RiskReversal Pod

Guy, Dan & Liz Young, head of investment strategy at SoFi, discuss the oil rally (3:00), McDonald’s closing its U.S. offices (16:30), Tesla falling after reporting Q1 deliveries (21:00), Friday’s Jobs Report (23:30), and Mike Wilson of Morgan Stanley doubling down on his bearish thesis (28:30). Later, Guy & Dan sit down with Caleb Silver, Editor in Chief at Investopedia and host, and talk about Investopedia’s origin story (38:00), how they track investor sentiment (41:00), the latest Investopedia survey (45:00), what stock market themes people are searching for (48:00), financial literacy (53:00), and Caleb’s hot takes for 2023 (59:00). Articles referenced in this podcast: China and Saudi Arabia are getting closer. Should the US be worried? The manufacturing recession continues on Check out Caleb’s podcast here About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines 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

Guy, Dan, and Danny discuss the chaos in bank stocks (4:00), Morgan Stanley downgrading Charles Schwab (12:00), what’s next for the Fed (17:00), Danny explains the Credit-Default Swap market (22:30), the risk of Japan rate moves (28:30), implied dividend cuts in big banks (33:00), Apple entering the buy now pay later space (41:00), and Danny digs into the GameStop 10-K (46:00). ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy and Dan are joined by “The Compound and Friends” co-hosts Josh Brown and Michael Batnick for a special collaboration. The guys discuss engaging with internet trolls (3:00), how “pure luck” led to Josh hiring Michael (12:00), the culture at Ritholtz Wealth Management (15:00), financial TV punditry (28:00), what’s happening in the markets (36:00), stock picking strategies (45:00), and navigating market panic (53:00). ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan is joined by Trevor Marshall, Chief Technology Officer at Current, to discuss where FinTech goes from here (5:00), How U.S. regulators are choking Crypto (10:30), Coinbase launching a product to integrate web2 & web3 (20:30), Ticketmaster testing NFT-enabled pre-sales (26:00), and ChatGPT changing the AI game (35:00). Read Packy McCormick’s Attention is All You Need post on ChatGPT Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 28th. - Markets wrong on rate-cut bets? - Bond volatility not going away - How to trade Nasdaq 100 Futures - MU earnings - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Guy, Dan and Liz Young from SoFi discuss First Citizens buying Silicon Valley Bank (4:00), market breadth signaling a recession (14:00), earnings risks (22:30), Micron earnings on deck (26:30), Liz looks at potentially market-moving economic data this week (31:00), and two things Dan is focused on for the day (37:00). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the Fed’s reaction to the regional bank bloodbath/Silicon Valley Bank debacle (2:00), Charles Schwab CEO saying the company can ride out a deposit flight (14:00), the health of the consumer (24:30), commercial real estate (30:00), Danny’s new STFU acronym (39:00), stock market valuations (45:00), and the guys answer listener questions (48:00). Check out the Bob Elliot tweet thread here About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. 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

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 23rd. - Bank Blowback $XLF $KRE - Liz Reacts to the Fed - Hindenburg Research $SQ Short + Dan’s trade update - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00) David Steinberg is Co-Founder, Chairman & CEO of Zeta Global. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 21st. - S&P flashbacks to the GFC - Rip your face off $FRC rally coming? $KBW - CMEGroup Micro $WTI options - Bitcoin breaks key level - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan, Guy Adami and Liz Young preview the week ahead and discuss the latest news (3:30) Madness in the markets (6:30). There is no quick fix for The Fed (10:00) Where does the banking sector go from here (15:00). Wednesday the most important Fed meeting yet, we mean it this time (17:00)! Can the Fed thread the needle (23:00)? The interest rate risk (29:00). Why the Nasdaq looks like best short on the board (33:00). After the break, we bring you a conversation from MRKT Call. Dan and Danny look back at a pivotal week in the markets with legendary short-seller Jim Chanos About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’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

