RiskReversal Pod

Guy, Dan, and Danny discuss Meta’s unmitigated earnings disaster (3:00), analysts changing their tune on mega-cap tech (10:00), big reports coming next week (14:15), the beginning of the Fed pivot (18:45), opportunities in the market (26:50), Guy gives an impromptu ROTT (31:40), Elon Musk buying Twitter (40:05), instant reaction to Amazon sinking 20% on earnings (49:35), and Danny’s NFL picks (52:05). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Today at 1 pm, Guy Adami and Dan Nathan will discuss: - Stocks rallying ahead of big tech earnings - Fed meeting preview next week - Update on Dan's dollar trade - What to expect from Microsoft, Alphabet, Visa and Texas Instruments when they report after the close See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MRKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Dan Nathan interviews Gene Munster, co-founder and managing partner at Loup Ventures, to discuss Snap cratering on its earnings report (1:00), whether we will see a Tesla relief rally (8:35), Microsoft and Alphabet kicking off big tech earnings this week (13:00), why Meta has the most upside potential relative to big tech (20:00), what to expect from Apple’s report (23:15), and why Gene thinks Amazon is the wild card of the group (28:00). ---- Check out our show notes and transcript here ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy, Dan and Danny discuss feeble moves in the stock market (1:00), how Dan Benton’s 20 rules for tech investing can relate to Tesla (13:00), Ally Financial’s earnings showing auto loans slowing (20:50), an update in the Cannabis space (23:22), Liz Truss resigning as UK prime minister (25:00), risks lurking in the stock market (27:36), and Danny’s NFL picks (34:20). The co-hosts interview Michael Kantrowitz, Chief Investment Strategist & Head of Portfolio Strategies at Piper Sandler, and talk about his HOPE call for the economic cycle (44:38), what would make the Fed pivot (50:33), his outlook for 2023 (53:00), what precedes a recession (1:03:53), and what would change his thesis (1:10:45). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow 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 his “On The Tape” co-host Guy Adami to discuss the current stock market environment (1:40), Netflix transitioning to an ad-supported network (8:30), and Tesla earnings (11:30). Later, Dan and Guy interview Molly Jong-Fast, host of the Fast Politics podcast, and talk about how she got into podcasting (18:30), the state of American politics (29:25), inflation (36:37), and Elon Musk (46:51). ---- Check out our show notes and transcript here ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dany Moses and Liz Young discuss: Goldman CEO David Solomon calling for a recession Volatility remains elevated despite the recent rally Gary Cohn says "we're going to have to see job destruction" for inflation relief Sifting through the noise in the UK Financials earnings roundup Tesla earnings preview See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Danny is joined by his “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Mike Wilson’s bullish note (3:30), earnings season kicking off (9:30), Tesla volatility (20:10), and their favorite investment ideas in the market right now (28:00). Later, Dan and Guy interview Adam Demuyakor, Founder and Managing Partner of Wilshire Lane Capital, and talk about his background on Wall Street (38:35), why he started Wilshire Lane Capital (41:10), how he looks at proptech (43:00), advice he is giving to his portfolio companies about the macro environment (52:40), and his philanthropic efforts (57:12). Check out our show notes and transcript here ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy, Dan and Danny discuss Thursday’s massive one-day turnaround in the markets (4:05), growing strength in the energy sector (8:00), the wild moves in interest rates and if the latest hot inflation data will force a recalibration by the Fed (12:00), why no one wants the Elon Musk-Twitter deal to happen except Twitter shareholders (21:50), and Danny’s best NFL bets for the weekend (24:15). Then, Guy and Danny talk with Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, about why she thinks the market will get back on track late next year (32:16), the challenge of building forecasts and models amid inflation and high interest rates (35:00), the value of embracing contrarian thoughts (44:34), if there are significant cracks yet in the credit markets (48:01), and why she thinks it’s become a stock picker’s market (50:18). And later, CNBC’s Julia Boorstin joins Guy and Dan on what inspired her to write her new book “When Women Lead” (54:00), the value of investing in female founders and female-led startups (61:00), mentoring the next generation of female leaders (1:07:40), and what characteristics help female-led companies succeed (1:11:20). 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

