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 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.
Markets are Hard to Handle with Mike Wilson of Morgan Stanley
Mike Wilson joins the hosts for this episode of On The Tape. They talk about the November stock market rally (3:00), classic late-cycle behavior (6:30), earnings (8:00), the bond market (11:30), why the soft landing is the worst possible scenario for stocks (13:00), the single biggest risk for 2024 that investors aren’t taking seriously (13:50), what consensus could get wrong next year (18:00), the employment cycle (24:30), sentiment indicators (30:30), volatility (33:00), private credit (34:20), stock market concentration (37:30), M&A (41:00), and the appeal of U.S. markets as a safe haven (41:30).
Later, Guy, Dan, and Danny discuss the Elon Musk DealBook interview (45:00), the meteoric rise in the S&P 500 (47:45), GM’s $10B buyback (51:20), M&A (56:00), the energy space (59:45), JPMorgan survey shows investors are as bullish they’ve ever been (1:02:45), LME wins High Court ruling over canceled nickel trades (1:04:45), and Danny’s NFL picks (107:30)
—
About the Show:
On The Tape is
01/12/2023 • 1 hour 8 minutes 48 seconds
A Huge and Not Boring Podcast with Cleo Abram, Packy McCormick and Deirdre Bosa | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).
Later, Dan sits down with video journalist Cleo Abram and Packy McCormick, founder of Not Boring, for a conversation about being creators (18:00).
Topics include:
How Cleo conceptualizes “Huge If True” (20:00)
Packy writing in long-form (22:15)
Taking feedback (28:45)
Monetization (35:20)
Subscription models (40:00)
Bitcoin/Crypto (45:00)
The Mag7 stocks (48:00)
---
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to o
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, November 28th.
Topics For Today's Pod ⤵️
- Rate Cuts Coming?
- X Marks the Crude Spot
- Chart Check on 10-Year Yields
Timecodes
0:00 - Fed Sparks Rally
9:15 - S&P 500
12:15 - NASDAQ
12:40 - Yields
20:25 - Oil Trade, $XLE & $OIH
27:00 - U.S. Dollar & Gold
29:50 - Micron ($MU)
---
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 @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
28/11/2023 • 38 minutes 26 seconds
The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins
On this episode of “On The Tape,” Guy Adami, Liz Young, and Dan Nathan discuss the disconnect between the stock market and the economy (4:00), holiday spending (12:15), investors hungry for risk (15:30), market concentration (17:30), and upcoming earnings/economic data this week (23:30).
Later, Danny Moses hosts a special “What Are We Doing?” with Vincent Daniel and Porter Collins of Seawolf Capital. They discuss the state of the market as they see it today (32:00), the precious metals market (37:30), current investor/machine mentality (39:00), market concentration in for hedge funds (40:30), stock picking with small and mid-cap names (42:30), the energy landscape (46:00), Tesla still not trading on fundamentals (48:45), and banks getting into “private credit” (52:15).
Articles mentioned on this podcast
The economic trends we’re grateful for
Investors See Interest-Rate Cuts Coming Soon, Recession or Not
Black Friday shoppers spent a record $9.8 billion in U.S. online sales, up 7
27/11/2023 • 56 minutes 30 seconds
Markets? We Just Disagree. Plus an Interview with Liz Ann Sonders of Charles Schwab
On this episode of On The Tape, Guy Adami and Danny Moses discuss the S&P hovering near 52-week highs despite trouble under the hood (3:00), market structure/concentration (5:00), the Sam Altman/OpenAI shakeup (12:00), Binance users pull over $1 billion from the exchange after CEO leaves, pleads guilty (16:00), the energy space (21:30), and Danny’s NFL picks of the week (23:30).
Later, Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the podcast for the first time. They hit her background (31:30), stock market strategists calling tops and bottoms (34:00), Mag7 vs. the rest of the market (38:30), analyst earnings estimates (45:00), valuations (18:15), the rolling recession (53:30), the Fed put (59:00), the energy space (1:01:00), other sectors she is watching (1:03:30), and growth vs. value (1:05:00).
—
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
23/11/2023 • 1 hour 7 minutes 38 seconds
Satya’s OpenAI Arms for Altman | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre’s biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman’s return (17:00).
Later, Dan sits down with Matt Turck, Partner at FirstMark Capital and host of The MAD Podcast, to discuss the implications of the OpenAI drama (19:30), what’s at stake for public and private investors (21:35), consumer AI vs. enterprise AI (25:30), whether is better off with Sam Altman (28:00), the shift in corporate reputation (34:00), opportunities the potential collapse of OpenAI means for public companies (35:30), VCs (38:15) and talent (40:15). They end the conversation with a quick chat about The MAD Podcast with Matt Turck (44:00) and the outlook for Google (46:15).
Inspiration for today’s title: https://www.youtube.com/watch?v=i5pU
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, November 21st.
--
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 @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
21/11/2023 • 45 minutes 37 seconds
A December to Remember with Liz Young of SoFi
On this episode of On The Tape, Dan Nathan and Liz Young discuss huge moves in stocks and yields in the past week (2:00), Powell’s shift on growth (9:00), reading through the retail earnings transcripts (12:00), and a check on the S&P 500 technicals (20:00). After the break, Guy Adami drops by to run through a handful of single stocks with Dan. They talk about the why Dan says Microsoft is the most important company in the world (28:00), Elon’s take on Open AI (32:30), Nvidia earnings (35:30), and how Elon Musk’s tweet controversy could impact Tesla stock (39:30).
Read Liz’s latest note here
—
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, inflati
20/11/2023 • 46 minutes 22 seconds
The Games People Play in Markets with CME Group CEO Terry Duffy
On this episode of On The Tape Dan, Guy and Danny discuss what events this week (earnings, Biden-Xi meeting, econ data) are saying about the economy (3:00), expectations of rate cuts next year sparking panic buying (11:30), the promise of a soft landing (18:00), being a market pundit (20:30), the Starbucks walk out (25:00), IPO spinoff talk swirls around SpaceX’s Starlink (27:00), and Danny’s NFL picks (28:00).
Later, CME Group CEO Terry Duffy joins the conversation for his take on risk management in a time of uncertainty (35:00), what investors should be focused on (37:30), innovation for new products/existing products (39:00), his philosophy in regards to risk management (40:00), FTX/regulation (43:50), the importance of rigor (49:00), the market structure (51:30), the retail trader (54:30), what keeps him going as a CEO (59:00), their Google Cloud relationship (1:02:00), his expectations for the stock market in 2024 (1:05:30), and the CME Group Tour Championship (1:08:00).
Click h
17/11/2023 • 1 hour 10 minutes 13 seconds
Whizzing Around the Nasdaq with Guy Adami | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan is joined by Guy Adami to discuss investors piling into risky assets (2:00), Nvidia adding $50B in market cap over the last 10 trading sessions (7:00), the semiconductor space (10:00), software stocks (14:00), the digital ad space (17:00), FinTech stocks (20:00), and Tesla/EVs (21:30).
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
15/11/2023 • 23 minutes 10 seconds
The Rip Your Face Off Rally + Trading the S&P 500 Futures | MRKT Call
Dan Nathan, Danny Moses and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, November 14th
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 @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
14/11/2023 • 32 minutes
A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners
On this episode, Dan Nathan and Liz Young discuss the recent rally (3:00), what’s at stake in the Biden-Xi meeting this week (9:00), Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts (15:00), consumer sentiment (19:00), and sectors Liz would be focused on if the rally continues (25:00). Later, Ali Meli of Monachil Capital Partners joins to chat about his background (32:30), the structure at Monachil (37:00), lessons from the banking crisis (39:30), unrealized losses on bank balance sheets (47:00), the potential for a soft landing (49:00), how to get balance in the economy (53:30), opportunities in the market (59:30), and why the most unstable balance sheet is Federal Reserves (27:30).
If you would like to donate to Team Rubicon, please follow this link.
Every listener who donates a minimum of $25 will receive a free On The Tape hat, just screenshot your donation confirmation and send it to [email protected] with your mailing address.
—
About the Show:
On The Tap
13/11/2023 • 1 hour 1 minute 41 seconds
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Danny’s NFL picks (28:30).
After the break, the guys are joined by Helima Croft of RBC to discuss the latest decline in oil prices (32:30), her time working in the CIA (35:45), oil production (38:15), geopolitical impacts on the energy market (42:00), the Trump Administration’s impact on OPEC (46:30), the pain trade from current levels (50:15), gasoline (53:00), energy M&A (55:00), whether Brazi would consider entering OPEC (57:30), what the price of oil is telling her about the market (59:15), China-Taiwan (1:02:45), uranium/nuclear (1:05:00), Japan/India (1:06:00), and dollar strength (1:07:00).
In honor of Veterans Day, Guy and Dan cha
10/11/2023 • 1 hour 33 minutes 17 seconds
Party on GARP with Deirdre Bosa, Joe Marchese, and Richard Betts | Okay, Computer. Podcast
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about investors piling back into stocks (2:00), BlackRock going big on mega-cap (5:30), whether the AI bubble is reinflating (10:00), Datadog surging (12:30), OpenAI’s ‘Extinction Event’ For Other AI Startups (15:00), and Uber earnings (19:15).
Later, Dan sits down with Joe Marchese and Richard Betts, co-CEOs of CKBG, about how Komos Tequila came to be (26:45), what sets Komos apart from other brands (33:20), building a luxury consumer product brand (27:00), breaking into the hospitality industry (39:20), the size of the tequila market (41:15), stayfrisky.com (43:30), Richard’s Tim Ferriss interview (46:30), being a master sommelier and why he gave it up (47:50), making the tequila the celebrity (53:20), and the Komos Foundation (54:30).
Check out Deirdre’s report on self-driving cars
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or
08/11/2023 • 57 minutes 16 seconds
Tech Ticks Up & Crude Falls Hard | MRKT Call
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, November 7th.
Timecodes
0:00 - Tech Ticks Up
8:00 - NASDAQ
13:30 - Yields
16:45 - Crude & Energy
26:50 - Homebuilders
30:20 - Transports
35:00 - 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 @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
07/11/2023 • 43 minutes 8 seconds
The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management
On this episode of On The Tape, Guy Adami and Liz Young talk about whether to trust the rally (2:00), what economic data is telling us (5:00), why the Fed may have to cut rates sooner than the market thinks it will (11:00), bear market rallies (15:00), BlackRock’s Boivin Says High Rates Still a Threat to Stock Rally (18:00), the expectation of margin expansion (22:00), and Fed speak this week (25:30). Later, Tom James of TradeFlow Capital Management joins the podcast to discuss his background in commodities and how it translates to TradeFlow (32:45). Connect with Tom James and TradeFlow on LinkedIn. You can also check out Tom’s book Deep Space Commodities: Exploration, Production and Trading.
—
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 parti
06/11/2023 • 55 minutes 27 seconds
Stock Market Rally on Shaky Ground with David Rosenberg
On this episode of “On The Tape,” Guy, Danny, and Dan talk about the rally off the lows (2:00), yields vs. stocks (9:00), commodities (16:30), the BOJ meeting (18:00), bank stocks (21:30), why Dan thinks it’s a good trading environment (24:30), and Danny’s NFL picks (27:30). David Rosenberg of Rosenberg Research joins to discuss the rally within the bear market (32:00), why the bond market is more attractive than the stock market (36:00), what would make him “very bullish” (39:00), the economy (41:00), what happens to the stock market when the Fed stops raising interest rates (44:00), the possibility for a recession (47:30), positioning in the bond market (49:30), cracks in the housing market (55:00), the stock to bond ratio (59:30), and credit (1:01:30).
—
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 advic
03/11/2023 • 1 hour 1 minute 31 seconds
Bloom Off The A.I. Rose with Deirdre Bosa, Stuart Sopp & Trevor Marshall
On this episode of Okay, Computer. Deidre Bosa joins Dan Nathan for a vibe check on big tech earnings. They hit Amazon (3:10), Microsoft (5:50), Anthropic (13:55), the Biden Administration’s AI executive order (18:30), Nvidia (21:10), and Apple’s China problem (24:10). Later, Dan chats with Stuart Sopp and Trevor Marshall of Current to discuss the Money 20/20 conference (30:25), the state of FinTech (35:30), what they are watching in the public markets (45:15) and how they are thinking about AI (48:45).
Articles mentioned in the podcast:
OpenAI’s Corporate Sales Come Under Pressure as AI Customers Eye Cheaper Options
Google Commits $2 Billion in Funding to AI Startup Anthropic
Nvidia’s $5 Billion of China Orders in Limbo After Latest US Curbs
--
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on T
01/11/2023 • 52 minutes
Chart Check: Small Caps + Yields + Semis
Dan Nathan, Carter Worth and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 31st.
Timecodes
0:00 - SPX & NDX
10:30 - Russell 2000
14:20 - Yields
22:30 - Gold & U.S. Dollar
27:20 - $CAT
29:40 - $SRPT + $ANET
32:20 - $NVDA, $TSLA + $AMD
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 @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
31/10/2023 • 44 minutes 28 seconds
Stop Worrying and Love The Bond + All Things Oil with Brent Belote
Dan Nathan and Liz Young discuss last week’s price action for the S&P 500 (6:00). McDonald’s revenue climbs (8:00). Liz looks at monthly personal spending (11:00). Treasury refunding happening this week (15:45). The financial world still looks to Japan and its yield curve control (19:30). It’s time to stop crying about bonds and start buying them instead (24:00). Apple is holding a “Scary Fast” Mac event tonight (28:20). Eli Lilly and Novo Nordisk report on Thursday (34:00)
Later, Danny Moses joins Guy for a conversation with Brent Belote of Cayler Capital. The three discuss Brent’s trading background (41:30), why we are in the golden age of energy and resource stocks (43:45), oil demand (45:00), WTI crude vs. Brent crude (46:00), oil volatility (47:00), geopolitical risks (50:00), how other asset classes impact the price of oil (51:30), daily liquidity (53:00), the three best things that have happened to the energy space (53:45), Brent’s investment process (56:00), who he is followin
30/10/2023 • 58 minutes
Accidents Will Happen in Financial Markets with Rebecca Patterson
On this episode of On The Tape Guy, Dan and Danny chat about accidents occurring all over the stock market (1:30), bad price action post-earnings (8:00), air deflating from the AI bubble (11:30), financials (12:30), Bill Ackman's bond bet (15:15), dollar/yen (17:45), credit (19:15), crowded trades (21:00), and Danny’s NFL picks of the week (23:00). Later, they are joined by Rebecca Patterson, former chief investment strategist at Bridgewater Associates, to discuss headwinds for the financial sector (28:00), rates higher for longer (30:00), what investors should be paying attention to (32:00), her outlook on the U.S. equity market (37:30), the bull case for bonds (44:00), gold (46:20), political uncertainty impact on the stock market (49:45), how she is thinking about the energy space (52:00), and what could break in the economic system (55:15).
—
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
27/10/2023 • 1 hour 42 seconds
Mag7 Q3 Earnings Preview with Gene Munster | Okay, Computer.
Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan’s take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon’s quarter (26:15). Apple’s massive AI opportunity (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50).
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
24/10/2023 • 40 minutes 30 seconds
Earnings Good Witch or Bad Witch? Plus, Rhys Williams of Spouting Rock
On this episode of “On The Tape,” Guy Adami and SoFi’s Liz Young discuss yield volatility (2:00), Chevron agreeing to buy Hess and what big oil M&A means for energy stocks (11:00), why Liz says now is not the time to buy a house, the perils of price discovery (18:00), bank stocks (22:30), and what to expect from Mag7 earnings (28:30).
Later, Rhys Williams, Chief Strategist & CIO at Spouting Rock Asset Management, joins Guy and Dan (35:00) to talk about his strategy in the current market environment (38:45), why he expects a Q4 rally despite the wall of worry (41:30), why consensus could be wrong about Mag7 stocks (45:15), yields (46:30), AI (48:30), what the market does leading into a presidential election (50:30), Paul Tudor Jones saying we are likely in a recession (51:50), and the core values at Spouting Rock (54:30)
—
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 he
23/10/2023 • 54 minutes 52 seconds
Classic Late Cycle with Cameron Dawson and Luke Gromen
Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior (2:00), what could spark rate cuts, and what that means for the market (9:30), enthusiasm around semiconductor stocks (15:30), credit cycles (18:00), what Cameron is focused on this earnings season (22:30), geopolitics (25:00), Tesla’s quarter (28:00), whether the Mag7 stocks will continue to hold up the markets (32:00), commercial real estate (41:00), Cameron’s take on stocks into year-end (46:00), and Danny’s NFL picks of the week (48:30).
Later, Danny and Guy are joined by Luke Gromen, Founder of unique macroeconomic research firm Forest for the Trees (FFTT), to talk about the global sovereign debt crisis (51:00). Rates and the net effective supply and demand (55:00). What if yields run away from us to the upside (1:07:30). Japan and the dollar vs the yen (1:10:00). What does the gold environment look like (1:15:30). How should people buy gold and allocate it
20/10/2023 • 1 hour 26 minutes 51 seconds
Stock Market No Good Under the Hood with Dan Niles | Okay, Computer.
On the latest episode of Okay, Computer. Dan Niles, Founder and Portfolio Manager of the Satori Fund, joins Dan Nathan for a conversation about covering his shorts and calling for a year-end rally (2:50), Amazon (8:40), Walmart (12:20), what should happen in the markets vs. what’s happening (15:50), why the market looks terrible under the hood (19:20), what could be unwound in 2024 (23:20), what would cause another financial crisis (29:20), Nvidia (35:00), Apple (41:15), Tesla (46:20) and how Dan Niles is looking to make money into year-end.
Read: Tesla whistleblowers filed a complaint to the SEC in 2021, but the agency never interviewed them. Here’s what the complaint said
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalM
18/10/2023 • 54 minutes 1 second
Nvidia Trades Lower + Nasdaq Futures Play | MRKT Call
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 17th.
CME Group's Futures Challenge: https://www.cmegroup.com/futures_challenge/challenges/892/landing.html
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 @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
17/10/2023 • 42 minutes
Vibe Check on the Markets
On this episode of On The Tape, Guy Adami and Liz Young discuss a shift in the tone of the market (2:00), gold (4:00), oil (7:00), unemployment (8:30), a bad vibes warning (13:30), inflation data (17:30), Apple iPhone sales slowing in China (21:30), why Guy thinks people aren’t paying enough attention to the energy complex (26:30), the Fed put (28:30), big events/earnings this week (31:30), and rumors of the SEC approving Blackrock’s bitcoin ETF (33:00).
—
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
16/10/2023 • 35 minutes 30 seconds
The Ripple Effects in the Market with Stuart Sopp
Guy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America’s Wrong-Way Rate Bet Hurts Moynihan’s Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman’s Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IPO market (38:30), M&A (42:00), what Stuart is watching (46:00), and Danny’s NFL picks (48:00).
