On The Tape

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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 investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. 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 bet 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.

Risk Reversal Media


    • Feb 1, 2023 LATEST EPISODE
    • weekdays NEW EPISODES
    • 51m AVG DURATION
    • 302 EPISODES


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    Latest episodes from On The Tape

    Okay, Computer: Private Tech Snaps Back to Reality: Freestylin' with Rick Heitzmann & Chamath Palihapitiya

    Play Episode Listen Later Feb 1, 2023 55:52


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

    Jim Chanos Joins On The Tape at iConnections Global Alts 2023

    Play Episode Listen Later Jan 31, 2023 27:59


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

    Earnings, Fed & Jobs, What Are We Doing??

    Play Episode Listen Later Jan 30, 2023 57:52


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

    Mellow Is The Man & A Conversation With Cameron Dawson

    Play Episode Listen Later Jan 27, 2023 68:32


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

    MRKT Call: Fed Look Ahead

    Play Episode Listen Later Jan 26, 2023 32:17


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

    Okay, Computer: Ads, AI & Agave: A Conversation with Human Ventures' Joe Marchese

    Play Episode Listen Later Jan 25, 2023 39:17


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

    The Week Ahead w/ Liz, Guy & Dan + All Things Vol w/ Kris Sidial

    Play Episode Listen Later Jan 23, 2023 71:21


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

    Take It To The (Debt) Limit

    Play Episode Listen Later Jan 20, 2023 46:28


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

    Okay, Computer: Magical Thinking Meets Financial Reality: A Conversation with NEA's Ann Bordetsky

    Play Episode Listen Later Jan 19, 2023 44:30


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

    MRKT Call: One Dog Goes One Way, The Other Goes The Other

    Play Episode Listen Later Jan 17, 2023 39:26


    Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, January 17th - Strategists market call round-up - Banks "one dog goes one way, the other goes the other" - Stocks or bonds right on yields? MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    All That Glitters With Dan Nathan, Peter Boockvar and Rudi Fronk

    Play Episode Listen Later Jan 16, 2023 53:54


    Dan Nathan is joined by Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report. How do recession fears dominate commodity trades in 2023 (14:00)? Peter makes a call that 70-75% of companies reporting earnings will beat the EPS consensus estimate (24:00). After the break, Peter interviews Rudi Fronk, CEO of Seabridge Gold. Rudi details how he got started in the gold mining industry as well as Seabridge's KSM Project and taking a long-term view on mining investment (26:00). As the green energy movement takes over the world, copper will become the most important mineral and how Rudi has learned to time the gold market (39:00). Rudi offers his thoughts on the current macro environment and how that will impact precious metals (43:30). How does Rudi view the relationship between Bitcoin and gold (48:00)? Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Stay Gold Danny Boy & A Conversation With Anastasia Amoroso

    Play Episode Listen Later Jan 13, 2023 60:08


    Guy Adami, Dan Nathan and Danny Moses are back with another What's the big takeaway from today's CPI report (3:40)? The guys offer insight on how Taiwan Semiconductor might be an early test for how earnings season and the second half of 2023 will look (10:00). The debt ceiling is looming, what is the Fed going to do (16:00)? Danny is taking momentum into the playoffs with his picks for Wild Card Weekend (26:05). Anastasia Amoroso joins the show again to discuss her outlook for 2023 (30:00). How is Anastasia thinking about a possible upcoming Fed rate pause (36:30)? Anastasia discusses the re-balancing we're seeing in the labor market and how she views earnings for 2023 (39:30). What does a “soft landing” actually look like (41:45)? Anastasia details how she thinks the China re-opening process will play out in the markets (47:45). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Okay, Computer: Tailwinds of Disruption with GGV Capital's Jeff Richards

