
MRKT Matrix
967 episodes — Page 19 of 20
Ep 70Market Meltdown, Goldman’s Growth Shock Warning, and Commodities
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
Ep 69Market Sell-off, Fed Watch, Gold Breakout, and Tech Earnings
On this episode of MKT Call, Guy Adami, Dan Nathan, and Carter Worth discuss the stock market sell-off, Fed meeting this week, gold breaking out and tech earnings on deck. — Watch the show each week live at 11 AM eastern time on Mondays 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 @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Ep 66Dip Buyers, Semi Stocks, and Ford’s Electric Rally
On this week’s MKT Call Street Research Dan and Guy are joined by Liz Young of Sofi to discuss: Investors buying the dip in stocks Piper Sandler downgrading AMD Jefferies downgrading Ford FactSet’s Earnings Insight Read Liz’s latest note: Wash, Rinse, Repeat ---- 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
Ep 67MKT Call Charts: Market Volatility, Netflix Earnings, Old Tech Takeover, and Breakout vs. Breakdown stocks
On this episode of MKT Call Charts, Guy Adami, Dan Nathan, and Carter Worth discuss the recent volatility in stocks, bonds, and commodities, how earnings season stacked up for the banks, Netflix ahead of its report and two breakout and a breakdown stock. ---- Watch the show each week live at 11 AM eastern time on Mondays 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 @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Ep 66MKT Call Macro: Bond Yields Surge, Stocks Sink
In this week’s episode of MKT Call Macro, Guy, and Dan discuss: Stocks Fall as Bond Yields Hit Two-Year High Big Tech Needs Big Profits With Multiples Under Fire Oil Prices Hit Seven-Year High on Rising Geopolitical Tensions Retail sales dropped 1.9% in December as higher prices caused consumers to curb spending 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
Ep 65MKT Call Street Research: Inflation, Bank Earnings, Netflix
On this week’s MKT Call Street Research Dan and Guy are joined by Liz Young of Sofi to discuss: Her latest note on inflation Out with the new, in with the old for bank stocks? Analysts cautious ahead of Netflix earnings FactSet’s Earnings Insight ---- 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
Ep 64MKT Call Macro with Guy Adami, Dan Nathan and Brian Kelly
In this week’s episode of MKT Call: Macro, Guy Adami and Dan Nathan are joined by Brian Kelly of BKCM to discuss today’s rundown: - Buy the dip market? - Jamie Dimon on economic growth - #Fed Chair Powell hearing - Crypto correlations Sponsored by CME Group and OpenExchange 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
Ep 63MKT Call Charts: Market Sell-off, The Nettlesome Trendline, UPS
On this episode of MKT Call Charts, Guy Adami, Dan Nathan and Carter Worth discuss the selling pressure in the markets, yields spiking, Carter’s pick for a breakout and breakdown stock and crypto crashing. ---- Watch the show each week live at 11 AM eastern time on Mondays 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 @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Ep 60MKT Call Street Research: SPX, NDX, XLF, ADBE, OIH
On this week’s MKT Call Street Research Dan and Guy are joined by Liz Young of Sofi to discuss: The divergence between growth and value stocks SoFi Consumer Spending Data Bank of America Downgrades Goldman Sachs (GS) UBS Downgrades Adobe (ADBE) Morgan Stanley Upgrades Halliburton (HAL) Earnings guidance ---- Watch the show each week live at 11 AM eastern time on Mondays on OpenExchange.TV. Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet, SoFi, and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Ep 61MKT Call Macro: S&P, Rates, Gold, and Silver
In this week’s episode of MKT Call: Macro, Guy and Dan discuss unusual activity in the stock market, interest rates, gold, silver, and bitcoin in no man’s land. They were joined by Peter Boockvar of Bleakley Advisory Group, who outlines his latest Boock Report: Conjoined fraternal triplets. 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. 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
Ep 60MKT Call Charts: 2022 Market Outlook, Tesla Breakout and Crypto
Welcome to the inaugural episode of MKT Call Charts with Guy Adami, Dan Nathan, and Carter Worth. Today they discussed the outlook for the S&P 500 in 2022, Tesla bouncing off key support, breakout and breakdown stocks, and bitcoin vs. ethereum. ---- Watch the show each week live at 11 AM eastern time on Mondays 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
Ep 59Top Stock Picks for 2022
On this week’s MKT Call Dan and Guy are joined by Liz Young of Sofi and Carter Worth of Worth charting to discuss what they are watching in 2022 and give their top stock picks. ---- 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
