RiskReversal Pod

Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year Topics Tech’s Recent Rally (1:00) Years of Efficiency For Tech Companies (5:30) The Year of AI Hardware (7:30) Apple As A Sneaky AI Play? Apple Offers Rare iPhone 15 Discount in China Amid Demand Fears Samsung Places AI at Forefront as 2024 Phone Launches Kick Off Rabbit R1 & Humane’s Ai Pin Chip Makers As 2024 Bellwether (15:00) Databricks CEO: Every Organization we’ve Talked to has a Mandate to use New A.I. tools Beware Private Equity Takeovers (20:15) What Dan & Deirdre are Focused on (23:45) -- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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

On this episode of “On The Tape,” Danny Moses is joined by Ivy Zelman of Zelman & Associates, who called the housing bust in 2008, for a conversation about the current state of the housing market. Timecode Topics: Intro (0:00) How the pandemic changed the housing market (3:00) Price inflation (7:00) Mortgage rates & how fluctuating interest rates impact the housing sector (10:30) Housing inventories (15:00) Quantitative easing (18:35) The rental market (20:10) Ivy’s top ideas (25:15) Ivy Zelman’s Stock Disclosures: BZH, CCS, HOV, KBH, LEN, MDC, MHO, MTH, PMH, TOL & TMHC r Stock Ownership: Analyst: No Analyst’s Family: No Analyst’s Firm: No Investment Banking Client: No Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services. DFH: Stock Ownership: Analyst: No Analyst’s Family: No Analyst’s Firm: No Investment Banking Client: Yes Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services. — Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 [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 — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, joins Dan Nathan, Guy Adami, and Danny Moses this week to give his 2024 stock market outlook. Topic Timecodes: Dan’s bullish 2023 call (4:00) What matters more to the Fed: PCE vs CPI (7:00) The yield curve (11:15) Making stock market predictions (15:30) Energy (23:00) Bitcoin ETF approval (32:00) Coinbase (34:00) After Big Tesla Bet, Hertz Selling One-Third of EV Fleet (38:15) The Labor Market (47:00) Calstrs CIO Stepping Down & Private Credit (49:40) Danny’s NFL Picks (53:30) — Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 [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 — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks Topic Timecodes: Dan’s thought process on the markets (3:00) Interest rates & earnings impact on mega-cap tech (5:15) Apple (9:25) Nvidia (14:00) Tesla (17:45 ) The AI Gold Rush (23:00) Meta (32:45) Amazon (36:15) Chinese Internet Stocks (39:40) Texas Instruments (43:20) Biotech Socks (47:45) -- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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, January 9th. John Butters joins the show to preview 2023 Q4 earnings. Timecodes 0:00 - Negative Catalysts for SPX 7:00 - Yields, FedFunds Tracker 10:30 - Earnings Insight 24:20 - NDX Whip Around 31:45 - Crude Oil & Macro Outlook 37:20 - Gold & The Mag7 -- 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

On this episode of On The Tape, Dan Nathan and Liz Young discuss stock market volatility, jobs, the energy sector and big banks kicking off earnings season. Later, Dan and Guy Adami sit down with Kenny Chung of Astera Capital Partners for a conversation about China’s credit market. Key Insights from the Pod: Stock market volatility to start the year (3:00) Broadening of the market rally/Small Caps (6:20) The December Jobs Report (11:45) Political uncertainty/2024 election year (14:45) Crude oil (19:25) Refilling the U.S. Strategic Petroleum Reserve Puts a Soft Floor Under Prices Energy stocks (23:45) Earnings kicking off with big banks (27:00) Kenny Chung’s background (35:00) The China credit bubble (38:40) China’s economy & stock market (42:00) Opportunities in Asia (48:15) Volatility in yields (50:45) China-Taiwan tensions (53:45) Conflict with consumer products (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 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 [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 — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