    Play Episode Listen Later Jan 11, 2023 34:41


    Dan 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 years of pain before a 'massive' tech rally -Barron's: Tech's Bill Is Coming Due. Investors Aren't the Only Ones Who Will Pay. —- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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 —- Check out the articles discussed in the episode:  -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron's: Tech's Bill Is Coming Due. Investors Aren't the Only Ones Who Will Pay. —- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call: Taking Stock of Inflation Concerns

    Play Episode Listen Later Jan 10, 2023 34:58


    Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, January 10th -The guys take stock of the $SPX & $NDX in the face of inflation warnings and Thursday's CPI -Dogs of the Dow ain't got Fleas $INTC $CRM $DIS -Dan's bearish $FXI options trade MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    What Are We Doing In 2023?

    Play Episode Listen Later Jan 9, 2023 74:51


    Dan Nathan, Guy Adami and Liz Young of SoFi kick-off the first “Monday On The Tape” of 2023. We start the episode off with a look back at Friday's job data and what that means for the S&P in 2023 (1:00). Banks report earnings on Friday the 13th, should we be scared (16:00 )? “Biden Capital Management” wound up making a decent oil trade last year, what's the next move (24:00)? After the break, Danny Moses is joined by Porter Collins and Vinny Daniel for the first edition of “What Are We Doing” of 2023. The guys start with a deep dive into the energy sector (33:00). How do investors adapt to the reality of the liquidity pull (43:00). The TSLA tumble continues (49:00). The luxury real estate market could be in for a shakeup in 2023, what does that tell us about the U.S. consumer (56:00)? The guys give their outlook on gold heading into the new year (59:00). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Recession Is Such Sweet Sorrow, Mike Wilson from Morgan Stanley

    Play Episode Listen Later Jan 6, 2023 51:21


    Dan Nathan, Guy Adami and Danny Moses kick off the new year with Morgan Stanley's Chief Investment Officer Mike Wilson. Mike breaks down what led to his “tactical bullish” call last October (4:30). How do we trade the handoff between earnings and fed rate (9:30)? What does the crew make David Rosenberg's take on recent weakness in commodity prices (17:40). How does Mike Wilson see us get to 3,000 in the S&P 500 (21:00)? Mike predicts the tech sector will suffer as cost cuts keep rolling in (21:45). How does Mike Wilson view the banking sector in 2023 (32:40)? Is Mike Wilson buying the “gold as an inflation hedge” argument for this year (34:40)? What does Mike's next bullish call in the stock market look like (43:48)? Chinese investments have seen a bounceback, should U.S. investors get out while they can (45:40)? Finally we wrap with Danny's picks for week 18 in the NFL (48:00). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Okay, Computer: Chatbot Killed the Google Star: A Conversation With FirstMark Capital's Rick Heitzmann

    Play Episode Listen Later Jan 5, 2023 36:03


    Dan and FirstMark Capital's Rick Heitzmann discuss how the rising cost of capital will impact companies in 2023 (2:00), Rick's biggest lessons and mistakes from 2022 (6:00), why many private companies still aren't taking appropriate markdowns (7:00), SpaceX's new, sky-high valuation (18:00), which sectors will be recession-proof in 2023 (22:00), OpenAI and Microsoft reportedly joining forces and the disruptive threat to Google search (23:30), the odds of TikTok facing a regulatory crackdown in the U.S. (27:00), and if a major tech company should look at acquiring Lyft (33:30).   —- Check out the stories and tweets discussed in the episode:  Unlimited Funds CIO Bob Elliott's Twitter thread on losses in venture funds Atreides Management CIO Gavin Baker's Twitter thread on rapid shifts in time spent on competing social media platforms The Information: Microsoft and OpenAI Working on ChatGPT-Powered Bing in Challenge to Google WSJ: Google and Meta's Advertising Dominance Fades as TikTok, Streamers Emerge —- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 1/3/2023: Same As It Ever Was