Ep 58Market Bottom, Gigantic Stocks, Growth Expectations
On this week’s episode of MKT Call Macro, Guy Adami and Dan Nathan discuss: Tom Lee's market bottom call Gigantic stocks driving the market gains Omicron's threat to the global economy They were joined by Chris Vecchio, senior strategist at DailyFX who discusses the Fed rate hike odds, Euro, Dollar, and Oil. 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
Ep 562022 Market Outlook, Biotech Breakout and CAT call
On this week's MKT Call Dan and Guy are joined by Liz Young of Sofi and Carter Worth of Worth charting to discuss: Liz's 2022 Market Outlook Carter’s biotech call Bernstein’s CAT upgrade Bitcoin vs. Ethereum ---- 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
Ep 55Growth Fears, Big Tech, Crypto
On this week's episode of MKT Call Macro, Guy Adami and Dan Nathan discuss: Omicron Set to Halve Fourth Quarter Global Economic Growth Five Big Tech Stocks Are Driving Markets. That Worries Some Investors Bitcoin Climbs Back Above $49,000 in Biggest Jump Since November They were joined by Chris Vecchio, senior strategist at DailyFX who discusses the Fed rate hike odds, Euro, Dollar, and Gold. 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
Ep 54Two Times the Taper, Perfect Storm for Robinhood, and Delivering Profits
On this week's MKT Call Dan and Guy are joined by Liz Young of Sofi and Carter Worth of Worth charting to discuss: Liz's new blog - Two Times the Taper, and a Pivot in a Pear Tree Carter’s tweet about Russell 3000 stocks Bank of America saying the “perfect storm” for Robinhood is over Citi’s UPS upgrade Bitcoin vs. Ethereum ---- 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
Ep 53Dogecoin Back to the Moon
In this week’s episode of MKT Call: Macro, Guy and Dan discuss: Fed Meets for First Time Since Powell Signaled Policy Shift The market cap of the top six stocks in the market Dogecoin Soars, Boosted by Musk Tweet They were joined by Chris Vecchio, senior strategist at DailyFX who discusses the Fed rate hike odds, Euro, Dollar, and Gold. Brought to you by presenting sponsors Nadex and OpenExchange. 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
Ep 49New Variant Hits Stocks, Oil Toys with Bear Market and Fed Hike Odds
In this week’s episode of MKT Call: Macro, Guy and Dan discuss the new COVID variant and its impact on stocks, oil and Fed rate hike odds. They are joined by Chris Vecchio, Senior Strategist at DailyFx to discuss the yield curve, euro and yen. Brought to you by presenting sponsors Nadex and OpenExchange. Register now for Nadex Bootcamp on Tuesday, December 7th at 11 am. It's a free, all-day virtual education event to help you step into the world of day trading and discover how you can participate in the markets with defined risk. 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
Ep 48MKT Call Macro: Stocks, Rates, Bitcoin, Oil
In this week’s episode of MKT Call Macro, Guy and Dan discuss the following headlines: Marko Kalonovic’s stock market call Rising rates hitting high flying stocks Biden to Release U.S. Oil Reserves in Challenge to OPEC+ They were joined by Chris Vecchio, senior strategist at DailyFX who discusses moves in the Japanese Yen, Euro and Turkish Lira. Brought to you by presenting sponsors IG and OpenExchange. 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
Ep 43King Dollar Reigns, Roku gets Wrecked, Visa Catches a Bid & Supply Chain Woes
On this week’s MKT Call Dan and Guy are joined by Liz Young of Sofi and Carter Worth of Worth charting to discuss: Liz’s new blog -- U.S. Dollar Making a Holler Carter’s outlook on crude and copper Roku gets wrecked Visa getting an upgrade Companies mentioning supply chain ---- 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
Ep 42The Road to S&P 5,000, Gold Rush, and Bitcoin Goes Bust
In this week’s episode of MKT Call, Guy and Dan discuss JPMorgan’s call that the S&P 500 will hit 5,000 in the first half of 2022, inflation fears boosting gold, and bitcoin going bust. They are joined by Chris Vecchio, senior strategist at DailyFX. Brought to you by presenting sponsors Nadex and OpenExchange. 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
Ep 45Changing Market Tides, EV Stocks Heat Up & Disney Disaster
On this week's MKT Call Dan and Guy are joined by Liz Young of Sofi and Carter Worth of Worth charting to discuss: Liz's new blog - Changing Market Tides: Turn, Churn, Earn? Carter's updated GDX call Electric automaker stocks revving higher Disney's disaster quarter Companies mentioning inflation on earnings calls ---- 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, SoFi, and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
Ep 44As Goes Tesla, so Goes the Market?