On this episode of On The Tape, Dan Nathan, Danny Moses & Guy Adami give their biggest takeaways from the first week of the year, discuss Fed rate cut expectations, and preview earnings season. Key Insights from the Pod: Intro (1:15) Fed rate cut expectations (2:30) CME FedWatch Tool Fed Sees Rates Staying High for Some Time With Cuts Eyed in 2024 BlackRock’s Lynam Calls Early Credit Drop a ‘Healthy Correction’ Mobileye guiding down (6:45) Health Care stocks surprising Guy the first week of the year (8:15) Apple downgrades flying in (11:45) Why Danny is buying Walgreens (15:50) What would make Dan buy Apple? (18:00) The Fed’s repo market (21:40) JPMorgan’s meteoric rise/Citigroup (28:00) Why the US money supply is shrinking for the first time in 74 years Debt to GDP (32:15) US Debt Clock Shipping stocks (38:00) Crude oil (40:00) Bank earnings preview (43:00) — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Nathan and Deirdre Bosa are back with the latest episode of Okay, Computer., discussing what they are focused on in the tech world this year. Key Insights from the Pod: Tech stocks starting the year off in the red (1:30) Apple downgraded at Barclay’s (7:00) Mega-cap tech’s ad model (10:00) The Year That Big Tech Remembered Ads Are A Good Business LinkedIn ad prices rise as advertisers leave Elon Musk’s X OpenAI’s Annualized Revenue Tops $1.6 Billion as Customers Shrug Off CEO Drama The AI hype train (19:00) The IPO market (21:45) Canva Nears $1 Billion Stock Sale for Employees and Investors, Part of Wave of Private Deals View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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

Guy Adami and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, January 2nd. Timecodes 0:00 - 2024 S&P Projections 7:00 - SPX & NDX Futures 14:40 - Nvidia & SMH 17:00 - Apple Downgraded 20:30 - Tesla 23:30 - Yields, TLT 27:15 - China Troubles 30:30 - Oil & Geopolitics 34:15 - Pfizer Trade Update -- 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

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the stock market’s biggest headlines of 2023 and make predictions for 2024. Key Insights from the Pod: Dan highlights the markets this time last year vs. now (2:45) Danny runs through 2023’s greatest hits (5:00) Guy discusses what he got wrong this year (7:30) Dan discusses what he got wrong this year (9:30) Why energy could outperform in 2024 (13:00) China (17:00) Credit (18:50) Small Caps (22:15) Sentiment indicators (23:45) Financial punditry (27:45) Guy, Dan & Danny discuss how the upcoming election could impact the markets in 2024 (check out this election and the markets chart that Dan referenced) (34:00) Danny’s NFL picks (44:00) — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Thursday, December 28th. Timecodes 0:00 - SPX 10:40 - NASDAQ 14:00 - Semiconductors 15:40 - Yields + TLT Trade 25:45 - Crude Oil 28:10 - 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 @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss key tech trends from 2023 and look ahead to 2024. -- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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

On this episode of “On The Tape,” Dan Nathan and Guy Adami sit down with Mike Novogratz, CEO of Galaxy Investment Partners, for a conversation about the macro environment, Fed and bitcoin. Key Insights from the Pod: What’s changed in the markets (1:45) Debt to GDP (4:15) China/Taiwan (6:00) Inflation (9:40) Interest rates (14:35) Currencies/Gold/Bitcoin (20:00) Reasons to be bullish Bitcoin right now (28:30) The potential Bitcoin ETF (37:00) Regulation (37:45) — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later" Key Insights from the Pod: The brief market sell-off (2:00) Zero Days to Expiration (0DTE) Options (7:15) Overbought conditions (10:00) Interest rates/yield curve/Fed (read: Wall Street’s Economic Doomsayers See US Recession Around Corner) (13:15) Danny rants on Quantitative Tightening & Quantitative Easing (21:00) Americans May Be Taking On Too Much Pay-Later ‘Phantom Debt’ (Affirm, CarMax, WalMart) (25:20) What comes next for the market (30:30) Danny’s NFL picks (33:20) — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, December 21st. Timecodes 0:00 - 2024 Sectors To Watch 22:20 - Small Cap Check-In 24:50 - 10-Year Yields, S&P 500 28:30 - Micron --- 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