    Play Episode Listen Later Jan 3, 2023 37:02


    Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, January 3rd -Stocks, same as it ever was $SPX $NDX -Once In a Lifetime opportunity $AAPL? -This must be the place in $TSLA? -Take me to the river of Crude $OIL $LNG MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    2022 Year In Review + Listener Mailbag

    Play Episode Listen Later Dec 30, 2022 55:29


    Guy Adami, Dan Nathan and Danny Moses are back with a special listener mailbag edition of On The Tape. We start today's episode with a discussion on valuations and why they really mattered in 2022 (2:30). When were the “seeds sown” for the current market downturn we're seeing and what are earnings looking like in 2023? (17:00) Hand up, we got the gold and silver market wrong in 2022, will things pick up next year (20:30)? The gang outlines what they think the energy story looks like next year (22:30). What geopolitical stories have the potential to impact the market in 2023 (32:45)? What's left to discuss about Tesla story (35:00)? After the break we're answering some of your questions (41:30)! We wrap with Danny's picks for NFL Week 17 (52:00). A Closer Look At Quantitative Tightening Implications: https://trowe.com/3WwvDCr Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    MRKT Call 12/29/2022: Liz Young's 2023 Outlook

    Play Episode Listen Later Dec 29, 2022 40:11


    Dan Nathan, Guy Adami and Liz Young discuss the top market headlines for Thursday, December 29th - SPX, NDX bouncing - Yields, DXY + Crude - Liz's 2023 outlook - S&P 500 Sector total returns since Jun 30 Check out Liz's 2023 outlook note: https://bit.ly/3WT9wWs -- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    Okay, Computer 12/28/22: What's Past Is Prologue with Guy Adami

    Play Episode Listen Later Dec 28, 2022 30:48


    Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok's U.S. operations (15:00), Third Point CEO Dan Loeb's market predictions for 2023 (18:00), how Tesla's plunge is squeezing far more than just Elon Musk's die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00). —- Check out the stories and tweets discussed in the episode:  Unlimited Funds CIO Bob Elliott's Twitter thread about the early 2000s recession The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets WSJ: TikTok Security Dilemma Revives Push for U.S. Control Third Point CEO Dan Loeb's Twitter thread on his market outlook for 2023 ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 12/27/2022: So Long Santa...Rally

    Play Episode Listen Later Dec 27, 2022 34:55


    Guy Adami and Dan Nathan discuss the top market headlines for Tuesday, December 27th: - The Spoos Say So long to Santa SPX - NDX at Key Support, despite TSLA implosion, AAPL at matched 52 wk lows & NVDA chip rekt - Yields, Crude OIL & GLD caught a bid --- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    The Bad News Bears & A Conversation Michael Mauboussin

    Play Episode Listen Later Dec 23, 2022 75:59


    Guy Adami and Danny Moses discuss SBF's $250 million bail and David Teper's bearish outlook going into 2023 (5:15). The Bank of Japan shook markets on Tuesday, what do we make of the dollar/yen trade (8:40)? Central bankers continue to take action, should we be buying gold as a hedge (10:30)? Micron will cut 10% of its workforce due to a lack of demand for computer chips, will the tech downturn leak into 2024 (14:15)? The Tesla sell-off continues, could we see a Friday Night Dirty? (19:35). CarMax is putting a hold on stock buy backs, citing a “used-vehicle recession” (24:45). The OG meme stock AMC is ticking off its loyal apes by attempting to raise capital and complete a reverse stock split (27:30). Danny dishes out his picks for Week 16 in the NFL (31:25). After the break, Guy & Dan interview Michael Mauboussin about his experience on Wall Street and how much it has evolved since his career began (37:00). Micheal also discusses his role at Columbia University, how does he blend academic knowledge with “street” knowledge (48:00). Michael gives us insight into what makes financial media so bad at predicting market futures (53:30). It wouldn't be an episode of On The Tape if we didn't discuss the Federal Reserve and interest rates (1:03:15). We wrap with a lesson on how to keep your convictions in check (1:09:00). Check out our show notes and transcript here   ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 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 The Tape LIVE at Current with Founder & CEO Stuart Sopp

    Play Episode Listen Later Dec 22, 2022 38:23


    Dan 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 2023 (29:00)? --  Check out our show notes and transcript at riskreversal.com ---- 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Nothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor Marshall

    Play Episode Listen Later Dec 21, 2022 68:20


    Dan 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 ownership (32:45). Later, Dan and Current CTO & co-founder Trevor Marshall discuss the impact & aftermath of the Ethereum merge on ETH and crypto (38:45), if investor confidence can be restored in crypto after its recent price collapse and scandals (40:45), how Current is navigating current challenges for the fintech industry (45:20), Trevor's outlook for 2023 (56:30), Visa's dominance in financial services (59:00) and if Google is preparing to enter the fintech space (1:02:15).  ---- GET A FREE COPY OF MARK MAHANEY'S BOOK!   For the first 100 listeners who leave a review of Okay, Computer or On The Tape in the podcast store and email a screenshot of it to contact@riskreversal.com, we'll send you Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street's Top Tech Analysts. Please include your mailing address in the email!  ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 12/20/2022: The BOJ Joins the Party

    Play Episode Listen Later Dec 20, 2022 32:46


    Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, December 20th: - Spoos clues, SPX trying to put in a December low - 10 year raging on BOJ surprise - Carter Worth's call on the Yen - Earnings preview NKE FDX MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    LIVE: On The Tape + The Compound and Friends at the Nasdaq

    Play Episode Listen Later Dec 19, 2022 84:21


    Friday night was something special. Dan Nathan, Guy Adami and Danny Moses teamed up with Josh Brown and Michael Batnick. -- Check out our show notes and transcript here -- See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    It's Been A Long December & A Conversation With Helima Croft

    Play Episode Listen Later Dec 16, 2022 72:28


    Dan Nathan, Guy Adami and Danny Moses are hanging IRL as the kids say for this week's episode. The guys react to Wednesday's Federal Reserve meeting (1:00). Elon Musk is selling more of his Tesla stock, what does this mean for the world's most valuable automaker (18:40)? The crew also breakdown SEC reforms and what impact this will have on the retail trader (23:00). Danny gives out his favorite picks for the NFL this week (29:45). After the break, Helima Croft joins the show to discuss the impact of OPEC's recent oil production cut (34:40) and Russia's war in Ukraine (43:40). We wrap by asking Helima “What's The Trade” for 2023 (1:07:00). Check out our show notes and transcript here   ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Okay, Computer 12/14/22: Too Clever by Half with Rick Heitzmann & A Conversation with NEA's Ann Bordetsky

    Play Episode Listen Later Dec 14, 2022 61:55


    Dan and FirstMark Capital managing director Rick Heitzmann discuss if the Fed will start easing rate hikes with signs of moderating inflation (2:00), Thoma Bravo and other private equity giants on the hunt for valuation opportunities in tech (7:30), Sam Bankman-Fried's indictment and FTX's collapse forcing a reckoning on due diligence in venture capital (8:30), how entrepreneurs are getting ahead of the curve despite market uncertainty and volatility (15:00), and if we'll spend less time talking about Elon Musk in 2023 (20:00). Later, Dan talks with NEA partner Ann Bordetsky about her transition from high-profile consumer brands to venture capital (26:30), her experience working at Twitter and her “unpopular opinions” about its future under Elon Musk (34:30), the huge differences between working at Uber versus Twitter (46:30), finding the magic formula for successful consumer companies (54:30), and why TikTok is a perfect showcase for where consumer habits are headed (58:30).  ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 12/13/22: Easy Come Easy Go

    Play Episode Listen Later Dec 13, 2022 27:13


    Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, December 13th: - Taking stock of market reaction to CPI data - OPEC's cautious outlook - DXY at 6 month lows - Yields grounded MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    Fed Expectations & Car Talk With Michael Broderick, CEO of Monro