Read more about Danny’s family history here
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 wee
13/10/2023 • 50 minutes 3 seconds
BONUS: Tom Rogers, The Stud Who Built CNBC
On this bonus episode of On The Tape, Dan and Guy sit down with Tom Rogers, Executive Chairman at Engine Gaming & Media / Chairman and CEO of TRget Media, to discuss how he launched CNBC (4:00), early influences in his career (8:30), Tom mentoring Guy and Dan (12:00), transformative media technology (15:00), Reed Hastings and Netflix (18:30), Bob Iger and Disney (23:00), the role of politics in media (28:00), the Trump effect on news (31:00), the 2024 election (34:00), working with Jack Welch (39:00), and what gets Tom excited (41:00).
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 int
12/10/2023 • 43 minutes 34 seconds
Should I Stay Or Should I Go... Public | Okay, Computer
Deirdre Bosa joins Dan Nathan on this week's Okay, Computer. Companies are facing a dilemma, stay private or go public (4:00)? Paul Tudor Jones warns of a possible drawdown in the stock market, how will mega cap tech stocks fare if it pans out (7:15)? Deirdre takes a look at "The Temu Effect" (15:30). How does Anthropic grow into its valuations (21:30)? Tesla builds a new home for ‘Dojo’ Supercomputer as AI ambitions rise (25:00).
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa 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, October 10th. FactSet's John Butters delivers his Earnings Insight.
-Paul Tudor Jones says a a recession is likely
-Guy's Gold Futures & 10-YR Futures Trades
-Dan's TLT Trade Update
-BAC's Wrong-Way Rate Bet
-John Butters of FactSet joins
Timecodes
0:00 - Geopolitical Climate
7:45 - NASDAQ
9:00 - Rates & Yields
16:25 - Bank of America
20:15 - Q3 Preview w/ John Butters
32:15 - Dollar & Gold Update
35:25 - Pepsi & LVMH
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
10/10/2023 • 42 minutes 20 seconds
Geopolitics Take Center Stage for Markets with Chip War Author Chris Miller
Guy, Dan, and Liz Young from SoFi discuss how the market is responding to Hamas attack against Israel (3:00), the potential for steeper declines in the S&P 500 (12:00), oversold conditions (14:15), earnings season kicking off (19:30), Apple as a “Utility Player” Stock (21:00), Banks (24:15). Later, Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology to discuss how he came to write the book (31:30), the U.S. dependency on chips from other countries (34:00), the market share that Taiwan Semi has (36:00), how a Taiwan invasion could impact the global supply chain (38:30), the advanced chip bans (48:00), the consumer market in China (51:00), national security implications (54:00), and whether we could see some sort of provocation in 2024 (58:00).
Here’s how to receive a FREE copy of Chip War: The Fight for the World’s Most Critical Technol
09/10/2023 • 58 minutes 55 seconds
Stocks Staying Alive with Negativity & A Conversation with Jurrien Timmer of Fidelity
On this episode of “On The Tape,” Guy & Danny discuss rising interest rates (3:00), gold/bitcoin (14:30), oil demand destruction (17:00), Only an Equities Crash Can Rescue the Bond Market, Barclays Says (19:00), strikes (21:00), consumer stocks (22:00), Danny rips off the tape on the Consumer Financial Protection Bureau (CFPB) (25:00), Genius Sports (27:30), and NFL picks of the week (29:30). Later, Dan & Guy are joined by Jurrien Timmer, Director of Global Macro at Fidelity to talk about the stock market in limbo (35:30), what it will take for the market rally to broaden out (39:00), the yield curve (47:30), rate-sensitive sectors in the market (51:00), the consumer (54:30), and U.S. dollar strength (57:30).
TAKE OUR SURVEY: https://rb.gy/3m8if
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 epi
06/10/2023 • 1 hour 45 seconds
Mag7 > Nas93 with Trevor Marshall | Okay, Computer Podcast
On this episode of Okay, Computer. Dan Nathan is joined by his “On The Tape” co-host Guy Adami to discuss the flight to quality in the public markets (1:30), valuations as a timing tool (4:30), Big Tech Takes a Back Seat After the AI Hype Cycle (6:00), Goldman Sees Earnings-Led Rally in Big Tech Stocks After Rout (8:40), semiconductor stocks (11:40), and big tech technicals (13:30). Later, Trevor Marshall of Current drops by to discuss What to expect from SBF’s trial - and after (19:00), JPMorgan’s UK bank Chase to ban crypto transactions (12:30), Why the U.S. needs a better instant payments system (14:00)
--
SURVEY: https://us14.list-manage.com/survey?u=288ea47bf7c1893d795933495&id=044647576d&e=*|UNIQID|*
--
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] 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
04/10/2023 • 39 minutes 17 seconds
How High Will Yields Go? + Guy & Dan Comment on Rick Santelli's Rate Rant
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 3rd
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
03/10/2023 • 37 minutes 23 seconds
Eerie Days with Liz Young of SoFi
Guy, Dan and Liz Young from SoFi discuss initial enthusiasm over the shutdown aversion waning (4:00), the markets unchanged in the last 18 months (11:00), Rising Rates Likely Hit Bank Balance Sheets in Quarter (17:00), the bond trade (25:00), why a recession is still likely (30:00), Tesla’s fundamentals breaking down (34:00) and what to be optimistic about (36:00).
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
Le
02/10/2023 • 38 minutes 35 seconds
The Thrill is Gone and a Conversation with Ed Yardeni
On this episode of On The Tape, Dan, Guy and Danny discuss rising rates (2:00), de ja vu to 2021 (3:15), the energy market (11:10), the China threat(14:20), Q3 earnings (19:45), CarMax (23:00), Ryan Cohen/meme stocks (26:25), and Danny’s NFL picks (29:15). Later, Guy and Dan are joined by Ed Yardeni of Yardeni Research to discuss his street cred as a top Wall Street strategist/economist (33:30), the Fed creating chaos in the bond market (38:20), why the Fed might get it right (45:30), the rolling recession (47:20), the consumer (49:00), the yield curve (53:50), his market outlook (57:00), Japan (1:00:35), and Ed’s offering for retail investors (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 inve
29/09/2023 • 1 hour 6 minutes 54 seconds
Okay, Computer 9/27: I Sigh with My Little AI; Conversations with Deirdre Bosa and Scott Cohen of JKBX
Dan Nathan and Deirdre Bosa of CNBC give a vibe check on big tech (1:25), Amazon steps up AI race with up to $4 billion deal to invest in Anthropic (6:15), Meta’s Llama (8:32), chatbot integrations ( 9:30), the A.I. fever broken (11:00), Microsoft working on a plan b to Open A.I. (13:45), FTC Sues Amazon, Accusing Company of Illegal Online Retail Monopoly (17:00), Apple quiet on A.I. (19:20), and autonomous vehicle rides (21:50). Later, Dan sits down with Scott Cohen, CEO of JKBX, to discuss how he got started in the music industry (25:05), leveraging the early days of the internet (27:45), about JKBX (34:00), music as an asset class (47:40), how fans can participate (48:50), disclaimer (51:10), how to access the JKBX platform (52:30), music being recession-proof (53:40), and what they are focusing on in phase 1 (55:05).
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @Okay
27/09/2023 • 59 minutes 3 seconds
MRKT Call 9/26: Stock Market Sells Off
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, September 26th
Topics for today's show:
- Jamie Dimon warns a 7% Fed rate is still possible
- Key levels for crude oil, the U.S. dollar, and gold
- Tech Selloff $AAPL $MSFT $AMZN $GOOGL
- Big banks
- Costco earnings preview
-----
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi
Watch MRKT Call LIVE at 1pm T-TH on YouTube
Sign up for our emails
Follow us on Twitter @MRKTCall
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
26/09/2023 • 42 minutes 49 seconds
Stocks Atone for Higher Rates with Liz Young and Lee Robinson of Altana Wealth
Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this week (Micron, Nike, Costco) (18:40), and Dan atones for his market sins (Tesla/Nvidia) (23:00). Later, Lee Robinson of Altana Wealth joins to discuss his company and middle market hedge funds (24:00), the 4 pillars of investing at Altana (30:30), finding asymmetric investments in the market (33:30), exiting positions (36:50), the current macro environment/2024 outlook (39:15), Fannie and Freddie preferred shares (40:45), asset allocation in a portfolio (44:30), bitcoin (47:00), rates (50:55), and what could go wrong next (53:15).
To learn more about Altana Wealth email s[email protected]
About the Show:
On The Tape is a
25/09/2023 • 1 hour 5 minutes 2 seconds
Take the Long Way Home with Vincent Daniel and Porter Collins
On this episode, Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins of Seawolf Capital to discuss scary moves in the bond market (2:00), the fiscal dominance narrative (10:00), volatility (12:00), Fed Chair Jerome Powell’s speech (14:30), crude oil (20:00), market breadth (24:30), the pulse of the consumer (36:00), banks (40:00), gold (46:00), and Vinny & Porter give individual stock picks (51:00).
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
22/09/2023 • 56 minutes 58 seconds
Pop Goes the IPO with Deirdre Bosa, Katie Stanton and Kwin Kramer of Daily
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss the Instacart IPO (2:30), Arm Falls After Bernstein Downplays Company’s AI Prospects (9:00), semi stocks (13:30), and Pinterest shares rally after executives tell Wall Street that growth is reaccelerating (14:30). Later, Dan is joined by Katie Stanton of Moxxie Ventures and Kwindla Hultman Kramer, CEO at Daily, to discuss their funder/founder origin story (26:00), about Daily (28:00), the challenge and promise of video (31:00), what separates Daily from Zoom (32:30), AI (38:30), video vertical strategies (40:30), and new innovations to be on the lookout for (44:30).
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] 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 YouT
20/09/2023 • 51 minutes
MRKT Call: Why Gold is About to Explode
Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, September 19th
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
19/09/2023 • 38 minutes 1 second
Hard to Imagine with Liz Young of SoFi and Mark Simmer of Clear Haven Capital Management
Guy, Dan, and Liz Young of SoFi discuss the Fed painting the picture for a soft landing (2:45), a perfect storm for US multinationals (7:00), oil/energy prices (8:40), market risks (10:15), the potential for more volatility (14:15), and traders going to jail for spoofing (21:00) . Later, Dan sits down with Mark Simmer of Clear Haven Asset Management to discuss growing interest in the private credit market (25:00), his background (27:30), how Clear Haven is competing with larger players (30:00), how he is thinking about the risk environment right now (34:00), the banking crisis (37:00), the consumer (44:15), and opportunity in the current rate environment (46:30).
Read: Why a Soft Landing Could Prove Elusive
Read: Ex-JPMorgan Gold Trader Sentenced to Six Months in ‘Spoof’ Case
Read: Ex-Wells Fargo Executive Avoids Prison Over Accounts Scandal
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 b
18/09/2023 • 51 minutes 15 seconds
Just Breathe with Michael Kao
Guy, Dan, and Danny discuss mixed messages in the market (1:00), where’s the recession? (6:00), the best-looking charts in the market, according to Danny (9:30), mega-cap tech stocks not acting well (10:30), Morgan Stanley’s Tesla upgrade (14:30), banks (16:30), Danny pounding the table on Genius Sports/Sportradar stocks (25:00), airlines (26:30), Vertu (32:00), Danny’s NFL picks (33:00), and Gamestop (33:30) . Later, Danny and Guy sit down with Michael Kao, a private investor at Kao Family Office, to discuss the four horsemen impacting the Fed (40:00), natural gas (45:00), what would trigger oil to sell-off (46:30), China (49:00), global macro headwinds for oil (55:00), Japan (1:00:00), and yields (1:05:00).
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 Wal
15/09/2023 • 1 hour 8 minutes 37 seconds
ArmCart Quarterbacking Tech IPOs with Deirdre Bosa
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
—
Learn more about Ro Body at ro.co/okay
----
Email us at [email protected] 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
13/09/2023 • 36 minutes 5 seconds
MRKT Call: S&P 500 Chart - Choose Your Own Adventure
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
12/09/2023 • 31 minutes 32 seconds
Whole Lotta Love with Liz Young
Guy and Liz Young of SoFi discuss bond yields (3:30), inflationary inputs like oil and energy (13:30), China (16:30), Apple/Nvidia (21:30), the dollar wrecking ball (25:15), and the labor market (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 [email protected] with any feedba
11/09/2023 • 32 minutes 45 seconds
Wishing All The News Was Good with Savita Subramanian of Bank of America
Guy, Dan, and Danny discuss Apple falling on reports of a China crackdown (3:00), Tesla (7:30), dueling headlines on hiring (12:00), economists growing gloomier on 2024 (16:15), and football picks (23:00). After the break, Dan and Danny sit down with Savita Subramanian of Bank of America and discuss her market outlook (29:00), the consumer (39:00), reasons to be excited (45:30), how to make money in the stock market (49:00), her S&P price target (53:00), and China (59:30).
Enter the CME Group “Battle of the Bonds” Challenge for a Free Water Bottle!
Sign-up here: https://cmegroup.com/bondschallenge
Screenshot your registration
Email a copy to [email protected] with your mailing address
—
Articles mentioned in the podcasts:
Walmart Cuts Starting Pay for Some New Hires
Health-Insurance Costs Are Taking Biggest Jumps in Years
Economists grow gloomier on 2024 as central banks delay rate cuts
—
About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Gu
08/09/2023 • 1 hour 25 seconds
Okay, Computer: Funders & Founders with Katie Stanton & Kesava Kirupa, CEO of Luminai
Dan is joined by Katie Stanton of Moxxie Ventures and Kesava Kirupa Dinakaran, co-founder of Luminai, Kesava breaking the Guinness World Record for the number of Rubik's cubes solved in one hour as a teenager (1:00), how he and Katie met during the pandemic (4:20), Kesava’s founder story/living in a hacker house (10:15), Luminai cultivating the shift from manual labor to digital labor (16:00), working with financial services and health care companies (24:30), and what’s next for Luminai (29:15)
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] 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
06/09/2023 • 35 minutes 50 seconds
MRKT Call: Too Much Optimism in the Stock Market?
Guy Adami, Danny Moses and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, September 5th.
Enter the CME Group “Battle of the Bonds” Challenge for a Free Water Bottle!
1) Sign-up here: https://cmegroup.com/bondschallenge
2) Screenshot your registration
3) Email a copy to [email protected] with your mailing address
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
05/09/2023 • 49 minutes 49 seconds
Better Man with Fundstrat's Tom Lee & Brady Cobb of Sunburn Cannabis
Fundstrat’s Tom Lee joins Dan Nathan, Guy Adami and Danny Moses for the first half of the pod to discuss the stock market not making sense actually makes sense (4:00), the bond market (16:00), why it’s too early to have a 2024 outlook (18:00), Bitcoin (25:00) and sentiment among Fundstrat clients (27:00). After the break, the guys speak with Brady Cobb, CEO/Founder of Sunburn Cannabis, to discuss HHS calling for an easing of restrictions on marijuana (44:30).
Use this link to get one month of free access to Tom Lee’s research at FS Insight: https://bit.ly/3PjnBdV
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
01/09/2023 • 58 minutes 52 seconds
Bitcoin Fixes X… with Trevor Marshall, David Haber & Stuart Wall
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 [email protected] 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
30/08/2023 • 1 hour 8 minutes 51 seconds
MRKT Call: Euro Stepping With Carter Worth
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
29/08/2023 • 31 minutes 56 seconds
Tee’d Up + The Space Economy with Chad Anderson
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:
Leave a review for On The Tape and Okay, Computer. wherever you listen to podcasts
Screenshot it and send it to [email protected] with your address
Read More
China’s Worsening Economic Slowdown Is Rip
28/08/2023 • 59 minutes 14 seconds
Running On Empty with Tony Dwyer
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
25/08/2023 • 55 minutes 26 seconds
Okay, Computer: A.I. Head-Fakes and Hot Takes
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 [email protected] 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
23/08/2023 • 45 minutes 45 seconds
MRKT Call: Charts Point to More Gains for Top Performing Sector
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 22nd
- Carter on SPX Unfilled Gaps
- S&P downgrades multiple U.S. banks XLF
- Carter takes a look at energy XLE
- Retail worst day since late May DKS M TGT
- NVDA preview
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
22/08/2023 • 32 minutes 55 seconds
She's The One
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 addin
21/08/2023 • 31 minutes 47 seconds
Pavlov’s Bears with Peter Boockvar
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 s
18/08/2023 • 1 hour 27 seconds
Friends of the Pod! Conversations with Joe Marchese, Stuart Sopp & Karen Finerman
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:
Use Groundswell to make a donation
Screenshot it and send it to [email protected]
Joe will 2x match donations made up to $5,000
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 promine
17/08/2023 • 55 minutes 52 seconds
Okay, Computer: Tech Is Still A Minefield with Dan Niles
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 [email protected] 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
16/08/2023 • 52 minutes 49 seconds
MRKT Call: Stocks Drop on Bank Warning & China Concerns
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
15/08/2023 • 46 minutes 13 seconds
When China Sneezes…
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
14/08/2023 • 32 minutes 3 seconds
Take a Load off Danny with Lori Calvasina of RBC
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 g
11/08/2023 • 1 hour 8 minutes 4 seconds
Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann
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 [email protected] 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 @RiskR
09/08/2023 • 46 minutes 19 seconds
MRKT Call: How To Trade for More Volatility
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
08/08/2023 • 40 minutes 19 seconds
The End of an Eras and a Conversation with Edward Talmor-Gera of NewVest
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 Mose
07/08/2023 • 55 minutes 30 seconds
Turning Japanese and a Conversation with Stuart Sopp and Trevor Marshall of Current
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 (25:00). 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 int
04/08/2023 • 53 minutes 20 seconds
Okay, Computer: Tech Earnings Roundup with Deirdre Bosa, Gene Munster & Carter Worth
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 [email protected] 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
03/08/2023 • 42 minutes 56 seconds
The Compound Bros Get Down With OTT
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
Learn more about the Ro Body program at ro.co/tape
----
Shoot us an email at [email protected] 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
01/08/2023 • 47 minutes 54 seconds
Sleeping On Steepening with Clark Briner of Revere Capital
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 mar
31/07/2023 • 51 minutes 52 seconds
Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading
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 t
28/07/2023 • 1 hour 9 minutes 11 seconds
Okay, Computer: X Lost the Plot with Deirdre Bosa, Michael Dempsey and Danny Moses
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 [email protected] 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
26/07/2023 • 54 minutes 1 second
MRKT Call: Microsoft & Alphabet Report Earnings After the Bell
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
25/07/2023 • 41 minutes 51 seconds
Mag7…MagSafe? Q2 Earnings Preview with Gene Munster
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. R
24/07/2023 • 1 hour 7 minutes 15 seconds
Man On The Moon and a Conversation with Mike Wilson
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 St
21/07/2023 • 52 minutes 45 seconds
Okay, Computer: AI Why: Conversations with Deirdre Bosa, Dan Teran and Rachael Nemeth
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 [email protected] 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
19/07/2023 • 55 minutes 54 seconds
MRKT Call: Stocks Rally on Earnings, How to Trade Gold for a Breakout
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
18/07/2023 • 38 minutes 55 seconds
Wake Me Up When Earnings Season Ends
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 e
17/07/2023 • 37 minutes 47 seconds
I Can Hear The Bells with Dennis DeBusschere of 22V Research
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, recessi
14/07/2023 • 1 hour 2 minutes 5 seconds
MRKT Call: The Everything Rally
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
13/07/2023 • 36 minutes 5 seconds
Okay, Computer: Ro CEO Zach Reitano on Weight Loss Drugs
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 [email protected] 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
12/07/2023 • 34 minutes
MRKT Call: The Most Important Charts In The Market
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
11/07/2023 • 34 minutes 50 seconds
That's The Way It Goes, But Don't Forget, It Goes The Other Way Too
Guy and Dan and Danny discuss what to expect from economic data this week (3:30), big banks kicking off earnings season (12:20), strategists split on stocks (17:00), and Meta’s Threads coming for Twitter (24:00).