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss: Mid-day stock market reversal Peak inflation readings? 10yr briefly above 4% Big cap tech + banks lead the charge Liz Young focuses on Semis @FactSet earnings insight Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Watch all of our videos on YouTube Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal

Dan talks with QED Investors partner Chuckie Reddy about the hit FinTech has taken in 2022 and whether valuations have reached a bottom (6:00), Chuckie’s impressions & lessons from JPMorgan Chase CEO Jamie Dimon after working at the bank for 17 years (16:30), why he thinks Jamie Dimon’s prediction on future interest rate hikes is absolutely correct (20:36), how startups are adapting to the surge in interest rates and inflation (31:30), crypto struggling to recover from its systemic problems (37:05), the risk of a deleveraging event in credit markets (40:20), why more startups are embracing venture debt (45:30), and the biggest differences between working in venture capital versus investment banking (46:40). — Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call Dan Nathan and Liz Young discuss: - IMF warns the "worst is yet to come" for the global economy - Investor sentiment - Liz's take on the S&P 500, and what she would buy if it gets to 3,300 - Next move for gold and oil - Special guest Derek Sammann, Global Head of Commodities, Options & International Markets at CME Group See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Guy and Dan are joined by Peter Boockvar of Bleakley Advisors to discuss to the Jobs Report (1:05), risks to the stock market (7:13), and earnings season (11:55). Later, Peter talks to Ian Siegel, co-founder and CEO of ZipRecruiter about the founding of ZipRecruiter (19:10), the rapid growth of the company (25:30), the journey to a direct listing IPO (36:50) and some predictions on where his industry goes next (42:35). With ZipRecruiter having a front-row seat of the push and pull between employers, employees and wages, Peter and Ian also discuss the changes brought on by the pandemic, what changes could be permanent, and debate where employee leverage, wages, and the economy may go next. Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow 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 Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, to discuss his thought process on the market (4:43), how the S&P 500 could get to 3,000 (8:00), what’s happening with central banks (14:40), bank earnings kicking off next week (23:35), and what would make Mike bullish (30:35). Later, Cannabis advocate and operator Brady Cobb drops by to breakdown President Biden pardoning thousands of people convicted of marijuana possession and ordering review of federal pot laws (36:30). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan talks with Not Boring Founder Packy McCormick about managing paternity leave after the birth of his second child (1:49), the volatile emotions fueling public markets (5:31), finding proper valuations for startups (7:55), Ethereum’s price slump after “The Merge” (12:44), Bitcoin’s struggles to prove its value (14:15), Elon Musk’s stunning announcement that he will buy Twitter after all (18:41), why Packy thinks the most exciting companies right now are in the private markets (27:17), and if big tech companies like Meta and Amazon have a path to get out of their slump (29:42). Later, Dan chats with FirstMark Capital’s Rick Heitzmann about his takeaways from FirstMark’s recent founders summit (39:34), if the market overcorrected from the surge in interest rates & the U.S. dollar (41:15), the potential fallout from redemptions in the private markets (45:35), Apple’s strength in the U.S. versus overseas (48:50), when the IPO market may finally reopen (53:15), venture debt changing the landscape for startups (58:55), and how much longer capital may be sitting on the sidelines in private markets (1:05:50). —- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: The stock market rally gaining steam Whether history suggests we could be at the bottom Investors look for clues of a Fed pivot Dominos upgrade JPMorgan fills in the gap Tesla turns around on report of Elon Musk / Twitter deal See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Guy, Dan and Danny discuss D-MO’s Twitter thread about the market (0:00:58), European banks in turmoil (6:30), and stock market volatility (12:00). Later, Dan and Guy go “Off the Tape” with Michael Mealling, General Partner at Starbridge Venture Capital, to discuss investing in the space industry (16:00). ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Guy, Dan and Danny discuss the BOE intervention (7:30), the S&P 500 below the June lows (12:00), Stanley Druckenmiller predicting a recession (17:50), yield volatility (22:12), why gold can’t get going (29:23), opportunities in the market (31:02), Danny ROTTs on what’s really broken (41:35), and NFL picks of the week (47:02). The co-hosts interview Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and talk about how much has changed in the market over the last ten months (53:21), whether things are different this time (56:17), the outlook for earnings (1:02:36), when to pivot on an investment (1:05:21), opportunities in the stock market (1:07:26), and if the market can rally without big tech (1:15:26). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: 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 talks with Brian Kelly, Founder & CEO of BKCM, about the grim macro outlook for markets (3:09), how higher interest rates are impacting business decisions (7:08), why the Fed and other central banks may not be able to contain inflation (14:02), cryptocurrencies struggling to prove their use cases (22:27), if Bitcoin can still become an alternative investment against inflation (27:09), and how Brian is diversifying BCKM’s portfolio. Later, Dan sits down with Chris McMillan and Trent Martensen, Credit Suisse internet & web3 investment bankers, about creating lasting value within web3 despite the industry’s recent headwinds (39:38), their top takeaways from the crypto-focused Mainnet Conference (46:00), where they’re seeing promising use cases for crypto and web3 technology (49:13), the future of NFTs for creators (53:04), and ​​the impact of web3 industry layoffs and why it could benefit legacy tech companies (59:56). —- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: How the stock market has performed since Guy has been on vacation Key levels for the S&P and Nasdaq Morgan Stanley saying the dollar surge is setting the stage for something to break Next move for crude oil, gold and bitcoin See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

