Podcast appearances and mentions of Guy Adami

  • 38PODCASTS
  • 1,263EPISODES
  • 41mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Jul 10, 2025LATEST
Guy Adami

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Best podcasts about Guy Adami

Latest podcast episodes about Guy Adami

MRKT Matrix
Stocks Continue Slow Melt Up

MRKT Matrix

Play Episode Listen Later Jul 10, 2025 54:39


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, July 10th --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
Stocks Rebound After Tariff Turmoil

MRKT Matrix

Play Episode Listen Later Jul 9, 2025 49:15


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, July 9th. --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
Island Reversal Spotted In The S&P 500?

MRKT Matrix

Play Episode Listen Later Jul 8, 2025 44:39


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 8th --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
Wave of Speculation with Legendary Short Seller Jim Chanos

On The Tape

Play Episode Listen Later Jun 27, 2025 52:36


Dan Nathan and Guy Adami host special guest Jim Chanos on the RiskReversal Podcast. The discussion centers around market speculation, particularly in short selling and the recent trends observed in major indices. Jim comments on the speculative nature of the market post-2021 elections and the cycles of retail trading enthusiasm. They also discuss the complexities of corporate earnings, the potential overvaluation of tech stocks, the implications of AI and crypto booms, and the state of the S&P 500. Specific examples include the speculative highs of companies like CoreWeave, Circle, and Coinbase, and their market valuation volatility. Towards the end, they delve into Tesla's fluctuating market position and the broader economic impact of autonomous driving technology and regulatory adjustments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On The Tape
Stocks Rise as S&P 500 Nears Record High

On The Tape

Play Episode Listen Later Jun 26, 2025 42:06


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, June 26th —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Stocks Rise as S&P 500 Nears Record High

MRKT Matrix

Play Episode Listen Later Jun 26, 2025 40:12


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, June 26th --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
New Rules for an Old School Fundamentalist with David Rosenberg

On The Tape

Play Episode Listen Later Jun 25, 2025 40:00


Guy Adami and Dan Nathan host economist David Rosenberg of Rosenberg Research on the RiskReversal podcast to discuss the state of the market, economic conditions, and geopolitical factors. Rosenberg outlines the volatility seen in the S&P 500, emphasizing that recent market moves are sentiment and momentum-driven rather than based on fundamentals. He highlights concerns about a potential topping formation in the market and discusses the impact of tariff policies, the labor market, the housing market, and global geopolitical tensions, particularly around Israel and Iran. Rosenberg also shares his views on inflation, interest rates, and the potential for recession, suggesting that the economy may already be contracting. The discussion concludes with a focus on risks in the private equity and debt markets and the potential for pension funds to be the center of the next financial crisis. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
S&P 500 On The Verge Of All-Time Highs

MRKT Matrix

Play Episode Listen Later Jun 25, 2025 38:20


Guy Adami & Danny Moses break down the top market headlines and bring you stock market trade ideas for Wednesday, June 25th --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
Markets Rally On Ceasefire Hopes | MRKT Call

On The Tape

Play Episode Listen Later Jun 24, 2025 33:46


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 24th. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Markets Rally On Ceasefire Hopes

MRKT Matrix

Play Episode Listen Later Jun 24, 2025 57:20


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 24th. CC Lagator and Dan go through options to trade the S&P 500. Checkout OptionsAI: https://www.optionsai.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
More To Markets Than The Mag7 with Robinhood CIO Stephanie Guild

On The Tape

Play Episode Listen Later Jun 23, 2025 61:36


Guy Adami and Dan Nathan discuss upcoming market-moving events such as FedEx and Nike earnings, Fed Chair Powell's testimony, and critical economic indicators like the PCE inflation reading. The conversation also covers the market's response to escalations in Iran, implications for crude oil prices, and the broader economic impact. The episode outlines market dynamics, investor sentiment, and strategic insights amid evolving global scenarios. After the break, Dan Nathan hosts Stephanie Guild, CIO at Robinhood. They discuss the Fed meeting outcomes, expectations on interest rates, and economic impacts of tariffs and geopolitical tensions. They delve into market reactions, S&P earnings projections, monetary policy, and investor sentiment. Stephanie provides insights on tech disruptions, AI's influence on the economy, stock market valuations, and opportunities beyond the mega-cap tech stocks. They also explore the strategic operations within Robinhood, such as their new asset management service and how they're leveraging AI to enhance customer experience. The conversation highlights the adaptability required in today's market environment and Robinhood's approach to staying competitive. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
The Reason Markets Aren't Selling-Off After Iran Bombings

MRKT Matrix

Play Episode Listen Later Jun 23, 2025 42:44


Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 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

On The Tape
Fed Stays Steady & The "Sell America" Trade with Peter Boockvar

On The Tape

Play Episode Listen Later Jun 19, 2025 31:55


Dan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cuts, the impact on GDP and inflation projections, and the broader implications for the labor market, housing sector, and global trade. Peter emphasizes the importance of unbiased risk management and offers a nuanced perspective on the potential economic repercussions of current fiscal policies. The episode also explores the role of the Federal Reserve, questioning whether market mechanisms should independently set interest rates. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Israel-Iran Conflict: What Investors Need To Know

MRKT Matrix

Play Episode Listen Later Jun 17, 2025 43:58


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 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
Israel-Iran Conflict Impact On Markets

On The Tape

Play Episode Listen Later Jun 16, 2025 32:11


Guy Adami and Dan Nathan discuss various market and geopolitical developments such as the ongoing war in the Middle East, its effects on the stock market, crude oil prices, and the Fed's upcoming decisions regarding interest rates. They highlight the complex relationship between geopolitical events, market reactions, treasury yields, and the U.S. dollar. They also discuss the performance of regional banks, tech stocks, and the overall sentiment in the financial markets, with a focus on Microsoft's valuation and Bitcoin's role as a store of value. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Chart Check: Software and Semiconductors

MRKT Matrix

Play Episode Listen Later Jun 16, 2025 35:49


Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 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

MRKT Matrix
Cooling Inflation Impact On Fed Rate Cut Outlook

MRKT Matrix

Play Episode Listen Later Jun 12, 2025 40:02


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

On The Tape
Stocks Within a Whisker of All-Time Highs

On The Tape

Play Episode Listen Later Jun 11, 2025 30:58


Dan Nathan and Guy Adami host the Wednesday edition of the RiskReversal Podcast, focusing on multiple aspects of the financial markets. They discuss the importance and history of the morning market call, recent developments in U.S.-China trade relations, and their implications on the stock market. The hosts highlight the state of the energy sector and its unexpected resurgence. They also analyze inflation data, future interest rate projections, and the impact of geopolitical tensions on market stability. Noteworthy stock performances, including Oracle and Adobe, are examined in the context of the ongoing AI boom and market expectations. The episode delves into consumer data, valuation metrics, and the potential impact of economic policies on future market behavior. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
S&P 500 Nears All-Time High: What Happens Next?

MRKT Matrix

Play Episode Listen Later Jun 11, 2025 40:17


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, June 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

MRKT Matrix
The Big Concern With This S&P 500 Rally: What Investors Need To Know

MRKT Matrix

Play Episode Listen Later Jun 10, 2025 45:51


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 10th. --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
Complacency Lingers In The S&P 500

On The Tape

Play Episode Listen Later Jun 9, 2025 35:45


Dan Nathan and Guy Adami delve into US-China trade meetings, the economic slowdown, and the implications of the ongoing tax bill debates. They address the impact of high-profile market voices, such as Jamie Dimon and Paul Tudor Jones, who have raised concerns about market complacency. Discussions also touch on the volatility in the options market, Tesla's Robotaxi event, and the expectations for Apple's product announcements. The episode closes with a focus on how market participants should navigate these numerous uncertainties. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Taking Stock of S&P 500 Sectors with Carter Worth

MRKT Matrix

Play Episode Listen Later Jun 9, 2025 37:54


Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 9th --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
$TSLA Tanks on Trump-Musk Spat + Where Will Danny Moses Go When The Volcano Blows?