----
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 [email protected] 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
10/07/2023 • 31 minutes 38 seconds
Market Can’t Stay Up with Three Barrels
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
06/07/2023 • 47 minutes 16 seconds
Okay, Computer: Fireworks for Big Tech and Making FinTech Smarter with Adam Nelson
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
----
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
05/07/2023 • 40 minutes 10 seconds
Ro CEO Zach Reitano on the Weight Loss Revolution
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 w
03/07/2023 • 54 minutes 34 seconds
I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler
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 [email protected] 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 @GuyA
30/06/2023 • 1 hour 17 minutes 40 seconds
MRKT Call: Summer Stock Market Vibes
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
29/06/2023 • 43 minutes 30 seconds
Okay, Computer: 2015 Called and It Wants its Chatbot Back with Stuart Sopp and Trevor Marshall of Current
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 [email protected] 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
28/06/2023 • 44 minutes 22 seconds
MRKT Call: How Long Will The Big Tech Rally Last?
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
27/06/2023 • 41 minutes 26 seconds
Let the Market Run its Course with Bastiaan Janmaat of Linse Capital
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,
26/06/2023 • 1 hour 5 minutes 44 seconds
Déjà Vu All Over Again with Dan Greenhaus
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
23/06/2023 • 1 hour 11 minutes 47 seconds
Okay, Computer: AI Ate the Nasdaq with Jeff Richards and Rick Heitzmann
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 [email protected] 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
21/06/2023 • 1 hour 1 minute 55 seconds
MRKT Call: Trading The Futures
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
20/06/2023 • 35 minutes 40 seconds
What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel
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 i
19/06/2023 • 50 minutes 51 seconds
Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
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 [email protected] 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 Mo
16/06/2023 • 1 hour 4 minutes 38 seconds
Okay, Computer: Apple’s Got Vision & Meta Wears Bifocals with Deirdre Bosa
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
Learn more about Ro body: ro.co/okay
Email us at [email protected] 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
14/06/2023 • 34 minutes 26 seconds
MRKT Call: Inflation Cools, Stocks Heat Up
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
13/06/2023 • 40 minutes 33 seconds
Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital
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
12/06/2023 • 58 minutes 33 seconds
Did Guy Say Uncle? A Conversation with Bob Elliott of Unlimited
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,
09/06/2023 • 1 hour 3 minutes 8 seconds
Okay, Computer: A.I. = Assisted (Human) Intelligence, For Now. A Conversation With Katie Stanton, Elliott Green and Scott Stevenson
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 [email protected] 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
07/06/2023 • 1 hour 13 minutes 4 seconds
MRKT Call: Stock Market Rally Stalls
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
06/06/2023 • 36 minutes 24 seconds
The New Bull Market with Liz Young of SoFi
Guy, Dan and Liz Young discuss the new bull market (3:00), how to hedge (12:00), Oil climbing on Saudi Cut (16:00), more shoes to drop for the financials (21:00), and Apple making new highs ahead of its WWDC (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
See what adding futures can do for you at cmegroup.com/onthetape.
Shoot us an email at O[email protected] with any feedback, suggestions, or que
05/06/2023 • 33 minutes 17 seconds
I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managing Director, Global Market Strategist J.P. Morgan Asset Management joins the pod after the break to discuss China’s economic re-boot (38:00), the U.S. Dollar (54:00) and big changes in Japan and Europe (1:02:00)
Further Reading
Dollar General stock plunges as ‘challenging’ economic backdrop drives dismal earnings report
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, inflat
02/06/2023 • 1 hour 6 minutes 10 seconds
MRKT Call: Globetrotting with Liz Young
Guy Adami, Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 1
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
01/06/2023 • 39 minutes 44 seconds
Okay, Computer: Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann
Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)?
Further Reading
Big Techs Become Even Bigger Winners. Shades of the Dot-Com Boom?
This Economist Thinks a Recession Is Coming. It Could Be a Long One.
View our show notes here
Email us at [email protected] 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
31/05/2023 • 34 minutes 22 seconds
Game’s The Same, Just Got More Fierce
Guy, Dan and Liz discuss the market's reaction to the debt ceiling deal and Nvidia hitting $1 trillion in market cap (3:30). China’s sluggish re-opening and tensions with the West weighing on growth (21:00). Lululemon selling off, sign of a weakening consumer (27:00)? The TLT is looking really attractive at these levels (30:00).
Articles Discussed In This Episode:
Nvidia CEO Says Those Without AI Expertise Will Be Left Behind
Tesla could face a $3.3 billion fine over a massive data leak
Musk Echoes Apple, Mercedes CEOs on Importance of China Ties
CME FedWatch Tool
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 he
30/05/2023 • 33 minutes 30 seconds
What’s Price Got To Do With It? A Conversation With Cameron Dawson
Guy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:00).
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
26/05/2023 • 1 hour 19 minutes 51 seconds
Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Apple announcing a multibillion-dollar deal with Broadcom for U.S.-made chips (1:00), Nvidia earnings (9:00), and Instacart’s ad business surging (15:00). Later, Dan sits down with Dan Teran of Gutter Capital, Max Veggeberg, CEO at Tetra Home Service and Eric Owski, CEO of Treehouse to discuss EV incentives from the Inflation Reduction Act (IRA) (21:00).
View our show notes here
Email us at [email protected] 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
24/05/2023 • 54 minutes 52 seconds
MRKT Call: When Will Stocks Break?
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 23rd
0:00 - Credit Crunch Looming?
15:00 - Rates & U.S. Dollar
21:30 - Guy on Gold
27:45 - Apple, Chip Wars
Articles Referenced
Looming Defaults Threaten Chain Reaction From Credit Into Stocks
China’s local-debt crisis is about to get nasty
China’s $23 Trillion Local Debt Mess Is About to Get Worse
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
23/05/2023 • 34 minutes 15 seconds
Let The Chips Fall With Liz Young of SoFi
Dan Nathan, Guy Adami, and Liz Young, head of investment strategy at SoFi, discuss stock market sentiment (3:30), valuations (14:00), Micron shares falling on China ban (17:30), Nvidia earnings (27:00), the divergence in large cap and small cap stocks (31:00), retail earnings (34:00), and Nike (39:30).
Liz’s tweet on valuations
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
See what adding futures can do for you a
22/05/2023 • 46 minutes 20 seconds
Feet on the Air, Head on the Ground with Jim Bianco of Bianco Research
Dan & Danny discuss a surge of enthusiasm on Wall Street (3:30), billionaire investors getting bullish on AI (10:45), Nvidia (18:00), Netflix stock jumps 10% as it boasts ad-tier growth (20:35), Walmart (23:40), what it would take for them to change their bearish thesis (26:30), and happenings in the sports betting space (32:00). Later, they sit down with Jim Bianco of Bianco Research to discuss why the economy needs to restructure (43:45), bond market volatility and inflation (51:30), the debt ceiling (1:11:00) and valuations (1:15:30).
Paul Tudor Jones says the Fed is done raising rates, stocks to finish the year higher from here
How the Soros Funds Lost Game Of Chicken Against Tech Stocks
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow us on Instagram @RiskReversalMedia
Subsc
19/05/2023 • 1 hour 25 minutes 44 seconds
Okay, Computer: All Is Fair In Love and Social Media with Molly Jong-Fast
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss big tech winning the AI race (1:00), big investors piling into AI (13:00), and Michael Burry doubling his Alibaba stake in big bet on China tech (16:00). Later, Dan sits down with Molly Jong-Fast, host of the Fast Politics podcast, to discuss the changes happening at Twitter (22:00).
View our show notes here
Email us at [email protected] 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
17/05/2023 • 39 minutes 37 seconds
MRKT Call: Semis Are The New Oil
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 16
0:00 - The AI Bubble
6:30 - Financials, State of Consumer
12:00 - S&P Trade
16:30 - Semis
20:00 - Oil
25:00 - Bonds, fields a U.S. Dollar
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
16/05/2023 • 32 minutes 45 seconds
Patience is a Virtue with David Gelles of the New York Times
Guy and Liz Young discuss manufacturing data (2:00), the rangebound S&P 500 (4:30), small caps (10:30), the debt ceiling (15:30), and big box retail earnings (21:30). After the break, Dan and Guy interview David Gelles, New York Times bestselling author of “The Man Who Broke Capitalism” and an award-winning correspondent for the New York Times, and talk about his life as a journalist (28:30), climate change (35:30), and how he came to write his book about Jack Welch (44:30).
Read: How Jack Welch’s Reign at G.E. Gave Us Elon Musk’s Twitter Feed
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
15/05/2023 • 1 hour 5 minutes 34 seconds
The Same People Are Saying The Same Thing With David Rosenberg
Guy, Dan and Danny discuss Stan Druckenmiller’s comments on the economy (2:00), regional banks (5:30), interest rates (9:15), how stocks are reacting to earnings (15:40), the debt ceiling (19:00), Hindenburg taking on Carl Icahn (23:00), earnings giving clues about the consumer (28:00), the death rattle closing in on AI (31:45), DTCC leaking sensitive data (36:00), and Elon hiring a new Twitter CEO (39:30). Later, Dan and Guy are joined by David Rosenberg of Rosenberg Research and talk about the market stuck in no man’s land (41:00), where’s the recession (48:00), when we could see a market bottom (55:00), financial calamities (59:00), and how it could be different this time (1:14:00).
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
12/05/2023 • 1 hour 27 minutes 26 seconds
Okay, Computer: VC Meetings Will Continue Until Morale Improves: Conversations with Rick Heitzmann, Deirdre Bosa & Trevor Marshall
Dan Nathan and Deidre Bosa, host of CNBC Tech Check, discuss the commoditization of FinTech companies like PayPal (2:00), and Google I/O 2023 (11:30). Dan sits down with Rick Heitzmann of FirstMark Capital to discuss takeaways from tech earnings (20:15), venture debt (26:00), the next big thing in tech (33:30), the consumer (38:45), and where we are in the economic environment (41:30). Later, Dan is joined by Trevor Marshall, CTO at Current, to discuss Apple launching a savings account (49:00), his product roadmap (57:00), and competition in the FinTech space (59:45).
View our show notes here
Email us at [email protected] 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
10/05/2023 • 1 hour 8 minutes 11 seconds
MRKT Call: Chips Warning to the World
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 9th.
- Goldman & Barclays Bet Against Fed Rate Cuts This Year
- GFS Chips Warning SMH
- Dan's Crude Oil trade
- PYPL WYNN
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
09/05/2023 • 36 minutes 13 seconds
Stuck In The Middle With You & A Conversation With Greg Friedman of Peachtree Group
Guy and Liz Young, head of investment strategy at SoFi, discuss market breadth (2:00), earnings (9:00) bond market volatility (16:00), big week for economic data (21:30), and gold (30:00). The co-hosts interview Greg Friedman, CEO of Peachtree Group, and talk about the state of commercial real estate (34:00).
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
See what adding futures can do for you at cmegroup.com/ont
08/05/2023 • 57 minutes 58 seconds
They Flee From Me with Stuart Sopp
Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the bank bloodbath (2:00), what the Fed said (15:30), the ”all-important” April jobs report (19:00), whether more volatility is ahead (23:00), consumer lending (27:00), gold (34:00), Apple earnings (39:45), Semis (47:30), Lyft/Uber (51:00), and Robinhood earnings next week (54:30).
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
See what addin
05/05/2023 • 1 hour 5 minutes 11 seconds
MRKT Call: What The Fed Said
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 4th.
- What the Fed said
- Elon says a mild recession is already here
- Liz Young looks at the Fed’s May Statement
- $CG Tumbles
- $QCOM slides + $AAPL earnings preview
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
04/05/2023 • 37 minutes 59 seconds
Okay, Computer: Tech is a Minefield with Dan Niles
Dan and Deirdre Bosa discuss Uber earnings (1:00), Chegg crashing after its ChatGPT warning (14:00), and Amazon’s AWS guide spooking investors (20:00). Later, Dan interviews Dan Niles, Founder & Portfolio Manager of the Satori Fund, and talks about his background as an internet analyst during the dot com crash (26:00), the psychology of investing (28:30), Meta (37:45), big tech valuations/Nvidia (45:30), Intel (52:30), Apple (58:00), and the broader market (1:06:00).
View our show notes here
Email us at [email protected] 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
03/05/2023 • 1 hour 13 minutes 49 seconds
MRKT Call: This Time Tomorrow...
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 2nd
- Bank Bust $JPM $KRE $BKX
- Fed meeting kicks off
- US Job Openings Fall, Signs of Labor Market Softening
- Dan’s 10-year futures trade
- $SBUX earnings preview
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
02/05/2023 • 38 minutes 24 seconds
Spring of ‘08 Vibes with Brett Jefferson of Hildene Capital Management
Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss JPMorgan taking over First Republic Bank after the U.S. seizure (2:00), whether earnings is signaling a new bull market (15:00), and the Fed meeting (24:30). Dan and Guy interview Brett Jefferson, founder and president at Hildene Capital Management, and talk about regional banks (41:30), his company’s strategy and themes that could play out in 2023 (53:30), and bond volatility (55:30).
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 i
01/05/2023 • 1 hour 59 seconds
Five Stocks Carry That Weight with Rebecca Patterson
Guy, Dan, and Danny discuss big tech stocks carrying the market (3:00), the bank crisis in remission not over (14:30), UPS earnings (27:30), the Microsoft/Activision deal getting blocked (30:30), home builders & energy (33:00), Tesla’s gap down (36:30). The co-hosts interview Rebecca Patterson, former chief investment strategist at Bridgewater Associates, and talk about her career (47:00), her base case for a recession (54:00), how to play the market (58:30), what could go right (1:07:00), the banking crisis (1:12:30), and financial literacy (1:15:00).
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
28/04/2023 • 1 hour 17 minutes 38 seconds
A Giant of SF with Kara Swisher
On this bonus episode, Guy and Dan interview Kara Swisher, podcast host and editor-at-large at New York Magazine, and talk about San Francisco (2:15), the changing landscape for traditional media (7:15), Fox firing Tucker Carlson (14:30), the boogeyman for big tech (21:45), Elon Musk (31:30), and Kara’s dream interviews (37:30).
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
See what adding futures can do for you
27/04/2023 • 44 minutes 1 second
MRKT Call: The Banking Crisis Isn’t Over, It’s Just In Remission
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, April 26th.
- MSFT Jumps on Earnings
- META Earnings Preview
- CMG Gains
- Sean Ryan of FactSet joins to discuss why the banking crisis isn’t over
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
26/04/2023 • 33 minutes 33 seconds
Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions from investing (20:00), big tech earnings: Microsoft (24:00), Alphabet (33 :00), Meta (35:00), Amazon (39:30), Apple (45:00), and Tesla (53:30).
----
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow Dan Nathan @DanNathanRR on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
25/04/2023 • 1 hour 5 minutes 53 seconds
The Song Remains the Same with Alfonso Peccatiello of The Macro Compass
Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market (4:00), Wall Street sentiment (8:00), earnings (11:00), what history says about a recession (26:00), what Liz is watching this week (31:00), and ODTE options (33:00). Dan sits down with Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about what options in the stock and bond market are saying (40:00), how to spot a recession (46:30), how investors should be thinking about leading indicators (51:30), the market doesn’t bottom before a recession (59:00), and leaving tech stocks for more defensive positions (1:04:00).
Hedge Funds Place Biggest Ever Short on Benchmark Treasuries
----
Shoot us an email at [email protected] 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 Twit
24/04/2023 • 1 hour 7 minutes 54 seconds
Elon, Welcome to Thunderdome with Vincent Daniel, Porter Collins & Stephanie Link
Dan and Danny are joined by Porter Collins and Vincent Daniel of Seawolf Capital to discuss Tesla earnings (2:00), earnings painting the picture for the U.S. consumer (22:00), stock market breadth (31:00), whether it’s the end of the road for the Fed (37:00), gold (42:30), and energy stocks (43:30). Later, Dan interviews Stephanie Link of Hightower Advisors about what changed from 2022 to 2023 (50:00), uncertainty around the Fed (55:00), how Stephanie is positioning (1:00:00), China (1:09:30), earnings expectations (1:15:00), Alphabet vs. Meta (1:20:00), under-the-radar stocks Stephanie is watching (1:28:00).
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, rec
21/04/2023 • 1 hour 33 minutes 9 seconds
MRKT Call: S&P Flirts With Key Level & Tesla Hits The Skids
Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 20th.
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
20/04/2023 • 37 minutes 54 seconds
Okay, Computer: AI Will Choose Your Future with Packy McCormick & Joe Marchese
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss investors lining up for Instacart’s private stock (2:00), Netflix’s live ‘Love is Blind’ reunion fiasco (5:00), Nvidia’s double upgrade (13:00), Samsung considering ditching Google Search for Bing (16:30), the Fox/Dominion lawsuit (21:00), and Tesla (25:00). Later, Dan is joined by Joe Marchese of Human Ventures and Packy McCormick of Not Boring for a conversation about why artificial intelligence is the future (32:00), and the Twitter/Substack drama (1:12:30).
Read Joe’s post: Human Dot AI: How to Think About the Impact of Artificial Intelligence on Brands, Commerce, and Culture
Read Packy’s post: Intelligence Superabundance
View our show notes here
Email us at [email protected] 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
Sub
19/04/2023 • 1 hour 28 minutes 36 seconds
MRKT Call: Investors Sour On Stocks
Dan Nathan and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, April 18th.
- Investors most bearish on stocks vs bonds since 2009
- JPM investor survey
- Dan's DXY futures trade
- GS BAC earnings
- TSLA tough road ahead
- We take your questions!
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
18/04/2023 • 31 minutes 31 seconds
Complacency Breeds Failure with Liz Young & a Conversation with Tim McCourt of CME Group
Dan and Liz Young, head of investment strategy at SoFi, discuss bank earnings (3:00), big tech buybacks (9:00), retail sales (12:00), a new consumer warning sign (14:30), complacency in the market (22:00), whether it's beginning to feel like a bull market (27:00), and earnings this week (33:00). Later, Guy interviews Tim McCourt, Global Head of Financial & OTC Products at CME Group, to discuss the importance of risk management (38:00), how SVB could have used futures to hedge (42:00), CME micro contracts (51:00), and how consumers can use futures in day-to-day life (57:00).