In this week’s episode of MKT Call, Guy and Dan discuss Michael Burry's bubble call, and key levels for the S&P 500, Nasdaq, Russell 2000, U.S. 10-year yield, dollar, gold, bitcoin, and ethereum. They are joined by Chris Vecchio, senior strategist at DailyFX to discuss Fed rate hike odds, the euro, and crude oil. Brought to you by presenting sponsors IG and OpenExchange. 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
Ep 43Stocks Make New Highs, Fed Meeting on Tap, and Tesla’s Rally Stalls
In this week’s episode of The Macro Setup, Dan is joined by special guest Chris Verrone of Strategas and the two discuss stocks at record highs, the setup heading into this week’s Fed announcement, crypto, and the Tesla rally. Chris Vecchio of DailyFX joins the conversation to discuss what central bank decisions mean for currencies around the world. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward, and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 42Tech Earnings, Hyperinflation & Bitcoin
In this week’s episode of The Macro Setup, Guy and Dan discuss F'MAGA earnings (Facebook, Microsoft, Apple, Alphabet, Amazon), hyperinflation warnings, and Tom Lee's year-end sector strategy. We are joined by Daniela Sabin Hathorn, market analyst at DailyFX, to breakdown the impact central banks have on currencies around the world. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 41Gold Going Nowhere and Equities on Fire
In this week’s episode of The Macro Setup, Guy and Dan discuss Tom Lee of Fundstrat’s year-end market rally call, commodities surging, and gold lagging. They were joined by Chris Vecchio, senior strategist at DailyFX, who chimed in on the bitcoin vs. gold debate, analyzed rate hike odds, and broke down the moves in the Euro and Yen. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward. We’re on social: 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
Ep 40Danger, Dan Nathan!
In this week’s episode of The Macro Setup, Guy and Dan discuss Bank of America’s warning that the Fed will not come to the stock market’s rescue, IMF trimming its growth outlook, and Jamie Dimon calling bitcoin worthless. They are joined by Daniela Sabin Hathorn, market analyst at DailyFX. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 36The Night They Drove Old DXY Down
In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, commodities gone wild, the dollar at key levels, and a potential bitcoin breakout. They were joined by Chris Vecchio, senior strategist at DailyFx. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. 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
Ep 38September Swoon, Rate Rampage, and Dollar Dominance
In this week’s episode of The Macro Setup, Guy and Dan discuss the September swoon for stocks, rates on the rise, and the dollar breakout. They are joined by Daniela Sabin Hathorn, market analyst at DailyFX, who talks about the Yen rally, Pound pounding and bitcoin. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward, and follow us @MacroSetup. We’re on social: 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
Ep 37Evergrande Causes Problems for the Everlongs
In this week’s episode of The Macro Setup, Guy and Dan discuss the Evergrande shockwaves heard around the world, the taper timeline, and the crypto crash stopping at key support. They are joined by Chris Vecchio, senior analyst at DailyFX, who discussed the Fed rate hike odds, the dollar, and gold. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. 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
Ep 36Shiny Objects Losing Luster
In this week’s episode of The Macro Setup, Guy and Dan discuss conflicting data about inflation, once-hot stocks cooling off, Cathie Wood’s ARKK ETF, and how recent lockdowns could put supply chains at risk. They were joined by Daniela Sabin Hathorn, analyst at DailyFX, who discussed bitcoin at a critical level, crude’s run above $70 and the Nikkei at twenty-year highs. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube channel
Ep 35Stagflation, Growth Concerns, Cloudy Travel Forecast
In this week’s episode of The Macro Setup, Guy and Dan discuss signs of stagflation, Goldman Sachs slashing its GDP outlook, and a cloudy forecast for business travel. They were joined by Chris Vecchio, Senior Strategist at DailyFX, who focused on the dollar, Fed rate hike odds, and currency crosses. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 34Scary Stats and Charts
In this week’s episode of The Macro Setup, Guy and Dan discuss some scary stats about the S&P 500, the taper tamed, and growth back in favor. The two are joined by Chris Vecchio, Senior Strategist at DailyFx. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 33Wax On Wax Off
In this week’s episode of The Macro Setup, Guy and Dan discuss risk-on for the markets, crude’s reversal, Jackson Hole, and the JPEG-a-palooza. They are joined by Chris Vecchio, senior strategist at DailyFx. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 28Bad Breadth, Delta Lockdowns & Weak Data
In this week’s episode of The Macro Setup, Guy and Dan discuss market breadth (the number of stocks participating in the recent rally), new lockdowns due to the Delta variant, and weakening data. They are joined by Daniela Sabin, Market Analyst at DailyFX. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 31The Impervious Stock Market
