RiskReversal Pod

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

On this episode of MKT Call, Guy Adami and Danny Moses discussed: House Speaker Nancy Pelosi’s visit to Taiwan VIX explained – why it’s remained low in spite of heightened headwinds What recent economic and earnings data say about the Fed’s next move The bond market’s recession indicator spells trouble for the markets Chaos in the bond market Oil rebound incoming? Gold hits one-month highs 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

Friday afternoon into the close, Guy, Dan, and Danny were joined by Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC for a LIVE conversation about the markets, Fed, Tech earnings, and what to expect in the coming weeks. Follow On The Tape Follow Trading Spaces

Guy, Dan and Danny discuss the market’s reaction to this week’s Fed meeting (3:30), whether we will see a rate cut (8:04), big tech earnings (12:00), what banks are saying about the economy (14:14), Walmart’s warning (17:53), and Meta’s quarter (24:41). Later, Dan sits down with David Rosenberg of Rosenberg Research, to talk about recession indicators (33:19), why David thinks we have seen the last rate hike of the cycle (37:44), cracks in the housing market (54:04), and why the worst is not over (1:01:27). ---- 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: How the markets are reacting to the Fed rate hike A negative GDP print signaling a recession Aaron Rodgers’ hair What Dan says could make SNAP double Apple earnings preview Factset earnings insight Read Liz’s note on the Fed meeting 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

Access our show notes and transcripts here Dan and Rick Heitzmann talk with Lux Capital’s Co-Founder & Managing Partner Josh Wolfe about the venture capital industry’s transformation in New York City over the past two decades (2:19), whether major venture capital firms will start going public (11:01), where Lux Capital is seeing the best investing opportunities amid industry turmoil (14:33), the fallout from the intensifying ideological fight between the U.S. & China (23:24), why soaring inflation may trigger an “Occupy Fed” movement (), the “new, new normal” coming for workers as the economy slows down (29:58), where the stock market will go from here (38:22), and how Elon Musk has turned Tesla into a religion (45:36). ---- 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: Bill Ackman's thread on the Fed Will we see another leg lower in the broader markets? The bond market's recession indicator spells trouble for the markets Walmart's warning and what it means for retail Microsoft and Alphabet (Google) earnings on tap 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 bonus episode of “On The Tape,” Guy and Dan reflect on what’s been a volatile few months for the markets (1:30), and preview the big week for earnings (Apple, Amazon, Alphabet, Microsoft, and Meta) ahead (14:20). Later, they go “Off The Tape” with Cormac Kinney, founder of Diamond Standard, and discuss his background in innovation (22:00), diamonds as inflation hedges (35:00), tokenized commodities (37:20), and his path to an ETF (46:20). See 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 and Dan discuss the chart of the S&P 500 (2:26), how investors could be offsides in this market (6:13), homebuilder stocks bouncing (12:53), where the S&P could bottom (22:52), gold and crude oil (20:46). Dan sits down with Gene Munster of Loup Ventures to recap Tesla’s quarter (31:15), and preview mega-cap tech earnings from Apple (37:40), Microsoft (43:41), Amazon (47:10), Alphabet (51:00), and Meta (54:00). See 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 FirstMark Capital’s Founder & Managing Director Rick Heitzmann discuss if market sentiment is suddenly turning better (2:04), Rick remaining a perma-bull on Pinterest after activist investor Elliott Management announced a major stake in the company (10:13), the white-knuckle earnings season outlook for beaten down tech stocks (15:15), what’s next in the Elon Musk-Twitter legal showdown after a judge orders an October trial (16:41), more pain to come for many crypto investors (19:35), and how Rick thinks Meta is the big tech stock most at-risk for competitive disruption (29:34) . Later, Dan is joined by his co-host Katie Stanton to interview Kevin Weil, President of Product & Business at Planet, about the company’s mission (39:36), Planet’s ethics board (46:39), private capital entering the space race (52:36), and tech stocks like Meta and Twitter getting crushed this year (55:45). ---- 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: BofA Survey Shows Full Investor Capitulation Amid Pessimism Netflix earnings after the bell Why Dan says yields look ready to party Strong dollar crushing commodities Next move for oil Galaxy Digital’s Mike Novogratz on Bitcoin Subscribe to our YouTube page Access our show notes 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

Guy, Dan, and Danny discuss Guy’s controversial top band rankings (3:04), JPMorgan’s earnings report (5:47), the hardest macro tape Danny has seen (12:11), bond volatility (18:29), Wall Street strategists slashing S&P 500 price targets (20:44), and Tesla’s Elon Musk vs. Donald Trump (26:26). The co-hosts interview Jason Kander, New York Times bestselling author, about his new book Invisible Storm: A Soldier's Memoir of Politics and PTSD (38:58), and much more. To access our show notes and transcript click 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: Bank of America slashing its S&P 500 year-end target Crude crashing Big bank earnings sending stocks lower Liz looks at June inflation data FactSet earnings insight with John Butters Watch all of our videos on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal

Dan speaks with SRB Ventures Managing Partner Sahil Bloom about the major differences in East Coast finance culture versus Silicon Valley (2:36), venture capital firms going bargain hunting for tech stocks (6:40), how & where Sahil is deploying capital in the volatile market (15:10), accelerating layoffs at tech companies and startups (24:19), Andy Jassy’s succession challenges at Amazon (27:38), how the battle royal between Elon Musk & Twitter may end (30:39), if Elon Musk will still be the CEO of Tesla in two years (35:42), why Sahil loves Meta and Snap (39:42), and what’s behind Sahil’s rapidly growing influence on social and other content platforms (43:21). —- 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: ServiceNow CEO Bill McDermott comments on CNBC's Mad Money regarding macro headwinds Software stocks sinking Expectations for the CPI report Wednesday Citigroup upgrading JPMorgan, Morgan Stanley downgrading American Express Ominous chart pattern for 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

Dan and Danny discuss the Fed minutes (0:01:39), similarities to the financial crisis (0:08:40), mega-cap tech stocks (0:11:27), bank earnings on tap (0:16:45), why gold can’t rally (0:21:27), and what could send the S&P 500 back through the lows (0:27:19) . Later, Guy and Danny turn the table on Dan and interview him about his career, how he got started at CNBC, his avid music fandom, and his illustrious lacrosse career. For the full show notes, transcript, and links to mentioned content, please check out the episode page 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. 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 Dan Nathan, Carter Worth and Liz Young discuss: Where stocks are heading in the second half The gold trader cheat sheet Liz’s second-half playbook A bearish Consumer Staples (XLP) options trade FactSet earnings insight Amazon takes a stake in Grubhub Watch all of our videos on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal

On this episode of MKT Call Dan Nathan, Carter Worth and Danny Moses discuss: The Nasdaq outperforming the S&P 500 ARKK stocks showing signs of life Crude oil and gasoline prices dropping Copper plunging Bank stocks hitting 52-week lows The next move for 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

Guy, Dan and Danny discuss the worst first half for the S&P 500 since 1970 (1:47), the crypto crash (11:53), what the mid-term elections could mean for the stock market (15:53), an interview with Blackstone’s Joe Zidle on CNBC’s Fast Money (20:31), what Dan is buying right now (28:18), the energy space (34:12), what’s happening with Elon Musk and Tesla (38:21). The co-hosts interview Bill Pulte and talk about Twitter Philanthropy (48:04), the Pulte family (52:45), bitcoin (1:00:53), and homebuilders (1:12:14). ---- 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: Yields bouncing around 3% The worst first half for the S&P 500 in 50 years Single stocks making 52-week lows (Deere, Target, Nike, JPMorgan, PayPal, Nvidia) What Liz Young is watching in the second half RH earnings disaster FactSet earnings insight Dan's mind the gap stocks (Zoom, PayPal, Netflix) 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 speaks with tech journalist Kara Swisher about her exit from the New York Times for a new role with Vox Media (0:54), Mark Zuckerberg’s huge bet on the metaverse and the future of Meta/Facebook (5:17), Kara’s recent interview with VC heavyweight Chris Dixon on the outlook for Web3 (10:22), if FTX’s Sam Bankman-Fried is becoming a Warren Buffett-like lifeline for the crypto industry (13:36), crypto likely becoming more centralized (14:13), Elon Musk’s curious silence on Twitter (16:42), whether Amazon CEO Andy Jassy will overcome the challenges facing the company (22:43), Kara’s push to cover the existential problems from climate change (24:48), and the impact Peter Thiel and other Silicon Valley influencers are having on politics (27:00). —- 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 discuss: The reversal in stocks Nike earnings New headwinds for crude and energy Heavy metals crashing Next move for bitcoin & gold 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: Strategists calling for the S&P 500 to rally to 4,000 or above Health Care stocks breaking out Goldman Sachs downgrading Coinbase and upgrading Robinhood Check of the consumer Nike earnings on deck ---- 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

Episode Description: Guy, Dan and Danny discuss the problem with the Federal Reserve (0:1:00), energy’s epic decline over the last two weeks (9:24 - 12:31), why Apple earnings could be the stock market boogeyman (16:23), Dan buying shares of Meta (21:10), the state of semiconductor stocks (22:35), bank stocks getting bludgeoned (24:42), the crypto /Coinbase crash (28:18), why the next 2-3 months will be crucial for the stock market (32:30), Danny gives an update on Cannabis (38:14), and the wild week for Tesla (39:54). ---- 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. 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 speaks with GGV Capital Managing Partner Jeff Richards about when investors may return to risk-on mode (2:59), why Jeff would keep buying Amazon stock despite the bear market (10:33), VC legend Bill Gurley’s take on the current investment cycle (16:11), how startups are adapting to valuation resets (20:25), and deglobalization’s rude awakening to the markets (28:42). Later, Dan talks to Katie Stanton & Alex Roetter of Moxxie Ventures about Katie joining Yahoo’s board of directors (42:15), whether Twitter can re-accelerate growth if Elon Musk actually buys it (45:12), how it’s a great time for early-stage investors amid a murky outlook for startups (52:11), and why they’re bullish on climate tech (58:27). —- 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: Growing calls for a recession The S&P and Nasdaq bouncing off the lows How the Fed can curb inflation Housing market dilemma Next move for crude oil, gold, bitcoin, 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

Guy, Dan and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Fed losing control (4:02), Guy nailing his S&P 500 price target (17:08), the writing on the wall for Tesla (19:44), the next move for energy stocks (25:40), why crypto could be one of the biggest bubbles we’ve ever seen (31:54), what investors should do now (39:30). Later, they take listener questions (48:39). ---- 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 FirstMark Capital’s Founder & Managing Director Rick Heitzmann on navigating the bear market (2:34), mounting layoffs in tech and other industries (8:56), the threat of margin calls for institutional & retail investors (12:26), softness for SaaS companies (14:20), and why having cash will control your destiny amid the turmoil (18:45). Later, Dan speaks to BKCM founder & CEO Brian Kelly about why he thinks crypto coins are still currencies (22:48), crypto not proving to be a hedge against inflation (24:32), the fallout from Celsius freezing withdrawals and its impact on DeFi (31:56), Brian’s belief that there’s a generational opportunity to buy crypto coming up (38:29), how the latest crypto crash will trigger more regulation (43:20), and if crypto poses a systemic risk to the financial system (44:40). —- 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