Read Liz’s latest note
Dan references this Axios article in the consumer conversation: Charted: Why not go out?
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
17/04/2023 • 1 hour 27 seconds
All Quiet on the Volatility Front with Stephanie Ruhle of MSNBC
Guy, Dan & Danny discuss when it will be safe to pick stocks again (5:00), bank earnings (6:30), how to protect your portfolio ahead of the next Fed meeting (15:00), no ceiling for the gold market (27:00), recession trends (30:00), and Schwab/Blackstone/Tesla earnings next week (34:30). Later, the co-hosts sit down with Stephanie Ruhle, host of MSNBC’s The 11th Hour, and talk about threading the needle between Wall Street and Main Street (52:00), insider trading in Congress (1:07:00), expressing her views on television (1:10:30), the debt ceiling (1:18:00), and the divide between democrats and republicans (1:25:00).
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 mark
14/04/2023 • 1 hour 38 minutes 35 seconds
MRKT Call: Something’s Gotta Give
Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 13th.
- PPI Downside Surprise
- Liz on CPI
- Airline stocks sink AAL DAL JETS
- Dan's bearish options NVDA trade
- Banks earnings preview WFC JPM
- We take your questions!
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
13/04/2023 • 41 minutes 25 seconds
Okay, Computer: Slicing up a SMB Renaissance with Ilir Sela
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, chat about AWS numbers decelerating (2:00), problems lurking in big tech names (12:00), Tesla (22:00), and Twitter as a platform (28:00). Later, Dan sits down with Jeff Richards of GGC Capital & Ilir Sela, founder & CEO of Slice, to discuss the pizza industry 🍕 (37:00), changing technologies in the food delivery business (47:00), stepping into the Silicon Valley world (55:00), the value proposition Slice offers to the consumer (1:02:00), competition in the space (1:07:00), and the potential for a small business renaissance in the United States (1:09:00).
View our show notes here
Email us at [email protected] 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
12/04/2023 • 1 hour 12 minutes 58 seconds
MRKT Call: Worst Yet to Come For Stocks?
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 11th.
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
11/04/2023 • 32 minutes 7 seconds
When Memory Comes for the Markets with Liz Young of SoFi
Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the March jobs report (2:00), expectations for bank earnings (17:00), supply chain concerns in the semiconductor space (24:00), Tesla (35:00), and economic data this week (42:00).
Read: Blackstone takes 36% loss on Santa Ana office sale
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
See what adding futures can do for you at cmegroup.com/ontheta
10/04/2023 • 49 minutes 4 seconds
The Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley
Guy and Dan are joined by Mike Wilson of Morgan Stanley to discuss the Q1 rally (5:00), complacency in the stock market (10:30), bond market volatility (21:00), his bull/base/bear case price targets (23:00), the banking crisis (34:00), sectors to watch (42:30), and answer listener questions (45:00).
Watch On The Tape on YouTube:
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
See what adding futures can do for you
07/04/2023 • 51 minutes 12 seconds
MRKT Call: Markets Brace For Earnings Season To Tee Off
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 6th
- Stocks Haven't Looked This Unattractive Since 2007
- Liz on Q1 Earnings Season
- Dan trades Tesla using options TSLA TSLQ
- We take your questions!
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
06/04/2023 • 47 minutes 52 seconds
Okay, Computer: The Post-SVB Smackdown with Deirdre Bosa and Rick Heitzmann
Dan Nathan is joined by CNBC TechCheck’s Deirdre Bosa and Rick Heitzmann of FirstMark Capital to discuss mega-cap tech’s rally to start the year (2:00), Jamie Dimon’s annual shareholder letter (7:00), whether the banking crisis is in the rearview mirror (10:00), private market valuations (14:30), C3.ai dropping on a short seller report (21:00), and WWE merging with UFC (23:00). Later, he sits down with Kai Tse, Co-Founder & Managing Partner at Structural Capital to discuss the venture debt business (29:30), Silicon Valley Bank (34:30), competition in the space (40:00), and the state of the private markets (48:30).
View our show notes here
Email us at [email protected] 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
05/04/2023 • 53 minutes 21 seconds
MRKT Call: ISM Hangover
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 4th
- JPM CEO Jamie Dimon Says Storm Clouds Ahead
- Dan previews his Crude trade
- CAT recession indicators
- We take your questions!
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
04/04/2023 • 35 minutes 55 seconds
The Promised Land for Stocks with Liz Young of SoFi and Caleb Silver of Investopedia
Guy, Dan & Liz Young, head of investment strategy at SoFi, discuss the oil rally (3:00), McDonald’s closing its U.S. offices (16:30), Tesla falling after reporting Q1 deliveries (21:00), Friday’s Jobs Report (23:30), and Mike Wilson of Morgan Stanley doubling down on his bearish thesis (28:30). Later, Guy & Dan sit down with Caleb Silver, Editor in Chief at Investopedia and host, and talk about Investopedia’s origin story (38:00), how they track investor sentiment (41:00), the latest Investopedia survey (45:00), what stock market themes people are searching for (48:00), financial literacy (53:00), and Caleb’s hot takes for 2023 (59:00).
Articles referenced in this podcast:
China and Saudi Arabia are getting closer. Should the US be worried?
The manufacturing recession continues on
Check out Caleb’s podcast here
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
03/04/2023 • 1 hour 2 minutes 50 seconds
Hope Springs Eternal
Guy, Dan, and Danny discuss the chaos in bank stocks (4:00), Morgan Stanley downgrading Charles Schwab (12:00), what’s next for the Fed (17:00), Danny explains the Credit-Default Swap market (22:30), the risk of Japan rate moves (28:30), implied dividend cuts in big banks (33:00), Apple entering the buy now pay later space (41:00), and Danny digs into the GameStop 10-K (46:00).
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
31/03/2023 • 50 minutes 31 seconds
The Compound Pod Bros Predict Stocks will Rally in the Future with Josh Brown and Michael Batnick
Guy and Dan are joined by “The Compound and Friends” co-hosts Josh Brown and Michael Batnick for a special collaboration. The guys discuss engaging with internet trolls (3:00), how “pure luck” led to Josh hiring Michael (12:00), the culture at Ritholtz Wealth Management (15:00), financial TV punditry (28:00), what’s happening in the markets (36:00), stock picking strategies (45:00), and navigating market panic (53:00).
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
30/03/2023 • 1 hour 14 minutes 23 seconds
Okay, Computer: Do FinTech Founders Dream of Dialectic Regulation? With Trevor Marshall of Current
Dan Nathan is joined by Trevor Marshall, Chief Technology Officer at Current, to discuss where FinTech goes from here (5:00), How U.S. regulators are choking Crypto (10:30), Coinbase launching a product to integrate web2 & web3 (20:30), Ticketmaster testing NFT-enabled pre-sales (26:00), and ChatGPT changing the AI game (35:00).
Read Packy McCormick’s Attention is All You Need post on ChatGPT
Email us at [email protected] 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
29/03/2023 • 44 minutes 56 seconds
MRKT Call: Big Tech to Retest the Lows?
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 28th.
- Markets wrong on rate-cut bets?
- Bond volatility not going away
- How to trade Nasdaq 100 Futures
- MU earnings
- We take your questions!
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
28/03/2023 • 41 minutes 50 seconds
Something’s Afoot with Liz Young of SoFi
Guy, Dan and Liz Young from SoFi discuss First Citizens buying Silicon Valley Bank (4:00), market breadth signaling a recession (14:00), earnings risks (22:30), Micron earnings on deck (26:30), Liz looks at potentially market-moving economic data this week (31:00), and two things Dan is focused on for the day (37:00).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
27/03/2023 • 42 minutes 3 seconds
Canary in the Coal Mine with Stuart Sopp of Current
Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the Fed’s reaction to the regional bank bloodbath/Silicon Valley Bank debacle (2:00), Charles Schwab CEO saying the company can ride out a deposit flight (14:00), the health of the consumer (24:30), commercial real estate (30:00), Danny’s new STFU acronym (39:00), stock market valuations (45:00), and the guys answer listener questions (48:00).
Check out the Bob Elliot tweet thread here
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 Str
24/03/2023 • 54 minutes 23 seconds
MRKT Call: Trading the Bank Blowback & Block Buster
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 23rd.
- Bank Blowback $XLF $KRE
- Liz Reacts to the Fed
- Hindenburg Research $SQ Short + Dan’s trade update
- We take your questions!
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
23/03/2023 • 40 minutes 36 seconds
Okay, Computer: Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg
Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00)
David Steinberg is Co-Founder, Chairman & CEO of Zeta Global. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00).
View our show notes here
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow Dan Natha
22/03/2023 • 1 hour 9 minutes 52 seconds
MRKT Call: Bank Rally Boosts Stocks
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 21st.
- S&P flashbacks to the GFC
- Rip your face off $FRC rally coming? $KBW
- CMEGroup Micro $WTI options
- Bitcoin breaks key level
- We take your questions!
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
21/03/2023 • 40 minutes 33 seconds
Stock Market Playing Kick the Can with Liz Young, Jim Chanos and Danny Moses
Dan Nathan, Guy Adami and Liz Young preview the week ahead and discuss the latest news (3:30) Madness in the markets (6:30). There is no quick fix for The Fed (10:00) Where does the banking sector go from here (15:00). Wednesday the most important Fed meeting yet, we mean it this time (17:00)! Can the Fed thread the needle (23:00)? The interest rate risk (29:00). Why the Nasdaq looks like best short on the board (33:00).
After the break, we bring you a conversation from MRKT Call. Dan and Danny look back at a pivotal week in the markets with legendary short-seller Jim Chanos
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
20/03/2023 • 1 hour 16 minutes 48 seconds
Days Of Thunder & A Conversation With BMO’s Brian Belski
Vinny Daniel joins Guy Adami and Danny Moses for this week’s On The Tape. Will Jerome Powell have the… nerve… to keep raising rates (1:00)? The warning signs were there for Silicon Valley Bank and the “stress tests” failed (6:00). Guy finally watched The Big Short and the differences between the GFC and today (15:00). What’s the next step for financial regulators and lawmakers (21:00)? Bond volatility could be a canary in the coalmine for future troubles in the equity market (29:00). Is now the time to get into the energy sector (32:40)?
Brian Belski is the Chief Investment Strategist at BMO Capital Markets. Brian walks us through his background and how it is impacting his current outlook on the market (38:30). What financials will lead going into the next market (48:30)? Brian makes the case that the next recession will be mild (56:00). Brian makes a bullish case for the communications sector (1:02:30). How is Brian navigating geopolitical risk and is he buying gold along with Guy &
17/03/2023 • 1 hour 12 minutes 13 seconds
BONUS: Talking Tesla With Baird’s Ben Kallo
Ben Kallo is Baird’s Senior Research Analyst covering Sustainable Energy and Mobility. He has more than 10+ years of experience in financial markets, including equity research positions at Stanford Group Company and Pacific Growth Equities LLC. We dive into Tesla after it’s 2023 Investor Day, was it a dud (2:00)? Could Tesla move on from Elon Musk (6:30)? Tesla actually has some tailwinds according to Ben (12:00). What’s the latest on full-self driving and how will Tesla compete in China (20:00)? Ben dives into his broader thesis and talks about companies not names Tesla (26:00).
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 deflatio
16/03/2023 • 33 minutes 18 seconds
Okay, Computer: Move Slow & Don’t Break The Bank w/ Deirdre Bosa, Rick Heitzmann and Jeff Richards
Dan Nathan is joined by Deirdre Bosa, Rick Heitzmann and Jeff Richards
How does this current crisis compare to the Great Financial Crisis (2:00). What happens to the brand of Silicon Valley Bank (8:00)? How are start-ups going to change their approach to banking (15:00)? Is “Mass Extinction” incoming (22:00)? U.S. Capitalism is breaking down before our very eyes (32:00).
View our show notes here
Email us at [email protected] 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 and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, March 14th.
- US Core CPI Tops Estimates
- Too-Big-to-Fail lenders rake in deposits
- CME FedWatch
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
14/03/2023 • 1 hour 31 minutes 5 seconds
Careful What You Wish for with Liz Young, Guy, Danny & Dan
Dan Nathan, Guy Adami, Danny Moses and Liz Young take a look at what's broken after the collapse of Silicon Valley Bank.
Congrats young investors, welcome to your first financial crisis (2:00). Somebody is hitting the panic button on Charles Schwab right now, are people shooting first and asking questions later (11:00). Let’s close the book on the soft landing narrative (15:00). All roads are leading to gold, just ask the world’s central banks and its time for some humility in the VC industry (22:00). What sectors can people look into to be constructive (30:00)?
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 h
13/03/2023 • 47 minutes 6 seconds
Something Happening Here & A Conversation With Terry Duffy, CEO of CME Group
Guy Adami and Danny Moses are holding down the fort on this week’s On The Tape! Silicon Valley Bank launches $2.25 billion share sale to shore up capital base (3:10). The issue doesn’t appear to be systemic, but it could be foreshadowing of turbulent airways ahead (12:45). Jerome Powell spoke, Fed Funds Futures flipped (18:40). Guy & Danny stress the importance of having a plan when trading this downward trending market (25:30). What we’re seeing isn’t a credit issue, it’s a leverage issue (31:30). It’s time for gold to get off the mat (32:45).
CME Group’s CEO Terry Duffy is back to break the internet again! Terry discusses his latest opinion piece for the Financial Times: Risk management is the alpha for a time of uncertainty (42:00). Are financial regulators missing any glaring red flags in the market right now (51:30)? How is the “bad behavior” of this market different from the 2008-09 financial crisis (55:15)? Traders are losing the forest through the trees hanging on every word J
10/03/2023 • 1 hour 12 minutes 40 seconds
MRKT Call: Chutes and Ladders
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 9th.
- Jobless Claims
- Liz Plays "Red Light, Green Light"
- Banks $SIVB $JPM
--
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
09/03/2023 • 35 minutes 42 seconds
Okay, Computer: Tesla’s Chief Twit and Software’s It with GGV’s Jeff Richards & CNBC’s Deirdre Bosa
D-Bo (Deirdre Bosa) of CNBC’s TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode.
Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the wrong direction (10:00). Elon Musk has delayed paying Twitter’s Amazon cloud bill, sparking ad threat (15:00). Tesla’s Investor Day may have been disappointing… but is there still a U.S. competitor within spitting distance (20:00)?
After the break, we ask the question many have been asking… is Tether broken (29:00)?
Odd Lots Podcast: https://podcasts.apple.com/us/podcast/coinbase-ceo-brian-armstrong-on-the-two-big/id1056200096?i=1000602924625
View our show notes and transcript here
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
08/03/2023 • 38 minutes 23 seconds
MRKT Call: Powell Stays Hawkish
Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, March 7th.
- CME FedWatch
- Powell Prepared to Speed Up If Needed
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
07/03/2023 • 33 minutes 41 seconds
The Silence of The Bears & Tokenizing Venture With Rob Frasca
Dan Nathan, Guy Adami and Liz Young are previewing this week in the markets. Mike Wilson is calling for a S&P 500 tactical move to 4150 (2:00). Targets for economic growth in China is weaker than expected, that’s having an impact on commodities (7:00).The Honorable Fed Chair Powell speaks in front of Congress this week, inflation isn’t dead yet! (13:00). What’s next for financial stocks as the yield curve gets more inverted (27:00)?
Rob Frasca is a serial entrepreneur, internet pioneer, former Navy pilot and frequent speaker on blockchain and cryptocurrencies. Rob has been a staple in financial technologies dating back to the early 1990s when he created the Internet’s first stock quote and portfolio management service, GALT Technologies which was sold to Intuit in 1997. Since then, Rob has brought 3 venture-backed startups to successful exits.
Rob now serves as Co-Founder and Managing Partner of Cosimo Ventures, which offers the world’s first tokenized, evergreen venture capital fund
06/03/2023 • 1 hour 8 minutes 6 seconds
Point Of No Return & A Conversation With Tom Lee
Dan Nathan, Guy Adami and Danny Moses are back for another edition of On The Tape. What’s the impact of American Car Center filing for bankruptcy (6:20)? Jerome Powell is preparing to speak in front of the Senate (8:00). Goldman Sachs investor day recap and major money center banking breakdown (11:40). Tesla Investor Day was a dud (22:10)!
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. What is Tom’s bullish thesis (35:07)? Tom lays out the case for owning technology, industrials and energy (50:30). Will the past leaders lead us out of this market again (55:15)? What’s the biggest risk to Tom’s thesis (1:05:00)?
After the break we answer a few listener questions (1:08:30).
Get 30 day free access to fsinsight.com with no credit card required! Use coupon code: onthetape
Check out our show notes here
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback,
03/03/2023 • 1 hour 18 minutes 5 seconds
MRKT Call: Follow the Flows
Guy Adami, Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 2nd.
- 10yr above 4%, Banks Shot $XLF
- $SPX & $NDX threatening Uptrends
- @LizYoungStrat Says "Follow the Flows"
- #Butters of @FactSet Earnings Insight Q4 S&P Post Mortem.
- $SNOW's Cloudy Outlook
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
02/03/2023 • 35 minutes 10 seconds
Okay, Computer: ChatD-Bo (Deirdre Bosa) and a decade of M.A.D. with Matt Turck & Rick Heitzmann
TechCheck’s Deirdre Bosa is back for another edition of Okay, Computer!
Google vs. Microsoft, who will emerge as the AI leader (1:30)? Look to Meta and Snap for the next wave of AI announcements (4:30). Nvidia earnings report recap (9:30). Chat bots are growing organically inside Microsoft and Bing, how many unicorns are out there (13:30)? Steve Ballmer’s AI warning (15:30). Potential TikTok ban (18:00).
Matt Turck is a Partner at venture capital firm FirstMark, where he focuses mostly on early-stage enterprise and B2B investing. Prior to FirstMark, Matt was a startup founder, tech executive and angel investor. Since 2011, he has been running Data Driven NYC, the largest data and AI community in the US and He also organizes Hardwired NYC, a community focused on deep tech. Matt actively blogs at mattturck.com and can be followed on Twitter at @mattturck
On the pod, Dan, Matt and Rick discuss the nuances of tweeting and Matt’s journey to FirstMark Capital (27:00:00). Matt and Rick g
01/03/2023 • 1 hour 7 minutes 2 seconds
MRKT Call: An Unbothered S&P 500
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 28th.
- Consumers Less Confident, $SPX not bothered.
- Oil catches a bid, $UNG nearing resistance
- Housing Hoopla $XHB
- We take your questions!
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
28/02/2023 • 35 minutes 40 seconds
Everybody Wants The Bucks With Liz Young, Dan Nathan & Guy Adami
Dan Nathan, Guy Adami and Liz Young are taking a look at the week ahead on the latest episode of On The Tape. Inflation is even hitting sports team purchases (3:00). David Rosenberg thinks the Fed is getting offsides (12:00). Durable goods spending is down, that’s not a good sign (23:00). We preview Zoom’s earnings report this week (25:00). What can we expect from Target and retail after Walmart’s report last week (29:00)? Thoughts on names likes Salesforce and Nvidia (36:00)?
