Podcast appearances and mentions of Guy Adami

  • 39PODCASTS
  • 1,330EPISODES
  • 41mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Oct 3, 2025LATEST
Guy Adami

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Best podcasts about Guy Adami

Latest podcast episodes about Guy Adami

On The Tape
Cameron Dawson: AI Has the World on a String

On The Tape

Play Episode Listen Later Oct 3, 2025 53:32


Dan Nathan and Guy Adami welcome Cameron Dawson of NewEdge Wealth. They discuss NewEdge's recent accolade as the third top RIA in the U.S. awarded by Barron's. The conversation delves into market positioning changes since April, the impact of institutional investor behavior, and liquidity trends. They also explore valuation concerns, the influence of AI on corporate earnings, and the future growth potential. The discussion touches on the performance and strategies of major tech companies, consumer economic impacts, and market predictions for 2026. Additionally, they consider alternative investment opportunities like infrastructure and litigation finance, highlighting their relevance in current client portfolios Links Checkout 'The Daily Spark' Checkout Earnings Insight Guy's Wikipedia —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
What Happens To Markets During A Shutdown?

MRKT Matrix

Play Episode Listen Later Oct 2, 2025 46:36


Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, October 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

MRKT Matrix
Why Bad News Isn't Stopping This Market

MRKT Matrix

Play Episode Listen Later Oct 1, 2025 53:33


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, October 1st. -- 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

On The Tape
Volatility Creeps In… Is VIX Hiding a Bigger Story?

On The Tape

Play Episode Listen Later Sep 30, 2025 25:50


In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas of SoFi discuss recent sports highlights, including the Milwaukee Brewers' and Green Bay Packers' performances. They delve into the potential market impact of a looming government shutdown, focusing on labor market data and how the Fed's moves might influence economic trends. The conversation also touches on key data metrics like jolts and PMI, along with the implications of AI on the market. Additionally, they explore international markets, specifically China's tech sector, and the rising gold market. They conclude with observations on market volatility and possible end-of-year trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Government Shutdown Wild Card: Will Markets Buckle?

MRKT Matrix

Play Episode Listen Later Sep 30, 2025 50:48


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, September 30th. Checkout 'The Daily Spark' -- 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

On The Tape
Inflation vs. Growth: Why Wall Street Is Split on the Economy

On The Tape

Play Episode Listen Later Sep 29, 2025 26:40


In this episode of the RiskReversal Podcast, hosts Guy Adami and Dan Nathan discuss the latest economic indicators, including the September non-farm payrolls, PCE inflation readings, and GDP data. They analyze the inconsistency between accelerating GDP and slowing employment growth, touching on the potential impact of AI and reduced immigration. The conversation further explores the recent market dynamics, including bond yields, the performance of major tech stocks, particularly the AI-driven surge of Nvidia, and the skepticism from various market commentators. They also discuss recent government investments in Intel and the unusual valuation of TikTok in a proposed acquisition deal. The episode wraps up with a look ahead at the upcoming earnings report from Nike and what they might indicate for the broader market. Links Mentioned The Daily Spark (Apollo) David Einhorn Sounds Warning on the AI Spending Splurge - (Bloomberg) Spending on AI Is at Epic Levels. Will It Ever Pay Off? (WSJ) An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says (Bloomberg) AI investment bubble inflated by trio of dilemmas (Reuters) The $100 Billion Nvidia-OpenAI Virtuous Circle Has an Ugly Side (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Nvidia Rebound Takes Markets Higher

MRKT Matrix

Play Episode Listen Later Sep 29, 2025 49:54


Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, September 29th. Show Notes Doug Kass on EA (X) Our convo with Louis (YouTube) -- 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

On The Tape
Peak Uncertainty: Gold, Private Markets and The Chase Higher

On The Tape

Play Episode Listen Later Sep 23, 2025 33:04


Guy Adami and Liz Thomas delve into current market trends, including semiconductor news, Apple's near all-time high, and the fluctuating bond market. The conversation transitions to discussions on gold's performance, valuations, and the potential impact on investors. Market strategist Tony Pascarella's stance on holding positions rather than chasing the rally is also highlighted. Further, the duo touches upon the bond market's reaction to Fed rate cuts and the construction employment market's downturn, which could signal broader economic shifts. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Breakout Or Breakdown Time For The Russell 2000?

MRKT Matrix

Play Episode Listen Later Sep 23, 2025 52:31


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, September 23rd. AI Data Center Lenders to Watch: https://www.theinformation.com/articles/ai-data-center-lenders-watch?rc=cezuat America's top companies keep talking about AI — but can't explain the upsides: https://www.ft.com/content/e93e56df-dd9b-40c1-b77a-dba1ca01e473 The Magical Thinking Behind Oracle's Valuation: https://www.theinformation.com/articles/magical-thinking-behind-oracles-valuation?rc=cezuat -- 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

MRKT Matrix
Yields Tick Higher Despite Fed Cut

MRKT Matrix

Play Episode Listen Later Sep 22, 2025 43:18


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, September 22nd Links Move Over, Treasuries. These Are the New Safe Assets (Barron's) How Crypto Upended Financial Markets and What Comes Next (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

On The Tape
Never Doubt The American Consumer with Michelle Meyer, Mastercard's Chief Economist

On The Tape

Play Episode Listen Later Sep 19, 2025 49:03


In this episode of the Risk Reversal podcast, hosts Dan Nathan and Guy Adami welcome Michelle Meyer, Chief Economist at Mastercard, to discuss her career and economic insights. Meyer shares her journey from Lehman Brothers during the financial crisis to her current role at MasterCard. She reflects on key economic events, the housing market collapse, and the impact of the pandemic. The conversation covers the Federal Reserve's policies, consumer behavior, the influence of tariffs, and the resilience of the U.S. and global economies. Meyer emphasizes the importance of understanding behavioral economics and real-time data in navigating economic changes and predicting future trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Stocks Hit New Highs After Fed Cut

MRKT Matrix

Play Episode Listen Later Sep 18, 2025 47:23


SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Check out this article Dan mentioned in the episode: https://www.theinformation.com/articles/salesforce-microsoft-find-selling-ai-enterprises-easier-said-done?rc=c8jvww Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, September 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

On The Tape
Rate Cut Impacts: Corporate Bonds, Gold & Global Drama

On The Tape

Play Episode Listen Later Sep 17, 2025 37:23


Guy Adami is joined by Peter Boockvar to discuss the ramifications of the Federal Reserve's interest rate cuts and market trends. The conversation covers factors influencing stock, bond, and metals markets, including the Fed's motives behind rate cuts, the labor market, and inflation dynamics. They delve into political influences within the Fed and the potential for further economic deceleration. Additionally, they examine the global economic landscape, including central bank actions in the UK and Japan, foreign trade impacts, and US home builder market challenges. The episode concludes with insights on the importance of economic data and historical market patterns. Checkout 'The Boock Report' —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
So The Fed Is Cutting Rates, What's Next?

MRKT Matrix

Play Episode Listen Later Sep 17, 2025 54:14


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, September 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

On The Tape
$22 Trillion and Counting: How US Tech Giants Just Beat China's GDP

On The Tape

Play Episode Listen Later Sep 16, 2025 35:18


Guy Adami and Liz Thomas bring you an in-depth analysis of the United States stock market hitting an all-time high, bond yields, and anticipated Federal Reserve rate cuts. They explore the likelihood of a 50 basis point cut and the Fed's challenge in explaining such a move. The discussion includes comparisons to last year's market conditions, the labor market, and the importance of the Fed's upcoming economic projections. The hosts also examine regional manufacturing surveys, leading indicators, and market reactions to company earnings and guidance. The episode wraps up with an exploration of the substantial market cap of top tech companies and discussions on Berkshire Hathaway's cash reserves under Warren Buffett. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On The Tape
Markets & The Fed Entering Uncharted Territories

On The Tape

Play Episode Listen Later Sep 8, 2025 31:08


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

On The Tape
Rebecca Patterson: Hidden Dangers With Stocks At All-Time Highs

On The Tape

Play Episode Listen Later Sep 5, 2025 46:31


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

MRKT Matrix
Stocks Tick Higher Ahead Of Friday Job Report

MRKT Matrix

Play Episode Listen Later Sep 4, 2025 52:13


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

On The Tape
What's The Vibe As Stocks Dip & Yields Rip?

On The Tape

Play Episode Listen Later Sep 3, 2025 33:28


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

MRKT Matrix

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

MRKT Matrix
A Volatile Start For September: SPX, Gold & Yield Key Levels

MRKT Matrix

Play Episode Listen Later Sep 2, 2025 44:37


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

On The Tape
No Bounce, No Bueno: Hidden Cracks in Bitcoin & the “Risk On” Facade

On The Tape

Play Episode Listen Later Aug 29, 2025 37:32


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

MRKT Matrix
What Happens When Rate Cuts Ramp Up?