    Play Episode Listen Later Dec 12, 2022 44:22


    Dan Nathan and Peter Boockvar are previewing this week's Federal Reserve meeting, what are they looking for ahead of Wednesday's rate announcement (2:00)? After the break, Peter Boockvar interviews Michael Broderick, Monro CEO. Michael dives into the automotive parts industry and his journey to become CEO (11:30). Peter and Michael discuss the current labor market environment and how Monro is overcoming staffing headwinds (17:30). The electric vehicle revolution is on our doorstep, what does that mean for the auto-services industry, will it actually be a boom for those in the tire replacement business (28:45)?  Check out our show notes and transcript here ---- Live Show With The Compound: bit.ly/3VVYyPp ---- 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Over My Head & A Macro Outlook w/ Fidelity's Jurrein Timmer

    Play Episode Listen Later Dec 9, 2022 76:57


    This week we're going On The Tape with Dan Nathan, Guy Adami and Danny Moses. Can the Federal Reserve successfully deflate asset bubbles without causing catastrophe (2:00)? Crude oil has tumbled to erase all of its 2022 gains (10:00). Elon Musk's bankers are considering margin loans to cut risky Twitter debt, what does this mean for Tesla stock (20:20)? The Carvana crash continues, but Danny Moses refuses to take a victory lap (28:30). Blackstone's real estate fund has hit its redemption limit, is this a canary in the coalmine moment (33:30)? Lastly, the guys run through Danny's NFL picks for the week (42:15). After the break, Guy & Dan are joined by Jurrien Timmer to discuss the macro backdrop for 2023 (46:30), earnings outlook and comparison to 2000-2002 (53:30). What would cause the Fed to pivot and what worries Jurrien about a potential hard landing? Jurrien also discusses the difficulty of timing the market cycle (1:12:00). ---- Live Show At The NASDAQ: bit.ly/3VVYyPp ---- Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Okay, Computer 12/7/22: Where the Streets Have No Name with Guy Adami

    Play Episode Listen Later Dec 7, 2022 36:35


    Dan talks with Guy Adami about why tech stocks and the Nasdaq are underperforming versus the broader market (1:30), Apple's plans to shift production out of China to countries like India and Vietnam (7:00), Tesla reportedly preparing to cut production in China (13:00), what's driving the big executive departures from Salesforce (18:00), Meta's intensifying regulatory and digital ad woes (23:30), JP Morgan CEO Jamie Dimon slamming crypto as “pet rocks,” (26:00) and Guy attending the Kennedy Center Honors where the band U2 was among the honorees (33:00). —- Check out the articles discussed in the episode: Apple Makes Plans to Move Production Out of China Tesla Falls on Plan to Cut Output of EVs at Shanghai Factory Meta's Targeted Ad Model Faces Restrictions in Europe Ad growth expected to slow further in 2023 JPMorgan CEO Jamie Dimon Calls Crypto Tokens ‘Pet Rocks' ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 12/6/2022: Banks Shot

    Play Episode Listen Later Dec 6, 2022 36:42


    Dan Nathan and Guy Adami discuss the top market headlines for Tuesday, December 6th - Stocks continue to slide - Rates steady - Crude approaching 52-week lows -- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    The Market Doesn't Care About Your Feelings + A Cannabis Conversation

