Kindbody (48:51).
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Guy, Dan and Danny are joined by Canaccord Genuity strategist Tony Dwyer. The group talks about the market rotation (2:17), the generational change in the Fed (13:45), what could take the market down (19:26), opportunities in the market (32:06), Danny rips off the tape on cannabis banking (43:42), and ways to play the dog days of summer (48:16).
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Guy, Dan and Danny discuss signs of inflation (2:48), single points of failure (17:57), meme stocks (21:20), and Danny rips off the tape on naked shorts (26:52). The co-hosts interview Liz Young from SoFi (31:00) and talk about milestones in her career (32:35), recent price action in the markets (47:25) and the impending transitory tantrum (51:35).
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Guy, Dan and Danny discuss the May jobs report (3:23), AMC’s massive rally (14:51), and competition heating up for Tesla (20:55) . The co-hosts interview STARZ CEO Jeffrey Hirsch (30:42) and talk about the streaming wars (38:10), the STARZ strategy (43:36), and the box office making a comeback (52:11).
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Guy, Dan and Danny discuss James Gorman’s comments about the Fed needing to taper soon than his own economist predict (1:08), Ray Dalio and Carl Icahn getting into bitcoin (9:18), names like AMC and GameStop coming back (14:41), activists taking aim at Exxon (17:11) and Danny Rips Off the Tape on ESG Investing (2);34).
The co-hosts interview Meltem Demirors (27:10) and talk about CoinShares going public (28:04), recent crypto volatility (38:00), whether ether is going to take market share from bitcoin (50:18) and Meltem’s take on Elon Musk and FinTwit/finfluencers more broadly (56:10).
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Guy, Dan and Danny discuss this week’s crypto sell-off and subsequent recovery (1:07), how correlated it is to the broader market (8:42), what Dan’s calling “The Transitory Tantrum” (12:42), and Danny Rips Off The Tape on the SEC Whistleblower Program (18:52).
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Guy and Dan interview Jim Chanos (1:08) and talk about Stanley Druckenmiller’s critique of the Fed (2:06), high flying tech valuations (4:51), Jim’s thoughts on dogecoin/SpaceX/Elon Musk (18:25) and Tesla’s announcement about bitcoin (21:32). We end with Jim’s take on ARK Invest and if it’s a toppish signal (32:08).
Danny Rips Off The Tape on inflation, the Fed and incentive structures (35:50) and Guy and Dan announce our presenting sponsor CME Group for On The Tape (50:34).
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Guy, Dan and Danny discuss work-from-home stocks (0:59), crypto market caps creeping (4:33), Guy and Danny rail against the Fed amid fears of inflation (8:18), and bad price action after good earnings (13:30). Danny Rips Off The Tape on payment for order flow (18:49) and we talk cannabis becoming more mainstream (23:33).
The co-hosts interview CEO of Simplebet Chris Bevilacqua (27:45) and talk about the media/gambling convergence and how his company is enabling the future of sports betting.
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Guy, Dan and Danny discuss this week’s tech earnings in pairs, hitting on Apple vs Spotify (0:54), Apple vs Facebook (8:20) and Google/YouTube vs Netflix (21:55) and some enterprise software names that have been lagging as of late (28:08). Danny “Rips Off The Tape” on Tesla’s quarter (31:50) and CEO pay (33:26). Dan talks Biden’s prime-time address (35:52). We end with Danny’s picks for the Kentucky Derby (43:19).
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Guy, Dan and Danny discuss the tax news that stopped the market in its tracks (0:44), some top-ish signals in digital currencies (5:30), what inflation means for markets (12:47), more issues for Credit Suisse (20:42), Danny’s rant on SoftBank (22:12) and some regulatory hope for cannabis this week (28:01).
Dan and Guy interview CNBC Fast Money friend, Metropolitan Capital CEO Karen Finerman (29:17). We hear her take on the GameStop/Robinhood event and “meme investing” (39:04), her family and her upbringing (42:18), and her take on JPMorgan and CEO Jamie Dimon (49:10). She also talks about some of her future plans (54:31) and how taping Fast Money has been during the pandemic (57:24).