In this week’s episode of The Macro Setup, Guy and Dan discuss stocks at record highs, rates bottoming out, the gold dump, and bitcoin’s breakout. The two are joined by Chris Vecchio, senior strategist at DailyFX. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 30Earnings Recap, Rates in Reverse, and an Economic Data Dump
In this week’s episode of The Macro Setup, Guy and Dan discuss where we stand this earnings season, rates in reverse and signs of an economic slowdown. They are joined by Chris Vecchio, Senior Strategist at DailyFX. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 29Big Tech on Deck
In this week’s episode of The Macro Setup, Guy and Dan discuss what big tech earnings could mean for the markets, China stocks selling off, and inflation warnings. They are joined by Chris Vecchio, Senior Strategist at DailyFX. Brought to you by presenting sponsors Nadex and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 28Market Whiplash & The Pain Trade Lower
In this week’s episode of The Macro Setup, Guy and Dan discuss recent market volatility, investors buying the dip, bearish bets on crude oil, and a bad looking bitcoin chart. The two are joined by Peter Hanks, strategist at DailyFX. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
Ep 27Hot Numbers All Over The Place
In this week’s episode of The Macro Setup, Guy and Dan discuss hot inflation numbers, China’s warning to the world, crude at critical levels, and a troubling bitcoin chart. They are joined by Chris Vecchio, senior strategist at DailyFX. Brought to you by presenting sponsor Nadex. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow us on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @RiskReversalMedia on Instagram
Ep 26One dog is looking one way, the other dog is looking the other way, and the old guy is asking ‘what do you want from me?’
In this week’s episode of The Macro Setup, Guy and Dan discuss retail investors rushing into stocks, China’s crackdown on Didi, and oil at multi-year highs. Peter Hanks, strategist at DailyFX. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 25In Through The Out Door
In this week’s episode of The Macro Setup, Guy and Dan discuss the first half of the year, stocks at record highs, the big tech boom, bond market volatility and how the Delta variant could impact the markets. They are joined by Chris Vecchio, senior strategist at DailyFX. Brought to you by presenting sponsor Nadex. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow RiskReversalMedia on Instagram
Ep 24The dreaded bitcoin “death cross”
In this week’s episode of The Macro Setup, Guy and Dan discuss inflation, the bond market roller coaster ride, and the bitcoin “death cross.” They are joined by Peter Hanks, strategist at DailyFX. Brought to you by presenting sponsor IG. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 23Everything is “batsh*t crazy”
In this week’s episode of The Macro Setup, Guy and Dan discuss the inflation trade, Paul Tudor Jones’ call on crypto and commodities, housing stocks, and Jamie Dimon’s warning to investors. They are joined by Chris Vecchio, senior strategist at DailyFX. Brought to you by presenting sponsor Nadex. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 22Who’s having a tantrum?
In this week’s episode of The Macro Setup, Guy and Dan discuss the looming transitory tantrum, meme stocks taking over the options market, the bitcoin breakdown, and other key sentiment indicators. They are joined by Peter Hanks, strategist at DailyFX. Brought to you by presenting sponsor IG. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 21It all comes down to Friday
In this week’s episode of The Macro Setup, Guy and Dan discuss how Friday’s May jobs report will impact the Fed’s next move, why oil prices will continue to rise, and what the bitcoin breakdown means for gold. Brought to you by presenting sponsor Nadex. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 20Fed Hike Fears and Currency Craze
In this week’s episode of The Macro Setup, Guy and Dan discuss Morgan Stanley CEO James Gorman’s call on the Fed raising rates sooner than expected, the demise of the dollar, Ray Dalio buying bitcoin, and the recent price action in crypto markets. Brought to you by presenting sponsor IG. Guest: DailyFX Strategist Peter Hanks Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
@10:46: Crypto vs Gold, Salesforce upgrade, Wells Fargo downgrade, Tesla
Dan and Guy launched a new show called @10:46 that our Macro Setup listeners might enjoy. They break down 3 research calls (1 macro, 2 stock) in 14 minutes. Sign up here to be notified of all our shows: https://riskreversal.com/subscribe/ Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 19The Transitory Tantrum
In this week’s episode of The Macro Setup, Guy and Dan discuss the housing market, prospects for a bipartisan infrastructure deal, Michael Burry’s (of The Big Short fame) monster bet against Tesla, underperforming sectors (homebuilders, energy, materials, banks) and how crowded the bitcoin trade is. Brought to you by presenting sponsor Nadex. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter
Ep 18Wet Hot American Summer
In this week’s episode of The Macro Setup, Guy and Dan discuss the timeline of the vaccine rollout, the tech stock slump, junk bonds and crypto/bitcoin correlations. Brought to you by presenting sponsor IG US. Guest: DailyFX Senior Currency Strategist Chris Vecchio Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MacroSetup. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter