RiskReversal Pod

Guy, Dan and Danny discuss the tax news that stopped the market in its tracks (0:44), some top-ish signals in digital currencies (5:30), what inflation means for markets (12:47), more issues for Credit Suisse (20:42), Danny’s rant on SoftBank (22:12) and some regulatory hope for cannabis this week (28:01). Dan and Guy interview CNBC Fast Money friend, Metropolitan Capital CEO Karen Finerman (29:17). We hear her take on the GameStop/Robinhood event and “meme investing” (39:04), her family and her upbringing (42:18), and her take on JPMorgan and CEO Jamie Dimon (49:10). She also talks about some of her future plans (54:31) and how taping Fast Money has been during the pandemic (57:24). 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 the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss this week in markets and the macroeconomy more broadly (0:43), their takes on the Fed’s actions and comments (9:44), strong bank earnings (16:52), Coinbase’s direct listing (20:04), and some headlines around Tesla that caught their eyes this week (26:57). The co-hosts interview horseracing legends Bob Baffert and Jack Wolf (34:51) and talk about their passion for what they do, parallels with finance, some behind-the-scenes of racing at the highest level and stories of the winner’s circle. 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 the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

Guy, Dan, and Danny discuss Jamie Dimon’s shareholder letter and the state of the macroeconomy (1:50). They also chat about Coinbase’s blockbuster growth as they look to go public (9:42), a Robinhood vs Coinbase would you rather (21:05), what Elon Musk learned in law school (24:50), and more fallout from Archegos/Bill Hwang (26:32). The co-hosts interview Patrick O’Shaughnessy (30:33) and talk about his vision for Colossus (31:48), his work at OSAM (33:03), his 2017 series on crypto in light of recent developments in the space (35:02), his most memorable podcast guests (41:15) and the impact of his family on his life today (44:45). 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 the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss the Archegos fallout (0:29), we reflect on the quarter that was (3:51), and we get Danny’s take on New York’s cannabis bill that was just signed into law (13:42). The co-hosts interview co-founder of Real Vision Raoul Pal (17:45), chatting about Fed Policy and his macro outlook (18:35), how the automakers and EVs may be the next age of tech (30:13) and Raoul’s take on ARK’s ETFs (36:17). They also discuss this week’s Archegos unwind and echoes of Long Term Capital Management (38:55), and, of course, crypto (49:04). We end by discussing Real Vision and where his company goes from here (1:03:25). 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 the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

A few weeks ago, Guy interviewed MicroStrategy CEO Michael Saylor on behalf of Context365. They discuss bitcoin, the future of crypto, the gold vs bitcoin debate, monetary policy and financial markets more broadly. 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 @GuyAdami on Twitter. Follow @Michael_Saylor on Twitter.

Guy and Danny discuss inflation fears and the Fed’s role (0:42), the SEC moving in on SPACs (8:16) and SoftBank (10:33), GameStop’s earnings (12:51), ARK’s take on Tesla (19:18), and stimulus checks going out (24:18). The co-hosts interview Brady Cobb and Isaac Boltansky (26:59), chatting about Brady’s background with cannabis, where the cannabis industry is going and Isaac’s view of what is to come from DC regulation. 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 the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss the state of markets amid the Fed’s commentary (00:55), Lordstown and EV stocks (11:50), gold vs bitcoin (17:23), cannabis companies and regulation (20:21) and fintech companies raising money (26:55). Guy and Dan interview Kara Swisher, chatting about her interviewing/career in media (31:22), podcasting, the future of audio and Twitter Spaces vs Clubhouse (41:32). We get Kara’s thoughts on NFTs/crypto (46:12), and the future of tech and tech regulation (53:10). 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 the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In a bonus episode of On The Tape, Guy, Dan and Danny chat with ABC’s Rebecca Jarvis. We discuss what it’s like to cover business news for a broader audience at ABC. We also learn about her latest project called “GameStopped” that was just released on Hulu, a deep dive with all the key players from the Reddit/GameStop frenzy. The documentary features our very own Danny Moses. “GameStopped” Press Release and Trailer Rebecca’s podcast: No Limits 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 the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state of the IPO market (18:06). The co-hosts interview Paul Rabil (27:15), founder of the Premier Lacrosse League, chatting about what it’s like to build his league, their commitment to their players, and his philanthropy efforts for students with learning disabilities. He also discusses the future of lacrosse and the importance of finding the right media partners for PLL. 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 the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss some troubling signs in markets on insider selling, corporate issuance and SPACs (1:48), what this debt level means for taxpayers and bond markets (8:12), Danny’s rant on the BUZZ behind Portnoy’s ETF (16:35) and what defensive stocks/sectors might work in this environment (23:58). The co-hosts interview Mikel Jollett (28:25), creator and frontman of the band The Airborne Toxic Event. We talk about what it’s like to release both a memoir and album (both named Hollywood Park) during the pandemic, his political activism and his musical inspirations. He ends by discussing his favorite venue and he plays us out with a song (1:08:35). Follow Mikel Jollett on Twitter and you can buy/download his memoir 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. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss this week’s rate-induced market sell-off (0:34), the merging narratives between meme stocks/crypto/Reddit, a closer look at the ETF market through active vs passive funds (10:09). The co-hosts interview CEO of Ritholtz Wealth Management and CNBC Halftime Report contributor Josh Brown (21:59), chatting about his reflections on his birthday, what he makes of the crypto boom and how it ties into behavioral finance. We also talk about Josh’s entry into financial services (41:13) and his experience as a stock market commentator on TV (50:03). Josh’s podcast is The Compound Show with Downtown Josh Brown, and his blog is TheReformedBroker.com. 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 the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In a bonus episode of On The Tape, Guy and Dan catch up with fellow CNBC Fast Money Contributor Bonawyn Eison. They chat about their experiences as stock market commentators, Bonawyn speaks about how he found his way on Wall Street and the importance of financial literacy. Oh and by the way, how he got the nickname B-IceBreaker. Follow Bonawyn Eison on Twitter @Bonawyn. 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 the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39). The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter. Follow Brian Kelly: @BKBrianKelly and BKCM.co Crypto Resources from Meltem Demirors @Melt_Dem: QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx

In a bonus episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the speculative fervor enveloping financial markets with stocks at all-time highs, strategists are moving the goalposts and writing new playbooks as corporate treasuries (TESLA) are replacing their cash with Bitcoin, and there seems to be no end to SPAC issuance. The co-hosts interview co-founder and CEO of Morning Brew Alex Lieberman (10:55) to discuss the young business-news reader and the responsibility of Morning Brew in this era of millennial trading. In that vein, they then speak with Dough CEO Victor Jones (32:37) about what the takeaways are from this GME/WSB volatility and what is to come for the brokerage industry. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview Danny’s former partners from The Big Short Vincent Daniel and Porter Collins, where they talk about short squeezes, what is to come in retail trading regulation and the behind-the-scenes scoop of The Big Short. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In a bonus episode of On The Tape, Guy Adami and Dan Nathan talk more about the volatility in GameStop, silver and these “meme” stocks and assets. The co-hosts catch up with Sahil Bloom, discussing his latest tweet thread on the silver market and the importance of financial literacy. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In this week’s episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss this week’s action in GameStop, Robinhood’s role and the battle between r/WallStreetBets Reddit army of traders and hedge fund titans. The co-hosts share war stories from their days as traders and speak with MSNBC Anchor Stephanie Ruhle, discussing her experience on Wall Street and her hopes for change for a more equitable economy. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In this week’s episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the current state of the airlines, how EV multiples are creeping into traditional autos and everything in between. Guy, Dan and Danny then speak with legendary investor Jim Chanos. Jim gives his current thoughts on markets, short opportunities and provides anecdotes from the past. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In the inaugural episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the gamification of the stock/options markets and the similarities between online sports betting and crypto trading. Guy, Dan and Danny are joined by Sahil Bloom, private equity investor and fintwit wunderkind as he offers his take on current market psychology. Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter decisions, both personally and professionally. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bets against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.