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Guy, Dan and Danny discuss this week in markets and the macroeconomy more broadly (0:43), their takes on the Fed’s actions and comments (9:44), strong bank earnings (16:52), Coinbase’s direct listing (20:04), and some headlines around Tesla that caught their eyes this week (26:57).
The co-hosts interview horseracing legends Bob Baffert and Jack Wolf (34:51) and talk about their passion for what they do, parallels with finance, some behind-the-scenes of racing at the highest level and stories of the winner’s circle.
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Guy, Dan, and Danny discuss Jamie Dimon’s shareholder letter and the state of the macroeconomy (1:50). They also chat about Coinbase’s blockbuster growth as they look to go public (9:42), a Robinhood vs Coinbase would you rather (21:05), what Elon Musk learned in law school (24:50), and more fallout from Archegos/Bill Hwang (26:32). The co-hosts interview Patrick O’Shaughnessy (30:33) and talk about his vision for Colossus (31:48), his work at OSAM (33:03), his 2017 series on crypto in light of recent developments in the space (35:02), his most memorable podcast guests (41:15) and the impact of his family on his life today (44:45). Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Guy, Dan and Danny discuss the Archegos fallout (0:29), we reflect on the quarter that was (3:51), and we get Danny’s take on New York’s cannabis bill that was just signed into law (13:42). The co-hosts interview co-founder of Real Vision Raoul Pal (17:45), chatting about Fed Policy and his macro outlook (18:35), how the automakers and EVs may be the next age of tech (30:13) and Raoul’s take on ARK’s ETFs (36:17). They also discuss this week’s Archegos unwind and echoes of Long Term Capital Management (38:55), and, of course, crypto (49:04). We end by discussing Real Vision and where his company goes from here (1:03:25). Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
A few weeks ago, Guy interviewed MicroStrategy CEO Michael Saylor on behalf of Context365. They discuss bitcoin, the future of crypto, the gold vs bitcoin debate, monetary policy and financial markets more broadly. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow @GuyAdami on Twitter. Follow @Michael_Saylor on Twitter.
Guy and Danny discuss inflation fears and the Fed’s role (0:42), the SEC moving in on SPACs (8:16) and SoftBank (10:33), GameStop’s earnings (12:51), ARK’s take on Tesla (19:18), and stimulus checks going out (24:18). The co-hosts interview Brady Cobb and Isaac Boltansky (26:59), chatting about Brady’s background with cannabis, where the cannabis industry is going and Isaac’s view of what is to come from DC regulation. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan and Danny discuss the state of markets amid the Fed’s commentary (00:55), Lordstown and EV stocks (11:50), gold vs bitcoin (17:23), cannabis companies and regulation (20:21) and fintech companies raising money (26:55). Guy and Dan interview Kara Swisher, chatting about her interviewing/career in media (31:22), podcasting, the future of audio and Twitter Spaces vs Clubhouse (41:32). We get Kara’s thoughts on NFTs/crypto (46:12), and the future of tech and tech regulation (53:10). Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
In a bonus episode of On The Tape, Guy, Dan and Danny chat with ABC’s Rebecca Jarvis. We discuss what it’s like to cover business news for a broader audience at ABC. We also learn about her latest project called “GameStopped” that was just released on Hulu, a deep dive with all the key players from the Reddit/GameStop frenzy. The documentary features our very own Danny Moses. “GameStopped” Press Release and Trailer Rebecca’s podcast: No Limits Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state of the IPO market (18:06). The co-hosts interview Paul Rabil (27:15), founder of the Premier Lacrosse League, chatting about what it’s like to build his league, their commitment to their players, and his philanthropy efforts for students with learning disabilities. He also discusses the future of lacrosse and the importance of finding the right media partners for PLL. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan and Danny discuss some troubling signs in markets on insider selling, corporate issuance and SPACs (1:48), what this debt level means for taxpayers and bond markets (8:12), Danny’s rant on the BUZZ behind Portnoy’s ETF (16:35) and what defensive stocks/sectors might work in this environment (23:58). The co-hosts interview Mikel Jollett (28:25), creator and frontman of the band The Airborne Toxic Event. We talk about what it’s like to release both a memoir and album (both named Hollywood Park) during the pandemic, his political activism and his musical inspirations. He ends by discussing his favorite venue and he plays us out with a song (1:08:35). Follow Mikel Jollett on Twitter and you can buy/download his memoir here. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan and Danny discuss this week’s rate-induced market sell-off (0:34), the merging narratives between meme stocks/crypto/Reddit, a closer look at the ETF market through active vs passive funds (10:09). The co-hosts interview CEO of Ritholtz Wealth Management and CNBC Halftime Report contributor Josh Brown (21:59), chatting about his reflections on his birthday, what he makes of the crypto boom and how it ties into behavioral finance. We also talk about Josh’s entry into financial services (41:13) and his experience as a stock market commentator on TV (50:03). Josh’s podcast is The Compound Show with Downtown Josh Brown, and his blog is TheReformedBroker.com. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
In a bonus episode of On The Tape, Guy and Dan catch up with fellow CNBC Fast Money Contributor Bonawyn Eison. They chat about their experiences as stock market commentators, Bonawyn speaks about how he found his way on Wall Street and the importance of financial literacy. Oh and by the way, how he got the nickname B-IceBreaker. Follow Bonawyn Eison on Twitter @Bonawyn. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan and Danny discuss the inflation data we got this week (0:40), debt markets (8:21), bitcoin/crypto (20:35) and break down the Robinhood/GameStop frenzy in light of this week’s hearing on Capitol Hill (31:09). The co-hosts interview Themis Trading’s Joe Saluzzi and Sal Arnuk (36:14), looking at market structure and we dive deeper into this week’s hearing. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39). The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter. Follow Brian Kelly: @BKBrianKelly and BKCM.co Crypto Resources from Meltem Demirors @Melt_Dem: QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx
In a bonus episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the speculative fervor enveloping financial markets with stocks at all-time highs, strategists are moving the goalposts and writing new playbooks as corporate treasuries (TESLA) are replacing their cash with Bitcoin, and there seems to be no end to SPAC issuance. The co-hosts interview co-founder and CEO of Morning Brew Alex Lieberman (10:55) to discuss the young business-news reader and the responsibility of Morning Brew in this era of millennial trading. In that vein, they then speak with Dough CEO Victor Jones (32:37) about what the takeaways are from this GME/WSB volatility and what is to come for the brokerage industry. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview Danny’s former partners from The Big Short Vincent Daniel and Porter Collins, where they talk about short squeezes, what is to come in retail trading regulation and the behind-the-scenes scoop of The Big Short. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
In a bonus episode of On The Tape, Guy Adami and Dan Nathan talk more about the volatility in GameStop, silver and these “meme” stocks and assets. The co-hosts catch up with Sahil Bloom, discussing his latest tweet thread on the silver market and the importance of financial literacy. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
In this week’s episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss this week’s action in GameStop, Robinhood’s role and the battle between r/WallStreetBets Reddit army of traders and hedge fund titans. The co-hosts share war stories from their days as traders and speak with MSNBC Anchor Stephanie Ruhle, discussing her experience on Wall Street and her hopes for change for a more equitable economy. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
In this week’s episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the current state of the airlines, how EV multiples are creeping into traditional autos and everything in between. Guy, Dan and Danny then speak with legendary investor Jim Chanos. Jim gives his current thoughts on markets, short opportunities and provides anecdotes from the past. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
In the inaugural episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the gamification of the stock/options markets and the similarities between online sports betting and crypto trading. Guy, Dan and Danny are joined by Sahil Bloom, private equity investor and fintwit wunderkind as he offers his take on current market psychology. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter decisions, both personally and professionally. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bets against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.