    Play Episode Listen Later Dec 5, 2022 55:25


    Dan Nathan and Liz Young from SoFi preview this week's top market headlines and get you caught up on what you might have missed over the weekend. What direction is the S&P 500 going? Ask Mike Wilson and Tom Lee, you'll get two separate answers (8:30). Chinese stocks are rallying around a possible relaxation of ‘zero COVID', do we really have confidence in the latest China re-opening narrative (14:00)? Tesla is reportedly cutting production in Shanghai due to low-demand, what do we make of this news from the world's most valuable automaker (18:30)? After the break, Danny Moses chats with Brady Cobb and Emily Paxhia about advancements in cannabis legislation (27:00). How does the SAFE Banking act help marijuana distributors and dispensaries when it comes to ease of access to capital (38:00) Check out our show notes and transcript here ---- Live Show With The Compound: bit.ly/3VVYyPp ---- Live Show With The Compound: https://bit.ly/3VVYyPp ---- 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Subscribe to our YouTube page

    What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass

    Play Episode Listen Later Dec 2, 2022 69:42


    Dan and Danny discuss Fed Chair Powell's speech this week (1:50), December volatility (5:30), what could happen when China reopens (12:30), retail stocks (15:24), Salesforce (18:00), the CNBC Sam Bankman-Fried interview (22:45), tether (26:45), and Danny's NFL picks of the week (33:20). Later, Guy and Danny interview Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about similarities between the stock market now and 2001 (42:25), what's next to break (), the correlation between copper and gold (51:20), stagflation (55:40), what can go right (1:03:45), and the Macro Compass (1:05:40). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    MRKT Call 11/30/2022: Market's Fed Up

    Play Episode Listen Later Nov 30, 2022 30:19


    Guy Adami, Dan Nathan and Carter Worth look at the top market headlines for Wednesday, November 30th - Mike Wilson's “wild ride” prediction for stocks in early '23 - Powell speaking at 1:30pm - $NFLX $CRWD $WDAY - Carter takes a look at Banks + Industrials MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    Okay, Computer 11/30/22: Sane Spaces in an Insane Digital World: A Conversation with Ida Josefiina

    Play Episode Listen Later Nov 30, 2022 34:46


    Dan talks with Ida Josefiina, co-founder and CEO of Sane, about utilizing the power of collective wisdom for social platforms (3:00), why she thinks the next phase of the internet will look much more decentralized (9:00), building incentives for users to adopt new types of social platforms (13:00), Sane's embrace of “thought spaces” to differentiate from the competition (19:00), the importance of creating beauty in digital platforms and spatial interfaces (25:00), and why Ida thinks people aren't ready for augmented reality (28:00).  —- Check out Sane ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 11/29/2022: The S&P's China Syndrome

    Play Episode Listen Later Nov 29, 2022 32:34


    Guy Adami and Dan Nathan discuss the top market headlines for Tuesday, November 29th - Year-end rally in jeopardy? - How low will $AAPL go? - Chinese stocks $BABA $FXI - Crude oil --- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    Not a Time for Index Hugging with Peter Boockvar and Jonathan Steinberg of WisdomTree

    Play Episode Listen Later Nov 28, 2022 47:21


    Guy, Dan, and Peter Boockvar discuss what protests in China mean for Central Banks around the world (1:00), crude oil under pressure (5:00), S&P 500 earnings (7:30), and the yield curve inversion (11:00). Later, Peter interviews Jonathan Steinberg, CEO of WisdomTree (WT), and talk about how WisdomTree created and marketed their funds in the past and some of their current funds in a world of higher interest rates (16:00), currency swings (22:00) and whether this a time for more finesse in the ETF space given all the macro-economic cross currents (40:00). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    After the Fire with Super 70s Sports Guy Ricky Cobb

    Play Episode Listen Later Nov 24, 2022 65:58


    Guy and Dan discuss last week's interview with Terry Duffy about the FTX debacle (1:30), whether a Santa Claus rally is coming (9:00), retail/Deere earnings (19:00), and relative strength in bank stocks (23:30). The co-hosts interview Ricky Cobb, founder of Super 70s Sports, about his popular Twitter account and t-shirt business (30:00). Read: As Savings Slowly Shrink, Consumer Spending Is on Borrowed Time Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Okay, Computer 11/23/22: A Business Insider Says the Stock Market is Probably Screwed