Vinny Daniel joins Guy Adami and Danny Moses for this week’s On The Tape. Will Jerome Powell have the… nerve… to keep raising rates (1:00)? The warning signs were there for Silicon Valley Bank and the “stress tests” failed (6:00). Guy finally watched The Big Short and the differences between the GFC and today (15:00). What’s the next step for financial regulators and lawmakers (21:00)? Bond volatility could be a canary in the coalmine for future troubles in the equity market (29:00). Is now the time to get into the energy sector (32:40)? Brian Belski is the Chief Investment Strategist at BMO Capital Markets. Brian walks us through his background and how it is impacting his current outlook on the market (38:30). What financials will lead going into the next market (48:30)? Brian makes the case that the next recession will be mild (56:00). Brian makes a bullish case for the communications sector (1:02:30). How is Brian navigating geopolitical risk and is he buying gold along with Guy & Danny (1:07:30)? 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Ben Kallo is Baird’s Senior Research Analyst covering Sustainable Energy and Mobility. He has more than 10+ years of experience in financial markets, including equity research positions at Stanford Group Company and Pacific Growth Equities LLC. We dive into Tesla after it’s 2023 Investor Day, was it a dud (2:00)? Could Tesla move on from Elon Musk (6:30)? Tesla actually has some tailwinds according to Ben (12:00). What’s the latest on full-self driving and how will Tesla compete in China (20:00)? Ben dives into his broader thesis and talks about companies not names Tesla (26:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or 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

Dan Nathan is joined by Deirdre Bosa, Rick Heitzmann and Jeff Richards How does this current crisis compare to the Great Financial Crisis (2:00). What happens to the brand of Silicon Valley Bank (8:00)? How are start-ups going to change their approach to banking (15:00)? Is “Mass Extinction” incoming (22:00)? U.S. Capitalism is breaking down before our very eyes (32:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, March 14th. - US Core CPI Tops Estimates - Too-Big-to-Fail lenders rake in deposits - CME FedWatch MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan, Guy Adami, Danny Moses and Liz Young take a look at what's broken after the collapse of Silicon Valley Bank. Congrats young investors, welcome to your first financial crisis (2:00). Somebody is hitting the panic button on Charles Schwab right now, are people shooting first and asking questions later (11:00). Let’s close the book on the soft landing narrative (15:00). All roads are leading to gold, just ask the world’s central banks and its time for some humility in the VC industry (22:00). What sectors can people look into to be constructive (30:00)? About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to 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

Guy Adami and Danny Moses are holding down the fort on this week’s On The Tape! Silicon Valley Bank launches $2.25 billion share sale to shore up capital base (3:10). The issue doesn’t appear to be systemic, but it could be foreshadowing of turbulent airways ahead (12:45). Jerome Powell spoke, Fed Funds Futures flipped (18:40). Guy & Danny stress the importance of having a plan when trading this downward trending market (25:30). What we’re seeing isn’t a credit issue, it’s a leverage issue (31:30). It’s time for gold to get off the mat (32:45). CME Group’s CEO Terry Duffy is back to break the internet again! Terry discusses his latest opinion piece for the Financial Times: Risk management is the alpha for a time of uncertainty (42:00). Are financial regulators missing any glaring red flags in the market right now (51:30)? How is the “bad behavior” of this market different from the 2008-09 financial crisis (55:15)? Traders are losing the forest through the trees hanging on every word Jerome Powell says (59:00). We look back on the time Terry Duffy blasted disgraced FTX Founder & CEO Sam Bankman-Fried (1:01:00). 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 9th. - Jobless Claims - Liz Plays "Red Light, Green Light" - Banks $SIVB $JPM -- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