On this episode of MKT Call Dan Nathan and Carter Worth discuss: The dollar ripping Put volume in the S&P 500 at historic highs Cracks beneath the market surface The most important charts to the market Safety sectors showing signs of weakness ---- Watch MKT Call at 1pm M-TH on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

See our transcript & show notes here Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss what the Fed said (2:05), the consumer (5:30), the BOJ intervention (16:15), NYC rents plateauing (19:59), JPMorgan chart on the brink of a breakdown (23:38), turbulence in the markets (23:38), and what the term crypto winter means to Stuart (35:58). Later, Dan and Danny discuss what’s happening in Europe right now (48:23), why you shouldn’t be pressing stocks (51:45), and Danny's NFL picks (55:22). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan & Moxxie Ventures’ Katie Stanton talk about the softening market finally bringing startups valuations to a “normal” place (1:00), how a gloomy economic outlook is altering the war for talent (5:39), Katie’s tenure so far on the board of Yahoo and CEO Jim Lanzone’s plan for the tech company’s future (8:16), and the risks & benefits of working at a startup versus legacy company (11:24). Later, Dan & Katie have a conversation with Forward’s Founder & CEO Adrian Aoun and discuss Adrian’s remarks at the 2022 Code Conference and his key takeaways from the gathering (19:53), Forward’s push to deliver more healthcare innovation than its rivals (23:40), the challenge of bringing scale to primary care (33:33) why the cost of innovating in healthcare is the industry’s biggest problem (45:11), and Adrian’s experience working with Google co-founder Larry Page (48:12). —- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call Dan Nathan, Danny Moses and Alfonso Peccatiello discuss: The Fed meeting kicking off Earnings cuts spooking the markets The top macro indicator Why Microsoft is the most important chart in the markets See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

See our show notes and transcript here Dan and Danny discuss the volatile week on Wall Street (2:09), relative strength in energy stocks (8:58), mortgage rates surging (10:48), Adobe’s $20B acquisition of Figma (12:35), the ethereum merge (17:15), stock pickers beating the market (19:40), and Danny’s NFL picks of the week (28:42). Later, listen to a live conversation from the Future Proof Conference in Huntington Beah with Dan, Danny, Vincent Daniel, Porter Collins, and Liz Young on this week’s CPI report slamming stocks (33:45), the employment picture (52:30), consumer debt (56:23), bank stocks (1:00:20), where to be bullish (1:03:48), and what sectors lead to the downside (1:14:54). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan talks with Deirdre Bosa, co-anchor of CNBC’s “TechCheck,” about her path to becoming a tech reporter and co-anchoring at CNBC (2:19), what Apple’s Tim Cook, Amazon’s Andy Jassy, and Alphabet’s Sundar Pichai had in common at the Code Conference (4:10), Snap CEO Evan Spiegel’s transparency around the company’s recent challenges (8:55), TikTok’s intensifying pressure on big tech giants (10:34), if BeReal is the next cool social media app (20:10), why more tech CEOs are bringing up “focus” as they navigate an industry downturn (22:28), and if Uber CEO Dara Khosrowshahi can bring the ridesharing company to profitability (25:49). —- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Reaction to this morning’s CPI report What the Fed could do next Stocks getting slammed, yields surging How the dollar and commodities are reading to the hot inflation data Bitcoin and other cryptocurrencies sinking The Nasdaq falling 4%, plus Nvidia, Microsoft and the ARKK ETF all deep in the red Why Dan says Microsoft is the most important chart in the market See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Guy, Dan, and Bleakley Financial Group CIO Peter Boockvar discuss central banks around the world hiking rates (1:50), Wall Street participants with diverging views on the stock market (6:18), moats around big tech (8:29) and how the market could get out of this period unscathed (14:33). Later, Peter talks with Kimco Realty CEO Conor Flynn about his journey into the real estate industry (17:00), transforming Kimco’s portfolio of shopping centers to become more competitive (19:39), why grocery stores are a critical anchor for their properties (20:32), the cities and markets Peter is most bullish on () Kimco’s successful investment in Albertsons (34:28), and how inflation is impacting consumer traffic & purchases (41:00). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