On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots. Key Insights from the Pod: Intro (Listen to the last time Josh & Rick were on the pod) (0:00) The interest rate environment (2:15) Mentoring (6:00) Creative destruction and reformation (9:50) The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25) Sectors that could see a wave of money (19:15) The AI bubble (21:05) Massive bubble in Mag 7 stocks? (26:00) GLP-1s & Ozempic (29:50) The next Ozempic-like moment (31:20) Ro Body (32:20) Sentiment going into 2024 (34:00) Economic headwinds/Possible labor recession (37:30) Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15) Josh’s geopolitical outlook for 2024 (Read: Josh Wolfe’s War) (41:40) China/Taiwan (44:15) Disarray in US politics (48:00) -- View our show notes here Learn more about Current: current.com 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, December 19th Get your free trial of FactSet here! 🔗 https://www.factset.com/lp/mrkt-call Timecodes 0:00 - Market Rallies On 17:45 - Crude Oil 24:15 - Taking Stock of Tech Stocks 32:00 - Goal Post Moving 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

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young chat about the recent stock market rally. Plus, Dan and Guy sit down with John Brignola of LBC Credit for a conversation about the private credit market. Key Insights from the Pod: It’s Guy Adami’s birthday! (2:30) The cascade of optimism (read: Goldman raises its 2024 price target) (4:30 ) Small caps (Mike Wilson reference, Bespoke reference) (9:30) Fed officials’ inflation warning (15:30) Jamie Dimon’s economic storm calls (17:30) What could derail the rally (22:30) Liz’s 2024 outlook (24:30) Homebuilders (26:30) M&A rush (US Steel, Adobe) (29:45) Earnings this week (31:45) John Brignola intro/background (41:00) The evolution of private credit (44:00) Opportunities in private credit (46:00) The M&A environment (47:40) Regulation (49:00) Goldman Reshuffles Private Credit in Bid to Double Assets (50:10) Interest rate volatility (51:35) What concerns John about the space (54:30) How to learn more about LBC Credit (55:35) — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs. Key Insights from the Pod: The Fed Cut Pivot (1:30) Expectations for 2024 (10:40) The Market Rotation (16:30) Energy (19:15) The Fed Giving Gold the Greenlight for New Highs (23:30) Bitcoin, U.S. Dollar & Currencies (24:45) S&P 500 Earnings (25:45) Interest Rate Sensitive Stocks (32:15) Banks (35:00) Sentiment Indicators (37:30) Danny’s NFL & Soccer Picks (43:15) — 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, December 14th. Get your free trial of FactSet here! 🔗 https://www.factset.com/lp/mrkt-call Timecodes 0:00 - Fed Preps For Rate Cut Shift 19:40 - Yields, Inflation 25:00 - Liz Looks At Fed Data 29:15 - Small Caps 33:15 - XLE 35:15 - Toll Brothers 37:50 - Earnings Insight --- 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

On this episode of “Okay, Computer.” Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week. Key Insights from the Pod: Oracle Sinking on Earnings (1:30) Whether the Big Tech Rally will Broaden in 2024 (5:15) Broadcom (9:15) Google’s Delayed Gemini Gains (12:00) Mag7 Stocks (16:00) Tech Regulation (Read: Google Loses Antitrust Case Brought by Epic Games) (18:15) The Private Tech Market (24:15) TechCrunch: Mistral AI, a Paris-based OpenAI rival, closed its $415 million funding round The Information: Some AI Startups Find the Money’s No Longer So Easy NYTimes: From Unicorns to Zombies: Tech Start-Ups Run Out of Time and Money -- 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, December 12th. FactSet's Connor McLean gives us an update on the energy sector. Get your free trial of FactSet here! 🔗 https://www.factset.com/lp/mrkt-call Timecodes 0:00 - Cooling Inflation 9:00 - S&P To 6,000? 20:00 - Energy Update 31:30 - Dollar, Gold & Bitcoin 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 @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates. Key Insights from the Pod: Bond Volatility Outpacing Equity Volatility (3:30) Inconsistencies in the Stock Market (5:00) Geopolitical Risk (Check out: Mark Esper Interview with Kara Swisher) (12:30) What’s Being Priced into the Market in 2024 (15:30) Investor Appetite for M&A (Occidental, Macy’s) (18:35) Ken Moelis Sees ‘Huge Backlog’ of Deals After Fed’s Rate-Hike Regime (20:15) Oracle & Adobe Earnings (23:00) Valuation (25:00) Costco Chart: Mother of Double Tops? (28:15) Jeff Toporek Intro/Background (33:25) Interest Rate Volatility (35:30) Credit Lending (44:10) Corporate Logistics (37:30) Inflation (50:00) China Risk (52:25) Commercial Real Estate (56:45) Active vs. Passive Investing (1:00:15) — 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