D-Bo (Deirdre Bosa) of CNBC’s TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode. Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the wrong direction (10:00). Elon Musk has delayed paying Twitter’s Amazon cloud bill, sparking ad threat (15:00). Tesla’s Investor Day may have been disappointing… but is there still a U.S. competitor within spitting distance (20:00)? After the break, we ask the question many have been asking… is Tether broken (29:00)? Odd Lots Podcast: https://podcasts.apple.com/us/podcast/coinbase-ceo-brian-armstrong-on-the-two-big/id1056200096?i=1000602924625 View our show notes and transcript here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, March 7th. - CME FedWatch - Powell Prepared to Speed Up If Needed MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan, Guy Adami and Liz Young are previewing this week in the markets. Mike Wilson is calling for a S&P 500 tactical move to 4150 (2:00). Targets for economic growth in China is weaker than expected, that’s having an impact on commodities (7:00).The Honorable Fed Chair Powell speaks in front of Congress this week, inflation isn’t dead yet! (13:00). What’s next for financial stocks as the yield curve gets more inverted (27:00)? Rob Frasca is a serial entrepreneur, internet pioneer, former Navy pilot and frequent speaker on blockchain and cryptocurrencies. Rob has been a staple in financial technologies dating back to the early 1990s when he created the Internet’s first stock quote and portfolio management service, GALT Technologies which was sold to Intuit in 1997. Since then, Rob has brought 3 venture-backed startups to successful exits. Rob now serves as Co-Founder and Managing Partner of Cosimo Ventures, which offers the world’s first tokenized, evergreen venture capital fund - COSIMO X and the managed-staking solution for digital investors - COSIMO Y. The funds provide investors with early access to high-growth potential blockchain projects and top-tier proof of stake cryptocurrencies, respectively. Rob Frasca details his journey in the 90’s tech boom and as an early internet entrepreneur (33:00). How did Rob find himself at the forefront of blockchain technology (43:00)? Rob is thinking “exponentially” about the future of blockchain and proof of stake (47:00). Rob breaks down the future of tokenization and tokenized assets and how it relates to COSIMO’s tokenized venture funds (53:00). Can we start trusting blockchain companies again (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 and transcript here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan, Guy Adami and Danny Moses are back for another edition of On The Tape. What’s the impact of American Car Center filing for bankruptcy (6:20)? Jerome Powell is preparing to speak in front of the Senate (8:00). Goldman Sachs investor day recap and major money center banking breakdown (11:40). Tesla Investor Day was a dud (22:10)! Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. What is Tom’s bullish thesis (35:07)? Tom lays out the case for owning technology, industrials and energy (50:30). Will the past leaders lead us out of this market again (55:15)? What’s the biggest risk to Tom’s thesis (1:05:00)? After the break we answer a few listener questions (1:08:30). Get 30 day free access to fsinsight.com with no credit card required! Use coupon code: onthetape Check out our show notes here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy Adami, Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 2nd. - 10yr above 4%, Banks Shot $XLF - $SPX & $NDX threatening Uptrends - @LizYoungStrat Says "Follow the Flows" - #Butters of @FactSet Earnings Insight Q4 S&P Post Mortem. - $SNOW's Cloudy Outlook MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

TechCheck’s Deirdre Bosa is back for another edition of Okay, Computer! Google vs. Microsoft, who will emerge as the AI leader (1:30)? Look to Meta and Snap for the next wave of AI announcements (4:30). Nvidia earnings report recap (9:30). Chat bots are growing organically inside Microsoft and Bing, how many unicorns are out there (13:30)? Steve Ballmer’s AI warning (15:30). Potential TikTok ban (18:00). Matt Turck is a Partner at venture capital firm FirstMark, where he focuses mostly on early-stage enterprise and B2B investing. Prior to FirstMark, Matt was a startup founder, tech executive and angel investor. Since 2011, he has been running Data Driven NYC, the largest data and AI community in the US and He also organizes Hardwired NYC, a community focused on deep tech. Matt actively blogs at mattturck.com and can be followed on Twitter at @mattturck On the pod, Dan, Matt and Rick discuss the nuances of tweeting and Matt’s journey to FirstMark Capital (27:00:00). Matt and Rick give us the rundown on the 2023 “M.A.D.” Landscape aka Machine Learning, Artificial Intelligence & Data (36:00). Tech’s move from Silicon Valley to