See our show notes and transcript here Guy, Dan, and Danny discuss the changing landscape in the market (3:03), the Bloomberg Global-Aggregate Total Return Index (11:52), key themes at the Code Conference (15:17), crude oil volatility (20:41), why Danny thinks the Fed should stop hiking rates (25:22), and Danny’s NFL picks of the week (35:23). Later, Guy and Danny interview Chris Bevilacqua of Simplebet and talk about the kickoff of the NFL season (42:30), the rapid growth potential for micro and in-play sports betting (45:51), challenges around customer acquisition costs and distribution (50:39), the outlook for legalization in more U.S. states (56:22), the value of sports as a marketing tool for casinos (1:00:40), the push towards a single screen betting experience (1:03:37), and why Danny thinks golf is the dream sport for in-play betting (1:09:36). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with 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

See our show notes and transcript here Episode Description: Dan talks with Joe Marchese, Executive Chairman & Build Partner at Human Ventures, about Snap’s struggles amid an advertising downturn (2:35), unlocking Twitter’s full potential and its brewing courtroom fight with Elon Musk (6:36), Netflix’s make-or-break push into ad-supported subscriptions (9:37), challenges with evaluating the performance of digital ads (18:45), the intensifying competition between Alphabet/Google and Amazon (29:09), if TikTok is the new center of culture creation (34:54), and whether Apple will become a dominant player in the streaming wars and digital advertising (43:40). ---- Background reading for stories discussed in this episode: The Information: A Visionary Afloat: Snap CEO Evan Spiegel Helped Create the Social Web as We Know It. Now He’s Sinking Under It. The Information: What Snap’s Major Restructuring Means for Creators Variety: Netflix Ad Tier Launch Moved Up to November to Get Ahead of Disney+, Streamer Tells Ad Buyers FT: Apple plans to double its digital advertising business workforce Bloomberg: Why Apple Is Preparing to Let You Subscribe to Your iPhone Gavin Baker’s Twitter exchange with Dan on Apple & its digital advertising business —- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami and Danny Moses discuss: Strong economic data signaling the Fed will keep hiking Stocks volatile after closing at 6-week lows on Friday Junk loan defaults on the rise Crude’s next move Key levels for gold and the dollar See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Episode Description: Guy, Dan, and Danny discuss Danny attending Serena Williams’s US Open upset amid a sea of Wall Street “bro vests” (3:03), if September will be even uglier for the markets after a difficult August (6:24), warning signals from $HYG, $LQD, and the corporate bond market (13:36), the tumble in oil and gas prices (21:37), the impact of the surging U.S. dollar (27:20), the questionable health of U.S. consumers (35:25), and Danny’s ROTT on why Enron & Tesla could end up having similar fates (41:40). Later, Dan & Guy speak with FactSet CEO Phil Snow about the evolution of the financial data industry (54:14) FactSet’s growth strategy and biggest opportunities to expand its business (55:06), how it’s adapting to hybrid working (1:04:57), the war for talent (1:13:28), and how Phil is managing the challenging macro environment for businesses (1:15:34). —----- A look at oil’s massive long-term support trend line as discussed in the episode ---- See what adding futures can do 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 pag

Dan talks with GGV Capital Managing Director Jeff Richards about the tech scene in San Francisco and the Bay Area (1:10), the rise of “quiet quitting” and workplace demands from younger people (4:50), why Jeff thinks it’s still a great time to be a founder (18:18), the current megatrends in tech (21:58), Jeff’s bullishness on SaaS companies (24:46), finding the right time and sweet spot for an IPO (29:01), Jeff’s approach to investing in public markets (41:02), why many small businesses are showing resilience (46:58), and how the 2022 midterm elections may impact the market’s outlook (50:18). ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Stocks sliding after JOLTS & consumer confidence data beat expectations Will the VIX break out to 30? Microsoft, Tesla, and Meta putting a drag on the Nasdaq Bonds flirting with a bear market Oil whipsawing lower again Copper on the verge of five straight negative months Bitcoin losing altitude below $20,000 See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

On this episode of MKT Call Guy Adami, Dan Nathan and Carter Worth discuss: Stocks slump further in the wake of the Fed's Jackson Hole event U.S. Treasury yields march higher Bitcoin dips back below $20,000 Carter & Dan give a fresh update to their Apple trade idea A preview of Best Buy’s earnings and what it may indicate about U.S. consumers ---- Watch MKT Call at 1pm M-TH on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

You are listening to a LIVE audio broadcast - please excuse any audio inconsistencies. On this episode of Trading Spaces Guy Adami, Dan Nathan and Danny Moses discuss the stock market sell-off and how to navigate a volatile market environment. Follow @tradingspaces Follow @onthetapepod

See our show notes and transcript here Guy, Dan and Danny are joined by Liz Young, head of investment strategy at SoFi, to discuss summer rally for stocks (4:00), the Fed meeting at Jackson Hole (10:47), young investors (15:40), how the markets could shake out after Jerome Powell’s speech (22:00), student loan forgiveness (26:30), Salesforce and Snowflake earnings (37:43), Liz’s note on what’s happening in China (44:33), Danny’s investor quiz (51:51), and EY from SoFi unplugged (56:27). Take the SEC investor quiz ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Investors watching the Fed’s Jackson Hole event for clues on where the market could head next The S&P 500 entering the worst month of the year on average Salesforce and Snowflake earnings Key levels for oil, gold and bitcoin See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss: Broad stock market volatility Tom gives an update on his Tesla death trade Nvidia earnings preview How to play crude oil and energy stocks for a breakout ---- Watch MKT Call at 1pm M-TH on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet, tastytrade, and is powered by OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

See show notes and transcript here Dan sits down with David Steinberg, Co-Founder, Chairman & CEO of Zeta Global. They discuss David’s prolific entrepreneurship in the telecom industry early in his career (5:20), his long friendship with, and mentoring from, former Apple CEO John Sculley (16:38), what drove David and John Sculley to co-found Zeta Global together (25:09), the slump in the digital ad industry and how Zeta Global is successfully navigating it (33:25), the impact of inflation & soaring energy prices on businesses (40:42), and why David is so bullish on connected TV advertising (44:00). ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss: Bear market rally calls How to play defense if the stock market retests the lows Time to buy crude oil? Toll Brothers earnings preview, Zoom and Palo Alto recap Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Watch all of our videos on YouTube Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal

On this bonus episode of “On The Tape,” Guy and Dan are joined by Peter Boockvar of The Boock Report to discuss the U.S. on a collision course with a recession (0:01:23), how Peter is playing his economic bearish view (0:11:44), and how the markets is playing a high stakes game of chicken with the Federal Reserve (0:15:07). Later, Peter goes “Off The Tape” with Doug Cifu, CEO of Virtu Financial, and they talk about his career (21:35), Virtu as a business (24:42), competition in the space (33:28), execution technology (37:29), cryptocurrencies (43:25), and being co-owner of the NHL’s Florida Panthers (46:56). Check out the Ryan Detrick tweet Dan referenced here ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

See our show notes and transcript here Guy and Danny discuss the state of the market (4:49), the meme madness in Bed, Bath & Beyond this week (8:02), the gamification of the stock market (11:28), Wall Street calling the Fed’s bluff (21:08), bank stocks (29:05), Walmart earnings (31:44), and Nvidia earnings next week (36:16). Later, Guy and Dan sit down with Tommy Vietor, co-founder of Crooked Media and co-host of “Pod Save America” and “Pod Save the World,” and discuss where we are in Ukraine (44:09), tensions with China escalating (54:14), and the midterm elections (59:40). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

