Podcast appearances and mentions of Guy Adami

Guy Adami and Liz Thomas discuss the immediate market reactions following a disappointing August jobs report. They delve into the implications of this data, including the anticipated rate cuts by the Federal Reserve and the potential impact on the labor market and inflation. The conversation covers historical context, the roles of small-cap stocks, the influence of federal policies, and the reactions of various sectors, including gold and healthcare. They also touch on the global economic outlook, the potential for a recession, and personal anecdotes. The episode emphasizes the complex interplay between economic indicators, market performance, and policy decisions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan and Guy Adami welcome Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discuss a range of topics, including the current state of the stock and bond markets, the implications of a weakening dollar, and the ongoing impact of geopolitical and policy issues on market stability. Rebecca also shares insights into her diversified investment strategies, emphasizing sectors like global defense and utilities. The conversation shifts to the role of AI in the future job market and corporate strategies, along with a critical look at potential scenarios involving the U.S. Federal Reserve's independence and its implications for both inflation and economic policy. They conclude with a discussion on the importance of planning for tail risks in today's volatile economic environment. Show Notes Will Artificial Intelligence Do More Harm Than Good for U.S. Growth? (CFR) Master Investor Podcast with Wilfred Frost (PodBean) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Wednesday, September 4th FDNY Foundation Donation Link:https://www.fdnyfoundation.org/ Liz's Note: https://www.sofi.com/on-the-money/ FT on Tariffs: https://www.ft.com/content/1fe9664a-4cb8-409a-93d4-653d4c7329a2?shareType=nongift -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global markets. The hosts also speculate on the upcoming jobs report and its potential revisions, the state of confidence in U.S. economic data, and the impact of geopolitical tensions involving China, Russia, and India. Additionally, the podcast highlights the underperformance of key stocks like Nvidia, Taiwan Semiconductor, and Microsoft, and discusses the broader economic implications for sectors such as shipping and banking. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, September 3rd. Article Link Google Ramps Up AI Chip Competition with Nvidia (The Information) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, September 2nd -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan 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 gold, and commentary on Bitcoin's trajectory. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, August 28th Signs of the RePocalypse: https://x.com/RiskReversal/status/1960786871317106869 Go follow TWSS! Website: https://thewallstreetskinny.com/Instagram: https://www.instagram.com/thewallstreetskinny/?hl=enTikTok: https://www.tiktok.com/@thewallstreetskinny -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, August 27th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Former Atlanta Fed President Dennis Lockhart weighs in on Fed policy and the latest around Lisa Cook. Steve Kovach breaks down MongoDB and Okta earnings results. Courtney Reagan analyzes PVH's latest quarterly performance. BofA's Jill Carey Hall explores small-cap opportunities with the Fed potentially cutting rates. Bespoke Co-Founder Paul Hickey provides comprehensive market analysis while Guy Adami delivers Fast Money's first look at market movers. Wells Fargo's Aaron Rakers offers an essential Nvidia earnings preview ahead of the chip giant's highly anticipated results. 

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, August 26h Links Referenced WSJ Markets A.M. Newsletter Boock Report -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami discuss the recent market response to Fed Chair Powell's annual address at the Jackson Hole conference. They delve into the implications for rate cuts and market movements, highlighting key points from Powell's speech. The conversation covers the mixed signals from the labor market and inflation risks, the performance of different sectors and asset classes, and the fallout of the Fed's policy shifts. They also touch upon notable stock performances like Nvidia, impacted by recent geopolitical tensions and policy decisions. The episode concludes with observations on the potential for market corrections and the importance of monitoring economic indicators and currencies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, August 25th. Links Referenced: Gemini Powered Siri: https://www.bloomberg.com/news/articles/2025-08-22/apple-explores-using-google-gemini-ai-to-power-revamped-siri?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124 The Daily Spark: https://www.apolloacademy.com/the-daily-spark/ Rosenberg Research: https://www.rosenbergresearch.com/ -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

In 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 also examined. The episode concludes with a discussion on investment opportunities, energy inflation, the potential risks of stable coins, and the future of AI. Sopp provides insights into Current's growth, consumer behavior, and how the company leverages technology to better serve its customers. Show Notes Where's Mamadou? CRE vs Data Center Buildout MIT Report on AI Usage —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation touches on the challenges of inventory management and corporate governance at Target. They also delve into the implications of tariffs, the potential for geopolitical events to influence markets, and the resilience of market participants. The discussion includes insights on Palantir's stock movements, the potential for AI trade valuation growth, and the importance of monitoring economic indicators such as the PCE reading and jobs report. Finally, they contemplate the influence of political pressures on the Federal Reserve and the possible market reactions to Fed Chair Powell's upcoming speech at Jackson Hole. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, August 21st -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Boomer questioned Eddie's "smother hug" after their Pebble Beach trip, wondering if everyone wanted one. CNBC's Guy Adami called in to discuss hugging Al. Jerry reported on the Yankees' 9-homer win over the Rays and the Mets' win in DC. Listener Nicole shared her experience with Eddie's hug. Boomer remains concerned about hurricane Erin.