On The Tape

Play Episode Listen Later Jun 6, 2025 55:51


Dan Nathan and Guy Adami deliver an update on the spat between Elon Musk and Donald Trump that has sent $TSLA tanking. They also dive into the "All-Important" May jobs report. Guy Adami welcomes Danny Moses from the On The Tape podcast. They discuss recent trends in the S&P 500, reflecting on its significant rebound since early April, and examine the role of retail flows and earnings in this movement. They also talk about the impact of tariffs and the Federal Reserve's policies on market performance. They delve into the implications of higher bond market yields, with references to Jamie Dimon's recent warnings. Additionally, they touch on economic indicators, market sentiment, and the behavior of big tech stocks. Danny emphasizes the importance of energy stocks in portfolios and talks about potential catalysts for this sector. They wrap up the episode with a look at home builder stocks, the rise in home remodeling bonds, and the broader implications of private credit in today's economy. The conversation is capped with bets and insights for the upcoming Belmont Stakes horse race. Further Reading Wall Street Securitizes More Home Equity as Homeowners Get Stuck (Bloomberg) Checkout Danny's latest podcast with Peter Boockvar YouTube: http://youtu.be/_je3jx18NGM Apple: http://apple.co/459cLAG Spotify: http://tinyurl.com/3bkj72tk —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
How To Profit If $SPY Goes Lower

MRKT Matrix

Play Episode Listen Later Jun 5, 2025 40:59


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

On The Tape
The Great Wall of Worry: US-China Trade War Risks

On The Tape

Play Episode Listen Later Jun 4, 2025 31:35


Guy Adami and Dan Nathan discuss the current state of trade negotiations, tariffs, and their potential impacts on the market. They delve into the complexities of the U.S.-China trade relationship, the ramifications of increased tariffs on steel, and the ongoing issues of national debt and deficit. The conversation also touches upon market reactions, inflation concerns, and significant market indicators such as non-farm payrolls and CapEx spending. They address key market players like Elon Musk and the influence of geopolitical events on investor sentiment. Additionally, the hosts analyze specific stocks like CrowdStrike and Apple, considering their performance and valuation challenges. The podcast concludes with an outlook on upcoming economic reports and their potential influence on market trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Chart Check on Meme Stocks: $PLTR, $APP, $HIMS & $CRWV

MRKT Matrix

Play Episode Listen Later Jun 4, 2025 33:35


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, June 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

MRKT Matrix
Global Growth Concerns Weigh On Equities

MRKT Matrix

Play Episode Listen Later Jun 3, 2025 40:54


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 3rd --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
Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy

On The Tape

Play Episode Listen Later Jun 2, 2025 49:55


Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Trade Tensions Rising: What The Charts Tell Us

MRKT Matrix

Play Episode Listen Later Jun 2, 2025 40:04


Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 2nd. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media Learn more about your ad choices. Visit megaphone.fm/adchoices

On The Tape
Less Certainty, More Volatility with Michael Contopoulos

On The Tape

Play Episode Listen Later May 30, 2025 44:53


Dan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity and employment, the role of private credit markets, and the recent trends in gold prices. The episode emphasizes the importance of understanding macroeconomic factors and market sentiment in navigating the current economic environment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On The Tape
Tariffs Blocked In Court... What's Next?

On The Tape

Play Episode Listen Later May 29, 2025 32:57


Guy Adami and Dan Nathan discuss the recent court ruling deeming tariffs illegal and its potential repercussions on the market. They examine the administration's likely response and reflect on President Trump's handling of trade policies and their impact on various sectors. The hosts then focus on Nvidia's earnings and its significant influence on market sentiment, discussing the broader implications for the semiconductor sector and tech stocks. They also touch on other company performances, including Salesforce and Best Buy, and analyze upcoming economic reports like the jobs number. The episode highlights the complexity of the current financial landscape, emphasizing the importance of staying informed and cautious in light of ongoing trade tensions and economic uncertainties. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Nvidia Earnings Lift S&P 500 Higher

MRKT Matrix

Play Episode Listen Later May 29, 2025 45:11


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, May 29th. --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
Nvidia Earnings Preview

MRKT Matrix

Play Episode Listen Later May 28, 2025 42:04


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, May 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

On The Tape
Market Gaps and Macro Madness

On The Tape

Play Episode Listen Later May 27, 2025 33:13


Dan Nathan and Guy Adami kick off the RiskReversal podcast with discussions on the merits of a four-day work week and housekeeping announcements including upcoming guest appearances. The episode covers a range of topics including recent market movements, the impact of geopolitical events on the market, and specific company performances like Nvidia, Salesforce, Tesla, and BYD. Economic data, including the upcoming Fed minutes, GDP, and the PCE inflation reading, is also discussed. The hosts explore the complexities of the bond market, the role of the US dollar, and the geopolitical landscape with a focus on the Ukraine conflict and China. They also touch on gold and Bitcoin's performance in the current market scenario. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Markets Rally On EU Tariff Pause