New York City (38:30). Is generative AI the overhyped buzzword of 2023 (51:00)? What’s next in the AI space for Matt (1:04:30)? View our show notes and transcript here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 28th. - Consumers Less Confident, $SPX not bothered. - Oil catches a bid, $UNG nearing resistance - Housing Hoopla $XHB - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan, Guy Adami and Liz Young are taking a look at the week ahead on the latest episode of On The Tape. Inflation is even hitting sports team purchases (3:00). David Rosenberg thinks the Fed is getting offsides (12:00). Durable goods spending is down, that’s not a good sign (23:00). We preview Zoom’s earnings report this week (25:00). What can we expect from Target and retail after Walmart’s report last week (29:00)? Thoughts on names likes Salesforce and Nvidia (36:00)? About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes and transcript here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

The stock market is finally reacting to headwinds, look to WalMart as a bellwether (4:30). What does higher for longer actually mean for companies and their debt (8:15)? Nvidia rallied off its earnings report (17:45). Geopolitical risks are weighing heavily on semiconductors and the supply chain (19:15). The sun is setting for the Bank of Japan (24:00). We’re getting constructive and looking at some names that you could make a trade on today (27:15). After the break, Danny is joined by the Seawolf Capital boys, Porter Collins and Vincent Daniel another edition of “What Are We Doing?”. Junk moves are still happening in the market which continues to leave the guys scratching their heads (36:45). How are the guys playing the current macro environment (41:15)? The banks are offering practically no returns on savings accounts (50:20). Energy sector update, is nat gas nearing a bottom (53:15)? Fundamentals are starting to take over a beleaguered market (56:30). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Tony Dwyer is the Chief Strategist at Canaccord Genuity Group. Tony talks about when it’s time to admit when you’re wrong and what to do about it when that happens (4:00). Let’s talk about rates and their impact on the markets (9:00). The soft landing scenario might be the worst scenario (16:00). What is Tony’s “Earnings Wizard” telling him and Tony’s three things investors should pay attention too (26:00). Should we really expect markets to hit new lows (32:00)? About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes and transcript here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jake Wood is the founder and CEO of Groundswell – a corporate philanthropy startup launched last year. Given Jake’s background, how can people help after the recent earthquake in Turkey & Syria (5:00)? Why does it seem like natural disasters are happening with more frequency these days (13:00)? Jake tells us what it’s like to run a non-profit startup in Silicon Vally (22:00). Can any tweet about the President be non-political these days (25:00)? View our show notes and transcript here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 21st. Matt Hagerty from FactSet talks about the state of natural gas. Check out Matt's webinar: advantage.factset.com/2023-oil-webcast - Just Another Bear Market Rally? - $MS's Wilson Leans Into New Lows $SPX - FactSet's Matt Hagerty on the energy trade - Tech Rolling Over, $AAPL & $HD Disappoints MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan, Guy Adami and Danny Moses are asking themselves if they’ll get fooled again (1:00). Never underestimate the U.S. consumer’s desire to spend money (7:00). Escalations with China continue to threaten the economy (9:30). Headlines and technicals aren’t looking great for Tesla (13:45). Is the market finally starting to get sharper (20:30)? The AI Wars are having an impact on margins for Microsoft and Google (23:30). Something wonky is going on in the Japanese bond market (28:05). Bitcoin continues to rally despite no Fed pivot in sight (30:15). After the break, Bethany McLean joins the pod to discuss the folly of “experts” and non-economists running the Fed (36:15). The Venn Diagram of Fraudsters and visionaries (58:45). Do you really want to be a contrarian and surround yourself with conflicting ideas (60:15)? A Conversation With Bing’s Chatbot Left Me Deeply Unsettled: https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html Check out our show 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 16th - Stock's not bothered by Higher for Longer - Liz Young