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RiskReversal PodRiskReversal Mailbag: Your Most Prescient Questions Answered!This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
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In this special annual mailbag episode of the Risk Reversal Podcast, Guy Adami and Dan Nathan address questions from listeners and viewers, reflecting on a turbulent 2025 and looking forward to 2026. Topics include market volatility, the impact of AI, and the performance of m...
2025-12-3151 min
MRKT CallLet The Santa Rally Begin?This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
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Fidelity Investments and RiskReversal (or MRKT Call) are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC.
Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, December 22nd
Su...
2025-12-2250 minRiskReversal PodVolatility Creeps In… Is VIX Hiding a Bigger Story?In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas of SoFi discuss recent sports highlights, including the Milwaukee Brewers' and Green Bay Packers' performances. They delve into the potential market impact of a looming government shutdown, focusing on labor market data and how the Fed's moves might influence economic trends. The conversation also touches on key data metrics like jolts and PMI, along with the implications of AI on the market. Additionally, they explore international markets, specifically China's tech sector, and the rising gold market. They conclude with observations on market volatility and possible end-of-year trends.
2025-09-3025 minRiskReversal PodInflation vs. Growth: Why Wall Street Is Split on the EconomyIn this episode of the RiskReversal Podcast, hosts Guy Adami and Dan Nathan discuss the latest economic indicators, including the September non-farm payrolls, PCE inflation readings, and GDP data. They analyze the inconsistency between accelerating GDP and slowing employment growth, touching on the potential impact of AI and reduced immigration. The conversation further explores the recent market dynamics, including bond yields, the performance of major tech stocks, particularly the AI-driven surge of Nvidia, and the skepticism from various market commentators. They also discuss recent government investments in Intel and the unusual valuation of TikTok in a proposed acquisition deal...
2025-09-2926 minRiskReversal PodThe Case for "Buying Boring" When Tech Gets ExpensiveIn the latest RiskReversal Podcast, Dan Nathan and Peter Boockvar, CIO at OnePoint BFG Wealth Partners, delve into a gamut of financial topics. They discuss the recent August jobs data and changing dynamics within the S&P 500, including the addition of Robinhood and AppLovin. They analyze the impact of these changes on index funds, noting the risks of high valuations. The conversation then shifts to notable movements and future prospects of major tech stocks like Nvidia, Tesla, Microsoft, and others amidst increasing competition and investment in AI. Peter shares contrarian investment ideas in non-cyclical consumer non-durable stocks such as...
2025-09-0932 minRiskReversal PodNo Bounce, No Bueno: Hidden Cracks in Bitcoin & the “Risk On” FacadeDan Nathan and Guy Adami of the RiskReversal Podcast discuss various market metrics, including the S&P 500 trading at an all-time high, the VIX, the US Dollar Index, and US Treasury yields. Nvidia's earnings report is a focal point, with expected high but moderating growth rates. They also analyze stocks like Microsoft, Taiwan Semiconductor, Palantir, Salesforce, Adobe, and Broadcom, considering their earnings and market expectations. There’s a discussion on the pressure being exerted on the Federal Reserve to lower interest rates, with concerns about the institution's independence. They also touch on market comparisons to historical metrics, the importance of...
2025-08-2937 minRiskReversal PodRePocolypse Now Redux with The Wall Street SkinnyIn this special edition of the RiskReversal Podcast, Dan Nathan welcomes Kristin Kelly and Jen Saarbach from The Wall Street Skinny. They discuss their content creation journey, initially aimed at demystifying Wall Street sectors for newcomers and evolving to cover broader market dynamics. The conversation covers the Federal Reserve's independence, implications of political influence on monetary policy, and potential market repercussions. They also delve into the resurgence of SPACs, exploring their mechanics and market impact during zero-interest rate environments. The episode wraps up with discussions on generative AI's market role and potential financial crises linked to the Fed's actions.
2025-08-2840 minRiskReversal PodPlaying Dangerous Games with Stuart Sopp, CEO of CurrentIn this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current. They discuss various economic topics, starting with the state of the US consumer, particularly those living paycheck to paycheck and heavily involved in the gig economy. They explore the effects of recent retail earnings, the impact of tariffs on companies like Walmart and Target, and the evolving job market. The conversation shifts to international economic issues, including interest rates in Europe and the UK's post-Brexit economic challenges. The Fed's monetary policy and its potential consequences are...
2025-08-2241 minRiskReversal PodGene Munster: AI CapEx Spending Can't Stop, Won't StopIn this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also covers geopolitical implications for U.S. tech firms, focusing on Nvidia's crucial role in the U.S.-China tech rivalry. The episode concludes with thoughts on Apple's upcoming...
2025-08-1837 minRiskReversal PodNeil Dutta on Housing, The Consumer & AI Fueled GrowthGuy Adami and Dan Nathan host Neil Dutta, partner and Head of Economic Research at Renaissance Macro Research, on the RiskReversal Podcast. Neil shares his career journey, his time at NYU, and his experience working with David Rosenberg and Ethan Harris at Merrill Lynch. The conversation covers current economic issues including the US housing market recession, labor market dynamics, and the impact of restrictive monetary policy. Neil also discusses the significant investment in AI and its potential to boost GDP growth. The discussion touches on the Federal Reserve's focus on inflation over employment, the global interest rate environment, and...