MRKT Matrix

Play Episode Listen Later Aug 28, 2025 51:51


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

MRKT Matrix

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

Closing Bell
Fed Focus & Earnings Deep Dive: MongoDB, PVH & Nvidia Preview 8/26/25

Closing Bell

Play Episode Listen Later Aug 26, 2025 43:21


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. 

MRKT Matrix
Earnings Preview: Which Way Will $NVDA Break?

MRKT Matrix

Play Episode Listen Later Aug 26, 2025 42:54


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

On The Tape
The Market Hears What It Wants From J-Powell

On The Tape

Play Episode Listen Later Aug 25, 2025 31:52


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

MRKT Matrix
The (Monday) Morning After

MRKT Matrix

Play Episode Listen Later Aug 25, 2025 43:04


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

On The Tape
Playing Dangerous Games with Stuart Sopp, CEO of Current

On The Tape

Play Episode Listen Later Aug 22, 2025 41:10


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

On The Tape
Meet The New Boss, Same As The Old Boss

On The Tape

Play Episode Listen Later Aug 21, 2025 34:06


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

MRKT Matrix
The Market's AI Spending Problem

MRKT Matrix

Play Episode Listen Later Aug 21, 2025 42:03


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 & Gio
Eddie's Smother-Hugs; Jerry Brings Us Those Yanks Homers & A Strong Mets Win; More Hugging Tales (Hour 3)

Boomer & Gio

Play Episode Listen Later Aug 20, 2025 35:40


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.

Boomer & Gio
Boomer & Gio Podcast (WHOLE SHOW)

Boomer & Gio

Play Episode Listen Later Aug 20, 2025 154:27


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.

MRKT Matrix
Another Bloody Day For Tech Stocks

MRKT Matrix

Play Episode Listen Later Aug 20, 2025 39:36


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

MRKT Matrix
The Momentum Trade Takes A Rest

MRKT Matrix

Play Episode Listen Later Aug 19, 2025 53:06


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

MRKT Matrix
Google's Hidden Potential: What The Charts Say!

MRKT Matrix

Play Episode Listen Later Aug 18, 2025 43:37


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

On The Tape
Neil Dutta on Housing, The Consumer & AI Fueled Growth

On The Tape

Play Episode Listen Later Aug 15, 2025 39:24


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

On The Tape
Guy Adami Is A Vibe

On The Tape

Play Episode Listen Later Aug 14, 2025 26:27


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

MRKT Matrix
PPI Comes In Hot, Hot, Hot

MRKT Matrix

Play Episode Listen Later Aug 14, 2025 42:31


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

MRKT Matrix
The Market That Can't Stop, Won't Stop

MRKT Matrix

Play Episode Listen Later Aug 13, 2025 53:18


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

MRKT Matrix
Playing Salesforce For A Bounce?

MRKT Matrix

Play Episode Listen Later Aug 12, 2025 50:11


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

MRKT Matrix
So We're Making "Trade Deals" With Companies Now?

MRKT Matrix

Play Episode Listen Later Aug 11, 2025 41:25


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

On The Tape
Mixed Market Reactions & The Return of Liz Thomas!

On The Tape

Play Episode Listen Later Aug 7, 2025 56:58


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

MRKT Matrix
Liz Thomas Returns!

MRKT Matrix

Play Episode Listen Later Aug 7, 2025 55:09


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

MRKT Matrix
The US Economy Is Innocent Until Proven Guilty

MRKT Matrix

Play Episode Listen Later Aug 6, 2025 47:23


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

On The Tape
Meshing The Macro & The Micro with Peter Boockvar

On The Tape

Play Episode Listen Later Aug 5, 2025 28:35


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

On The Tape
BK Has Bitcoin His Way, He Rules!

On The Tape

Play Episode Listen Later Aug 1, 2025 49:33


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

On The Tape
3% GDP, Sticky Rates, and a Market on Edge

On The Tape

Play Episode Listen Later Jul 30, 2025 25:11


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

On The Tape
The Art of the EU Trade Deal

On The Tape

Play Episode Listen Later Jul 28, 2025 33:11


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

On The Tape
Dan Greenhaus: Make Hay While The Sun Shines

On The Tape

Play Episode Listen Later Jul 25, 2025 61:36


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