Hour 1 Both the Mets and Yankees offenses exploded last night, with the Yankees hitting nine homers. There's confusion between Boone and Judge about his return to the field. Peterson pitched eight strong innings for the Mets. Boomer heard Pat Boyle yelling at a co-worker, and Boyle called in to defend himself. Pete Bellotti also weighed in. Jerry's update focused on home runs, including Stanton's back-to-back-to-back shot and audio from Boone about Judge. McNeil had a big night for the Mets. Finally, a sales guy at WFAN was revealed as the culprit behind yesterday's bathroom incident. Hour 2 Boomer believes Daniel Jones will start for the Colts, though he wants to see Week 5's starter. Anthony Richardson's agent is upset, citing a lack of trust; Boomer called the agent a 'jackass' after Richardson left a game. RGIII thinks the Colts are tanking for Arch Manning. Boomer suggests Micah Parsons for the Patriots, and Gio wonders if the Jets should pursue him. Jerry returns with an update, trying to tempt Boomer with a donut during his fast. The Yankees hit 9 homers to beat the Rays. Aaron Boone discussed BT's little league ejection with BT & Sal. The Mets won in DC, with Juan Soto among the home run hitters and David Peterson pitching 8 innings. Andrew Thomas and Malik Nabers were back at Giants practice. Jamie Lee Curtis promoted a new Freaky Friday movie in the final segment. Hour 3 Boomer questioned Eddie's "smother hug" tendency, wondering if everyone desired such a goodbye, prompting Guy Adami to call in about hugging Al. Jerry then updated on the Yankees' 9-homer win over the Rays and the Mets' victory. Nicole, a listener, shared her experience with Eddie's hugs. Boomer remained focused on Hurricane Erin. Hour 4 Topics included: NJ's July gambling revenue, high drink prices in Vegas/California, Jordan Davis as the new face of Cracker Barrel, potential Cracker Barrel locations, the surprising persistence of handshakes post-COVID, a Jerry Jones documentary clip, the Yankees' 9 home run win against the Rays, Gio's request to stop receiving the male Vikings cheerleader video, Hurricane Erin's effects on the Outer Banks, and a list of least attractive male hobbies.