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 fr
27/02/2023 • 48 minutes 32 seconds
Snap Back To Reality + What Are We Doing!?
The stock market is finally reacting to headwinds, look to WalMart as a bellwether (4:30). What does higher for longer actually mean for companies and their debt (8:15)? Nvidia rallied off its earnings report (17:45). Geopolitical risks are weighing heavily on semiconductors and the supply chain (19:15). The sun is setting for the Bank of Japan (24:00). We’re getting constructive and looking at some names that you could make a trade on today (27:15). After the break, Danny is joined by the Seawolf Capital boys, Porter Collins and Vincent Daniel another edition of “What Are We Doing?”. Junk moves are still happening in the market which continues to leave the guys scratching their heads (36:45). How are the guys playing the current macro environment (41:15)? The banks are offering practically no returns on savings accounts (50:20). Energy sector update, is nat gas nearing a bottom (53:15)? Fundamentals are starting to take over a beleaguered market (56:30).
Check out our show notes and
24/02/2023 • 1 hour 12 minutes 42 seconds
BONUS: Tony Dwyer Offers A Pilot’s Perspective On “Landings”
Tony Dwyer is the Chief Strategist at Canaccord Genuity Group. Tony talks about when it’s time to admit when you’re wrong and what to do about it when that happens (4:00). Let’s talk about rates and their impact on the markets (9:00). The soft landing scenario might be the worst scenario (16:00). What is Tony’s “Earnings Wizard” telling him and Tony’s three things investors should pay attention too (26:00). Should we really expect markets to hit new lows (32:00)?
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
23/02/2023 • 40 minutes 53 seconds
Okay, Computer: Cash Is King, Even In Charity - A Conversation With Jake Wood
Jake Wood is the founder and CEO of Groundswell – a corporate philanthropy startup launched last year. Given Jake’s background, how can people help after the recent earthquake in Turkey & Syria (5:00)? Why does it seem like natural disasters are happening with more frequency these days (13:00)? Jake tells us what it’s like to run a non-profit startup in Silicon Vally (22:00). Can any tweet about the President be non-political these days (25:00)?
View our show notes and transcript here
Email us at [email protected] 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
22/02/2023 • 27 minutes 58 seconds
MRKT Call: Just Another Bear Market Rally?
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 21st. Matt Hagerty from FactSet talks about the state of natural gas.
Check out Matt's webinar: advantage.factset.com/2023-oil-webcast
- Just Another Bear Market Rally?
- $MS's Wilson Leans Into New Lows $SPX
- FactSet's Matt Hagerty on the energy trade
- Tech Rolling Over, $AAPL & $HD Disappoints
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
21/02/2023 • 49 minutes 25 seconds
Won’t Get Fooled Again & A Conversation With Bethany McLean
Dan Nathan, Guy Adami and Danny Moses are asking themselves if they’ll get fooled again (1:00). Never underestimate the U.S. consumer’s desire to spend money (7:00). Escalations with China continue to threaten the economy (9:30). Headlines and technicals aren’t looking great for Tesla (13:45). Is the market finally starting to get sharper (20:30)? The AI Wars are having an impact on margins for Microsoft and Google (23:30). Something wonky is going on in the Japanese bond market (28:05). Bitcoin continues to rally despite no Fed pivot in sight (30:15).
After the break, Bethany McLean joins the pod to discuss the folly of “experts” and non-economists running the Fed (36:15). The Venn Diagram of Fraudsters and visionaries (58:45). Do you really want to be a contrarian and surround yourself with conflicting ideas (60:15)?
A Conversation With Bing’s Chatbot Left Me Deeply Unsettled: https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html
Check out our show not
17/02/2023 • 1 hour 8 minutes 39 seconds
MRKT Call: Stocks Not Too Bothered by Higher for Longer
Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 16th
- Stock's not bothered by Higher for Longer
- Liz Young says Same Same, But Different for U.S. consumer
- #Butters earnings surprise rate Q4
- Dash for trash rally includes #BTC
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
16/02/2023 • 35 minutes 54 seconds
Okay, Computer: Fortune Favors The Persistent With Deirdre Bosa, Meltem Demirors & Trevor Marshall
Deirdre Bosa is back for another episode of Okay, Computer. Where has D-Bo getting her tech news lately (1:00)? Twitter cuts its Salesforce bill by 75% and Uber shifts to Oracle (5:00). The rules of Chinese operations are ever-changing, when is the risk worth the reward (10:00)? Airbnb reports earnings after the bell on Tuesday (16:00). Activist investors are honing in on Spotify (21:00). After the break, CoinShares Chief Strategy Officer Meltem Demirors and Current CTO Trevor Marshall answer the question, does fortune still favor the brave (28:00)? Trevor is looking at the next iteration of crypto product opportunities (34:00). The crypto industry is begging for regulation, why are U.S. agencies so slow to make it happen (42:00)? Crypto winer has come for the Super Bowl (52:00). Trevor and Dan talk about “Junk Fees” (1:05:00)
View our show notes and transcript here
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow
15/02/2023 • 1 hour 11 minutes 27 seconds
MRKT Call: Upside Surprise
Dan Nathan and Guy Adami break down the top market headlines for Tuesday, February 14th
- We break down the #CPI Upside Surprise
- Equity investors starting to get the memo on Rates Higher for Longer...
- MAGA ( $MSFT, $AAPL, $GOOGL, $AMZN) Waning
- $VIX $OIL $DXY getting off the mat
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
14/02/2023 • 36 minutes 12 seconds
CPI Report Looms & A Chat With Motley Fool’s Ollen Douglass
Liz Young of SoFi joins Guy and Dan to preview the week ahead in markets. What’s the expectation from Tuesday’s CPI reading (2:00). The balloon story continues, could U.S. companies be forced to pull out of China in the near-term future (8:30)? Beware of possible stagflation and layoffs on the horizon (16:00). Applied Materials and Cisco report this week (22:00). After the break, Ollen Douglass, Managing Partner at Motley Fool Ventures, joins the podcast to discuss his background on accounting and how that knowledge transferred to private investing (30:00). What does Ollen think of the current macroeconomic climate and how is that impacting the VC landscape (46:00)?
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 [email protected] 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
13/02/2023 • 58 minutes 28 seconds
Fools & Fanatics + A Conversation With Dan Greenhaus
Hard landing, soft landing, it sounds like a rolling recession to Guy, Dan and Danny (1:00). Traders are placing their bets on The Fed going to 6% (8:00). Danny has a mini-RotT on Robinhood and its latest meme stock debacle (16:00). Microsoft and Alphabet have officially entered the AI chatbot wars (18:30). It’s a bird, it’s a plane, it’s actually a Chinese spy balloon. What does this mean for the state of the U.S.-China relationship (19:50). Guy and Danny offer an update on the gold trade (32:30). Danny lays out his Super Bowl action (34:00). Dan Greenhaus of Solus Alternative Asset Management joins the pod after the break to discuss the politicization of stock buybacks (39:30). Dan outlines how his routine has changed moving from the sell side to the buy side (44:00). How is Dan looking at the contradictory indicators in the market right now (47:00)? How is the Bank of Japan the canary in the coal mine(1:02:15). By definition, does something HAVE to break in the market (1:04:00) for
10/02/2023 • 1 hour 15 minutes 18 seconds
MRKT Call: A Hot 30 With Guy, Liz & Dan
Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 9th
- Liz Young says the future is getting further $TLT
- Dan's pairs trade $GOOGL & $MSFT
- Butters on investor response to earnings beats and misses
- Guy on $ARKK's Top Two
Watch Our Webinar w/ FactSet Now: https://youtube.com/live/2eeJlyB-o1s
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
09/02/2023 • 1 hour 6 minutes 40 seconds
Okay, Computer: Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster
CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital’s Rick Heitzmann chat about “the end of the great consumer subsidization” (22:00) and what the tech space looks like in a non-zero interest rate environment (33:00). Gene Munster offers insight on Q4 earnings from Apple (42:00), Microsoft (49:00), Alphabet (52:00) and Amazon (55:00) Q4 earnings.
----
View our show notes and transcript here
----
Email us at [email protected] 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
08/02/2023 • 1 hour 3 minutes 49 seconds
MRKT Call: J-POW! KAPOW!
Dan Nathan and Guy Adami break down the top market headlines for Tuesday, February 7th.
- Real time reaction to Jay Powell commentary
- Revisiting CBW's nat gas call
- Look ahead to remaining earnings
FactSet Webinar: https://riskreversal.com/factset2023/
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
07/02/2023 • 34 minutes 56 seconds
Somebody’s Wrong & Global Alts Recap With Ron Biscardi
Dan Nathan, Guy Adami and Liz Young are back with another Monday edition of On The Tape. How exactly is the market pricing in a “soft landing” and should we believe that narrative (2:00)? What are we looking for as Chipotle, Pepsi, Disney, Uber and PayPal report this week (13:00). The Animal Spirits are back, that’s not good (20:00). After the break, Ron Biscardi, CEO and Co-Founder of iConnections joins the show to recap Global Alts 2023 in Miami (27:00).
Kantro Tweet: https://twitter.com/MichaelKantro/status/1622284651623600128
Forward P/E: https://twitter.com/FactSet/status/1622357169164124161
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, in
06/02/2023 • 49 minutes 24 seconds
Everybody Plays The Fool & A Conversation With Stuart Sopp
Dan Nathan, Guy Adami and Danny Moses are making sense of the latest FOMC rate hike and the subsequent market rally (1:00). The gold market still has the attention of Guy and Danny, is that the real story of 2023 (15:00)? The guys try to figure out at what point they will admit they’re collectively wrong (20:00). Energy is seeing a pullback, but Guy thinks they keep going higher this year (23:45). After the break, we’re scratching our heads over the market’s reaction to Wednesday’s FOMC decision with Stuart Sopp, CEO of Current (29:34). What type of outlier event can bring this market back to a level-headed valuation (37:30)? New technologies like artificial intelligence will prove to be disinflationary, will that be enough to curb inflation for the next decade (44:45)? How is the current macro environment impacting Current (53:40).
Bill Gurley On Buybacks: https://twitter.com/bgurley/status/1620831249224060928
Check out our show notes and transcript here
----
FactSet Webinar: https
03/02/2023 • 59 minutes 42 seconds
Okay, Computer: Private Tech Snaps Back to Reality: Freestylin’ with Rick Heitzmann & Chamath Palihapitiya
Dan and FirstMark Capital’s Rick Heitzmann have a chat at the iConnections Global Alts Conference in Miami about the reckoning for poor due diligence in public and private markets (2:00), the VC industry’s biggest lessons from recent excesses (8:00), the record amount of VC dry powder and how Rick is deploying capital (17:00), why Rick is most excited about opportunities in healthcare & AI in 2023 (21:00), and how a reopening of the IPO market will be a key signal to confidently invest again (26:00).
And later, Dan talks with Chamath Palihapitiya, founder & CEO of Social Capital, about the macro climate for investing and why it’s the start of a new phase of sobriety (28:00), what will survive the crash of risk assets (36:00), the problem with growth investing, where to look for signs of a bottom in private tech (42:00), why mounting geopolitical tensions between the U.S. and China will likely be a boon for American companies (46:00), and the rise of large language models in AI and ho
01/02/2023 • 55 minutes 52 seconds
Jim Chanos Joins On The Tape at iConnections Global Alts 2023
Jim Chanos joins Dan Nathan, Guy Adami and Danny Moses at the 2023 iConnections Global Alts conference.
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.
FactSet Webinar: https://riskreversal.com/factset2023/
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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and foll
31/01/2023 • 27 minutes 59 seconds
Earnings, Fed & Jobs, What Are We Doing??
Dan Nathan and Liz Young are kicking off the week by discussing the crazy price action that’s defined 2023 thus far (4:00). It's a big week for earnings and the Fed meets, what can we expect (10:00)? Liz breaks down the consumer credit picture (21:00). After the break, Danny Moses is joined by Porter Collins and Vincent Daniel are back for another edition of “What Are We Doing?” (28:00). January’s rally has the guys scratching their heads, what are they expecting ahead of the FOMC meeting? Tesla stock presented a good bounceback buying opportunity but more pain could be on the horizon for the techno-car company (40:00). The Seawolf Capital guys have advice for finding high-yield private bonds (44:00). Gold is in for a bumpy ride over the next few weeks (47:00).
Check out our show notes and transcript here
----
FactSet Webinar: https://riskreversal.com/factset2023/
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at OnTheTape@riskreversa
30/01/2023 • 57 minutes 52 seconds
Mellow Is The Man & A Conversation With Cameron Dawson
Dan Nathan, Guy Adami and Danny Moses are celebrating another On The Tape birthday by kicking off the episode discussing what they might be missing in the current market rally (1:00). Energy names continue to perform in 2023 (9:30). Tesla stock rallied this week after reporting this week (12:00). Jerome Powell is on an island, what can we expect when he speaks next week (17:00)? Everywhere you look people are talking about emerging markets, is it a bit overdone (23:00)? Danny has a RotT on TicketMaster & the New York Stock Exchange (25:00). The debt limit still looms large over the market (28:15). It’s Conference Championship weekend, D-Mo brings you his favorite bet (31:00). After the break, Danny Moses speaks with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. Don’t look now, but gas prices are rallying (39:00). Hate letters aren’t just flowing into RiskReversal Media’s inbox, Cameron gets them too (47:00)! What can read into easing financial conditions as it relates to
27/01/2023 • 1 hour 8 minutes 32 seconds
MRKT Call: Fed Look Ahead
Dan Nathan and Guy Adami take a look at the charts and discuss the top market headlines for Thursday, January 26th.
- GDP & Fed look ahead
- $INTC $AXP Earnings Previews
- Guy's Exorcised that the WH is Exorcised about $CVX's Share BuyBack
- FactSet's Butters on $SPX
---
FactSet Webinar: https://riskreversal.com/factset2023/
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
26/01/2023 • 32 minutes 17 seconds
Okay, Computer: Ads, AI & Agave: A Conversation with Human Ventures’ Joe Marchese
Dan and Joe Marchese, Build Partner at Human Ventures, discuss Disney’s battle to keep up with Netflix in the streaming wars (2:00), Netflix’s execution on its new ad-supported tier (6:00), the potential impact of the Justice Department’s new antitrust lawsuit against Google over its digital ads dominance (11:00), what industries are most likely to see M&A activity this year (16:00), why Joe is still bullish on Roku’s future (18:00), Twitter’s plunge in ad revenue and why many of the wrong people were laid off (21:00), if Snap could be a major beneficiary from Twitter’s woes (23:00), why Meta needs to re-focus on commerce (25:30), the strength of luxury brands & growth of top-shelf tequilas (29:00), reshaping the exhibition of movies (33:00), and the state of corporate giving (36:00).
—
Check out the companies discussed in the episode:
-Groundswell
-Kinema
-Tequila Komos
----
View our show notes and transcript here
----
Email us at [email protected] with any feedback, suggestio
25/01/2023 • 39 minutes 17 seconds
The Week Ahead w/ Liz, Guy & Dan + All Things Vol w/ Kris Sidial
Activist investors are on the prowl (5:00). Is the market pricing in a “soft landing” (10:00)? What do we make of the bank stocks post-earnings and how does that translate for companies reporting this week ? Is Tesla the most important company reporting earnings this week (24:00)? After the break, Dan and Guy interview Kris Sidial, @Ksidiii on Twitter, of The Ambrus Group (34:55). Kris is the Co-CIO of Ambrus. Before joining Ambrus he was part of the exotic derivatives trading team at Bank of Montreal and the proprietary trading team at Xanthus capital and Chimera Securities. Kris gained an in-depth understanding of volatility trading early on, as the sole junior trader to the CBOE legend, Robert Kanter. Kris is a frequent guest on Bloomberg TV and has been profiled by many financial media publications such as Forbes, Business Insider, Reuters, Nasdaq, and many more.
Read Macro Alf’s Thread Here: https://twitter.com/MacroAlf/status/1617220600086552577
Check out our show notes and tra
23/01/2023 • 1 hour 11 minutes 21 seconds
Take It To The (Debt) Limit
Dan Nathan, Guy Adami and Danny Moses are fired up when it comes to the U.S. debt limit (1:00). The guys provide an update on the financial sector and consumer staples (5:30). How will guidance impact the market in 2023 (14:30)? Is the energy sector too “crowded” and where else can investors look to park their money (21:00)? Danny lays out how Tesla is transforming into a cyclical industrial (23:30). The Bank of Japan can’t stop tripping over their own *bleep* (34:00). Is Bond volatility running rampant and bond yields going lower might not actually be bullish (37:00). Danny dishes out his picks for the divisional round of the NFL Playoffs (40:00).
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 [email protected] 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
20/01/2023 • 46 minutes 28 seconds
Okay, Computer: Magical Thinking Meets Financial Reality: A Conversation with NEA’s Ann Bordetsky
Dan and NEA partner Ann Bordetsky discuss why Ann is more optimistic about venture’s outlook compared to the rest of the market (1:30), AI’s breakthrough moment with ChatGPT & how the big tech giants will impact the AI industry’s future (7:00), why it’s not too late for Meta to course-correct (11:00), if Apple can achieve a platform shift with its expected AR headset (13:30), financial reality bringing a harsh end to the era of “magical thinking” (18:00), the rise of fractional work and Gen Z’s differing demands from tech (26:00), where Ann sees the biggest innovation arenas this year (33:00), and if Twitter will be the downfall of Tesla (40:00).
—
Check out the articles discussed in the episode:
-Ann’s Medium post: When doesn’t change in 2023
-The Information: Musk’s Twitter Saw Revenue Drop 35% in Q4, Sharply Below Projections
-NY Times: The Crypto Collapse and the End of the Magical Thinking That Infected Capitalism
----
View our show notes and transcript here
----
Email us at c
19/01/2023 • 44 minutes 30 seconds
MRKT Call: One Dog Goes One Way, The Other Goes The Other
Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, January 17th
- Strategists market call round-up
- Banks "one dog goes one way, the other goes the other"
- Stocks or bonds right on yields?
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
17/01/2023 • 39 minutes 26 seconds
All That Glitters With Dan Nathan, Peter Boockvar and Rudi Fronk
Dan Nathan is joined by Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report. How do recession fears dominate commodity trades in 2023 (14:00)? Peter makes a call that 70-75% of companies reporting earnings will beat the EPS consensus estimate (24:00). After the break, Peter interviews Rudi Fronk, CEO of Seabridge Gold. Rudi details how he got started in the gold mining industry as well as Seabridge’s KSM Project and taking a long-term view on mining investment (26:00). As the green energy movement takes over the world, copper will become the most important mineral and how Rudi has learned to time the gold market (39:00). Rudi offers his thoughts on the current macro environment and how that will impact precious metals (43:30). How does Rudi view the relationship between Bitcoin and gold (48:00)?