MRKT Matrix

Play Episode Listen Later May 27, 2025 39:17


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 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

On The Tape
Mind The Gaps + Packy McCormick Is Winning The Great Online Game

On The Tape

Play Episode Listen Later May 22, 2025 67:50


Guy Adami and Dan Nathan dive into recent conversations with notable figures in finance and tech, including a detailed discussion on the equity risk premium and bond market. They explore the implications of stagflation in the U.S., fluctuating treasury yields, and the impact of higher interest rates. The conversation covers various market dynamics and the potential for disruptive technologies, with a spotlight on generative AI, Bitcoin's performance, and stable coins. After the break, Packy McCormick joins the discussion to share his insights on private tech companies, significant trends in the tech industry, and how innovative firms are set to disrupt incumbent markets. Highlights include an analysis of Tesla's market position, self-driving technology, the electrification revolution, and the future of startups inspired by Elon Musk's methodologies. The episode concludes with an in-depth look at the current state of notable tech stocks and broader market themes. Checkout Packy's blog "Not Boring" The Great Online Game Meter Base Power Company Also checkout... Kyla Scanlon on Instagram Watch John Coogan & TPBN Pirate Wire Newsletters —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Yield Spike Spooks Stocks

MRKT Matrix

Play Episode Listen Later May 22, 2025 46:07


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, May 22nd Ray Dalio on Bonds: https://x.com/spencerhakimian/status/1925341231900471486?s=42 --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 Retail Read-Through + Practical AI Use Cases with Current CTO Trevor Marshall

On The Tape

Play Episode Listen Later May 21, 2025 68:57


Dan Nathan and Guy Adami discuss major market trends and delve into rising yields, a significant down day for the S&P 500, and recent retail earnings. The conversation highlights key concerns around the tax bill and its potential impacts. The episode features an interview with Trevor Marshall, CTO and Co-founder of Current, who shares insights on the FinTech sector, M&A prospects, and the increasing application of generative AI in various industries. Key takeaways include discussions on higher yields' impact on the housing market, job cuts at major tech firms, and the retail sector's struggles, particularly with companies like Target and TJ Maxx. The episode wraps up with a look at Google's strategy in advancing generative AI, the geopolitical implications of Nvidia's growth, and the transformative role of AI in both consumer and business landscapes. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Stocks Fall, Yields Spike: Now What?

MRKT Matrix

Play Episode Listen Later May 21, 2025 46:05


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, May 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

MRKT Matrix
S&P Rally in Jeopardy, Retail Earnings & Microsoft vs. Google

MRKT Matrix

Play Episode Listen Later May 20, 2025 44:15


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 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
Markets React To Moody's U.S. Downgrade

MRKT Matrix

Play Episode Listen Later May 19, 2025 37:27


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, May 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

On The Tape
Is This Rally Built to Last?

On The Tape

Play Episode Listen Later May 13, 2025 33:21


Guy Adami and Dan Nathan delve into the implications of the U.S.-China tariff negotiations and their impact on the markets, alongside a detailed discussion on the U.S. 10-year Treasury yield and inflation concerns. Key stocks such as Nvidia, Boeing, and UnitedHealth (UNH) are analyzed, with insights into their recent performance and the broader market sentiment. Additionally, the episode touches on the strategic movements of investment legends such as Warren Buffett and Paul Tudor Jones, offering listeners valuable perspectives on market strategies and investor behavior. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
Wall Street Strategists Revise S&P 500 Price Targets...Again

MRKT Matrix

Play Episode Listen Later May 13, 2025 34:10


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 13th --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
Beware Bear Market Rallies?

MRKT Matrix

Play Episode Listen Later May 6, 2025 46:00


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 6th Goldman Podcast: https://tinyurl.com/5fyeztbz Use promo code FM25 Fast Money Live: https://www.cnbcevents.com/fast-money-live-june-2025/ --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
Warren Buffet's Massive Cash Pile, Retirement & What It Signals For Investors

On The Tape

Play Episode Listen Later May 5, 2025 35:13


Guy Adami and Dan Nathan preview the upcoming Federal Reserve meetings, and the lingering effects of trade tensions with China. They highlight key economic indicators, such as the strength of the U.S. dollar, crude oil prices, and job numbers. The discussion also covers significant earnings reports for the week, including Apple, Palantir, Disney, Uber, and Novo Nordisk. The episode also touches on Warren Buffet's increasing cash reserves and broader market sentiment amidst geopolitical uncertainties. Timecodes 0:00 - SPX Key Levels 5:30 - Buffet's Cash & Risk 12:30 - Oil Impact 16:15 - AAPL & Indicators 21:00 - Sentiment 27:30 - Earnings To Watch —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

MRKT Matrix
S&P 500 Posts Longest Winning Streak in 20 Years, Now What?

MRKT Matrix

Play Episode Listen Later May 5, 2025 40:57


Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, May 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

On The Tape
Supply Chain Shocks, Fed Moves & America's Economic Crossroads with Current's Stuart Sopp

On The Tape

Play Episode Listen Later May 2, 2025 40:39


Guy Adami welcomes Stuart Sopp, CEO of Current, to discuss the significant changes in the market since their last conversation on December 24th. They explore the increase in market volatility observed since January and the impact on various sectors, especially exchanges that benefit from high volatility. The conversation delves into the effects of stockpiling before important events like tax refund season, which is crucial for Current's customers who rely heavily on affordable banking services. Stuart highlights rising stress indicators such as increasing delinquency rates and reduced discretionary spending on items like gas and fast food. The duo discusses the job market, potential recession risks, and the impacts of ongoing trade tensions with China. They also analyze the U.S. dollar's weakening position and the potential ramifications on global markets, as well as the controversial handling of the gold repatriation by various countries. The episode concludes with a cautious outlook on the U.S. economy's future, considering the administration's policies and the potential for further market disruptions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On The Tape
Trump's First 100 Days 'Redux'

On The Tape

Play Episode Listen Later Apr 29, 2025 25:18


Guy Adami and Dan Nathan dissect the current state of the market after the second Trump administration's first 100 days, tariff impacts, and key economic events. The pair highlights significant headlines from the Wall Street Journal and discusses the implications of automotive tariffs, GM profits, and job cuts at UPS. They weigh in on the persistent high volatility index, bond market movements, and the differing stances within the financial sector, particularly David Solomon's comments from Goldman Sachs. The episode also examines macroeconomic factors affecting big tech companies like Nvidia and Microsoft, CapEx investments, and the potential for an economic recession. The conversation wraps up with expectations for upcoming Federal Reserve meetings, earnings reports, and job numbers, emphasizing the intertwined nature of global economic policies and market reactions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On The Tape
Investors Brace For Mega Earnings Week: $META, $MSFT, $AMZN and $AAPL Report

On The Tape

Play Episode Listen Later Apr 28, 2025 31:39


Dan Nathan and Guy Adami look forward to the impactful earnings reports from major tech giants like Meta, Microsoft, Amazon, and Apple, even as the market anticipates Friday's jobs report. They analyze specific companies, including Tesla's contentious earnings call and Google's recent performance, and consider broader economic themes like the potential for a weaker US dollar and its implications. Articles Unhedged and Burned, Stock Investors Brace for More Dollar Pain (Bloomberg) China's Huawei Develops New AI Chip, Seeking to Match Nvidia (WSJ) The new AI calculus: Google's 80% cost edge vs. OpenAI's ecosystem (Venture Beat) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On The Tape
Gold, Ghost Cities, and the Great Credit Cycle: Mike Kao on Global Economic Shifts

On The Tape

Play Episode Listen Later Apr 25, 2025 36:09


Guy Adami interviews Mike Kao from Kainos Capital Management. They discuss recent unprecedented movements in currencies, commodities, and the bond market. Mike delves into the concepts of dollar hegemony and the distinction between currency strength and adoption. He examines the current state of U.S. debt, global reserve currencies, and the potential impact of a shift towards gold. The conversation also covers Trump's economic policies, a possible peace black swan effect, and the volatile oil market. Mike concludes with his views on the stock market, emphasizing the importance of event-driven investments amidst market volatility. Article Referenced The dollar has further to fall (FT) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media