On this episode of On The Tape, Guy Adami and Dan Nathan sit down with Lori Calvasina of RBC for her stock market outlook. Plus, Guy and Danny Moses run through a handful of single stocks and topics on D-MO’s radar. Key Insights from the Pod: Stock market seasonality changes since Lori’s last appearance (2:15) Rate cut impacts on stocks (4:20) Small caps vs. mega-cap growth stocks (8:40) Lori’s 2024 forecast (14:45) Crude oil (21:30) China (23:25) What U.S investors are discounting (24:30) The path to Lori’s S&P 500 target of 5,000 (26:00) The gold market (38:15) The Bank of Japan/Yen (42:25) The equity market whistling past a graveyard (46:30) Energy stocks (48:00) Unemployment (51:30) Bank CEOs in DC (53:45) Cerevel options trading surge before AbbVie deal news raises eyebrows (56:00) Tesla (57:10) Danny’s tirade on GameStop (58:50) NFL picks of the week (1:02:15) — 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, December 7th. On today's pod ⤵️ Google & AMD Aim for AI Crown LULU & AVGO Earnings Preview Liz Looks at the Labor Market Timecodes 0:00 - Financial Conditions 13:40 - AI Updates 20:45 - S&P 500 & Yields 25:20 - Labor Market 32:00 - Crude Oil 33:35 - Earnings Insight 42:30 - $LULU + $AVGO 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 @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

On this episode of Okay, Computer. Dan Nathan is joined by Deirdre Bosa of CNBC to discuss Walmart’s “Rom Commerce” play (2:30), Apple still lagging in the generative AI space (7:00), Nvidia sideways since May (11:00), China issues for EV manufacturers (14:00), Uber joins the S&P 500 (19:00) and the late bloomers of the 2024 IPO class (24:30) Later, Dan sits down with Joe Marchese of Human Ventures and Dr. Marcus Collins, marketing professor at Michigan University and best-selling author of For The Culture and they discuss his background, which includes working for Beyonce (31:00), culture brand marketing (33:30), the Taylor Swift effect (44:00), Elon Musk (46:15) and the culture surrounding Tesla (52:45). -- 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, December 5th. On today's pod ⤵️ China’s Debt Dilemma Crude Trade Update BlackRock’s Rate-Bet Warning Timecodes 0:00 - China Debt Concerns 5:30 - Yields + Rate Cut Watch 15:20 - S&P 500 + NASDAQ 19:50 - Crude Oil 25:15 - U.S. Dollar + Gold 28:45 - American Express ($AXP) 31:50 - Lululemon ($LULU) 34:35 - Apple ($AAPL) -- 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

Is it time to audible on our market outlook (2:00)? The easing of financial conditions (12:00), 60/40 portfolios are having their best performance since 1991 and Barron's sounds bullish (17:30), a potential China risk in 2024 (23:00), state of the consumer & homebuilders (30:00). Later, Guy and Dan sit down with Dr. Arsani William from Logos Capital and discuss his background from clinician to investor (34:30), the focus at Logos (43:30), the interest rate impact on biotech stocks (48:00), ways to invest in the biotech sector (55:30), weight loss drugs (58:00), and how to invest in the GLP-1 craze (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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Mike Wilson 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa 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 our YouTube page

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

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 7.5% from last year — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of On The Tape, 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa 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=i5pUOVC50Y8 -- 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, 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

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, 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of On The Tape 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 here to donate to St. Jude Children’s Research. If you do, send a screenshot of your donation to [email protected] and we will send you a free “On The Tape” hat. — 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. Dan Nathan 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

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

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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of On The Tape, 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 chat with Art delaCruz of Team Rubicon for a look at his background serving our country and the important mission behind Team Rubicon (1:11:00). 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa 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 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, 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

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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of “On The Tape,” 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. 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 Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

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

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 following in the energy space (57:00), being a trader vs. an investor (58:00), and key reasons to invest with Cayler Capital (59:30). — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [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 — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of On The Tape 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 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 feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

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