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
16/01/2023 • 53 minutes 54 seconds
Stay Gold Danny Boy & A Conversation With Anastasia Amoroso
Guy Adami, Dan Nathan and Danny Moses are back with another What’s the big takeaway from today’s CPI report (3:40)? The guys offer insight on how Taiwan Semiconductor might be an early test for how earnings season and the second half of 2023 will look (10:00). The debt ceiling is looming, what is the Fed going to do (16:00)? Danny is taking momentum into the playoffs with his picks for Wild Card Weekend (26:05). Anastasia Amoroso joins the show again to discuss her outlook for 2023 (30:00). How is Anastasia thinking about a possible upcoming Fed rate pause (36:30)? Anastasia discusses the re-balancing we’re seeing in the labor market and how she views earnings for 2023 (39:30). What does a “soft landing” actually look like (41:45)? Anastasia details how she thinks the China re-opening process will play out in the markets (47:45).
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@ri
13/01/2023 • 1 hour 8 seconds
Okay, Computer: Tailwinds of Disruption with GGV Capital’s Jeff Richards
Dan and GGV Capital Managing Partner Jeff Richards discuss when investors’ flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella’s 2023 outlook (4:00), innovations in artificial intelligence as OpenAI’s ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00).
—-
Check out the articles discussed in the episode:
-CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally
-Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay.
—-
View our show notes and transcript here
----
Email us at [email protected] 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
Foll
11/01/2023 • 34 minutes 41 seconds
MRKT Call: Taking Stock of Inflation Concerns
Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, January 10th
-The guys take stock of the $SPX & $NDX in the face of inflation warnings and Thursday's CPI
-Dogs of the Dow ain't got Fleas $INTC $CRM $DIS
-Dan's bearish $FXI options trade
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
10/01/2023 • 34 minutes 58 seconds
What Are We Doing In 2023?
Dan Nathan, Guy Adami and Liz Young of SoFi kick-off the first “Monday On The Tape” of 2023. We start the episode off with a look back at Friday’s job data and what that means for the S&P in 2023 (1:00). Banks report earnings on Friday the 13th, should we be scared (16:00 )? “Biden Capital Management” wound up making a decent oil trade last year, what’s the next move (24:00)? After the break, Danny Moses is joined by Porter Collins and Vinny Daniel for the first edition of “What Are We Doing” of 2023. The guys start with a deep dive into the energy sector (33:00). How do investors adapt to the reality of the liquidity pull (43:00). The TSLA tumble continues (49:00). The luxury real estate market could be in for a shakeup in 2023, what does that tell us about the U.S. consumer (56:00)? The guys give their outlook on gold heading into the new year (59:00).
Check out our show notes and transcript here
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us
09/01/2023 • 1 hour 14 minutes 51 seconds
Recession Is Such Sweet Sorrow, Mike Wilson from Morgan Stanley
Dan Nathan, Guy Adami and Danny Moses kick off the new year with Morgan Stanley’s Chief Investment Officer Mike Wilson. Mike breaks down what led to his “tactical bullish” call last October (4:30). How do we trade the handoff between earnings and fed rate (9:30)? What does the crew make David Rosenberg’s take on recent weakness in commodity prices (17:40). How does Mike Wilson see us get to 3,000 in the S&P 500 (21:00)? Mike predicts the tech sector will suffer as cost cuts keep rolling in (21:45). How does Mike Wilson view the banking sector in 2023 (32:40)? Is Mike Wilson buying the “gold as an inflation hedge” argument for this year (34:40)? What does Mike’s next bullish call in the stock market look like (43:48)? Chinese investments have seen a bounceback, should U.S. investors get out while they can (45:40)? Finally we wrap with Danny’s picks for week 18 in the NFL (48:00).
Check out our show notes and transcript here
----
See what adding futures can do for you at cmegroup.com/o
06/01/2023 • 51 minutes 21 seconds
Okay, Computer: Chatbot Killed the Google Star: A Conversation With FirstMark Capital’s Rick Heitzmann
Dan and FirstMark Capital’s Rick Heitzmann discuss how the rising cost of capital will impact companies in 2023 (2:00), Rick’s biggest lessons and mistakes from 2022 (6:00), why many private companies still aren’t taking appropriate markdowns (7:00), SpaceX’s new, sky-high valuation (18:00), which sectors will be recession-proof in 2023 (22:00), OpenAI and Microsoft reportedly joining forces and the disruptive threat to Google search (23:30), the odds of TikTok facing a regulatory crackdown in the U.S. (27:00), and if a major tech company should look at acquiring Lyft (33:30).
—-
Check out the stories and tweets discussed in the episode:
Unlimited Funds CIO Bob Elliott’s Twitter thread on losses in venture funds
Atreides Management CIO Gavin Baker’s Twitter thread on rapid shifts in time spent on competing social media platforms
The Information: Microsoft and OpenAI Working on ChatGPT-Powered Bing in Challenge to Google
WSJ: Google and Meta’s Advertising Dominance Fades as TikTo
05/01/2023 • 36 minutes 3 seconds
MRKT Call 1/3/2023: Same As It Ever Was
Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, January 3rd
-Stocks, same as it ever was $SPX $NDX
-Once In a Lifetime opportunity $AAPL?
-This must be the place in $TSLA?
-Take me to the river of Crude $OIL $LNG
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
03/01/2023 • 37 minutes 2 seconds
2022 Year In Review + Listener Mailbag
Guy Adami, Dan Nathan and Danny Moses are back with a special listener mailbag edition of On The Tape. We start today’s episode with a discussion on valuations and why they really mattered in 2022 (2:30). When were the “seeds sown” for the current market downturn we’re seeing and what are earnings looking like in 2023? (17:00) Hand up, we got the gold and silver market wrong in 2022, will things pick up next year (20:30)? The gang outlines what they think the energy story looks like next year (22:30). What geopolitical stories have the potential to impact the market in 2023 (32:45)? What’s left to discuss about Tesla story (35:00)? After the break we’re answering some of your questions (41:30)! We wrap with Danny’s picks for NFL Week 17 (52:00).
A Closer Look At Quantitative Tightening Implications: https://trowe.com/3WwvDCr
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@riskre
30/12/2022 • 55 minutes 29 seconds
MRKT Call 12/29/2022: Liz Young's 2023 Outlook
Dan Nathan, Guy Adami and Liz Young discuss the top market headlines for Thursday, December 29th
- SPX, NDX bouncing
- Yields, DXY + Crude
- Liz's 2023 outlook
- S&P 500 Sector total returns since Jun 30
Check out Liz's 2023 outlook note: https://bit.ly/3WT9wWs
--
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
29/12/2022 • 40 minutes 11 seconds
Okay, Computer 12/28/22: What’s Past Is Prologue with Guy Adami
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00).
—-
Check out the stories and tweets discussed in the episode:
Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession
The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze
WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
WSJ: TikTok Security Dilemma Revives Push for U.S. Control
Third Point CEO Dan Loeb’s Twitter thread on his market outlook fo
28/12/2022 • 30 minutes 48 seconds
MRKT Call 12/27/2022: So Long Santa...Rally
Guy Adami and Dan Nathan discuss the top market headlines for Tuesday, December 27th:
- The Spoos Say So long to Santa SPX
- NDX at Key Support, despite TSLA implosion, AAPL at matched 52 wk lows & NVDA chip rekt
- Yields, Crude OIL & GLD caught a bid
---
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
27/12/2022 • 34 minutes 55 seconds
The Bad News Bears & A Conversation Michael Mauboussin
Guy Adami and Danny Moses discuss SBF’s $250 million bail and David Teper’s bearish outlook going into 2023 (5:15). The Bank of Japan shook markets on Tuesday, what do we make of the dollar/yen trade (8:40)? Central bankers continue to take action, should we be buying gold as a hedge (10:30)? Micron will cut 10% of its workforce due to a lack of demand for computer chips, will the tech downturn leak into 2024 (14:15)? The Tesla sell-off continues, could we see a Friday Night Dirty? (19:35). CarMax is putting a hold on stock buy backs, citing a “used-vehicle recession” (24:45). The OG meme stock AMC is ticking off its loyal apes by attempting to raise capital and complete a reverse stock split (27:30). Danny dishes out his picks for Week 16 in the NFL (31:25). After the break, Guy & Dan interview Michael Mauboussin about his experience on Wall Street and how much it has evolved since his career began (37:00). Micheal also discusses his role at Columbia University, how does he blend acad
23/12/2022 • 1 hour 15 minutes 59 seconds
On The Tape LIVE at Current with Founder & CEO Stuart Sopp
Dan Nathan, Guy Adami and Danny Moses are live at Current's New York Headquarters to chat with CEO and founder Stuart Sopp. The guys are talking markets, the economy, and the health & resiliency of the U.S. consumer. At the top of the show, we’re discussing the latest CPI print and Fed’s last meeting of 2022 (3:00). What was the genesis of Current and how will they thrive in a higher interest rate environment (10:00)? Danny Moses breaks down recent asset value deflation and the fed’s response creating a ‘negative wealth’ effect (20:00). What’s the outlook for the crypto market in 2023 (29:00)?
--
Check out our show notes and transcript at riskreversal.com
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 M
22/12/2022 • 38 minutes 23 seconds
Nothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor Marshall
Dan is joined by Guy Adami for a talk with Mark Mahaney, head of internet research at Evercore ISI, about the biggest lessons from a horrible year for tech and growth stocks (1:45), if Meta is ready for a comeback in 2023 (4:30), how a potential ban of TikTok in the U.S. could impact social media stocks (11:30), Elon Musk’s Twitter value destruction (15:00), Mark choosing Netflix as one of his top stock picks for 2023 (16:20), why Mark is still a long-term bull on Amazon (23:00), how Uber is finally getting traction (27:30), and if Yahoo can “rise from the ashes” under Apollo Global’s ownership (32:45).
Later, Dan and Current CTO & co-founder Trevor Marshall discuss the impact & aftermath of the Ethereum merge on ETH and crypto (38:45), if investor confidence can be restored in crypto after its recent price collapse and scandals (40:45), how Current is navigating current challenges for the fintech industry (45:20), Trevor’s outlook for 2023 (56:30), Visa’s dominance in financial servi
21/12/2022 • 1 hour 8 minutes 20 seconds
MRKT Call 12/20/2022: The BOJ Joins the Party
Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, December 20th:
- Spoos clues, SPX trying to put in a December low
- 10 year raging on BOJ surprise
- Carter Worth's call on the Yen
- Earnings preview NKE FDX
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
20/12/2022 • 32 minutes 46 seconds
LIVE: On The Tape + The Compound and Friends at the Nasdaq
Friday night was something special. Dan Nathan, Guy Adami and Danny Moses teamed up with Josh Brown and Michael Batnick.
--
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 [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
19/12/2022 • 1 hour 24 minutes 21 seconds
I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft
Dan Nathan, Guy Adami and Danny Moses are hanging IRL as the kids say for this week’s episode. The guys react to Wednesday’s Federal Reserve meeting (1:00). Elon Musk is selling more of his Tesla stock, what does this mean for the world’s most valuable automaker (18:40)? The crew also breakdown SEC reforms and what impact this will have on the retail trader (23:00). Danny gives out his favorite picks for the NFL this week (29:45). After the break, Helima Croft joins the show to discuss the impact of OPEC’s recent oil production cut (34:40) and Russia’s war in Ukraine (43:40). We wrap by asking Helima “What’s The Trade” for 2023 (1:07:00).
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 [email protected] 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 @GuyAdam
16/12/2022 • 1 hour 12 minutes 28 seconds
Okay, Computer 12/14/22: Too Clever by Half with Rick Heitzmann & A Conversation with NEA’s Ann Bordetsky
Dan and FirstMark Capital managing director Rick Heitzmann discuss if the Fed will start easing rate hikes with signs of moderating inflation (2:00), Thoma Bravo and other private equity giants on the hunt for valuation opportunities in tech (7:30), Sam Bankman-Fried’s indictment and FTX’s collapse forcing a reckoning on due diligence in venture capital (8:30), how entrepreneurs are getting ahead of the curve despite market uncertainty and volatility (15:00), and if we’ll spend less time talking about Elon Musk in 2023 (20:00). Later, Dan talks with NEA partner Ann Bordetsky about her transition from high-profile consumer brands to venture capital (26:30), her experience working at Twitter and her “unpopular opinions” about its future under Elon Musk (34:30), the huge differences between working at Uber versus Twitter (46:30), finding the magic formula for successful consumer companies (54:30), and why TikTok is a perfect showcase for where consumer habits are headed (58:30).
----
Vie
14/12/2022 • 1 hour 1 minute 55 seconds
MRKT Call 12/13/22: Easy Come Easy Go
Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, December 13th:
- Taking stock of market reaction to CPI data
- OPEC's cautious outlook
- DXY at 6 month lows
- Yields grounded
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
13/12/2022 • 27 minutes 13 seconds
Fed Expectations & Car Talk With Michael Broderick, CEO of Monro
Dan Nathan and Peter Boockvar are previewing this week's Federal Reserve meeting, what are they looking for ahead of Wednesday's rate announcement (2:00)? After the break, Peter Boockvar interviews Michael Broderick, Monro CEO. Michael dives into the automotive parts industry and his journey to become CEO (11:30). Peter and Michael discuss the current labor market environment and how Monro is overcoming staffing headwinds (17:30). The electric vehicle revolution is on our doorstep, what does that mean for the auto-services industry, will it actually be a boom for those in the tire replacement business (28:45)?
Check out our show notes and transcript here
----
Live Show With The Compound: bit.ly/3VVYyPp
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 Twi
12/12/2022 • 44 minutes 22 seconds
Over My Head & A Macro Outlook w/ Fidelity’s Jurrien Timmer
This week we’re going On The Tape with Dan Nathan, Guy Adami and Danny Moses. Can the Federal Reserve successfully deflate asset bubbles without causing catastrophe (2:00)? Crude oil has tumbled to erase all of its 2022 gains (10:00). Elon Musk’s bankers are considering margin loans to cut risky Twitter debt, what does this mean for Tesla stock (20:20)? The Carvana crash continues, but Danny Moses refuses to take a victory lap (28:30). Blackstone’s real estate fund has hit its redemption limit, is this a canary in the coal mine moment (33:30)? Lastly, the guys run through Danny’s NFL picks for the week (42:15). After the break, Guy & Dan are joined by Jurrien Timmer to discuss the macro backdrop for 2023 (46:30), earnings outlook and comparison to 2000-2002 (53:30). What would cause the Fed to pivot and what worries Jurrien about a potential hard landing? Jurrien also discusses the difficulty of timing the market cycle (1:12:00).
----
Live Show At The NASDAQ: bit.ly/3VVYyPp
----
Chec
09/12/2022 • 1 hour 16 minutes 55 seconds
Okay, Computer 12/7/22: Where the Streets Have No Name with Guy Adami
Dan talks with Guy Adami about why tech stocks and the Nasdaq are underperforming versus the broader market (1:30), Apple’s plans to shift production out of China to countries like India and Vietnam (7:00), Tesla reportedly preparing to cut production in China (13:00), what’s driving the big executive departures from Salesforce (18:00), Meta’s intensifying regulatory and digital ad woes (23:30), JP Morgan CEO Jamie Dimon slamming crypto as “pet rocks,” (26:00) and Guy attending the Kennedy Center Honors where the band U2 was among the honorees (33:00).
—-
Check out the articles discussed in the episode:
Apple Makes Plans to Move Production Out of China
Tesla Falls on Plan to Cut Output of EVs at Shanghai Factory
Meta’s Targeted Ad Model Faces Restrictions in Europe
Ad growth expected to slow further in 2023
JPMorgan CEO Jamie Dimon Calls Crypto Tokens ‘Pet Rocks’
----
View our show notes and transcript here
----
Email us at [email protected] with any feedback, suggestion
07/12/2022 • 36 minutes 35 seconds
MRKT Call 12/6/2022: Banks Shot
Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, December 6th
- Stocks continue to slide
- Rates steady
- Crude approaching 52-week lows
--
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
06/12/2022 • 36 minutes 42 seconds
The Market Doesn’t Care About Your Feelings + A Cannabis Conversation
Dan Nathan and Liz Young from SoFi preview this week's top market headlines and get you caught up on what you might have missed over the weekend. What direction is the S&P 500 going? Ask Mike Wilson and Tom Lee, you'll get two separate answers (8:30). Chinese stocks are rallying around a possible relaxation of ‘zero COVID’, do we really have confidence in the latest China re-opening narrative (14:00)? Tesla is reportedly cutting production in Shanghai due to low-demand, what do we make of this news from the world's most valuable automaker (18:30)? After the break, Danny Moses chats with Brady Cobb and Emily Paxhia about advancements in cannabis legislation (27:00). How does the SAFE Banking act help marijuana distributors and dispensaries when it comes to ease of access to capital (38:00)
Check out our show notes and transcript here
----
Live Show With The Compound: https://bit.ly/3VVYyPp
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email
05/12/2022 • 55 minutes 25 seconds
What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass
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 [email protected] 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
02/12/2022 • 1 hour 9 minutes 42 seconds
MRKT Call 11/30/2022: Market's Fed Up
Guy Adami, Dan Nathan and Carter Worth look at the top market headlines for Wednesday, November 30th
- Mike Wilson’s “wild ride” prediction for stocks in early ’23
- Powell speaking at 1:30pm
- $NFLX $CRWD $WDAY
- Carter takes a look at Banks + Industrials
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
30/11/2022 • 30 minutes 19 seconds
Okay, Computer 11/30/22: Sane Spaces in an Insane Digital World: A Conversation with Ida Josefiina
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
----
View our show notes and transcript here
----
Email us at [email protected] 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
30/11/2022 • 34 minutes 46 seconds
MRKT Call 11/29/2022: The S&P's China Syndrome
Guy Adami and Dan Nathan discuss the top market headlines for Tuesday, November 29th
- Year-end rally in jeopardy?
- How low will $AAPL go?
- Chinese stocks $BABA $FXI
- Crude oil
---
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
29/11/2022 • 32 minutes 34 seconds
Not a Time for Index Hugging with Peter Boockvar and Jonathan Steinberg of WisdomTree
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).
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 [email protected] 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 us on Instagram @RiskReversal
28/11/2022 • 47 minutes 21 seconds
After the Fire with Super 70s Sports Guy Ricky Cobb
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
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 [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
24/11/2022 • 1 hour 5 minutes 58 seconds
Okay, Computer 11/23/22: A Business Insider Says the Stock Market is Probably Screwed
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
----
View our show notes and transcript here
----
Email us at [email protected] 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
23/11/2022 • 29 minutes 41 seconds
MRKT Call 11/22/2022: Yields and Volatility Crash
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
22/11/2022 • 34 minutes 24 seconds
What Are We Doing with Danny Moses, Vincent Daniel and Porter Collins
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
21/11/2022 • 38 minutes 19 seconds
Cult of Personality with Terry Duffy of CME Group
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Fol
Guy Adami and Liz Young discuss the biggest market headlines headlines for today:
- Fed’s Bullard’s comments
- Deepest 2s/10s inversion since 1981
- Retail earnings roundup $TGT $M $BABA
- Liz looks at the holiday shopping season (https://bit.ly/3GuuGWd)
- John Butters, FactSet’s Senior Earnings Analyst, on S&P 500 earnings surprises + growth
--
MRKT Call is brought to you by our presenting sponsors 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 and Dan Nathan are live at the CME Group LPGA Tour Championship in Naples, Florida discussing:
- Target shares plunging after reporting a profit decline and warning of a soft holiday quarter (https://cnb.cx/3tFzobG)
- 'Big Short' Michael Burry tweets "you have no idea how short I am" (https://cnb.cx/3GkE3Ya)
- Ray Dalio warning the U.S. & China are 'dangerously close' to a war that would crush economic growth (https://bit.ly/3tySlgj)
- Nvidia and Cisco earnings preview
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.
Key Links:
Follow MRKT Call on Twitter: https://twitter.com/MRKTCall
Subscribe to our newsletter: https://riskreversal.com/sign-up/
16/11/2022 • 35 minutes 42 seconds
MRKT Call 11/15/2022: Define "Transitory" Please
- PPI cooler than expected, $SPX ⬆️, Yields $TLT, $DXY, $OIL & $VIX ⬇️
- $WMT's beat & raise boosts holiday retail outlook
- Buffett looks abroad for a chip play $TSM
--
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
15/11/2022 • 36 minutes 9 seconds
Okay, Computer 11/15/22: Bear Market Rallies are a B*tch with Tech Investor Dan Benton
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).
Check out Dan Benton’s 20 rules for tech investing from the 90s
----
View our show notes and transcript here
----
Email us at [email protected] 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
15/11/2022 • 55 minutes 28 seconds
MRKT Call 11/14/2022: Bear Market Rally or V Bottom?
On this episode of MRKT Call Dan Nathan, Guy Adami and Carter Worth will discuss:
- Whether the recent upside is a bear market rally or the beginning of a V bottom
- Semis soaring off the lows
- Slower rate hikes coming?
- Dan updates his dollar trade
- Big week for retail earnings
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
14/11/2022 • 26 minutes 48 seconds
Widespread Panic with Cameron Dawson of NewEdge Wealth
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).
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 [email protected] 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
Subscribe to our YouTube page
11/11/2022 • 1 hour 7 minutes 26 seconds
West Point to Wall Street; A Conversation with Anthony Noto of SoFi
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
10/11/2022 • 46 minutes 45 seconds
Okay, Computer 11/9/22: Dumb Like Us with Rick Heitzmann & A Conversation with Groundswell’s Jake Wood & Human Ventures’ Joe Marchese
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 (57:3
09/11/2022 • 1 hour 23 minutes 3 seconds
MRKT Call 11/8/2022: Bearish Energy Trade, Crypto Exchange Binance to Buy FTX, and Disney Earnings Preview
On this episode of MRKT Call Guy Adami and Dan Nathan discuss:
- Stock market rally
- Gold and gold miners spiking
- Crypto exchange Binance to buy rival FTX
- Bearish energy (XLE) trade
- Disney earnings preview
---
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
08/11/2022 • 36 minutes 22 seconds
MegaThreats with Nouriel Roubini
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).
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 [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
07/11/2022 • 1 hour 4 minutes 21 seconds
The Waiting is the Hardest Part with Vincent Daniel and Porter Collins
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).
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 [email protected] 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
Subscri
04/11/2022 • 1 hour 12 minutes 27 seconds
Okay, Computer 11/2/22: Outlier People Create Outlier Returns: A Conversation with GGV Capital’s Jeff Richards
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).
----
Check out our show notes and transcript here
----
Email us at [email protected] 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
01/11/2022 • 47 minutes 43 seconds
MRKT Call 11/1/2022: Good News = Bad News for the Stock Market; 2023 Energy Outlook
On this episode of MRKT Call Dan Nathan and Guy Adami discuss:
- What economic data out Tuesday means for the Fed
- Good news = bad news for the stock market
- Gold on its longest losing streak ever
- Chinese equities rallying on reopening rumors
- Why Guy likes Alibaba for a bigger breakout
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
01/11/2022 • 33 minutes 6 seconds
Earnings, Fed and Jobs Preview, plus an Interview with Drew Schardt of Hamilton Lane
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).
Check out our show notes and transcript here
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
31/10/2022 • 46 minutes 17 seconds
It’s the Time of the Season
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).
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 [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
28/10/2022 • 57 minutes 9 seconds
MRKT Call 10/25/22: Stocks Surge Ahead of Big Tech Earnings
Today at 1 pm, Guy Adami and Dan Nathan will discuss:
- Stocks rallying ahead of big tech earnings
- Fed meeting preview next week
- Update on Dan's dollar trade
- What to expect from Microsoft, Alphabet, Visa and Texas Instruments when they report after the close
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MRKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
25/10/2022 • 38 minutes 8 seconds
Okay, Computer 10/24/22: Tech-A-Palooza Earnings Week with Gene Munster of Loup Ventures
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).
----
Check out our show notes and transcript here
----
Email us at [email protected] 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
24/10/2022 • 34 minutes 32 seconds
Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow D
21/10/2022 • 1 hour 13 minutes 41 seconds
Fast Money Meets Fast Politics with Molly Jong-Fast
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).
----
Check out our show notes and transcript here
----
Email us at [email protected] 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
19/10/2022 • 52 minutes 26 seconds
MKT Call 10/18/22: The State of the Global Economy
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
18/10/2022 • 37 minutes 28 seconds
What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
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
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe
18/10/2022 • 1 hour 3 minutes 15 seconds
A Fragile Egg and Conversations with Lori Calvasina & Julia Boorstin
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
14/10/2022 • 1 hour 18 minutes 30 seconds
MKT Call 10/13/22: Extreme Negative Sentiment + Expected Hot Data = Epic Intraday Reversal
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
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Watch all of our videos on YouTube
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
13/10/2022 • 40 minutes 45 seconds
Okay, Computer 10/12/22: Fintech Dimons in the Rough: A Conversation with Chuckie Reddy of QED Investors
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).
—
Email us at [email protected] 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
Subsc
12/10/2022 • 52 minutes 34 seconds
MKT Call 10/11/22: What to Buy if the S&P 500 Drops to Pre-Covid Highs
On this episode of MKT Call Dan Nathan and Liz Young discuss:
- IMF warns the "worst is yet to come" for the global economy
- Investor sentiment
- Liz's take on the S&P 500, and what she would buy if it gets to 3,300
- Next move for gold and oil
- Special guest Derek Sammann, Global Head of Commodities, Options & International Markets at CME Group
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
11/10/2022 • 32 minutes 38 seconds
Labor Pains and Opportunities with Peter Boockvar and an Interview with ZipRecruiter CEO Ian Siegel
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow Da
10/10/2022 • 52 minutes 20 seconds
Fair Warning with Mike Wilson of Morgan Stanley, and Breaking News from Brady Cobb
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Sub
07/10/2022 • 58 minutes 36 seconds
Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann
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 l
05/10/2022 • 1 hour 11 minutes 29 seconds
MKT Call 10/4/22: Stock Market Rally Gains Steam
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
04/10/2022 • 39 minutes 58 seconds
ROTTing and Threading, plus a Conversation with Michael Mealling of Starbridge Venture Capital
Guy, Dan and Danny discuss D-MO’s Twitter thread about the market (0:00:58), European banks in turmoil (6:30), and stock market volatility (12:00). Later, Dan and Guy go “Off the Tape” with Michael Mealling, General Partner at Starbridge Venture Capital, to discuss investing in the space industry (16:00).
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
03/10/2022 • 43 minutes 50 seconds
Turn the BOE Around with Stephanie Link of Hightower Advisors
Guy, Dan and Danny discuss the BOE intervention (7:30), the S&P 500 below the June lows (12:00), Stanley Druckenmiller predicting a recession (17:50), yield volatility (22:12), why gold can’t get going (29:23), opportunities in the market (31:02), Danny ROTTs on what’s really broken (41:35), and NFL picks of the week (47:02). The co-hosts interview Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and talk about how much has changed in the market over the last ten months (53:21), whether things are different this time (56:17), the outlook for earnings (1:02:36), when to pivot on an investment (1:05:21), opportunities in the stock market (1:07:26), and if the market can rally without big tech (1:15:26).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Fo
30/09/2022 • 1 hour 23 minutes 53 seconds
Okay, Computer 9/28/22: BK’s Big Bang with BKCM’s Brian Kelly & A Conversation with Credit Suisse’s Chris McMillan and Trent Martensen
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).
—-
Email us at [email protected] with any feedback, sug
28/09/2022 • 1 hour 8 minutes 19 seconds
MKT Call 9/27: Stock Market Tumbles Since Guy's Been Gone
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
27/09/2022 • 32 minutes 59 seconds
MKT Call 9/26: Major Cracks Beneath the Market Surface
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
----
Watch MKT Call at 1pm M-TH on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
26/09/2022 • 28 minutes 54 seconds
Jay Pow is Flying High Over Wall Street, and We’re All About to Die with Stuart Sopp of Current
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
23/09/2022 • 58 minutes 58 seconds
Okay, Computer 9/21/22: Healthcare as a Product, Not a Service with Adrian Aoun, CEO of Forward, and Katie Stanton
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).
—-
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us
21/09/2022 • 53 minutes 3 seconds
MKT Call 9/20/22: The Moment of Truth for the Market
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
20/09/2022 • 42 minutes 55 seconds
Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
See our show notes and transcript here
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 @GuyAdam
16/09/2022 • 1 hour 20 minutes 26 seconds
Okay, Computer 9/14/22: Wake Up in the Market Feeling Like D-Bo with CNBC’s Deirdre Bosa
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).
—-
Email us at [email protected] 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
14/09/2022 • 34 minutes 2 seconds
MKT Call 8/13/22: Be Careful What You Wish For; CPI Data Slams Stocks
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
13/09/2022 • 37 minutes 50 seconds
Fed’s Bitter Hands with Peter Boockvar, and a Conversation with Conor Flynn of Kimco Realty
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow Dan Nathan @Risk
12/09/2022 • 50 minutes 58 seconds
Stay Gold, Powell Boy and a Conversation with Chris Bevilacqua of Simplebet
See our show notes and transcript here
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with an
09/09/2022 • 1 hour 14 minutes 28 seconds
Okay, Computer 9/7/22: The Curators of Culture Creation: A Conversation with Joe Marchese of Human Ventures
See our show notes and transcript here
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 Dis
07/09/2022 • 54 minutes 50 seconds
MKT Call 9/6/22: Yields Surge on Economic Data as Stocks try to Shake Off Losing Streak
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
06/09/2022 • 36 minutes 13 seconds
September Morn and a Conversation with FactSet CEO Phil Snow
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
----
See what adding futures can do f
02/09/2022 • 1 hour 21 minutes 59 seconds
Okay, Computer 8/31/22: Of Markets and Megatrends: A Conversation with GGV Capital’s Jeff Richards
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).
----
Email us at [email protected] 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
31/08/2022 • 59 minutes 52 seconds
MKT Cal 8/30/22: When Good News Is Bad News: JOLTS & Consumer Confidence Sink Stocks
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
30/08/2022 • 37 minutes 43 seconds
MKT Call 8/29/22: Fresh Pain For Stocks After Jackson Hole, Treasury Yields Leap & Bitcoin Dips Back Below $20,000
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
----
Watch MKT Call at 1pm M-TH on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
29/08/2022 • 36 minutes 59 seconds
LIVE Trading Spaces 8/26/22: Market Sell-Off with Dan Nathan, Guy Adami and Danny Moses
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.
Follow @tradingspaces
Follow @onthetapepod
27/08/2022 • 39 minutes 19 seconds
Hope is a Dangerous Thing with Liz Young of SoFi
See our show notes and transcript here
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
26/08/2022 • 1 hour 4 minutes 13 seconds
MKT Call 8/25/22: Investors Eye Jackson Hole for Market’s Next Move
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
25/08/2022 • 33 minutes 57 seconds
MKT Call 8/24/22: The Tesla Death Trade, Nvidia Earnings and How to Play for an Oil Breakout
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
----
Watch MKT Call at 1pm M-TH on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet, tastytrade, and is powered by OpenExchange.
----
Follow us on Twitter @MKTCall
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
24/08/2022 • 36 minutes 17 seconds
Okay, Computer 8/24/22: Less Cloudy the Ad Future Is: A Conversation with Zeta Global’s David Steinberg
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).
----
Email us at [email protected] 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
24/08/2022 • 49 minutes 2 seconds
MKT Call 8/23/22: Three Sectors to Buy if Stocks Retest the Lows
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
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Watch all of our videos on YouTube
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
23/08/2022 • 39 minutes 32 seconds
The Fed’s Game of Chicken and an Interview with Doug Cifu of Virtu Financial
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
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Su
22/08/2022 • 50 minutes 39 seconds
Of Markets and Men with Tommy Vietor of Pod Save America
See our show notes and transcript here
Guy and Danny discuss the state of the market (4:49), the meme madness in Bed, Bath & Beyond this week (8:02), the gamification of the stock market (11:28), Wall Street calling the Fed’s bluff (21:08), bank stocks (29:05), Walmart earnings (31:44), and Nvidia earnings next week (36:16). 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 where we are in Ukraine (44:09), tensions with China escalating (54:14), and the midterm elections (59:40).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our Y
19/08/2022 • 1 hour 18 minutes 29 seconds
Okay, Computer 8/17/22: Shifting Mindsets with Rick Heitzmann
See show notes and transcript here
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)
----
Email us at [email protected] 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
Fo
17/08/2022 • 37 minutes 32 seconds
MKT Call 8/16/22: Wall Street’s Split on Recession & Market Outlook
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
16/08/2022 • 42 minutes 4 seconds
Preview of the Market’s Week Ahead and an Interview with Allen Sukholitsky of Masterworks
See our show notes and transcript here
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).
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
15/08/2022 • 46 minutes 55 seconds
Rip Your Face/Off Rally with David Faber of CNBC
See our show notes and transcript here
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMed
12/08/2022 • 1 hour 27 minutes 38 seconds
Okay, Computer 8/10/22: Simple Math with Meltem Demirors: 1D = 1B
See show notes and transcript here
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”
----
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and fo
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
09/08/2022 • 38 minutes 56 seconds
The Price is Wrong with Vincent Daniel and Porter Collins, plus a Conversation With Brady Cobb and Emily Paxhia
See full show notes and transcript here
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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
Foll
05/08/2022 • 1 hour 15 minutes 25 seconds
MKT Call 8/3/22: Yield Curve Inversion Deepens & Stocks That Are Bottoming
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
----
Watch MKT Call at 1pm M-TH on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet, tastytrade, and is powered by OpenExchange.
----
Follow us on Twitter @MKTCall
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
03/08/2022 • 30 minutes 32 seconds
MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
02/08/2022 • 32 minutes 33 seconds
Trading Spaces 7/29/22: Market Wrap With Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC
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.
Follow On The Tape
Follow Trading Spaces
30/07/2022 • 57 minutes 26 seconds
Running on Empty with David Rosenberg of Rosenberg Research
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
29/07/2022 • 1 hour 8 minutes 29 seconds
MKT Call 7/28/22: Recession Watch, Fed Recap, and Apple Earnings Preview
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
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Watch all of our videos on YouTube
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
28/07/2022 • 40 minutes 20 seconds
Okay, Computer 7/27/22: Fixing What Sucks with Lux Capital’s Josh Wolfe
Access our show notes and transcripts here
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).
----
Email us at [email protected] 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 @RiskRev
27/07/2022 • 54 minutes 41 seconds
MKT Call 7/26/22: Fed Meeting & Big Tech Earnings Kick Off
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
26/07/2022 • 35 minutes 6 seconds
Preview of the Market’s Week Ahead and an Interview with Cormac Kinney of Diamond Standard
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).
See our show notes and transcript here
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
25/07/2022 • 49 minutes 48 seconds
Wish You Were Here With Gene Munster of Loup Ventures
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).
See our show notes and transcript here
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
22/07/2022 • 1 hour 1 minute 10 seconds
Okay, Computer 7/20/22: Mind the Gap with Rick Heitzmann & A Conversation with Kevin Weil and Katie Stanton
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).
----
Email us at [email protected] with any feedback, suggestions, or questions for us to
20/07/2022 • 1 hour 4 minutes 40 seconds
MKT Call 7/19/22: Bear Market Rally, Yields Ready to Party and Novogratz on Bitcoin
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
Subscribe to our YouTube page
Access our show notes
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
19/07/2022 • 37 minutes 17 seconds
No One Left to Run With Anymore and Invisible Storm Author Jason Kander
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.
To access our show notes and transcript click here.
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
15/07/2022 • 1 hour 15 minutes 40 seconds
MKT Call 7/14/22: Strategists Slash S&P 500 Targets, June Inflation Data and Bank Earnings Send Stocks Lower
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
Watch all of our videos on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
14/07/2022 • 34 minutes 25 seconds
Okay, Computer 7/13/22: Finding a Runway to Land On with Sahil Bloom
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).
—-
Email us at [email protected] 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
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
12/07/2022 • 34 minutes 12 seconds
Twisted Thoughts That Spin 'Round the Fed’s Head
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.
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
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
Watch all of our videos on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
06/07/2022 • 41 minutes 52 seconds
MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
05/07/2022 • 43 minutes 25 seconds
They Don’t Pay You at Halftime and a Conversation with Bill Pulte
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
01/07/2022 • 1 hour 26 minutes 19 seconds
MKT Call 6/30/22: Worst First Half for Stocks Since 1970 and What to Watch in the Second Half
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)
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Watch all of our videos on YouTube
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
30/06/2022 • 42 minutes 40 seconds
Okay, Computer 6/29/22: Has Anyone Checked on Elon? A Conversation with Kara Swisher
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).
—-
Email us at [email protected] 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
29/06/2022 • 34 minutes 19 seconds
MKT Call 6/28/22: Market Reverses Course, Headwinds for Oil and Heavy Metals Crash
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
28/06/2022 • 36 minutes 51 seconds
MKT Call 6/27/22: Nostradami’s S&P 500 Prediction, Pulse on Health Care, Nike Earnings on Deck
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
----
Watch MKT Call at 1pm M-TH on YouTube
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
27/06/2022 • 35 minutes 23 seconds
Demand Destruction, What’s Your Function?
Episode Description: Guy, Dan and Danny discuss the problem with the Federal Reserve (0:1:00), energy’s epic decline over the last two weeks (9:24 - 12:31), why Apple earnings could be the stock market boogeyman (16:23), Dan buying shares of Meta (21:10), the state of semiconductor stocks (22:35), bank stocks getting bludgeoned (24:42), the crypto /Coinbase crash (28:18), why the next 2-3 months will be crucial for the stock market (32:30), Danny gives an update on Cannabis (38:14), and the wild week for Tesla (39:54).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
24/06/2022 • 46 minutes 17 seconds
Okay, Computer 6/22/22: For Meta or for Worse with Jeff Richards, Katie Stanton & Alex Roetter
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).