2025-08-1539 minRiskReversal Pod3% GDP, Sticky Rates, and a Market on EdgeGuy Adami and Dan Nathan host the RiskReversal Podcast and discuss various market trends and economic indicators, focusing on recent earnings reports, the Federal Reserve's monetary policies, and geopolitical factors affecting the market. They analyze the implications of Q2 GDP growth, inflation targets, and the potential for interest rate cuts by the Federal Reserve. The conversation covers Fed Chair Powell's upcoming press conference, the impact of tariffs and trade talks with China and other nations, and the role of long-term interest rates. The episode also highlights companies' earnings reactions, market volatility, and the outlook for future economic growth.
2025-07-3025 minRiskReversal PodPeter Boockvar: Markets Are Flying In Rarefied AirPeter Boockvar of OnePoint BFG Wealth Management joins Dan Nathan for a quick Tuesday edition of the RiskReversal Podcast to discuss Fed Data, Trade Tariffs & Earnings.
Follow Peter on X: https://x.com/pboockvar?lang=en
Checkout 'The Boock Report': https://peterboockvar.substack.com/
OnePoint BFG Wealth Management: https://www.onepointbfg.com/
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2025-07-2926 minRiskReversal PodThe Art of the EU Trade DealDan Nathan and Guy Adami discuss the significant financial events of the final week of July on the RiskReversal Podcast. They cover the performance of the S&P 500 amidst 40% of its companies reporting earnings, upcoming Federal Reserve decisions, GDP data, and the jobs report. The conversation delves into the implications of a new EU-US trade deal with 15% tariffs and its potential drag on global growth. The hosts also explore the market's reaction to recent trade deals, tariff impacts on various industries, and the nuances of Nvidia's dealings with China. Additionally, they analyze Treasury Secretary Yellen's debt issuance strategy, market...
2025-07-2831 minRiskReversal PodWhy The AI Trade Is Alive & Thriving with Gene MunsterDan Nathan and Gene Munster discuss major investment themes in the latest RiskReversal Podcast. They reflect on market conditions from April, evaluating whether the decline in S&P 500 and NASDAQ presented a generational buying opportunity for tech stocks. They discuss the performance of AI-related companies, cloud growth, and CapEx expectations. Gene shares insights on Microsoft, the challenges it faces, and possible market reactions. The conversation also covers Apple's management competence and future AI developments, Tesla's integration with xAI, and its market positioning amidst pricing challenges. Lastly, they touch upon the performance disparities between hardware and software sectors in the...
2025-07-1534 minRiskReversal PodMud In The Gears Of Business with Peter BoockvarDan Nathan is joined by Peter Boockvar, CIO at Bleakly Financial Group, on the RiskReversal Podcast. The discussion covers recent market trends, the impact of tariffs, and the job report from the previous week. Peter provides insights on the gap between economic data and market performance, especially in light of recent trade deals and tariffs with countries like Vietnam and China. The conversation also includes an analysis of various sectors including tech, banking, and retail, as well as a detailed breakdown of potential tariff implications for US corporations. They also touch on the role of AI, central bank actions...
2025-07-0852 minRiskReversal PodWave of Speculation with Legendary Short Seller Jim ChanosDan Nathan and Guy Adami host special guest Jim Chanos on the RiskReversal Podcast. The discussion centers around market speculation, particularly in short selling and the recent trends observed in major indices. Jim comments on the speculative nature of the market post-2021 elections and the cycles of retail trading enthusiasm. They also discuss the complexities of corporate earnings, the potential overvaluation of tech stocks, the implications of AI and crypto booms, and the state of the S&P 500. Specific examples include the speculative highs of companies like CoreWeave, Circle, and Coinbase, and their market valuation volatility. Towards the end...
2025-06-2751 minRiskReversal PodNew Rules for an Old School Fundamentalist with David RosenbergGuy Adami and Dan Nathan host economist David Rosenberg of Rosenberg Research on the RiskReversal podcast to discuss the state of the market, economic conditions, and geopolitical factors. Rosenberg outlines the volatility seen in the S&P 500, emphasizing that recent market moves are sentiment and momentum-driven rather than based on fundamentals. He highlights concerns about a potential topping formation in the market and discusses the impact of tariff policies, the labor market, the housing market, and global geopolitical tensions, particularly around Israel and Iran. Rosenberg also shares his views on inflation, interest rates, and the potential for recession, suggesting...
2025-06-2540 minRiskReversal PodStocks Within a Whisker of All-Time HighsDan Nathan and Guy Adami host the Wednesday edition of the RiskReversal Podcast, focusing on multiple aspects of the financial markets. They discuss the importance and history of the morning market call, recent developments in U.S.-China trade relations, and their implications on the stock market. The hosts highlight the state of the energy sector and its unexpected resurgence. They also analyze inflation data, future interest rate projections, and the impact of geopolitical tensions on market stability. Noteworthy stock performances, including Oracle and Adobe, are examined in the context of the ongoing AI boom and market expectations. The...