says Same Same, But Different for U.S. consumer - #Butters earnings surprise rate Q4 - Dash for trash rally includes #BTC MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Deirdre Bosa is back for another episode of Okay, Computer. Where has D-Bo getting her tech news lately (1:00)? Twitter cuts its Salesforce bill by 75% and Uber shifts to Oracle (5:00). The rules of Chinese operations are ever-changing, when is the risk worth the reward (10:00)? Airbnb reports earnings after the bell on Tuesday (16:00). Activist investors are honing in on Spotify (21:00). After the break, CoinShares Chief Strategy Officer Meltem Demirors and Current CTO Trevor Marshall answer the question, does fortune still favor the brave (28:00)? Trevor is looking at the next iteration of crypto product opportunities (34:00). The crypto industry is begging for regulation, why are U.S. agencies so slow to make it happen (42:00)? Crypto winer has come for the Super Bowl (52:00). Trevor and Dan talk about “Junk Fees” (1:05:00) View our show notes and transcript here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines for Tuesday, February 14th - We break down the #CPI Upside Surprise - Equity investors starting to get the memo on Rates Higher for Longer... - MAGA ( $MSFT, $AAPL, $GOOGL, $AMZN) Waning - $VIX $OIL $DXY getting off the mat MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Liz Young of SoFi joins Guy and Dan to preview the week ahead in markets. What’s the expectation from Tuesday’s CPI reading (2:00). The balloon story continues, could U.S. companies be forced to pull out of China in the near-term future (8:30)? Beware of possible stagflation and layoffs on the horizon (16:00). Applied Materials and Cisco report this week (22:00). After the break, Ollen Douglass, Managing Partner at Motley Fool Ventures, joins the podcast to discuss his background on accounting and how that knowledge transferred to private investing (30:00). What does Ollen think of the current macroeconomic climate and how is that impacting the VC landscape (46:00)? Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Hard landing, soft landing, it sounds like a rolling recession to Guy, Dan and Danny (1:00). Traders are placing their bets on The Fed going to 6% (8:00). Danny has a mini-RotT on Robinhood and its latest meme stock debacle (16:00). Microsoft and Alphabet have officially entered the AI chatbot wars (18:30). It’s a bird, it’s a plane, it’s actually a Chinese spy balloon. What does this mean for the state of the U.S.-China relationship (19:50). Guy and Danny offer an update on the gold trade (32:30). Danny lays out his Super Bowl action (34:00). Dan Greenhaus of Solus Alternative Asset Management joins the pod after the break to discuss the politicization of stock buybacks (39:30). Dan outlines how his routine has changed moving from the sell side to the buy side (44:00). How is Dan looking at the contradictory indicators in the market right now (47:00)? How is the Bank of Japan the canary in the coal mine(1:02:15). By definition, does something HAVE to break in the market (1:04:00) for things to get better? Check out our show notes and transcript here ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 9th - Liz Young says the future is getting further $TLT - Dan's pairs trade $GOOGL & $MSFT - Butters on investor response to earnings beats and misses - Guy on $ARKK's Top Two Watch Our Webinar w/ FactSet Now: https://youtube.com/live/2eeJlyB-o1s MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital’s Rick Heitzmann chat about “the end of the great consumer subsidization” (22:00) and what the tech space looks like in a non-zero interest rate environment (33:00). Gene Munster offers insight on Q4 earnings from Apple (42:00), Microsoft (49:00), Alphabet (52:00) and Amazon (55:00) Q4 earnings. ---- View our show notes and transcript here ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines for Tuesday, February 7th. - Real time reaction to Jay Powell commentary - Revisiting CBW's nat gas call - Look ahead to remaining earnings FactSet Webinar: https://riskreversal.com/factset2023/ MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan Nathan, Guy Adami and Liz Young are back with another Monday edition of On The Tape. How exactly is the market pricing in a “soft landing” and should we believe that narrative (2:00)? What are we looking for as Chipotle, Pepsi, Disney, Uber and PayPal report this week (13:00). The Animal Spirits are back, that’s not good (20:00). After the break, Ron Biscardi, CEO and Co-Founder of iConnections joins the show to recap Global Alts 2023 in Miami (27:00). Kantro Tweet: https://twitter.com/MichaelKantro/status/1622284651623600128 Forward P/E: https://twitter.com/FactSet/status/1622357169164124161 About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. FactSet Webinar: https://riskreversal.com/factset2023/ Check out our show notes and transcript here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan, Guy Adami and Danny Moses are making sense of the latest FOMC rate hike and the subsequent market rally (1:00). The gold market still has the attention of Guy and Danny, is that the real story of 2023 (15:00)? The guys try to figure out at what point they will admit they’re collectively wrong (20:00). Energy is seeing a pullback, but Guy thinks they keep going higher this year (23:45). After the break, we’re scratching our heads over the market’s reaction to Wednesday’s FOMC decision with Stuart Sopp, CEO of Current (29:34). What type of outlier event can bring this market back to a level-headed valuation (37:30)? New technologies like artificial intelligence will prove to be disinflationary, will that be enough to curb inflation for the next decade (44:45)? How is the current macro environment impacting Current (53:40). Bill Gurley On Buybacks: https://twitter.com/bgurley/status/1620831249224060928 Check out our show notes and transcript here ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan and FirstMark Capital’s Rick Heitzmann have a chat at the iConnections Global Alts Conference in Miami about the reckoning for poor due diligence in public and private markets (2:00), the VC industry’s biggest lessons from recent excesses (8:00), the record amount of VC dry powder and how Rick is deploying capital (17:00), why Rick is most excited about opportunities in healthcare & AI in 2023 (21:00), and how a reopening of the IPO market will be a key signal to confidently invest again (26:00). And later, Dan talks with Chamath Palihapitiya, founder & CEO of Social Capital, about the macro climate for investing and why it’s the start of a new phase of sobriety (28:00), what will survive the crash of risk assets (36:00), the problem with growth investing, where to look for signs of a bottom in private tech (42:00), why mounting geopolitical tensions between the U.S. and China will likely be a boon for American companies (46:00), and the rise of large language models in AI and how it may spark the next wave of M&A from big tech (49:00). ---- View our show notes and transcript here ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Jim Chanos joins Dan Nathan, Guy Adami and Danny Moses at the 2023 iConnections Global Alts conference. About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. FactSet Webinar: https://riskreversal.com/factset2023/ Check out our show notes and transcript here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Liz Young are kicking off the week by discussing the crazy price action that’s defined 2023 thus far (4:00). It's a big week for earnings and the Fed meets, what can we expect (10:00)? Liz breaks down the consumer credit picture (21:00). After the break, Danny Moses is joined by Porter Collins and Vincent Daniel are back for another edition of “What Are We Doing?” (28:00). January’s rally has the guys scratching their heads, what are they expecting ahead of the FOMC meeting? Tesla stock presented a good bounceback buying opportunity but more pain could be on the horizon for the techno-car company (40:00). The Seawolf Capital guys have advice for finding high-yield private bonds (44:00). Gold is in for a bumpy ride over the next few weeks (47:00). Check out our show notes and transcript here ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan, Guy Adami and Danny Moses are celebrating another On The Tape birthday by kicking off the episode discussing what they might be missing in the current market rally (1:00). Energy names continue to perform in 2023 (9:30). Tesla stock rallied this week after reporting this week (12:00). Jerome Powell is on an island, what can we expect when he speaks next week (17:00)? Everywhere you look people are talking about emerging markets, is it a bit overdone (23:00)? Danny has a RotT on TicketMaster & the New York Stock Exchange (25:00). The debt limit still looms large over the market (28:15). It’s Conference Championship weekend, D-Mo brings you his favorite bet (31:00). After the break, Danny Moses speaks with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. Don’t look now, but gas prices are rallying (39:00). Hate letters aren’t just flowing into RiskReversal Media’s inbox, Cameron gets them too (47:00)! What can read into easing financial conditions as it relates to The Fed (57:20). Will and when should we expect an end to this so-called “low quality rally” (1:01:00)? What information can we glean from the bond market (1:04:00)? Check out our show notes and transcript here “American Gothic” from JP Morgan: https://bit.ly/3Jhjgq0 ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami take a look at the charts and discuss the top market headlines for Thursday, January 26th. - GDP & Fed look ahead - $INTC $AXP Earnings Previews - Guy's Exorcised that the WH is Exorcised about $CVX's Share BuyBack - FactSet's Butters on $SPX --- FactSet Webinar: https://riskreversal.com/factset2023/ MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Dan and Joe Marchese, Build Partner at Human Ventures, discuss Disney’s battle to keep up with Netflix in the streaming wars (2:00), Netflix’s execution on its new ad-supported tier (6:00), the potential impact of the Justice Department’s new antitrust lawsuit against Google over its digital ads dominance (11:00), what industries are most likely to see M&A activity this year (16:00), why Joe is still bullish on Roku’s future (18:00), Twitter’s plunge in ad revenue and why many of the wrong people were laid off (21:00), if Snap could be a major beneficiary from Twitter’s woes (23:00), why Meta needs to re-focus on commerce (25:30), the strength of luxury brands & growth of top-shelf tequilas (29:00), reshaping the exhibition of movies (33:00), and the state of corporate giving (36:00). — Check out the companies discussed in the episode: -Groundswell -Kinema -Tequila Komos ---- View our show notes and transcript here ---- Email us at [email protected] with any feedback, 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

Activist investors are on the prowl (5:00). Is the market pricing in a “soft landing” (10:00)? What do we make of the bank stocks post-earnings and how does that translate for companies reporting this week ? Is Tesla the most important company reporting earnings this week (24:00)? After the break, Dan and Guy interview Kris Sidial, @Ksidiii on Twitter, of The Ambrus Group (34:55). Kris is the Co-CIO of Ambrus. Before joining Ambrus he was part of the exotic derivatives trading team at Bank of Montreal and the proprietary trading team at Xanthus capital and Chimera Securities. Kris gained an in-depth understanding of volatility trading early on, as the sole junior trader to the CBOE legend, Robert Kanter. Kris is a frequent guest on Bloomberg TV and has been profiled by many financial media publications such as Forbes, Business Insider, Reuters, Nasdaq, and many more. Read Macro Alf’s Thread Here: https://twitter.com/MacroAlf/status/1617220600086552577 Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan, Guy Adami and Danny Moses are fired up when it comes to the U.S. debt limit (1:00). The guys provide an update on the financial sector and consumer staples (5:30). How will guidance impact the market in 2023 (14:30)? Is the energy sector too “crowded” and where else can investors look to park their money (21:00)? Danny lays out how Tesla is transforming into a cyclical industrial (23:30). The Bank of Japan can’t stop tripping over their own *bleep* (34:00). Is Bond volatility running rampant and bond yields going lower might not actually be bullish (37:00). Danny dishes out his picks for the divisional round of the NFL Playoffs (40:00). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan and NEA partner Ann Bordetsky discuss why Ann is more optimistic about venture’s outlook compared to the rest of the market (1:30), AI’s breakthrough moment with ChatGPT & how the big tech giants will impact the AI industry’s future (7:00), why it’s not too late for Meta to course-correct (11:00), if Apple can achieve a platform shift with its expected AR headset (13:30), financial reality bringing a harsh end to the era of “magical thinking” (18:00), the rise of fractional work and Gen Z’s differing demands from tech (26:00), where Ann sees the biggest innovation arenas this year (33:00), and if Twitter will be the downfall of Tesla (40:00). — Check out the articles discussed in the episode: -Ann’s Medium post: When doesn’t change in 2023 -The Information: Musk’s Twitter Saw Revenue Drop 35% in Q4, Sharply Below Projections -NY Times: The Crypto Collapse and the End of the Magical Thinking That Infected Capitalism ---- View our show notes and transcript here ---- Email us at [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