—-
Email us at [email protected] 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
Subs
22/06/2022 • 1 hour 10 minutes 54 seconds
MKT Call 6/21/22: Recession Calls Grow Louder as Stocks Bounce off the Lows 🔥📈📉🏘
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
21/06/2022 • 36 minutes 28 seconds
The Wrath of Powell - Buried Alive with Vincent Daniel and Porter Collins
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
17/06/2022 • 1 hour 15 minutes 7 seconds
Okay, Computer 6/15/22: FUD Cuts Deeper Than Swords with Brian Kelly, Founder & CEO of BKCM
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).
—-
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow
15/06/2022 • 49 minutes 7 seconds
MKT Call 6/14/22: Wall Street Weighs 75bps Fed Hike as S&P 500 Lingers in Bear Market Territory
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
14/06/2022 • 38 minutes 54 seconds
MKT Cal 6/13/22: Stock Market in Meltdown Mode
On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss the sell-off in stocks, bonds, commodities, and crypto.
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
13/06/2022 • 42 minutes 41 seconds
Fed Left Me When I Needed You Most and A Conversation with Herb Greenberg of Empire Financial Research
Guy, Dan and Danny discuss the stock market shift (1:42), earnings pre-announcements (9:39), Apple entering the buy now pay later space (15:19), secondary markets seizing up as startup insiders dump shares (23:19), Danny’s 5 stages of investor grief (27;37), and Belmont Stakes picks (30:18). The co-hosts interview Herb Greenberg, editor at Empire Financial Research, and talk about shifting from the short side to the long side (37:15), stock market manias (46:17), taking chances in your career (58:12), and finding longs (1:01:57).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
10/06/2022 • 1 hour 6 minutes 4 seconds
MKT Call 6/8/22: Easing Inflation, Exxon Hits Highs, What Crude Means for Stocks, Analyzing Chart Patterns
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
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Watch all of our videos on YouTube
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
08/06/2022 • 36 minutes 41 seconds
Okay, Computer 6/8/22: Tech’s Rekt’oning with Gene Munster
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).
—-
Email us at [email protected] 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
08/06/2022 • 58 minutes 39 seconds
MKT Call 6/7/22: Target's Profit Warning, Consumer Conundrum, Key Levels for Stocks and Bitcoin Bust
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
07/06/2022 • 31 minutes 41 seconds
Stock Market Jubilee with Wilfred Frost of NBC & Sky News
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) .
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
06/06/2022 • 1 hour 1 minute 43 seconds
Guy was in the Eye of a Hurricane; Carter Braxton Worth Joins
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscrib
03/06/2022 • 37 minutes 15 seconds
MKT Call with Dan Nathan, Guy Adami and Danny Moses Live from the iConnections Digital Assets Forum in Miami
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.
Watch all of our videos on YouTube
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
01/06/2022 • 31 minutes 25 seconds
OK, Computer 6/1/22: Standing in the Middle of a Tornado with Rick Heitzmann & Jeff Richards, Plus a Conversation with Heather Hartnett of Human Ventures
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).
—-
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow Dan Nathan @Ri
01/06/2022 • 1 hour 9 minutes 35 seconds
MKT Call 5/31/22: Supply Chain Woes Show Signs of Easing, Next Move for Energy, Salesforce Earnings Preview
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
31/05/2022 • 32 minutes 59 seconds
Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
27/05/2022 • 1 hour 6 minutes 36 seconds
Okay, Computer 5/24/22: The Unforgiven Market with Rick Heitzmann, Plus a Conversation with Electric AI CEO Ryan Denehy & Gutter Capital’s Dan Teran
Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about Snap’s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don’t think the “sky is falling” (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16).
----
Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret
—-
Email us at [email protected] with any feedback, suggestions, or
25/05/2022 • 1 hour 5 minutes 18 seconds
MKT Call 5/24/22: Snap Warning Slams Tech Stocks
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
24/05/2022 • 33 minutes 43 seconds
A Hot 30 on the Markets and Guy is Iron Man
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
20/05/2022 • 1 hour 15 minutes 7 seconds
MKT Call 5/19/22: How to Spot the Market Bottom
On this episode of MKT Call, Dan will be joined by Liz Young of SoFi and Carter Worth of Worth Charting to discuss:
- Anemic rallies in the markets
- Next levels for the S&P 500
- How to spot the bottom
- Rates coming in
- Time to get in gold?
- AMAT & Palo Alto Earnings
----
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
19/05/2022 • 33 minutes 25 seconds
Okay, Computer 5/18/22: The Current Crypto Thing with Trevor Marshall & Meltem Demirors
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
—-
Email us at [email protected] with any feedback, suggestions, or questions for us to answer
18/05/2022 • 1 hour 4 minutes 11 seconds
MKT Call 5/17/22: How long will this stock market rally last?
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
17/05/2022 • 32 minutes 24 seconds
MKT Call 5/16/22: Strategists Calling for more Downside in the S&P 500, Crude Ready to Party, Retail Earnings Roundup
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
----
Watch the show each week live at 1 PM eastern time on Mondays on OpenExchange.
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
16/05/2022 • 34 minutes 6 seconds
It’s Fugayzi, Fugazi. It's a Whazy. It's a Woozie. With Andrew Ross Sorkin of CNBC
Guy and Dan discuss what Dan is buying in this messy market (5:29), Guy’s key levels for the S&P (7:34), the bitcoin bloodletting (12:00), and Apple entering a bear market (22:43). The co-hosts interview Andrew Ross Sorkin, co-host of CNBC’s Squawk Box, and talk about how his career started (34:53), a day in the life of ARS (38:14), the early days of COVID (43:06), Fed policy (52:38), the current market environment (1:00:22) and Elon Musk buying Twitter (1:05:08).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
13/05/2022 • 1 hour 12 minutes 25 seconds
Okay, Computer 5/11/22: FakePlastic NFTs: A Conversation with Meltem Demirors of CoinShares & Not Boring’s Packy McCormick
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).
----
Email us at [email protected] 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
11/05/2022 • 44 minutes 54 seconds
MKT Call 5/10/22: God Only Knows where the Market is Going Next
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
10/05/2022 • 34 minutes 38 seconds
Run for the Rosie with David Rosenberg of Rosenberg Research
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
06/05/2022 • 1 hour 9 minutes 14 seconds
Okay, Computer 5/4/22: Mark It Zero: An Interview with Adam Singolda, CEO of Taboola
Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about the risk of the Fed overcorrecting at this week’s FOMC meeting (1:34), if the markets are close to bottoming out (6:27), the tailspin for “at home” stocks likely getting worse (11:28), CEOs being forced to correct their capital & strategic plans (14:58) and how the losers of crypto and web3 are already being revealed. Later, Dan speaks with Taboola founder & CEO Adam Singolda about starting his founder’s journey living with his parents while watching TV (29:51), building an advertising platform outside the “walled gardens” of Google and Facebook (34:12), how Netflix can successfully build an ad-based subscription (52:16), the future of Twitter’s content moderation under Elon Musk (58:15), and how “killing cookies” is disrupting the digital ads industry (1:04:54).
----
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayCompu
04/05/2022 • 1 hour 10 minutes 17 seconds
MKT Call 5/3/22: Markets Waver Ahead of the Fed
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
----
Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
03/05/2022 • 34 minutes 18 seconds
Trading Spaces 4/29/22: April Bomb She Will
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.
30/04/2022 • 57 minutes
Folla the Dolla with Stuart Sopp CEO of Current
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
29/04/2022 • 51 minutes 13 seconds
Okay, Computer. 4/27/22: Everything in the Wrong Place with Twitter: A Conversation with FirstMark Capital’s Rick Heitzmann
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.
----
Email us at [email protected] 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
27/04/2022 • 37 minutes 17 seconds
MKT Call 4/26/22: Tech Wreck, Deutsche Bank's Recession Call, Microsoft and Alphabet Earnings
On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
- Carnage across the tech space
- Microsoft and Alphabet earnings on tap
- Deutsche Bank's recession warnings
- The U.S. dollar ripping
- Fidelity allowing retirement savers to put bitcoin in 401Ks
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
26/04/2022 • 33 minutes 1 second
Dan Benton’s 20 Rules for Tech Investing, Tesla’s TAM and Musk’s Titter with Twitter
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
26/04/2022 • 52 minutes 50 seconds
Excuse Me, I Need to do Some Hedging Trades with Jim Chanos. Also, an interview with iConnections co-founder and CEO, Ron Biscardi.
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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
Fo
22/04/2022 • 1 hour 17 minutes 52 seconds
Bonus 4/20 Episode: High Hopes for the Cannabis Space
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).
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
20/04/2022 • 33 minutes 24 seconds
Okay, Computer 4/20/22: All This Nonsense for an Edit Button: Interviews with Alex Roetter of Moxxie Ventures & Jarrod Dicker of The Chernin Group
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)
----
Email us at [email protected] 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 @GuyAdam
20/04/2022 • 1 hour 11 minutes 35 seconds
MKT Call 4/19/22: Stocks Rally, Calls for Higher Rate Hikes, Dow Theory Alive & Well, Netflix Earnings
On this episode of MKT Call, Dan Nathan and Carter Worth discuss:
- Stocks rallying for their best day of the month
- Carter's call to buy REITS over the broad markets
- Fed's Bullard saying a 75-basis point hike could be an option
- The classic Dow Theory alive and well
- Netflix earnings on tap
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
19/04/2022 • 36 minutes 4 seconds
Hasta La Vista Markets
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.”
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
15/04/2022 • 1 hour 17 minutes 49 seconds
Okay, Computer 4/13/22: Elon Needs a Hug and a Conversation with Dan Teran of Gutter Capital
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).
----
Email us at [email protected] 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 @
13/04/2022 • 1 hour 3 minutes 55 seconds
MKT Call: What Could go Right in the Market
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward, and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
12/04/2022 • 30 minutes 30 seconds
Inflation is Hard to Kill with Vincent Daniel and Porter Collins
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).
08/04/2022 • 1 hour 3 minutes 18 seconds
OTT feed title: Bonus Episode: Where to Find Value in a Volatile Market (MKT Call 4/7/22)
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
----
Watch the show each week live at 1pm eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
07/04/2022 • 45 minutes 2 seconds
Okay, Computer. 4/6/22: The Edit Button Fixes This with Meltem Demirors and Packy McCormick, plus an Interview with Scott Lynn of Masterworks
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).
----
Email us at [email protected] 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 Twi
06/04/2022 • 1 hour 3 minutes 58 seconds
Bonus Episode: Stocks Sink on Fed Comments, Gold vs. Silver and Key Level for Bitcoin (MKT Call 4/5/22)
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
05/04/2022 • 33 minutes 17 seconds
Pod Save Wall Street with Tommy Vietor of Crooked Media
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 @Gu
01/04/2022 • 1 hour 17 minutes 20 seconds
Bonus Episode: Spoos, Qs & 2s with Liz Young of SoFi (MKT Call 3/31)
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!
----
Watch the show each week live at 1pm eastern time on Thursdays on OpenExchange.TV.
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
31/03/2022 • 38 minutes 48 seconds
Breaking Even Preview: Final Four Picks
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, sport
31/03/2022 • 4 minutes 26 seconds
Okay, Computer 3/30/22: Good Times, Bad Times with Jeff Richards of GGV Capital, plus a Conversation with Katie Stanton and Jomayra Herrera of Reach Capital
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).
----
Email us at [email protected] 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
30/03/2022 • 1 hour 12 minutes 35 seconds
Bonus Episode: An Interview with Michael Saylor, CEO of MicroStrategy (MKT Call 3/29/22)
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
----
Watch the show each week live at 1 PM eastern time on Mondays on OpenExchange.
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
29/03/2022 • 33 minutes 4 seconds
Bonus Episode: Wall of Worry for Stocks, Crude Crush, Bitcoin Breakout (MKT Call 3/28/22)
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
28/03/2022 • 32 minutes 44 seconds
Fear is the Market Killer with Gavin Baker of Atreides Management
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 secur
25/03/2022 • 1 hour 25 minutes 19 seconds
Breaking Even Preview: March Madness Sweet 16 Picks and Apple Puts
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
24/03/2022 • 6 minutes 40 seconds
Okay, Computer 3/23/22: What Fred Said with Dan Nathan and Packy McCormick, plus a Conversation with Stuart Sopp and Trevor Mashall of Current
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
----
Email us at [email protected] 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
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.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We ’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
22/03/2022 • 32 minutes 26 seconds
You Can’t Win, Jerome…and a Conversation with Peter Boockvar of Bleakley Advisory Group
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
18/03/2022 • 1 hour 2 minutes 22 seconds
Okay, Computer 3/16/22: Markets are Manic AF with Rick Heitzmann, Guy Adami, and an Interview with Joe Marchese of Human Ventures
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).
----
Email us at [email protected] 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
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.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
15/03/2022 • 33 minutes 37 seconds
Nickeled And Crimed and an interview with Ben Kallo
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
11/03/2022 • 1 hour 5 minutes 41 seconds
Okay, Computer 3/9/22: FUD you Putin with Dan Nathan and Meltem Demirors
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).
----
Email us at [email protected] 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
09/03/2022 • 52 minutes 57 seconds
Bonus Episode: The Nostradami Market (MKT Call 3/8/22)
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
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
08/03/2022 • 31 minutes 47 seconds
The Problem Stock Market, and an interview with Helima Croft
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.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
04/03/2022 • 1 hour 8 minutes 56 seconds
Okay, Computer 3/2/22: As the West Wavers, Web3 Wins. And an interview with Wyc Grousbeck, Governor of the Boston Celtics.
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.
----
Email us at [email protected] 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
02/03/2022 • 1 hour 1 minute 55 seconds
MKT Call Preview with Dan Nathan and Guy Adami on Market Volatility
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
----
Sign up for our emails
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
28/02/2022 • 31 minutes 16 seconds
Market Bursts, Thunder in your Ear and an Interview with Joe De Sena of Spartan
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.
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
25/02/2022 • 1 hour 8 minutes 25 seconds
MKT Call: Markets in Turmoil as Russia Invades Ukraine with Liz Young of SoFi and Tina Fordham of Avonhurst
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
----
MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.
----
Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube
24/02/2022 • 35 minutes 3 seconds
Okay, Computer 2/23/22: Paranoid Crypto Androids with Meltem Demirors and Brian Kelly
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),
----
Email us at [email protected] 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
23/02/2022 • 40 minutes 48 seconds
Markets in Turmoil as the Taper Wheels Come Off
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
18/02/2022 • 58 minutes 35 seconds
Okay, Computer 2/16/22: Of Trash Pandas and Decentralized Wireless Networks with Amir Haleem
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).
----
Email us at [email protected] 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
16/02/2022 • 1 hour 1 minute 12 seconds
Battle Lines Being Drawn
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
11/02/2022 • 34 minutes 55 seconds
Okay, Computer 2/9/22: Tech Stocks Gone Wild and a Conversation with Kara Swisher
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).
----
Email us at [email protected] 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
09/02/2022 • 1 hour 7 minutes 37 seconds
Bonus Episode: An Interview with Stuart Sopp, CEO of Current
Dan interviews Stuart Sopp, CEO of Current about his company's mission, the future of banking, and Stuart's background as a trader.
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
07/02/2022 • 41 minutes 41 seconds
Staircase Up Elevator Down, and investing in Tech with Jeff Richards of GGV
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.
Follow @OnTheTapePod
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube channel
04/02/2022 • 1 hour 3 minutes 1 second
Okay, Computer. 2/2/22: Rogan Won’t Die on Sugar Mountain, with Mikel Jollett of the Airborne Toxic Event
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.
----
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube channel
02/02/2022 • 1 hour 11 minutes 32 seconds
Bonus Pod: NFL Playoff Picks & Predictions
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.
Follow @OnTheTapePod
Follow @BreakingEvenPod
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube channel
29/01/2022 • 17 minutes 23 seconds
What the Fed Said with Victor Jones of Tasty Trade and Spencer Jakab of the Wall Street Journal
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.
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
28/01/2022 • 1 hour 22 minutes 41 seconds
Guy Adami Interviews Mike Novogratz of Galaxy Digital
Guy Adami sits down with Mike Novogratz, CEO of Galaxy Digital, to talk about Crypto, the Fed, his company and more.
27/01/2022 • 50 minutes 14 seconds
Guy Adami Interviews Michael Saylor, CEO of MicroStrategy
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.
See what adding futures can do for you at cmegroup.com.
Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Subscribe to our YouTube page
25/01/2022 • 39 minutes 41 seconds
Okay, Computer Preview: Navigating the Crypto Crush with Meltem and Packy, and an Interview with the Founders of The Players Company DAO
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
----
Email us at [email protected] 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
25/01/2022 • 1 hour 1 minute 3 seconds
Trading Spaces 1/24/22: Stock Sell-Off Steepens
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.
24/01/2022 • 35 minutes 34 seconds
Fed Walking on a Tightrope with Melissa Lee of CNBC
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
21/01/2022 • 1 hour 4 minutes 53 seconds
Okay, Computer Preview: Web3 Ain’t Got No Owners, Only Creators with Alexis Ohanian
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).
----
Email us at [email protected] 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
19/01/2022 • 1 hour 3 minutes 38 seconds
This is the Business we’ve Chosen with Porter Collins and Vincent Daniel
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
14/01/2022 • 1 hour 3 minutes 36 seconds
Okay Computer Preview: Discord in the Discords with Adam Bain
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.
----
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
12/01/2022 • 58 minutes 40 seconds
Bonus Episode: The Elizabeth Holmes Trial with Rebecca Jarvis of ABC
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.
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
10/01/2022 • 33 minutes 51 seconds
The Fed’s Needle and the Damage Done with Tom Lee of Fundstrat
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
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
07/01/2022 • 1 hour 8 minutes 38 seconds
Sins of Bad Due Diligence and Tom Lee of Fundstrat
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.
----
Email us at [email protected] 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
05/01/2022 • 41 minutes 27 seconds
On The Tape 2021 Wrap and 2022 Preview
Guy, Dan and Danny discuss the biggest themes of 2021 (5:25) and give their top picks for 2022 (27:52).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
31/12/2021 • 43 minutes 7 seconds
Trading Spaces 12/29/21: Commodities, ARKK and What to Buy Now
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.
29/12/2021 • 33 minutes 3 seconds
Okay Computer Preview: Everyone Knows You Never Go Full Bitcoin Maxi
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).
----
Email us at [email protected] 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
29/12/2021 • 32 minutes 26 seconds
Trading Spaces 12/27/21: Stocks at Record Highs
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.
27/12/2021 • 46 minutes 19 seconds
You Better Watch Out, You Better Not Cry, The SPY is Back at the High
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).
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at [email protected] 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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
24/12/2021 • 43 minutes 25 seconds
Introducing Okay, Computer: Why is Everyone Dunking on Dixon?
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.
----
Email us at [email protected] with any feedback, suggestions, or questions for us to answe