    Play Episode Listen Later Nov 23, 2022 29:41


    Dan talks with Business Insider columnist Linette Lopez about her new piece on why the stock market is probably “screwed” (2:30), new COVID-19 lockdowns in China creating fresh headwinds for the global economy (7:30), the time Linette became a target of Elon Musk (11:00), Tesla shareholders likely suffering from Elon Musk's focus on Twitter (15:30), and how so many sophisticated investors were duped by Sam Bankman-Fried and FTX (22:00). — Read Linette's new column: The US economy may not be screwed after all — but the stock market sure is Check out Linette's epic Twitter thread showcasing her work on Tesla & Elon Musk over the years ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

    MRKT Call 11/22/2022: Yields and Volatility Crash

    Play Episode Listen Later Nov 22, 2022 34:24


    On today's episode, Guy Adami and Dan Nathan discuss.... - S&P vs VIX futures - 10yr yield - CME Fedwatch - Dollar, Gold & Bitcoin - Liz looks at the most volatile stocks --- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    What Are We Doing with Danny Moses, Vincent Daniel and Porter Collins

    Play Episode Listen Later Nov 21, 2022 38:19


    Danny is joined by his “Big Short” colleagues Vincent Daniel and Porter Collins to discuss crypto (2:00), Tesla (7:45), energy stocks (20:30), and how they are positioning heading into 2023 (27:30). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    Cult of Personality with Terry Duffy of CME Group

    Play Episode Listen Later Nov 18, 2022 82:36


    Guy and Danny discuss the FTX collapse (1:00), Walmart earnings (7:30), the yield curve inversion (9:20), energy stocks vs. crude oil (23:30), an update on cannabis (26:35), and Danny's NFL picks of the week (31:30). The co-hosts interview Terry Duffy, Chairman and CEO of CME Group, and talk about the LPGA event in Naples (35:19), stock market volatility (40:50), Terry's take on the FTX situation (44:04), risk management (47:45), the importance of mentors (58:24), the CME-Google deal one year later (59:30), interest rates (1:03:01), the politicization of the Federal Reserve (1:06:39), Elon Musk (1:13:24), the spotlight on the commodities market (1:15:15), and the future of CME Group (1:16:45).  Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at 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 Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    MRKT Call 11/17/2022: Fed Inflation Comments & Retail Earnings Roundup

    Play Episode Listen Later Nov 17, 2022 33:16


    Guy Adami and Liz Young discuss the biggest market headlines headlines for today: - Fed's Bullard's comments - Deepest 2s/10s inversion since 1981 - Retail earnings roundup $TGT $M $BABA - Liz looks at the holiday shopping season (https://bit.ly/3GuuGWd) - John Butters, FactSet's Senior Earnings Analyst, on S&P 500 earnings surprises + growth -- MRKT Call is brought to you by our presenting sponsors FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

    MRKT Call 11/16/2022: Target's Holiday Shopping Warnings and Nvidia Earnings Preview

    Play Episode Listen Later Nov 16, 2022 35:42


    Guy Adami and Dan Nathan are live at the CME Group LPGA Tour Championship in Naples, Florida discussing: - Target shares plunging after reporting a profit decline and warning of a soft holiday quarter (https://cnb.cx/3tFzobG) - 'Big Short' Michael Burry tweets "you have no idea how short I am" (https://cnb.cx/3GkE3Ya) - Ray Dalio warning the U.S. & China are 'dangerously close' to a war that would crush economic growth (https://bit.ly/3tySlgj) - Nvidia and Cisco earnings preview About the Show: Daily video series with Guy Adami and Dan Nathan offering their hot takes on the biggest market-moving headlines of the week, trade ideas, and in-depth analysis. In each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Key Links: Follow MRKT Call on Twitter: https://twitter.com/MRKTCall Subscribe to our newsletter: https://riskreversal.com/sign-up/

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