2025-06-1130 minRiskReversal PodAgentic Disruption & The Race For Robotaxi Supremacy With Mike Dempsey of Compound VCDan Nathan welcomes Mike Dempsey of Compound VC on the RiskReversal Podcast to discuss the firm's approach to investing in disruptive tech, including generative AI and autonomy.
Mike shares his background from hedge funds to early-stage investing, detailing Compound's research-centric strategy in identifying undervalued tech opportunities. The conversation covers broader market trends, the evolution of AI and its impact on public companies, and the dynamic between private and public investing. They also delve into specific investments like Wave, an autonomous driving tech startup, and potential market impacts from major players like Tesla, Waymo, and emerging competitors.
—FO...
2025-06-031h 01RiskReversal PodMarket Gaps and Macro MadnessDan Nathan and Guy Adami kick off the RiskReversal podcast with discussions on the merits of a four-day work week and housekeeping announcements including upcoming guest appearances. The episode covers a range of topics including recent market movements, the impact of geopolitical events on the market, and specific company performances like Nvidia, Salesforce, Tesla, and BYD. Economic data, including the upcoming Fed minutes, GDP, and the PCE inflation reading, is also discussed. The hosts explore the complexities of the bond market, the role of the US dollar, and the geopolitical landscape with a focus on the Ukraine conflict and...
2025-05-2732 minRiskReversal PodDan Benton's Rules For Tech Investing In 2025Dan Nathan and Dan Benton discuss tech investing on the RiskReversal Podcast. Benton, CEO at Benton Capital Management and a legendary former technology analyst at Goldman Sachs, shares his experiences from the 90s to the present. They delve into his famous '20 investing rules' for technology, the secular shift towards the internet, and valuation principles. Key conversations include the evolution of major tech companies like Apple, Microsoft, and Google, their strategies, management styles, and the broader implications of AI and AR/VR. They also discuss future prospects for companies like Nvidia and Tesla, touching on SpaceX's potential impact. The...
2025-05-091h 02RiskReversal PodDe-Lux Tech Talk with Josh Wolfe of Lux CapitalIn this episode of "RiskReversal Pod," Dan Nathan sits down with Josh Wolfe, founder and managing director at Lux Capital. The discussion delves into the current state of venture capital, macroeconomic forces, and the impact of rising interest rates on private and public markets. Wolfe shares insights on the generative AI landscape, the dynamics between large tech companies and startups, and the valuation discrepancies between private and public markets. The conversation also explores the psychology of investing, the importance of proprietary data in the AI era, and the evolving role of leadership and narrative in business and politics. The...
2025-04-1655 minRiskReversal PodGene Munster: Don't Call It A Tech CrashDan Nathan welcomes Gene Munster of Deepwater Asset Management to the RiskReversal Podcast. They discuss the recent significant market drops in the S&P and Nasdaq, considering if these drops could be termed a 'market crash'. Gene shares his views on the volatile market, especially in light of increasing tariffs between the U.S. and China. They analyze the performance and future of several major stocks, including Apple, Microsoft, Meta, Google, Tesla, and Nvidia, touching on AI's influence and the broader economic impacts of the trade war. Gene offers insights into stock valuations and the potential for further declines...
2025-04-0833 minRiskReversal PodIt's Just Another Manic MondayDan Nathan and Guy Adami are live for a special RiskReversal Podcast as U.S. markets open on Monday, April 7th.Articles Referenced
Trump tariffs based on massive error, conservative think tank says (Axios)
Boaz Weinstein Fears Market ‘Avalanche’ Stoking Bankruptcies (Bloomberg)
—FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
2025-04-0740 minRiskReversal PodAI Spend To Kingdon (Capital) Come with Parshv ShahDan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors.—...
2025-03-2746 minRiskReversal PodVincent Daniel: Unplugged with IntentGuy Adami and Dan Nathan host Vincent Daniel of Seawolf Capital on the RiskReversal podcast. They discuss market dynamics, focusing on volatility, the impact of the Trump administration's economic policy changes, and key financial indicators. Vincent shares his views on the current state of the market, comparing it to historical trends, and provides insights into credit spreads, regional banks, and gold investments. The episode covers the complexities of navigating market uncertainty and the importance of strategic investment approaches. The conversation touches on geopolitical factors, the potential for a recession, and the nuances of investing in emerging markets.—...
2025-03-141h 09RiskReversal PodTech Stocks Without A Net & A Conversation with Mark MahaneyDan Nathan welcomes Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, back to the RiskReversal Podcast. They discuss major shifts in the stock market, comparing today’s landscape with the dot-com bubble of 2000. Key topics include recent significant corrections in major tech stocks like Meta, Netflix, and Google, and the long-term investment opportunities these dislocations might present. Mark shares his investment strategy focusing on high-quality companies, the evolving internet landscape, and regulatory impacts on tech giants. The conversation also touches on the future of tech investments, the role of capital expenditures, and Uber's potential in...