See show notes and transcript here Dan and FirstMark Capital’s Rick Heitzmann discuss when the frozen IPO market may finally come back to life (2:52), JPMorgan CEO Jamie Dimon’s new forecast for the economy (6:44) the outlook for Snowflake & the battered SaaS sector (9:48), the brutal fundraising market for startups (14:19), SoftBank’s disastrous recent performance and how it’s paying for its investing “sins” (18:13), former WeWork CEO Adam Neumann getting a stunning $350 million investment from Andreesen Horowitz for a new housing startup (22:17), why more high-profile founders are leaving their companies (25:18), and Elon Musk attending a Republican retreat in Wyoming (30:25). ---- As discussed by Dan & Rick: Jamie Dimon sounds off on... almost everything (Yahoo Finance) ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami and Dan Nathan discuss: Different viewpoints on whether the market is bottoming and the outlook for a recession Snowflake and Zoom getting downgraded today The 10-year yield at key levels Walmart and Home Depot earnings recap, Lowe’s and Target preview Crude oil crush Why Dan is selling some Ethereum See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

See our show notes and transcript here On this bonus episode of “On The Tape,” Guy, Dan, and Danny preview the big events happening in the stock market this week (0:35). Later, they go “Off The Tape” with Allen Sukholitsky, CIO of Masterworks, and discuss his transition from Goldman Sachs to Masterworks (16:07), democratizing art (21:05), liquidity in the asset class (28:10), art vs. gold in inflationary environments (30:30), digital art (38:15), inserting art into asset allocation models (40:24), and investment performance (42:52). ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

See our show notes and transcript here Guy, Dan, and Danny discuss Danny’s appearance on Fast Money (2:23), the yield curve inversion steepening (8:13), the conundrum in the jobs market (15:20), meme stocks going bonkers this week (20:06), Elon Musk selling $6.9B in Tesla stock (23:47), Disney’s quarter (26:39), and big box retailers reporting earnings next week (31:18). The co-hosts interview CNBC’s David Faber and talk about his nearly 30 years at CNBC (45:32), reporting during the financial crisis (1:01:11), Elon Musk (1:08:27), the media landscape (1:15:18), and hosting jeopardy (1:22:52). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

See show notes and transcript here Dan talks with CoinShares Chief Strategy Officer Meltem Demirors about the expanding domino effects from the crypto crash (1:07), why VC capital is still flowing into crypto and web3 startups (10:14), how past financial frenzies & bubbles may help reveal what’s ahead for crypto (15:35), what crypto companies can do to start creating true value with their products (18;12), and Meltem helping spark a new surge in interest for CryptoDickbutts and what they say about the future of cultural capital and memes (28:08). ---- Read Meltem’s latest post: “Building Market Microstructure for NFTs” Check out the writings discussed by Meltem & Dan in the episode: -Carlota Perez’s “Technological Revolutions and Financial Capital” -Fred Wilson’s “The Carlota Perez Framework” -Ben Thompson’s “The Death and Birth of Technological Revolutions” ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: JPMorgan’s Mako Kolanovic advising it’s time to trim stocks and buy commodities Micron’s warning sending shivers around the semi space Key CPI report on Wednesday Bitcoin and Ethereum catching a bid Coinbase earnings on Tuesday after the bell See what adding futures can do for you at cmegroup.com. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

See full show notes and transcript here Guy and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss the Fed pivot (1:58), their big takeaway from earnings season (4:40), concerns in the credit market (5:46), big tech earnings (19:12), the HKD IPO phenomenon (23:01), banks performing poorly (29:55). Later, Danny sits down with cannabis advocate and operator Brady Cobb and Emily Paxhia of Poseidon Investment Management and talk about the shift happening around the cannabis space (43:20), updates in the Safe Banking Act (54:28), and marijuana’s potential impact on alcohol sales (1:05:48). ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss: The yield curve inversion deepening OPEC+ agreeing to a modest increase in oil production Two fintech stocks are surging (PayPal, Robinhood) Groups of stocks that may be bottoming (Biotech, Software, Retail) Revisiting Carter’s CAT & AMD calls ---- Watch MKT Call at 1pm M-TH on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet, tastytrade, and is powered by OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube