PLAY PODCASTS
RiskReversal Pod

RiskReversal Pod

991 episodes — Page 13 of 20

MRKT Call: Trading The Futures

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 20th. 0:00 - China Troubles 9:00 - S&P 500 13:00 - NASDAQ Short Trade 16:20 - History Rhyming? 24:30 - Yields 27:30 - Crude Oil 29:55 - Gold MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Jun 20, 202335 min

Ep 183What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel

Dan and Danny sit down with Vincent Daniel and Porter Collins of Seawolf Capital to discuss the market melt-up this year (2:00), homebuilding stocks (8:00), global recession indicators (10:30), their investment in Petrobras & Brazil (13:00), the VIX (18:00), psychology of speculative manias like Nvidia (23:00), two under the radar themes they are watching (28:45), financials (36:00), and expectations for the market in the second half of the year (39:30). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 19, 202350 min

Ep 182Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital

Guy and Danny are joined by Stuart Sopp, CEO and Founder of Current, to discuss green shoots in the market (3:00), liquidity (8:00), junk fees (14:00), the bond market (16:00), being bearish in a bull market (20:00), gold (28:00), and their desert island albums (32:30). The co-hosts interview Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital, and talk about key takeaways from the Fed meeting (37:30), what could take stocks higher (47:30), her highest conviction ideas (56:00), and the AI craze (1:01:00). Guy's "Perfect Albums": https://twitter.com/GuyAdami/status/1669380861018480644?s=20 ---- See what adding futures can do for you at cmegroup.com/onthetape. Learn more about Ro body: ro.co/tape ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 16, 20231h 4m

Okay, Computer: Apple’s Got Vision & Meta Wears Bifocals with Deirdre Bosa

Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss the magnificent seven (NVDA, AAPL, MSFT, GOOGL, AMZN, META, TSLA) (2:00), Oracle shares heating up (10:30), Apple’s $3,500 VR headset (16:30), Adobe (25:35), and the AI bubble in the startup world (29:00). View our show notes here Learn more about Ro body: ro.co/okay Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 14, 202334 min

MRKT Call: Inflation Cools, Stocks Heat Up

Dan Nathan, Guy Adami and special guest Mike Khouw break down the top market headlines and bring you stock market trade ideas for Tuesday, June 13th. 0:00 - Major Indices 13:30 - Vol w/ Mike Khouw 27:30 - Fed Watch 30:00 - Crude, Gold & USD 34:15 - Bitcoin MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Jun 13, 202340 min

Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital

Listen to MRKT Call on Sirius XM - Listen Mondays at 12pm ET on Business Radio (Ch. 132). SiriusXM subscribers can call in at (844) 942-7866 Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the upcoming June Fed meeting & tightening credit conditions (2:00). What macro insights are the home builders telling us (16:00)? Oracle reports after the close today, what’s the state of the A.I. trade (23:00)? Later, Dan and Guy interview Michael Marone and Boris Vuchic, co-founders of Crescent Rock Capital, to discuss navigating tumultuous market environments (34:00), similarities to past bubbles (44:00), being disciplined with investments (50:00), sectors they are closely watching (energy & materials) (52:00), the concentration in mega-cap tech (55:00), and their firm’s growth trajectory (59:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 12, 202358 min

Ep 180Did Guy Say Uncle? A Conversation with Bob Elliott of Unlimited

Guy, Dan, and Danny discuss the markets grinding higher (1:00), the small cap bounce (10:30), earnings expectations for big tech (15:00), how Dan lost so much weight (19:00), Stan Druckenmiller comments on macro & Nvidia (22:15), short covering in Gamestop & Carvana (27:15), the SEC coming for crypto (30:15), and Danny’s Belmont picks (36:15). Later, Dan and Danny interview Bob Elliott, Co-Founder, CEO & CIO at Unlimited, and talk about his background working at Ray Dalio’s Bridgewater Associates (42:30), Unlimited’s HFND ETF (45:00), @BobEUnlimited on Twitter (53:30), how to use hedge funds to succeed in the market (58:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 9, 20231h 3m

Okay, Computer: A.I. = Assisted (Human) Intelligence, For Now. A Conversation With Katie Stanton, Elliott Green and Scott Stevenson

Dan sits down with Katie Stanton, founder & general partner at Moxxie Ventures, to discuss the A.I. movement (1:00), how Moxxie approaches investing in the space (6:00), the uncertain economic environment (11:00), social media platforms (18:30). Later, they are joined by Elliott Green, co-founder & CEO of Dandelion (26:00), and Scott Stevenson co-founder & CEO of Spellbook (50:00), about how their companies are using A.I. as a copilot in the healthcare and legal industries. Spellbook LinkedIn: https://www.linkedin.com/company/27118427/admin/ Spellbook Twitter: https://twitter.com/spellbooklegal View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 7, 20231h 13m

MRKT Call: Stock Market Rally Stalls

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 6th 0:00 - Major Indices 12:30 - Yields 22:30 - Crude & Gold 27:30 - Russell 2000 30:00 - Coinbase and Bitcoin MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Jun 6, 202336 min

Ep 179The New Bull Market with Liz Young of SoFi

Guy, Dan and Liz Young discuss the new bull market (3:00), how to hedge (12:00), Oil climbing on Saudi Cut (16:00), more shoes to drop for the financials (21:00), and Apple making new highs ahead of its WWDC (28:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 5, 202333 min

Ep 178I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan

The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managing Director, Global Market Strategist J.P. Morgan Asset Management joins the pod after the break to discuss China’s economic re-boot (38:00), the U.S. Dollar (54:00) and big changes in Japan and Europe (1:02:00) Further Reading Dollar General stock plunges as ‘challenging’ economic backdrop drives dismal earnings report About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jun 2, 20231h 6m

MRKT Call: Globetrotting with Liz Young

Guy Adami, Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 1 MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Jun 1, 202339 min

Okay, Computer: Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann

Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)? Further Reading Big Techs Become Even Bigger Winners. Shades of the Dot-Com Boom? This Economist Thinks a Recession Is Coming. It Could Be a Long One. View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 31, 202334 min

Ep 177Game’s The Same, Just Got More Fierce

Guy, Dan and Liz discuss the market's reaction to the debt ceiling deal and Nvidia hitting $1 trillion in market cap (3:30). China’s sluggish re-opening and tensions with the West weighing on growth (21:00). Lululemon selling off, sign of a weakening consumer (27:00)? The TLT is looking really attractive at these levels (30:00). Articles Discussed In This Episode: Nvidia CEO Says Those Without AI Expertise Will Be Left Behind Tesla could face a $3.3 billion fine over a massive data leak Musk Echoes Apple, Mercedes CEOs on Importance of China Ties CME FedWatch Tool About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 30, 202333 min

Ep 176What’s Price Got To Do With It? A Conversation With Cameron Dawson

Guy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 26, 20231h 19m

Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Apple announcing a multibillion-dollar deal with Broadcom for U.S.-made chips (1:00), Nvidia earnings (9:00), and Instacart’s ad business surging (15:00). Later, Dan sits down with Dan Teran of Gutter Capital, Max Veggeberg, CEO at Tetra Home Service and Eric Owski, CEO of Treehouse to discuss EV incentives from the Inflation Reduction Act (IRA) (21:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 24, 202354 min

MRKT Call: When Will Stocks Break?