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, August 20th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, August 19th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, August 18th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy 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 the potential risks concerning AI investment momentum. Neil offers his market outlook, focusing on defensive strategies and the potential future direction of interest rates. Show Notes Neil Dutta's Gut Check: Three Economies (Bloomberg) New York City Companies All but Stopped Hiring in First Half of the Year (NYT) Follow RenMac on X: https://x.com/RenMacLLC —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan and Guy Adami dive into the recent remarks of Treasury Secretary Scott Bessent on Federal Reserve policies, analyzing conflicting viewpoints on job data and interest rate cuts. The conversation highlights concerns about politicization of economic data, historical inflation patterns, and the challenges faced by the Federal Reserve. They also touch on fluctuating market indicators like the VIX, crude oil, and Bitcoin prices. The episode concludes with a broader reflection on the impact of political actions on market stability and institutional trust. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan, Guy Adami, Liz Thomas & Carter Worth break down the top market headlines and bring you stock market trade ideas for Thursday, August 14th --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, August 13th Stallone Clip: https://www.youtube.com/watch?v=mE2-7a_F_B0 --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn More About Robinhood Legend: http://robinhood.com/rrm Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, August 12th --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, August 11th --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, August 7th. More on the VIX: http://vixcentral.com/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, August 7th. More on the VIX: http://vixcentral.com/ --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, August 6th. FactSet Insight Podcast: https://www.factset.com/podcasts Follow Doug on Twitter: https://x.com/DougKass --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami and Peter Boockvar discuss the impact of tariffs on earnings and market performance, stressing the need to remain unbiased about their benefits or drawbacks. The discussion shifts to declining rig counts and their potential influence on crude oil prices, highlighting U.S. shale production's response to OPEC's quota adjustments. The panel addresses the geopolitical ramifications of U.S. threats to tariff countries buying Russian oil, particularly China and India, noting how these actions could lead to oil price volatility. The dialogue also explores China's leverage over the U.S. due to their control of rare earth magnets, which are critical for both commercial and military applications. The episode concludes with an overview of the current market sentiment, driven by AI tech trades and a buy-the-dip mentality, contrasting it with the fragmented performance of smaller market segments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, August 5th. --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, August 4th. --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami are joined by Brian Kelly, Founder & CEO of BKCM and author of 'The Bitcoin Big Bang.' The episode covers Brian's journey into the world of Bitcoin, starting around 2010, and his significant contributions to the cryptocurrency space. The discussion touches on the current macroeconomic environment, including the implications of trade tariffs, the current state of interest rates, and the potential impact of shifting global currencies such as the Japanese yen and Chinese yuan. Brian and the hosts also delve into the evolving landscape of cryptocurrency, examining how the pillars of the Bitcoin bull case have changed over the years and the role of institutional investors. The conversation expands to discuss the regulatory environment, the role of stable coins, and potential future scenarios for Bitcoin and other cryptocurrencies. Throughout, Brian offers insights on the intersection of traditional finance and digital assets, emphasizing the transformative potential of Bitcoin and blockchains. Checkout 'The Daily Spark': https://www.apolloacademy.com/the-daily-spark/ Timecodes 0:00 - Intro 4:00 - Japan Red Flags 8:00 - Trade War Risks 11:30 - Fed Browbeating 13:40 - Earnings Read 16:15 - Gold 17:30 - Bitcoin 26:20 - BTC Treasuries 30:40 - Stable Coins 38:30 - Adoption Catalyst 40:30 - Missing Point —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, July 31st --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy 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. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & special guest Katie Stockton break down the top market headlines and bring you stock market trade ideas for Wednesday, July 30th Checkout Fairlead: https://www.fairleadstrategies.com/ Checkout Fairlead Funds: https://www.fairleadfunds.com/ --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn More About Robinhood Legend: http://robinhood.com/rrm Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, July 29th Project Hail Mary: https://youtu.be/m08TxIsFTRI?feature=sharedDan Greenhaus Tweet: https://x.com/DanGreenhaus/status/1950192084595675463 --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan 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 valuations, and various earnings reports from major tech and financial companies. The episode highlights underlying economic concerns, market reactions to earnings, and the importance of valuation metrics amidst current market enthusiasm. Links Companies Welcome EU-U.S. Trade Deal as Least Bad Outcome (WSJ) Tariffs have netted $20 billion so far – here's where the money's coming from (Axios) Why Trump Just Gave China the Keys to A.I.'s Future (NYT) Trump and Bessent Bring New Style to Managing America's Debt (WSJ) Master Investor Podcast w/ David Solomon (Website) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, July 28th --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami are joined by Dan Greenhaus from Solus Alternative Asset Management to discuss the intricacies of the current market trends. The conversation covers a range of topics, including the contentious rally in the S&P 500, the implications of tariffs, and the future of global trade. Greenhaus shares his skepticism about the severity of tariff impacts and delves into the complexities of inflation, interest rates, and the weakening dollar. They also explore the robustness of consumer spending, the housing market's significance, and financial sector performance. A notable discussion on AI's transformative potential and market overvaluation rounds out the episode. The hosts conclude by sharing their views on stock market trajectories and potential economic hurdles in the coming months. Links How Wall Street Plans to Fix the Housing Crisis | Bullish (Bloomberg) Checkout 'The Master Investor' podcast —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, July 24th --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, July 23rd --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, July 22nd --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan & Guy Adami discuss how retail traders are dealing with risk, market trends, and the importance of making calculated decisions in uncertain environments. Key market data is discussed, including S&P and NASDAQ volatility, retail investor behavior, and trading volumes. The discussion touches on various economic indicators, earnings reports, and perspectives on market complacency, profitability, and potential market tops. The conversation also includes insights on AI's impact on markets, geopolitical influences like tariffs, and the Federal Reserve's role. Market skepticism and the potential dichotomy between bullish rhetoric and underlying risks are examined, along with specific company earnings expectations for firms like GM, Texas Instruments, and Google. Show Notes Q2 2025 Was the Biggest Trading Quarter in History (ProfG) S&P 500 Signals the US Stock Rally Momentum is Waning (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, July 21st --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Thursday, July 17th. --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami welcomes Michael Saylor, executive chairman and co-founder of MicroStrategy. Saylor shares updates since December, highlighting MicroStrategy's significant Bitcoin investments and the firm's strategy, owning over 600,000 BTC. The conversation covers key developments including SEC's ETF approvals, fair value accounting, and bank support for crypto custody. Saylor discusses the broader acceptance and enthusiasm for Bitcoin from Wall Street and the current administration, as well as the rise of Bitcoin treasury companies. He outlines the financial strategies his company employs, such as issuing Bitcoin-backed equities and credit instruments, emphasizing the potential benefits of Bitcoin in revitalizing capital markets. The podcast also touches on Saylor's views on the bear case for Bitcoin, the impact of regulatory clarity, and future strategic opportunities in global financial markets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Guy Adami & Peter Boockvar break down the top market headlines and bring you stock market trade ideas for Wednesday, July 16th. --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami and Dan Nathan discuss the potential implications of bank earnings, CPI and PPI data, tech earnings, and geopolitical factors such as tariffs and trade rhetoric. They also touch on the impact of recent Fed decisions, interest rates, and the historical context of current market valuations. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media