2025-03-1133 minRiskReversal PodD-Mo Warnings and D-Bag StoriesCheckout On The Tape with Danny MosesYouTube: https://youtu.be/rPtWBYl5F1AApple: https://apple.co/3Dkf9ZESpotify: https://tinyurl.com/nppjuuheGuy Adami and Dan Nathan welcome back Danny Moses from the On The Tape podcast to discuss his return and the restructuring of RiskReversal Media. The conversation covers a variety of topics, including the importance of actionable market analysis and longer-form discussions on prevailing themes. Danny shares insights from his recent interview with famed author Michael Lewis on civil services and the economic implications of AI...
2025-03-0636 minRiskReversal PodTom Lee Is "Perma-Right" When It Comes To MarketsTom Lee, Head of Research at Fundstrat Global Advisors, joins the RiskReversal Podcast to discuss his market outlook. The episode covers topics such as the impact of interest rates, inflation, and the Federal Reserve's policies on market performance. Tom provides insights into bullish and bearish market sentiments, employment trends, and the role of AI and technology in driving economic growth. The conversation also explores geopolitical risks, the potential effects of deregulation and tax cuts, and the importance of consumer confidence. Additionally, Tom shares his perspectives on the future of cryptocurrencies like Bitcoin and the implications of generative AI on...
2025-02-2854 minRiskReversal PodStephanie Link: 2025 Market Outlook & Sectors To WatchGuy Adami and Dan Nathan are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. They delve into Stephanie's insights on the economy, market outlook, and sector-specific predictions for the coming year. Stephanie also shares her experiences working with Jim Cramer and offers a detailed analysis of the current state of various sectors, including financials, industrials, and technology. They discuss the potential impacts of fiscal policies, deregulation, and interest rates on the market, as well as significant market trends such as cybersecurity and AI. The conversation highlights specific stocks like Boeing, Broadcom, and Amazon, underscoring the...
2025-02-1436 minRiskReversal PodMacro Matters: Trade Wars, Labor Markets, and Economic SignalsIn this episode of the RiskReversal Pod, Guy and Dan announce our official podcast rebrand with a streamlined focus, emphasizing daily market insights and expert conversations. Liz Thomas of SoFi joins to discuss key market events, including upcoming corporate earnings, tariff impacts, and the much-anticipated jobs report. The episode delves into the market's reaction to recent trade announcements, fluctuations in treasury yields, gold's surprising performance, and the implications for major tech companies like Google, Amazon, and Tesla. The conversation also explores the potential consequences of a prolonged trade war on the U.S. consumer and jobs market, highlighting insights...
2025-02-0333 minRiskReversal PodIntroducing RiskReversal PodWelcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We will break down the most important market moving headlines to help listeners make better informed investing decisions.Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else.—FOLLOW USYouTube: @RiskReversalMedia
2025-02-0300 minRiskReversal PodGeopolitics Take Center Stage for Markets with Chip War Author Chris MillerGuy, Dan, and Liz Young from SoFi discuss how the market is responding to Hamas attack against Israel (3:00), the potential for steeper declines in the S&P 500 (12:00), oversold conditions (14:15), earnings season kicking off (19:30), Apple as a “Utility Player” Stock (21:00), Banks (24:15). Later, Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology to discuss how he came to write the book (31:30), the U.S. dependency on chips from other countries (34:00), the market share that Taiwan Semi has (3...
2023-10-0958 minRiskReversal PodWishing All The News Was Good with Savita Subramanian of Bank of AmericaGuy, Dan, and Danny discuss Apple falling on reports of a China crackdown (3:00), Tesla (7:30), dueling headlines on hiring (12:00), economists growing gloomier on 2024 (16:15), and football picks (23:00). After the break, Dan and Danny sit down with Savita Subramanian of Bank of America and discuss her market outlook (29:00), the consumer (39:00), reasons to be excited (45:30), how to make money in the stock market (49:00), her S&P price target (53:00), and China (59:30).Enter the CME Group “Battle of the Bonds” Challenge for a Free Water Bottle!
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2023-09-081h 00
RiskReversal PodMRKT Call: Too Much Optimism in the Stock Market?Guy Adami, Danny Moses and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, September 5th.Enter the CME Group “Battle of the Bonds” Challenge for a Free Water Bottle!1) Sign-up here: https://cmegroup.com/bondschallenge2) Screenshot your registration 3) Email a copy to contact@riskreversal.com with your mailing addressMRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFiWatch MRKT Call LIVE at 1pm M-TH...
2023-09-0549 minRiskReversal PodTee’d Up + The Space Economy with Chad AndersonGuy, Dan and Liz Young of SoFi discuss Jerome Powell’s Jackson Hole speech and the market’s reaction (4:00). U.S. Commerce Secretary Gina Raimondo visits China (16:30). Best Buy, Lululemon, Dollar General report this week, will we glean any new insights on the consumer (21:30)? Salesforce reports after the close on Wednesday (26:00). Later, Dan sits down with Chad Anderson of Space Capital to talk about how he got into the industry (31:00), the international space race (36:00), investing in space (40:00), the space economy (44:00), Elon Musk’s unmatched power in the stars (48:00), and how to participate in the space playbook (54:00).F...
2023-08-2859 minRiskReversal PodFriends of the Pod! Conversations with Joe Marchese, Stuart Sopp & Karen FinermanDan is joined by Joe Marchese of Human Ventures and Stuart Sopp of Current to discuss doing business in New York (2:00), the pulse of the consumer (5:30), why the sentiment is too bearish for where the market is trading (12:30), digital transformation among different sectors, and how to donate with Hawaii wildfires (16:30). Later, Dan and Guy are joined by their CNBC Fast Money panelist Karen Finerman for a look behind the curtain at who she is, her new podcast, How She Does It, and the stock market (21:00).Here’s how you can donate to people impacted by...
2023-08-1755 minRiskReversal PodWhat’s Price Got To Do With It? A Conversation With Cameron DawsonGuy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:00).About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering t...
2023-05-261h 19RiskReversal PodFools & Fanatics + A Conversation With Dan GreenhausHard landing, soft landing, it sounds like a rolling recession to Guy, Dan and Danny (1:00). Traders are placing their bets on The Fed going to 6% (8:00). Danny has a mini-RotT on Robinhood and its latest meme stock debacle (16:00). Microsoft and Alphabet have officially entered the AI chatbot wars (18:30). It’s a bird, it’s a plane, it’s actually a Chinese spy balloon. What does this mean for the state of the U.S.-China relationship (19:50). Guy and Danny offer an update on the gold trade (32:30). Danny lays out his Super Bowl action (34:00). Dan Greenhaus of Solus Alternative Asset Management joins...
2023-02-101h 13RiskReversal PodMRKT Call: J-POW! KAPOW!Dan Nathan and Guy Adami break down the top market headlines for Tuesday, February 7th.- Real time reaction to Jay Powell commentary- Revisiting CBW's nat gas call- Look ahead to remaining earningsFactSet Webinar: https://riskreversal.com/factset2023/MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFiWatch MRKT Call LIVE at 1pm M-TH on YouTubeSign up for our emailsFollow us on Twitter @MRKTCall
2023-02-0734 minRiskReversal PodSomebody’s Wrong & Global Alts Recap With Ron BiscardiDan Nathan, Guy Adami and Liz Young are back with another Monday edition of On The Tape. How exactly is the market pricing in a “soft landing” and should we believe that narrative (2:00)? What are we looking for as Chipotle, Pepsi, Disney, Uber and PayPal report this week (13:00). The Animal Spirits are back, that’s not good (20:00). After the break, Ron Biscardi, CEO and Co-Founder of iConnections joins the show to recap Global Alts 2023 in Miami (27:00). Kantro Tweet: https://twitter.com/MichaelKantro/status/1622284651623600128Forward P/E: https://twitter.com/FactSet...
2023-02-0647 minRiskReversal PodEverybody Plays The Fool & A Conversation With Stuart SoppDan Nathan, Guy Adami and Danny Moses are making sense of the latest FOMC rate hike and the subsequent market rally (1:00). The gold market still has the attention of Guy and Danny, is that the real story of 2023 (15:00)? The guys try to figure out at what point they will admit they’re collectively wrong (20:00). Energy is seeing a pullback, but Guy thinks they keep going higher this year (23:45). After the break, we’re scratching our heads over the market’s reaction to Wednesday’s FOMC decision with Stuart Sopp, CEO of Current (29:34). What type of outlier event can bring this mar...
2023-02-0357 minRiskReversal PodJim Chanos Joins On The Tape at iConnections Global Alts 2023Jim Chanos joins Dan Nathan, Guy Adami and Danny Moses at the 2023 iConnections Global Alts conference. About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Ri...
2023-01-3127 minRiskReversal PodEarnings, Fed & Jobs, What Are We Doing??Dan Nathan and Liz Young are kicking off the week by discussing the crazy price action that’s defined 2023 thus far (4:00). It's a big week for earnings and the Fed meets, what can we expect (10:00)? Liz breaks down the consumer credit picture (21:00). After the break, Danny Moses is joined by Porter Collins and Vincent Daniel are back for another edition of “What Are We Doing?” (28:00). January’s rally has the guys scratching their heads, what are they expecting ahead of the FOMC meeting? Tesla stock presented a good bounceback buying opportunity but more pain could be on the horizon for the...
2023-01-3055 minRiskReversal PodMellow Is The Man & A Conversation With Cameron DawsonDan Nathan, Guy Adami and Danny Moses are celebrating another On The Tape birthday by kicking off the episode discussing what they might be missing in the current market rally (1:00). Energy names continue to perform in 2023 (9:30). Tesla stock rallied this week after reporting this week (12:00). Jerome Powell is on an island, what can we expect when he speaks next week (17:00)? Everywhere you look people are talking about emerging markets, is it a bit overdone (23:00)? Danny has a RotT on TicketMaster & the New York Stock Exchange (25:00). The debt limit still looms large over the market (28:15). It’s Conference Championship weekend, D...
2023-01-271h 06RiskReversal PodMRKT Call: Fed Look AheadDan Nathan and Guy Adami take a look at the charts and discuss the top market headlines for Thursday, January 26th.- GDP & Fed look ahead- $INTC $AXP Earnings Previews- Guy's Exorcised that the WH is Exorcised about $CVX's Share BuyBack- FactSet's Butters on $SPX---FactSet Webinar: https://riskreversal.com/factset2023/MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFiWatch MRKT Call LIVE at 1pm M-TH on...
2023-01-2632 minRiskReversal PodOkay, Computer: Tailwinds of Disruption with GGV Capital’s Jeff RichardsDan and GGV Capital Managing Partner Jeff Richards discuss when investors’ flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella’s 2023 outlook (4:00), innovations in artificial intelligence as OpenAI’s ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00).—-Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more year...
2023-01-1134 minRiskReversal PodOn The Tape LIVE at Current with Founder & CEO Stuart SoppDan Nathan, Guy Adami and Danny Moses are live at Current's New York Headquarters to chat with CEO and founder Stuart Sopp. The guys are talking markets, the economy, and the health & resiliency of the U.S. consumer. At the top of the show, we’re discussing the latest CPI print and Fed’s last meeting of 2022 (3:00). What was the genesis of Current and how will they thrive in a higher interest rate environment (10:00)? Danny Moses breaks down recent asset value deflation and the fed’s response creating a ‘negative wealth’ effect (20:00). What’s the outlook for the crypto market in 20...
2022-12-2236 minRiskReversal PodNothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor MarshallDan is joined by Guy Adami for a talk with Mark Mahaney, head of internet research at Evercore ISI, about the biggest lessons from a horrible year for tech and growth stocks (1:45), if Meta is ready for a comeback in 2023 (4:30), how a potential ban of TikTok in the U.S. could impact social media stocks (11:30), Elon Musk’s Twitter value destruction (15:00), Mark choosing Netflix as one of his top stock picks for 2023 (16:20), why Mark is still a long-term bull on Amazon (23:00), how Uber is finally getting traction (27:30), and if Yahoo can “rise from the ashes” under Apollo Global’s ownershi...
2022-12-211h 06RiskReversal PodMRKT Call 10/25/2022: Stocks Surge Ahead of Big Tech EarningsToday 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 closeSee what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MRKTCall....
2022-10-2538 minRiskReversal PodMKT Call 10/18/22: The State of the Global EconomyOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.
2022-10-1837 minRiskReversal PodMKT Call 10/11/22: What to Buy if the S&P 500 Drops to Pre-Covid HighsOn 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 GroupSee what adding futures can do for you at cmegroup.com. ...
2022-10-1132 minRiskReversal PodMKT Call 10/4/22: Stock Market Rally Gains SteamOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow u...
2022-10-0439 minRiskReversal PodMKT Call 9/27: Stock Market Tumbles Since Guy's Been Gone 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.
2022-09-2732 minRiskReversal PodMKT Call 9/20/22: The Moment of Truth for the MarketOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on Twitter
2022-09-2042 minRiskReversal PodMKT Call 8/13/22: Be Careful What You Wish For; CPI Data Slams StocksOn 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. S...
2022-09-1337 minRiskReversal PodMKT Call 9/6/22: Yields Surge on Economic Data as Stocks try to Shake Off Losing StreakOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on socia...
2022-09-0636 minRiskReversal PodMKT Cal 8/30/22: When Good News Is Bad News: JOLTS & Consumer Confidence Sink StocksOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward a...
2022-08-3037 minRiskReversal PodMKT Call 8/25/22: Investors Eye Jackson Hole for Market’s Next MoveOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us...
2022-08-2533 minRiskReversal PodMKT Call 8/16/22: Wall Street’s Split on Recession & Market OutlookOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and fol...
2022-08-1642 minRiskReversal PodMKT Call 8/9/22: Stocks vs. Commodities, Inflation Preview & Chips CrumbleOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow...
2022-08-0938 minRiskReversal PodMKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility ExplodesOn 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...
2022-08-0232 minRiskReversal PodMKT Call 7/26/22: Fed Meeting & Big Tech Earnings Kick OffOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.
2022-07-2635 minRiskReversal PodMKT Call 7/19/22: Bear Market Rally, Yields Ready to Party and Novogratz on BitcoinOn 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 pageAccess our show notesSee what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or sugg...
2022-07-1937 minRiskReversal PodMKT Call 7/12/22: Software Stocks Sink, Inflation Expectations, Ominous Bitcoin Chart PatternOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:F...
2022-07-1234 minRiskReversal PodMKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas PricesOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Fol...
2022-07-0543 minRiskReversal PodMKT Call 6/28/22: Market Reverses Course, Headwinds for Oil and Heavy Metals CrashOn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on...
2022-06-2836 minRiskReversal PodMKT Call 6/21/22: Recession Calls Grow Louder as Stocks Bounce off the Lows 🔥📈📉🏘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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.
2022-06-2136 minRiskReversal PodMKT Call 6/14/22: Wall Street Weighs 75bps Fed Hike as S&P 500 Lingers in Bear Market TerritoryOn this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Stocks cratering from the highs
How long bear markets typically last
The Fed meeting kicking off & the possibility of a 75bps rate hike
Yields surging
The U.S. dollar breaking out
Bitcoin getting bludgeoned
Coinbase laying off 18% of its workforce
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow u...
2022-06-1438 minRiskReversal PodMKT Call 6/7/22: Target's Profit Warning, Consumer Conundrum, Key Levels for Stocks and Bitcoin BustOn this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Target's profit warning sending retail stocks sinking
Troubling signs for the consumer
Crude oil soaring
The World Bank cutting its global growth forecast
Key levels for the S&P and Nasdaq
Bitcoin going bust
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall....
2022-06-0731 minRiskReversal PodMKT Call 5/31/22: Supply Chain Woes Show Signs of Easing, Next Move for Energy, Salesforce Earnings PreviewOn this episode of MKT Call, Guy Adami, Dan Nathan, and Carter Worth discuss:
China's recent COVID-19 lockdowns may not be disrupting supply chains as badly as feared
Energy prices are soaring after EU leaders agree to ban most Russian oil imports
If oil & other energy investments still have room to run higher
Morgan Stanley warning that the recent rally for stocks has limited upside
Salesforce earnings preview
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or s...
2022-05-3132 minRiskReversal PodMKT Call 5/24/22: Snap Warning Slams Tech StocksOn this episode of MKT Call, Guy Adami and Dan Nathan discuss:
Social media & tech stocks tank after grim Snap warning
Bond yields falling as investors seek safety
The spread between investment-grade and junk bonds is widening
ECB says crypto links to banks could pose threat to financial stability
U.S. Dollar falls amid heightened economic uncertainty
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow u...
2022-05-2433 minRiskReversal PodMKT Call 5/17/22: How long will this stock market rally last?On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
How long will today's rally last?
A volatile year for stocks
Software stocks underperform big tech
Is the retail sales number just an April fools?
Walmart vs. Home Depot earnings
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @Ris...
2022-05-1732 minRiskReversal PodMKT Call 5/10/22: God Only Knows where the Market is Going NextOn this episode of MKT Call, Guy Adami, Dan Nathan discuss:
How long bear markets typically last
Calls for a bottom
What's wrong with gold?
Dollar strength
Bitcoin goes bust
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFol...
2022-05-1034 minRiskReversal PodMKT Call 4/26/22: Tech Wreck, Deutsche Bank's Recession Call, Microsoft and Alphabet EarningsOn this episode of MKT Call, Guy Adami, Dan Nathan discuss:- Carnage across the tech space- Microsoft and Alphabet earnings on tap- Deutsche Bank's recession warnings- The U.S. dollar ripping - Fidelity allowing retirement savers to put bitcoin in 401KsSee what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and fo...
2022-04-2633 minRiskReversal PodMKT Call 4/19/22: Stocks Rally, Calls for Higher Rate Hikes, Dow Theory Alive & Well, Netflix EarningsOn this episode of MKT Call, Dan Nathan and Carter Worth discuss:- Stocks rallying for their best day of the month- Carter's call to buy REITS over the broad markets- Fed's Bullard saying a 75-basis point hike could be an option - The classic Dow Theory alive and well- Netflix earnings on tapSee what adding futures can do for you at cmegroup.com. Shoot us an email at co...
2022-04-1936 minRiskReversal PodMKT Call: What Could go Right in the MarketOn this episode of MKT Call, Guy Adami, Dan Nathan discuss:
The March CPI report
Signs that inflation might be peaking
What could go right for the markets
Crude oil ripping
Key levels for bitcoin
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward, and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on Twitter
2022-04-1230 minRiskReversal PodBonus Episode: Stocks Sink on Fed Comments, Gold vs. Silver and Key Level for Bitcoin (MKT Call 4/5/22)On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Fed’s Brainard sees balance sheet reduction soon and ‘at a rapid pace’
The inverted yield curve and what it means for the markets
Dow Transports flashing a warning for stocks
Crude oil rising on the threat of fresh Russia sanctions
Gold vs. Silver
Bitcoin and ethereum at key levels
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questio...
2022-04-0533 minRiskReversal PodBonus Episode: Wall of Worry for Stocks, Crude Crush, Bitcoin Breakout (MKT Call 3/28/22)On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Wall of worry for the markets
Nasdaq stocks bounce
Tesla soars on potential stock split
Crude tumbles on Shanghai lockdowns
Bitcoin breaks even on the year
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan...
2022-03-2832 minRiskReversal PodBonus Episode: Fed Meeting Kicks Off, Volatility Explodes, AMC gets into Gold Mining (MKT Call 3/15/22)On this episode of MKT Call, Guy Adami and his "On the Tape" co-host Danny Moses discuss:
Runaway inflation as the Fed meeting kicks off
The sell everything market
Volatility ETNs (VXX) exploding
Crude plunging from its highs
AMC getting into gold mining
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on Tw...
2022-03-2232 minRiskReversal PodBonus Episode: Fed Meeting Kicks Off, Volatility Explodes, AMC gets into Gold Mining (MKT Call 3/15/22)On this episode of MKT Call, Guy Adami and his "On the Tape" co-host Danny Moses discuss:
Runaway inflation as the Fed meeting kicks off
The sell everything market
Volatility ETNs (VXX) exploding
Crude plunging from its highs
AMC getting into gold mining
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on Tw...
2022-03-1533 minRiskReversal PodBonus Episode: The Nostradami Market (MKT Call 3/8/22)On this episode of MKT Call, Guy Adami, Dan Nathan discuss:
Nostradami’s big predictions coming true
“Putin’s Price Hike” and what Biden’s executive order means for oil
What next week’s Fed announcement means for the markets
Gold above $2,000
Bitcoin at a key inflection point
See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:
2022-03-0831 minRiskReversal PodMKT Call 1/25/22: Market Meltdown, Goldman’s Growth Shock Warning, and CommoditiesIn this week’s episode of MKT Call: Macro, Guy and Dan discuss the market meltdown and similarities to the dot com bubble, Goldman’s growth shock warning, the two-day Fed meeting kicking off and commodities. See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow...
2022-01-2539 minRiskReversal PodIntroducing Okay, ComputerWelcome to Okay, Computer. Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on the intersection of web2 and web3. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios. Okay, Computer. Podcast is hosted by Dan Nathan, Katie Stanton, Rick Heitzmann & Packy McCormick with contributors Jarrod Dicker, Meltem Demirors, Cleo Abram, and Sally Shin. RiskReversal's r...
2021-12-201h 15RiskReversal PodHe Who Forgets Will Be Destined To RememberWe’re excited to introduce the newest podcast to our RiskReversal Media family, Breaking Even with Ned Michaels. Catch a sneak peek at the top of this episode and subscribe to it in your favorite podcast store. This week Guy, Dan, and Danny discuss the stock market sell-off and subsequent rally (5:30), they read mean tweets from listeners (15:00), and Danny gives his NFL pick of the week (20:15). The co-hosts go threading and ROTTing on Evergrande with Sahil Bloom, writer of the Curiosity Chronicle newsletter (23:15). Later, they interview financial journalist Bethany McLean to discuss Wall Street fra...
2021-09-241h 07RiskReversal PodI See Your Cena and Raise You a Suh, and an Interview with Meg Tirrell of CNBCGuy, Dan, and Danny discuss the big market moves of the week (2:55), introduce Ned Michaels, a new member of the RiskReversal family (24:03), and interview CNBC’s Meg Tirrell about her documentary “A Race Against COVID-19” (35:24). ----See what adding futures can do for you at cmegroup.com/onthetape. ----Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.We’re on social:Follow Dan...
2021-09-031h 01
RiskReversal Pod”I Love Calamity” - Danny Moses; Interview with Kara SwisherGuy, 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 contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow...
2021-03-191h 09
RiskReversal PodThe Rules of the Game Stopped; Interview with Rebecca JarvisIn 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 contact@riskreversal.com with any feedback, su...
2021-03-1539 min
RiskReversal PodSelloff, SPACs, Symphonies and Schopenhauer; Interview with Paul RabilGuy, 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.
2021-03-121h 05
RiskReversal Pod“Get me to the Greek”; Interview with Mikel Jollett and a Special OTT PerformanceGuy, 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...
2021-03-051h 12
RiskReversal PodMo Vol Mo Money Mo Problems with Downtown Josh BrownGuy, 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 Downtow...
2021-02-261h 04
RiskReversal PodInterview with Fast Money Friend Bonawyn EisonIn 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 contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. ...
2021-02-2335 min
RiskReversal PodRates, Robinhood and Reddit Rampage; Interview with Joe Saluzzi and Sal ArnukGuy, Dan and Danny discuss the inflation data we got this week (0:40), debt markets (8:21), bitcoin/crypto (20:35) and break down the Robinhood/GameStop frenzy in light of this week’s hearing on Capitol Hill (31:09). The co-hosts interview Themis Trading’s Joe Saluzzi and Sal Arnuk (36:14), looking at market structure and we dive deeper into this week’s hearing. Shoot us an email at contact@riskreversal.com 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 subscrib...
2021-02-191h 04
RiskReversal Pod”Battle of The Boomers”; Interview with Crypto Thought Leaders Meltem Demirors and Brian KellyGuy, 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 an...
2021-02-121h 09
RiskReversal PodThe State of the Millennial Investor; Interviews with Morning Brew’s Alex Lieberman and Dough’s Victor JonesIn 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...
2021-02-0957 min
RiskReversal PodThe Big Shorts talk their bookGuy, 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Fol...
2021-02-0559 min
RiskReversal Pod“This is the Business We’ve Chosen” with Sahil BloomIn 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 contact@riskreversal.com 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 T...
2021-02-0224 min
RiskReversal Pod“Game’s the same, just got more fierce” and an interview with MSNBC’s Stephanie RuhleIn 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 contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hos...
2021-01-2950 min
RiskReversal Pod”Planes, Pains and Automobiles” and an interview with famed investor Jim ChanosIn 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 contact@riskreversal.com 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 su...
2021-01-2253 min
RiskReversal PodStock Markets GamifiedIn 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 contact@riskreversal.com 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...
2021-01-1541 min