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 23rd 0:00 - Credit Crunch Looming? 15:00 - Rates & U.S. Dollar 21:30 - Guy on Gold 27:45 - Apple, Chip Wars Articles Referenced Looming Defaults Threaten Chain Reaction From Credit Into Stocks China’s local-debt crisis is about to get nasty China’s $23 Trillion Local Debt Mess Is About to Get Worse MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

May 23, 202334 min

Ep 175Let The Chips Fall With Liz Young of SoFi

Dan Nathan, Guy Adami, and Liz Young, head of investment strategy at SoFi, discuss stock market sentiment (3:30), valuations (14:00), Micron shares falling on China ban (17:30), Nvidia earnings (27:00), the divergence in large cap and small cap stocks (31:00), retail earnings (34:00), and Nike (39:30). Liz’s tweet on valuations About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 22, 202346 min

Ep 174Feet on the Air, Head on the Ground with Jim Bianco of Bianco Research

Dan & Danny discuss a surge of enthusiasm on Wall Street (3:30), billionaire investors getting bullish on AI (10:45), Nvidia (18:00), Netflix stock jumps 10% as it boasts ad-tier growth (20:35), Walmart (23:40), what it would take for them to change their bearish thesis (26:30), and happenings in the sports betting space (32:00). Later, they sit down with Jim Bianco of Bianco Research to discuss why the economy needs to restructure (43:45), bond market volatility and inflation (51:30), the debt ceiling (1:11:00) and valuations (1:15:30). Paul Tudor Jones says the Fed is done raising rates, stocks to finish the year higher from here How the Soros Funds Lost Game Of Chicken Against Tech Stocks ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 19, 20231h 25m

Okay, Computer: All Is Fair In Love and Social Media with Molly Jong-Fast

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss big tech winning the AI race (1:00), big investors piling into AI (13:00), and Michael Burry doubling his Alibaba stake in big bet on China tech (16:00). Later, Dan sits down with Molly Jong-Fast, host of the Fast Politics podcast, to discuss the changes happening at Twitter (22:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 17, 202339 min

MRKT Call: Semis Are The New Oil

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 16 0:00 - The AI Bubble 6:30 - Financials, State of Consumer 12:00 - S&P Trade 16:30 - Semis 20:00 - Oil 25:00 - Bonds, fields a U.S. Dollar MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

May 16, 202332 min

Ep 173Patience is a Virtue with David Gelles of the New York Times

Guy and Liz Young discuss manufacturing data (2:00), the rangebound S&P 500 (4:30), small caps (10:30), the debt ceiling (15:30), and big box retail earnings (21:30). After the break, Dan and Guy interview David Gelles, New York Times bestselling author of “The Man Who Broke Capitalism” and an award-winning correspondent for the New York Times, and talk about his life as a journalist (28:30), climate change (35:30), and how he came to write his book about Jack Welch (44:30). Read: How Jack Welch’s Reign at G.E. Gave Us Elon Musk’s Twitter Feed ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 15, 20231h 5m

Ep 172The Same People Are Saying The Same Thing With David Rosenberg

Guy, Dan and Danny discuss Stan Druckenmiller’s comments on the economy (2:00), regional banks (5:30), interest rates (9:15), how stocks are reacting to earnings (15:40), the debt ceiling (19:00), Hindenburg taking on Carl Icahn (23:00), earnings giving clues about the consumer (28:00), the death rattle closing in on AI (31:45), DTCC leaking sensitive data (36:00), and Elon hiring a new Twitter CEO (39:30). Later, Dan and Guy are joined by David Rosenberg of Rosenberg Research and talk about the market stuck in no man’s land (41:00), where’s the recession (48:00), when we could see a market bottom (55:00), financial calamities (59:00), and how it could be different this time (1:14:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 12, 20231h 27m

Okay, Computer: VC Meetings Will Continue Until Morale Improves: Conversations with Rick Heitzmann, Deirdre Bosa & Trevor Marshall

Dan Nathan and Deidre Bosa, host of CNBC Tech Check, discuss the commoditization of FinTech companies like PayPal (2:00), and Google I/O 2023 (11:30). Dan sits down with Rick Heitzmann of FirstMark Capital to discuss takeaways from tech earnings (20:15), venture debt (26:00), the next big thing in tech (33:30), the consumer (38:45), and where we are in the economic environment (41:30). Later, Dan is joined by Trevor Marshall, CTO at Current, to discuss Apple launching a savings account (49:00), his product roadmap (57:00), and competition in the FinTech space (59:45). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 10, 20231h 7m

MRKT Call: Chips Warning to the World

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 9th. - Goldman & Barclays Bet Against Fed Rate Cuts This Year - GFS Chips Warning SMH - Dan's Crude Oil trade - PYPL WYNN MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

May 9, 202336 min

Ep 171Stuck In The Middle With You & A Conversation With Greg Friedman of Peachtree Group

Guy and Liz Young, head of investment strategy at SoFi, discuss market breadth (2:00), earnings (9:00) bond market volatility (16:00), big week for economic data (21:30), and gold (30:00). The co-hosts interview Greg Friedman, CEO of Peachtree Group, and talk about the state of commercial real estate (34:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 8, 202357 min

Ep 170They Flee From Me with Stuart Sopp

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the bank bloodbath (2:00), what the Fed said (15:30), the ”all-important” April jobs report (19:00), whether more volatility is ahead (23:00), consumer lending (27:00), gold (34:00), Apple earnings (39:45), Semis (47:30), Lyft/Uber (51:00), and Robinhood earnings next week (54:30). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 5, 20231h 5m

MRKT Call: What The Fed Said

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 4th. - What the Fed said - Elon says a mild recession is already here - Liz Young looks at the Fed’s May Statement - $CG Tumbles - $QCOM slides + $AAPL earnings preview MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

May 4, 202337 min

Okay, Computer: Tech is a Minefield with Dan Niles

Dan and Deirdre Bosa discuss Uber earnings (1:00), Chegg crashing after its ChatGPT warning (14:00), and Amazon’s AWS guide spooking investors (20:00). Later, Dan interviews Dan Niles, Founder & Portfolio Manager of the Satori Fund, and talks about his background as an internet analyst during the dot com crash (26:00), the psychology of investing (28:30), Meta (37:45), big tech valuations/Nvidia (45:30), Intel (52:30), Apple (58:00), and the broader market (1:06:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 3, 20231h 13m

MRKT Call: This Time Tomorrow...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 2nd - Bank Bust $JPM $KRE $BKX - Fed meeting kicks off - US Job Openings Fall, Signs of Labor Market Softening - Dan’s 10-year futures trade - $SBUX earnings preview MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

May 2, 202338 min

Ep 169Spring of ‘08 Vibes with Brett Jefferson of Hildene Capital Management

Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss JPMorgan taking over First Republic Bank after the U.S. seizure (2:00), whether earnings is signaling a new bull market (15:00), and the Fed meeting (24:30). Dan and Guy interview Brett Jefferson, founder and president at Hildene Capital Management, and talk about regional banks (41:30), his company’s strategy and themes that could play out in 2023 (53:30), and bond volatility (55:30). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

May 1, 20231h 0m

Ep 168Five Stocks Carry That Weight with Rebecca Patterson

Guy, Dan, and Danny discuss big tech stocks carrying the market (3:00), the bank crisis in remission not over (14:30), UPS earnings (27:30), the Microsoft/Activision deal getting blocked (30:30), home builders & energy (33:00), Tesla’s gap down (36:30). The co-hosts interview Rebecca Patterson, former chief investment strategist at Bridgewater Associates, and talk about her career (47:00), her base case for a recession (54:00), how to play the market (58:30), what could go right (1:07:00), the banking crisis (1:12:30), and financial literacy (1:15:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 28, 20231h 17m

Ep 167A Giant of SF with Kara Swisher

On this bonus episode, Guy and Dan interview Kara Swisher, podcast host and editor-at-large at New York Magazine, and talk about San Francisco (2:15), the changing landscape for traditional media (7:15), Fox firing Tucker Carlson (14:30), the boogeyman for big tech (21:45), Elon Musk (31:30), and Kara’s dream interviews (37:30). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 27, 202344 min

MRKT Call: The Banking Crisis Isn’t Over, It’s Just In Remission

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, April 26th. - MSFT Jumps on Earnings - META Earnings Preview - CMG Gains - Sean Ryan of FactSet joins to discuss why the banking crisis isn’t over MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 26, 202333 min

Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management

Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions from investing (20:00), big tech earnings: Microsoft (24:00), Alphabet (33 :00), Meta (35:00), Amazon (39:30), Apple (45:00), and Tesla (53:30). ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 25, 20231h 5m

Ep 166The Song Remains the Same with Alfonso Peccatiello of The Macro Compass

Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market (4:00), Wall Street sentiment (8:00), earnings (11:00), what history says about a recession (26:00), what Liz is watching this week (31:00), and ODTE options (33:00). Dan sits down with Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about what options in the stock and bond market are saying (40:00), how to spot a recession (46:30), how investors should be thinking about leading indicators (51:30), the market doesn’t bottom before a recession (59:00), and leaving tech stocks for more defensive positions (1:04:00). Hedge Funds Place Biggest Ever Short on Benchmark Treasuries ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 24, 20231h 7m

Ep 165Elon, Welcome to Thunderdome with Vincent Daniel, Porter Collins & Stephanie Link

Dan and Danny are joined by Porter Collins and Vincent Daniel of Seawolf Capital to discuss Tesla earnings (2:00), earnings painting the picture for the U.S. consumer (22:00), stock market breadth (31:00), whether it’s the end of the road for the Fed (37:00), gold (42:30), and energy stocks (43:30). Later, Dan interviews Stephanie Link of Hightower Advisors about what changed from 2022 to 2023 (50:00), uncertainty around the Fed (55:00), how Stephanie is positioning (1:00:00), China (1:09:30), earnings expectations (1:15:00), Alphabet vs. Meta (1:20:00), under-the-radar stocks Stephanie is watching (1:28:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 21, 20231h 33m

MRKT Call: S&P Flirts With Key Level & Tesla Hits The Skids

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 20th. MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 20, 202337 min

Okay, Computer: AI Will Choose Your Future with Packy McCormick & Joe Marchese

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss investors lining up for Instacart’s private stock (2:00), Netflix’s live ‘Love is Blind’ reunion fiasco (5:00), Nvidia’s double upgrade (13:00), Samsung considering ditching Google Search for Bing (16:30), the Fox/Dominion lawsuit (21:00), and Tesla (25:00). Later, Dan is joined by Joe Marchese of Human Ventures and Packy McCormick of Not Boring for a conversation about why artificial intelligence is the future (32:00), and the Twitter/Substack drama (1:12:30). Read Joe’s post: Human Dot AI: How to Think About the Impact of Artificial Intelligence on Brands, Commerce, and Culture Read Packy’s post: Intelligence Superabundance View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 19, 20231h 28m

MRKT Call: Investors Sour On Stocks

Dan Nathan and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, April 18th. - Investors most bearish on stocks vs bonds since 2009 - JPM investor survey - Dan's DXY futures trade - GS BAC earnings - TSLA tough road ahead - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 18, 202331 min

Ep 164Complacency Breeds Failure with Liz Young & a Conversation with Tim McCourt of CME Group

Dan and Liz Young, head of investment strategy at SoFi, discuss bank earnings (3:00), big tech buybacks (9:00), retail sales (12:00), a new consumer warning sign (14:30), complacency in the market (22:00), whether it's beginning to feel like a bull market (27:00), and earnings this week (33:00). Later, Guy interviews Tim McCourt, Global Head of Financial & OTC Products at CME Group, to discuss the importance of risk management (38:00), how SVB could have used futures to hedge (42:00), CME micro contracts (51:00), and how consumers can use futures in day-to-day life (57:00). Read Liz’s latest note Dan references this Axios article in the consumer conversation: Charted: Why not go out? About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 17, 20231h 0m

All Quiet on the Volatility Front with Stephanie Ruhle of MSNBC

Guy, Dan & Danny discuss when it will be safe to pick stocks again (5:00), bank earnings (6:30), how to protect your portfolio ahead of the next Fed meeting (15:00), no ceiling for the gold market (27:00), recession trends (30:00), and Schwab/Blackstone/Tesla earnings next week (34:30). Later, the co-hosts sit down with Stephanie Ruhle, host of MSNBC’s The 11th Hour, and talk about threading the needle between Wall Street and Main Street (52:00), insider trading in Congress (1:07:00), expressing her views on television (1:10:30), the debt ceiling (1:18:00), and the divide between democrats and republicans (1:25:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 14, 20231h 38m

MRKT Call: Something’s Gotta Give

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 13th. - PPI Downside Surprise - Liz on CPI - Airline stocks sink AAL DAL JETS - Dan's bearish options NVDA trade - Banks earnings preview WFC JPM - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 13, 202341 min

Okay, Computer: Slicing up a SMB Renaissance with Ilir Sela

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, chat about AWS numbers decelerating (2:00), problems lurking in big tech names (12:00), Tesla (22:00), and Twitter as a platform (28:00). Later, Dan sits down with Jeff Richards of GGC Capital & Ilir Sela, founder & CEO of Slice, to discuss the pizza industry 🍕 (37:00), changing technologies in the food delivery business (47:00), stepping into the Silicon Valley world (55:00), the value proposition Slice offers to the consumer (1:02:00), competition in the space (1:07:00), and the potential for a small business renaissance in the United States (1:09:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 12, 20231h 12m

MRKT Call: Worst Yet to Come For Stocks?

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 11th. MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 11, 202332 min

Ep 162When Memory Comes for the Markets with Liz Young of SoFi

Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the March jobs report (2:00), expectations for bank earnings (17:00), supply chain concerns in the semiconductor space (24:00), Tesla (35:00), and economic data this week (42:00). Read: Blackstone takes 36% loss on Santa Ana office sale About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 10, 202347 min

Ep 161The Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley

Guy and Dan are joined by Mike Wilson of Morgan Stanley to discuss the Q1 rally (5:00), complacency in the stock market (10:30), bond market volatility (21:00), his bull/base/bear case price targets (23:00), the banking crisis (34:00), sectors to watch (42:30), and answer listener questions (45:00). Watch On The Tape on YouTube: About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 7, 202349 min

MRKT Call: Markets Brace For Earnings Season To Tee Off

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 6th - Stocks Haven't Looked This Unattractive Since 2007 - Liz on Q1 Earnings Season - Dan trades Tesla using options TSLA TSLQ - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 6, 202347 min

Okay, Computer: The Post-SVB Smackdown with Deirdre Bosa and Rick Heitzmann

Dan Nathan is joined by CNBC TechCheck’s Deirdre Bosa and Rick Heitzmann of FirstMark Capital to discuss mega-cap tech’s rally to start the year (2:00), Jamie Dimon’s annual shareholder letter (7:00), whether the banking crisis is in the rearview mirror (10:00), private market valuations (14:30), C3.ai dropping on a short seller report (21:00), and WWE merging with UFC (23:00). Later, he sits down with Kai Tse, Co-Founder & Managing Partner at Structural Capital to discuss the venture debt business (29:30), Silicon Valley Bank (34:30), competition in the space (40:00), and the state of the private markets (48:30). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Apr 5, 202353 min

MRKT Call: ISM Hangover

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 4th - JPM CEO Jamie Dimon Says Storm Clouds Ahead - Dan previews his Crude trade - CAT recession indicators - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apr 4, 202335 min