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Risk Reversal’s Dan Nathan details the business world's reaction to Trump’s insane tariffs. Alan Elrod examines their brilliant new article You’re Not Crazy. America Has Gone Mad.See omnystudio.com/listener for privacy information.
Most freelancers aren't selling to strangers. They're stuck relying on referrals and word-of-mouth… So they never realize how fragile their business actually is. Because when that word-of-mouth dries up and you finally try to reach outside your cozy little network? Suddenly the “no's” and ghosting start piling up. And it's not because your work isn't good. It's not because your prices are too high. It's because you're asking people to take a leap… With no parachute. This week's episode is about fixing that with Risk Reversal and Guarantees. And it's one of the most powerful ways to get more “hell yes” responses—even from people you just met. This episode breaks down: The types of risk clients are actually worried about How to flip that fear into your biggest sales asset Real examples from other freelancers using these tactics to close faster and stand out How to NOT screw yourself over with a bad guarantee If you want more clients, faster closes, and fewer “let me think about it” replies… This episode will change how you pitch, forever. For full show notes, visit https://6figurecreative.com/362
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, April 17th -- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalmedia?sub_confirmation=1 Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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, April 16th -- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalmedia?sub_confirmation=1 Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Special discount for Fast Money Live! Go to FastMoneyLive.CNBC.com and use the promo code FM25. We hope to see you there! In this episode of the Risk Reversal podcast, Dan Nathan and Guy Adami are joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss a range of timely financial and economic topics. They begin by reflecting on Cameron's market outlook for 2025, noting how high valuations and investor optimism have left little room for error, and how recent market volatility may signal a shift toward a more downward trend. The conversation covers the risks of multiple compression, the cyclical nature of major tech stocks, and the challenges of interpreting economic data—especially as soft data weakens and the potential impact of tariffs looms. They analyze the effects of recent and proposed tariffs, debating their purposes (negotiation, manufacturing reorientation, or revenue generation) and their likely consequences for growth, inflation, and consumers. The discussion also delves into the volatility in bond and currency markets, concerns about foreign holders of U.S. debt, and the implications of central bank gold buying. The hosts consider the Federal Reserve's policy options in the face of stagflation and political pressures and speculate on the risks to Fed independence. Finally, they explore sector strategies for navigating volatility, the importance of a long-term investment perspective, and the potential for both defensive and high-beta stocks to play a role in portfolios during uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: 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 Monday, April 14th. -- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalmedia?sub_confirmation=1 Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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, April 14th. -- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalmedia?sub_confirmation=1 Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Risk Reversal’s Dan Nathan examines the business reaction to Trump’s insane tariffs.NBC’s Jon Allen and The Hill’s Amie Parnes detail their new book Fight: Inside the Wildest Battle for the White House.See omnystudio.com/listener for privacy information.
On this episode of "On The Tape," hosts Guy Adami, Dan Nathan and Danny Moses make a huge announcement! "On The Tape" and "Okay, Computer." will merge, with the main show becoming "Risk Reversal Pod" airing Monday through Friday, while Danny Moses will continue independently with the "On The Tape" brand. The conversation then flows into a comprehensive market discussion, covering the Federal Reserve's recent meeting, which was described as a "nothing burger," and analysis of major company earnings including Apple, Tesla, Chevron, and Exxon. The hosts provide detailed insights on market trends, with particular attention to Tesla's earnings despite poor auto margins, Apple's performance with modest growth, and the challenges facing big oil companies. The discussion concludes with observations about gold prices reaching all-time highs and the impact of AI developments on tech stocks, particularly noting the market's reaction to news about Chinese AI company Deep Seek. Later, listen to a panel with "The Big Short" traders Steve Eisman, Danny Moses, Vincent Daniel, and Porter Collins from the iConnections Global Alts Conference in Miami. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Friday, January 31st. Learn More About Robinhood Legend: http://robinhood.com/rrm --- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalm... Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SUBSCRIBE to our newsletter: https://riskreversal.com/sign-up/ -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami delve into the Fed's imminent decision on interest rates, predicting no change in the Fed funds rate and highlighting the significance of commentary during the presser. They discuss market reactions to past Fed meetings, GDP revisions, and expectations for current market volatility. A key segment is dedicated to analyzing major tech earnings, including Microsoft, Tesla, and Meta, with a particular focus on Microsoft's investment in OpenAI and its implications. The hosts also touch on crucial market players like Taiwan Semiconductor and Nvidia, examining their recent stock movements and broader market impact. As the discussion shifts, attention is given to Apple's expected report and its strategic positioning amid economic and geopolitical challenges. The episode concludes with remarks on the broader implications of Fed policies, White House pressures, and anticipations for market trends into 2025. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan and Liz Young Thomas from SoFi, dive into the market turmoil precipitated by the introduction of DeepSeek, a Chinese AI company, and its impact on major tech stocks like NVIDIA, Microsoft, and Google. The conversation addresses the broader implications of AI competition on market valuations, the potential for increased regulatory and political pressures, and the Federal Reserve's stance on interest rates. The hosts speculate on the future landscape of AI investment and its effect on sectors like software, retail, and industrials. They also touch on upcoming key economic data releases and significant earnings reports from tech giants scheduled for the week. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, January 27th. -- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalmedia?sub_confirmation=1 Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SUBSCRIBE to our newsletter: https://riskreversal.com/sign-up/ -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami welcome back Mike Wilson, Chief Investment Officer and Head of U.S. Equity Strategy at Morgan Stanley. Mike reflects on his previous bullish pivot due to improved liquidity and the unexpected resilience of the market. They discuss the importance of earnings forecasts, the impact of liquidity on high-quality stocks, and potential shifts in international flows. The conversation turns to the passive investing trend, potential economic factors affecting interest rates, and the influence of international monetary policies, such as the BOJ's rate decisions. Key topics include the role of earnings revisions, currency impacts on multinationals, and how various sectors might react to the evolving economic landscape. The podcast delves into market valuations, the potential of AI, CapEx cycles, and the broader implications of liquidity. They conclude by discussing investor sentiment, the resilience of high-quality stocks, and the broader economic outlook heading into the first half of the year. -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan hosts a special edition of the 'On the Tape' podcast, featuring Tommy Vietor, co-founder of 'Pod Save America' and 'Pod Save the World.' They delve into Vietor's experience in the Obama White House and discuss the interplay between politics and policy, emphasizing the importance of connecting the two for the general public. The conversation covers a range of topics including the influence of tech industry giants, the political landscape, and the impact of economic policies on markets and society. They also address the global political climate, the challenges posed by influential tech figures like Elon Musk, and the ongoing geopolitical tensions. The discussion concludes with reflections on how political and economic strategies shape the future. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Content Sells: Attract, Convert & Keep Your Ideal Clients with Content Marketing That Works
NEWSFLASH! We've updated one of our most popular episodes EVER with the latest strategies, examples and success tips and it comes with a Brand NEW and highly valuable downloadable worksheet! Get yours now! Join your hosts Suzi Dafnis and Michelle Falzon as they share why THIS is the “Year of the Offer” and why you need a high-converting offer now more than EVER. PLUS they share the 7 universal elements every high-converting offer must have in order to succeed (regardless of your niche, your product or whether you sell business-to-business or direct to the consumer). Plus get your hands on our BRAND NEW Download The Ultimate High-Converting Offer Blueprint For Women Business Owners which includes a step-by-step Worksheet for YOU to create your own High-Converting Offer! Go here to your FREE Download Now! https://her-business.lpages.co/high-converting-offer-blueprint/?utm_source=Website&utm_medium=Podcast&utm_campaign=High-Converting-Offer-Blueprint Listen to This Episode to Hear More About: -> Why crafting a high-converting offer is more critical than ever…right now! -> The biggest mistake most women in business make when it comes to making offers. -> The 7 essential elements every high-converting offer must have to succeed. -> Real-life examples of offers that sell, from solar services to skincare to music teacher memberships. -> The difference between a great product and a great offer—and why it's critical to know both. -> How to use the FREE The Ultimate High-Converting Offer Blueprint For Women Business Owners to craft your own high-converting offer. -> Pricing strategies: How a single shift increased one entrepreneur's quote by 500% — and she still landed the deal! -> How to uncover “invisible value” in your offer to make it irresistible. -> The hidden costs of undercharging — and why it could be hurting your credibility. -> The role of naming and branding in making your offer stand out in a crowded market. -> Risk reversal strategies that make saying “yes” a no-brainer for your ideal clients. -> The secret power of bonuses—how to add irresistible value without increasing your workload. -> How to use the art of scarcity to create urgency that drives action (without feeling pushy). -> Why Suzi has declared this “The Year of the Offer” – and how to join the movement. -> Why women business owners struggle with pricing and how to break free from undervaluing yourself. -> The surprisingly easy (and effective!) way to overcome the fear of sounding “salesy” with your high-converting offer. -> The one simple tip that can make custom quotes easier to ping-stone” offers. -> Plus, so much more! Also Mentioned in This Episode: Free High-Converting Offer Download - Download Your Free Ultimate High-Converting Offer Blueprint. Learn how to craft a high-converting offer with our 7-step framework. https://her-business.lpages.co/high-converting-offer-blueprint/?utm_source=Website&utm_medium=Podcast&utm_campaign=High-Converting-Offer-Blueprint Apply For Mastermind - Ready to scale your business? Explore the HerBusiness Marketing Success Mastermind for expert support and community. https://her-business.lpages.co/herbusiness-mastermind/?utm_source=Website&utm_medium=General&utm_campaign=HerBusiness-Mastermind Join the HerBusiness Network - Find out what this is Australia's leading network for women business owners. https://her-business.lpages.co/request-an-invitation/?utm_source=Website&utm_medium=General&utm_campaign=membership-waitlist Episode 82: 3 Profitable Pricing Strategies for Small Business Owners https://herbusiness.com/podcast/82-3-profitable-pricing-strategies-for-small-business-owners/ Episode 22: How to Use Guarantees and Risk Reversal in Your Content to Get More Sales https://herbusiness.com/podcast/use-guarantees-risk-reversal-content-get-sales/ Episode 37: What's in a Name? How to Name Things https://herbusiness.com/podcast/37-whats-name-name-things/ Loretta Brandolini - Reluminate Beauty https://reluminatebeauty.com.au/ Ange Sinclair - Digestive Detectivehttps://www.instagram.com/digestive_detective/ Tasha Jennings - Conceive Baby https://tashajennings.com.au/ Chantel Gilbert - Bluegum Electrical Services https://bluegumelectricalsolutions.com.au/solar/solar-installation/ Gillian Erskine - Forte School of Music https://fortemusic.com.au Tracey McLachlan - Davis Ogilvyhttps://do.co.nz/ Juliet Robinson - Big Goals https://biggoals.com.au Zoe - Flight Wear
Dan Nathan and Guy Adami kick off this episode of the 'On The Tape' podcast with a discussion on the frosty New York weather before diving into key financial events. They cover Donald Trump's AI initiative with Larry Ellison, Masa Son, and Sam Altman, dubbed 'Stargate,' pledging $500 billion toward AI infrastructure in the U.S. They discuss the market's reaction, exploring adjacent tech stocks and the seemingly overhyped announcement. The duo also reviews notable earnings from Netflix and the implications of its all-time high stock performance, followed by conversations on new executive orders, Trump's stance on TikTok, and pending tariffs. They emphasize Jamie Dimon's views on inflated asset prices and give advice to listeners on handling market uncertainty, drawing on historical and contemporary contexts. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami and Danny Moses explore the performance of the S&P 500 post-election. The duo analyze the implications of tax cuts, tariff scares, and bond yields, with Guy predicting ten-year yields will reach 5% by the Super Bowl. The conversation evaluates the impact of Federal Reserve policies, bond market activities, and Jerome Powell's tenure on financial markets. Danny delves into the challenges faced by the bond market since 2007-08 and the fine line between economic growth and higher interest rates. Shifting gears, they discuss the valuations of major banks and the disparity in market perceptions of JPMorgan and Citibank. The episode also examines the performance of luxury brands like Richemont amidst stark economic realities, and wraps up with insights on gold, Bitcoin, and the potential market implications of Hindenburg Research's closure. The hosts then preview upcoming football games, providing their thoughts and predictions for the weekend's matchups. Further Reading Buying These Bond Funds Might Just Be the ‘Dumbest Trade You Can Make' (Barrons) Cartier Owner Richemont's Sales Beat Buoys Luxury Stocks (WSJ) Short Seller Nate Anderson Says He's Disbanding Hindenburg (Bloomberg) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Dan Niles, founder and portfolio manager at Niles Investment Management, engage in an in-depth discussion about the current state of the tech market, broader economic trends and his top picks for 2025. The conversation touches on the volatility in tech stocks, the implications of inflation, and the Fed's influence on market conditions. Dan Niles shares insights on his cautious outlook for 2025, citing inflation worries and potential AI digestion phases. They also discuss the performances and forecasts of major tech companies, including Microsoft, Meta, Apple, and Amazon, and examine how macroeconomic factors like the U.S. dollar and interest rates are affecting these giants. Niles emphasizes the importance of being adaptable in this uncertain market landscape, with a focus on cash and well-rounded stock picks Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami and Liz Thomas explore the impact of rising interest rates on markets, the widening spread between two-year and ten-year treasuries, and the performance of growth stocks. The conversation includes an analysis of small caps confirming market drawdowns, the implications of a strong US dollar, and potential effects on large multinational companies. They also highlight the significance of upcoming earnings reports from major banks and the influence of oil prices driven by geopolitical risks. The episode closes with a look ahead at the importance of CPI and PPI data releases and their potential market impacts. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan, Liz Thomas and Guy Adami are together for a special Friday drop of the On the Tape podcast. They start with a discussion on the ongoing impact of recent wildfires. The conversation shifts to the week's market movements, with a specific focus on the job numbers and its implications for future Fed rate cuts. Emphasizing the Fed's choices and their impact on the economy, Elizabeth provides detailed insights into recent economic data, emphasizing the balance between inflation and employment. They also discuss significant market segments, including the S&P 500, tech stocks like NVIDIA and Apple, and consumer technology expectations. Towards the end, they touch on energy stocks, geopolitical factors influencing oil prices, and the outlook for consumer discretionary sectors. The episode concludes with comments on the performance and future expectations of companies like Lululemon, Nike, and American Airlines. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami focus on the market's reaction to NVIDIA's keynote at CES, its subsequent stock performance, and the broader implications for the semiconductor industry and 'Fateful Eight' stocks. The conversation extends to economic indicators, including Fed minutes, interest rates, bond markets, and their impact on overall market performance. They also touch on topics like high valuation tech stocks, small-cap indices, banking deregulation, and Meta's controversial change in content moderation policies. The episode wraps up with a market overview, potential influences on investor sentiment, and insights on upcoming major economic data releases. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan, Guy Adami, and Liz Thomas of SoFi discuss recent market trends and outlooks. The conversation highlights significant stock movements from companies like Tesla and Nvidia, the implications of bond yield fluctuations, and ongoing economic and policy developments, including tariffs and inflation. Expectations for sectors like healthcare, materials, and industrials are explored, alongside discussions on passive investing impacts. Additionally, they assess the performance and potential of tech stocks, noting their significant influence on market direction. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami and Danny Moses kick off 2025 with guest Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss market dynamics and surprises from 2024, focusing on valuation questions, earnings growth trends, and the impact of passive investing. Cameron provides insights into the Mag Seven, the Russell 2000 Growth Index, credit spreads, and expectations for fixed income volatility. They delve into risks surrounding rising interest rates, potential economic scenarios, and the importance of the U.S. dollar in global markets. The conversation also addresses corporate debt, the health of the U.S. consumer, and potential investment opportunities in value stocks and international markets. Cameron emphasizes the need for valuation discipline and cautious optimism in navigating 2025's economic landscape. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
In the final episode of the On the Tape for 2024, Guy Adami and Danny Moses reflect on a remarkable year. They start by honoring former President Jimmy Carter, discussing his overlooked contributions. The conversation shifts to market trends, specifically the dominance of passive investing, the influence of mega-cap stocks like Apple due to ETF holdings, and the impact of treasury yields and interest rates. They also delve into the recent volatility in Bitcoin and its implications for MicroStrategy's heavy Bitcoin holdings. Lastly, they touch on economic data, potential risks in 2025, and single stock performances, notably Boeing, amidst recent tragedies. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami and Danny Moses field questions from listeners, diving into market trends, the impact of Federal Reserve policies, and the outlook for various stocks in 2025. They discuss the volatility index, Federal Reserve's influence on financial conditions, and specific stock picks like Intel and gambling stocks. The duo also explores macroeconomic factors influencing interest rates, the equities market, and precious metals like gold. They touch on trading strategies, the pros and cons of leveraged ETFs, and the importance of understanding company financials. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Danny Moses are joined by Peter Boockvar from the Bleakley Financial Group. The trio delves into recent market volatility following the Federal Reserve's latest meeting. Peter Boockvar shares his insights on market reactions in both the stock and bond markets, discussing key factors such as positioning and sentiment. They explore the Fed's influence on market expectations and the broader economic outlook, touching on subjects like inflation, debt ceilings, and the impact of AI on the tech sector. Boockvar also provides contrarian views and investment picks for 2025, emphasizing the importance of quality over speculative investments. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan is joined by Danny Moses and Liz Thomas to break down the latest developments in financial markets. Key topics included the Federal Reserve's upcoming meeting, recent earnings, and market expectations. The gang highlighted China's expected stimulus, the impact of rising yields, and the potential for volatility in equities. The team also examined the performance of sectors like healthcare and energy, the challenges faced by small businesses, and notable earnings reports from Nike, FedEx, and Lennar. After the break: Ron Biscardi, CEO, and Kaitlin Malin, COO of iConnections, join 'On the Tape' to discuss their recent conference in Singapore, where attendance doubled from the previous year with 230 fund managers and a similar number of allocators holding over 3,000 meetings. They dive into iConnections' evolution from a tech company to the world's largest cap intro platform during the pandemic, emphasizing their tech-driven solutions like the roadshow module and investor portal. Upcoming events in Miami and potential expansions into Europe and Africa are mentioned. The conversation also covers the partnerships and success stories from attendees, with notable figures like Howard Marks and Steve Cohen participating in their events. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan and Guy are joined by David Rosenberg, the founder of Rosenberg Research. They cover his recent 'Lament of a Bear' report, where Rosenberg reflects on his stock market predictions, acknowledging the unexpected impact of AI and generative technologies on market performance. They delve into the significant rise in market multiples driven by growth in AI, especially since May 2023 with Nvidia's strong performance. Rosenberg explains the potential overpricing of stocks, influenced by high investor confidence and passive investing trends. He also discusses the implications of current and future interest rate environments, inflation expectations, and the role of the Federal Reserve in shaping market outlooks. The conversation touches on the concept of equity risk premium and the potential risks of market corrections. Rosenberg shares his cautious stance and emphasizes the importance of staying informed on economic cycles and reading historical market analyses. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss a wide range of financial and market topics, including Oppenheimer's revised targets for the S&P 500 and trends suggesting a bullish market outlook. They also explore the implications of AI on various sectors, particularly emphasizing the speculative interest in software and technology stocks like Tesla, NVIDIA, and Palantir. The conversation touches on China's economic policies and stimulus measures, along with potential effects on global markets. Finally, they discuss the rising interest in Bitcoin and other cryptocurrencies within financial institutions and central banks, and conclude with a preview of upcoming economic data such as CPI and PPI that might influence market movements. Danny Moses and Guy Adami are joined by renowned financial analyst Meredith Whitney. Meredith shares her journey back to financial research after a hiatus due to the overregulation of banks. She discusses her unique approach to research, which involves thorough data analysis and theme exploration, leading to her groundbreaking calls on Citigroup and other financial institutions. The conversation also delves into the current state of private credit, consumer loans, and the potential for major M&A activity in the banking sector. Meredith's insights highlight the importance of rigorous analysis and adapting to changing market conditions. -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Danny Moses welcome Adam Parker, CEO of Trivariate Research. They discuss recent market dynamics, including asset rotation and the implications of AI on various sectors. Parker delves into potential market movements, valuation concerns across different sectors, and the evolving role of generative AI. He also shares thoughts on the valuation and strategic moves within the healthcare and tech sectors, the impact of geopolitical risks, and the unpredictable nature of market returns. After the break, Guy Adami and Dan Nathan welcome Courtenay Brown, now an economics reporter at Axios. The discussion traces Courtenay's career path, starting as a page at CNBC's Fast Money in 2014, and her subsequent roles at Squawk Box and Axios. Courtenay reflects on her lack of initial knowledge about financial markets and how her curiosity and learning at CNBC shaped her career. The conversation covers her current insights into the Federal Reserve, inflation, and the wealth gap. Courtenay also shares her perspectives on global economic issues, including European productivity and protectionist policies under various U.S. administrations. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami and Dan Nathan are joined by Michael Saylor, the Executive Chairman of MicroStrategy. They discuss the transformative potential of Bitcoin, Saylor's strategic vision for MicroStrategy, and the role of AI in financial markets. Michael Saylor shares his insights on investment strategies, risk management, and the future of digital currency, offering a comprehensive overview of his approach to leveraging Bitcoin as a key asset. The conversation also touches on MicroStrategy's aggressive growth through strategic investments and fundraising, the impact of AI on investment opportunities, and the broader implications of adopting Bitcoin as a global financial standard. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan, Liz Young Thomas, and Guy Adami discuss recent market trends and performance on the Monday edition of the 'On the Tape' podcast. They review key movements in the S&P 500 and NASDAQ, noting an impressive November, and dig into the impacts of the holiday week on trading volumes. The discussion includes upcoming economic data, particularly jobs and PMI reports, their potential market impact, and the highs and lows seen in sectors like semiconductors and software. They also touch on notable events such as Pat Gelsinger's departure from Intel and potential benefits of generative AI on corporate earnings. Key market trends, economic indicators, and strategic company moves are dissected to forecast potential year-end outcomes and 2025 expectations. Articles Worth Reading Investors are seized by optimism. Can the bull market last? (The Economist) The S&P 500 Is Set for Back-to-Back 20% Gains. What History Says Happens Next (Barrons) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan, and Danny Moses discuss various market movements and economic indicators. Key topics include recent macroeconomic data, nominations in the incoming Trump administration, market reactions, and trends in the bond market. The trio analyzes performances in sectors such as retail and banking, unveils insights on general trading trends, discusses Nvidia and generative AI, and elaborates on the impact of tariffs and energy sector outlooks. With Thanksgiving approaching, the hosts emphasize the significance of understanding broader economic trends and their impacts on the market. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss market movements in reaction to a new Treasury Secretary pick and expectations of lower regulations and cyclical growth into 2025. They delve into the impacts of inflation, the potential re-ignition of inflation due to policy changes, and the behavior of the bond market. The hosts also assess market reactions to interest rates, the significance of personnel decisions, and the enthusiastic retail response to the treasury secretary pick. They wrap up with an analysis of recent Nvidia stock movements and upcoming retail earnings amidst the backdrop of economic uncertainties and holiday spending. Further Reading RBC sees the S&P 500 rising to 6,600 in 2025, but expects a 5%-10% correction near term (CNBC) Trump threatens John Deere with 200% tariffs if production moves to Mexico (Reuters) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan, and Danny Moses kick off the pod with a discussion about Danny's golf game before delving into market analysis. The trio dives into regulatory challenges facing tech giants like Google and Microsoft, concerns about geopolitical tensions, and market reactions. After the break, the guys are joined by Terry Duffy, CEO of CME Group, covering topics such as the importance of U.S. debt control, the role of CME in global markets, AI applications in trading, and significant partnerships with Google Cloud. Duffy shares insights on the evolution of the retail trading sector and CME's continued commitment to St. Jude Children's Research Hospital. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami bumped into Robinhood's Chief Brokerage Officer Steve Quirk at CME Group's GFLC. Steve gives us brief rundown of what's new with Robinhood along with how he views the modern day retail investor. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami are live from the CME Group GFLC in Naples, Florida! Liz Young Thomas joins to update us on early 2025 reads from major firms like Goldman Sachs, Morgan Stanley, and BMO's Brian Belski. The crew also dives into inflation concerns, future Federal Reserve decisions, and notable stock performances, including Nvidia's impending earnings and Tesla's recent market surge. The episode highlights the potential influence of regulatory changes and macroeconomic conditions on market sectors and individual stocks. -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Danny Moses discuss Fed Chair Powell's comments on the economy and interest rates, as well as their potential impact on inflation and the market. They also explore the strength of certain sectors, the significance of key earnings reports, and the influence of geopolitical events. After the break (30:00), Marko Kolanovic, former JP Morgan Chief Market Strategist, joins to offer insights on high market valuations, the potential for geopolitical shocks, and the benefits and risks of AI in investment strategies. The episode also covers the implications of Trump's policies on the Ukraine conflict, Middle East tensions, and China-Taiwan relations. Additionally, they look at recent tech stock performances and the ramifications for global markets. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Elizabeth Young Thomas of SoFi, and Danny Moses discuss the implications of China's near-record $1 trillion trade surplus, potential trade tariffs, and the cyber attack known as Salt Typhoon. They delve into the repercussions of China's economic maneuvers like currency devaluation and their significant gold purchases. The conversation transitions to talk of U.S. economic indicators, specifically inflation and interest rates, with insights into the Fed's actions. They also touch on topics including crypto, small cap stocks, the performance of regional banks, Warren Buffett's cash holdings at Berkshire Hathaway, and Elon Musk's strategic moves. The episode wraps up with a look at upcoming Fed speeches and their potential impact on the market. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan, and Danny Moses explore market optimism in the wake of Trump's decisive election victory and the anticipated impacts on financial regulations, particularly for banks. After the break (27:00), Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares his insights on the future of major financial institutions and potential mergers among regional banks. The discussion also touches on the broader economic outlook, including inflation, interest rates, and the unique dynamics in the gold market. The hosts delve into the tech sector's performance, with particular analysis of JPMorgan, Tesla, and AI-driven companies like NVIDIA and Palantir. Belski closes with his cautious optimism for the stock market and the importance of focusing on individual stocks and sectors amidst evolving market conditions. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan, Danny Moses, and Liz Young Thomas cover October's job report, the U.S. Federal Reserve's upcoming meeting, single stock earnings, and the election. The team delves into the market's reaction to a weaker job report and the implications for upcoming Fed rate cuts. They analyze company earnings performance and consumer spending trends amidst macroeconomic uncertainty. Key earnings from Amazon, Microsoft, and Palantir are highlighted. The potential impacts of the upcoming election are discussed along with the market reaction to polling and prediction markets. Lastly, they touch on recent regulatory developments affecting energy companies and their deals with big tech for running data centers. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Dan Nathan, and Danny Moses delve into the current state of interest rates and bond yields. They explore the broader market implications, particularly focusing on the Mag 7 tech stocks and their earnings performances. Dan Nathan shares insights from his conversation with Cameron Dawson, CIO of New Edge Wealth, about the volatility in interest rates, her outlook for equities, and potential moves in 2025. The episode also touches on topical issues including the performance of the airline and tech sectors, spotlighting companies like Boeing, Super Micro, and Tesla. The team discusses the implications of a potentially changing political landscape on these trends. After the break, Cameron Dawson of NewEdge Wealth provides an overview of economic growth, productivity gains, and the possible impact of high rates as we look ahead to the year's end and into 2025. Dan and Cameron also discuss the upcoming 2024 presidential election and market implications for each candidate. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Elizabeth Young Thomas, and Danny Moses examine the significance of the current earnings season, focusing on major companies' pressures and the broader market sentiment with the S&P 500 near all-time highs. The episode dives into the rising yields in the bond market, potential inflation re-acceleration, and their implications. Additionally, they analyze the effects of oil and gold price fluctuations on various sectors, including Boeing's financial struggles and the broader economic impact. The hosts address global currency volatility, particularly involving Japan, and its effect on gold. Caleb Silver, the editor-in-chief of Investopedia, makes his third appearance, discussing Investopedia's 25-year evolution from a simple investing dictionary to a significant financial education resource. Caleb shares his journey from the restaurant industry and documentary film-making to business journalism, emphasizing Investopedia's role in educating self-directed investors. The conversation covers key topics like earnings season, investor anxiety, the impacts of political elections, and the ever-changing economic landscape. The hosts delve into historical market behaviors, the influence of tariffs, market volatility, and the trends in passive investing. They also discuss the dynamics of retail investing driven by story stocks and meme phenomena, and Caleb highlights how Investopedia continues to adapt by diversifying their media outreach through podcasts, videos, and AI technologies, aiming to provide high-quality financial education. -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami tackle the latest market trends and economic indicators, the bond market's reaction to the Fed's rate cuts and the resilience of mega-cap tech stocks are also explored. The discussion shifts to McDonald's handling of an E. coli outbreak, and its comparison to Chipotle's 2015 crisis, alongside broader market volatility and upcoming earnings reports from major corporations like Apple, Google, and AMD. They delve into the competitive landscape of AI, noting the struggles of AMD against Nvidia and the performance of tech giants amid regulatory and advertising challenges. The episode highlights significant earnings reports, the potential upgrade cycle for Apple driven by AI developments, and Tesla's recent earnings performance. Additionally, the guys touch on the gold market trends amid a strengthening dollar After the break (32:00), Dan Nathan and Stuart Sopp, CEO of Current, explore a range of crucial economic topics. They begin with the implications of the Federal Reserve's recent interest rate cuts and delve into economic indicators like inflation and employment data, linking them to market sentiment ahead of the elections. They discuss market rotations from leading tech stocks to small caps, and commodities, highlighting the emerging significance of generative AI and its impact on industries like logistics, biotech, and financial services. With insights from Q3 earnings, the conversation covers the financial sector's performance and future trajectories for tech giants and market trends. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with critical insights into AI's ongoing transformation and its impact across sectors like energy, semiconductors, software, and cybersecurity. Tesla's market strategy and challenges, Apple's AI potential, and broader economic implications for tech giants like Google and Meta are also explored. The episode dives deep into the risks associated with Q3 earnings, focusing on market sentiment, CapEx trends, and strategic maneuvers of major tech firms. Political implications, including potential impacts of a Trump re-election on tariffs and tech, are discussed, underlining the complex interplay of regulatory pressures and market dynamics. Learn more about Current: current.com Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts also touch on election speculations, China's economic stimulus efforts, and their implications on markets. Key highlights include in-depth analyses of the gold market, energy stocks, and the relationship between Bitcoin trends and tech stocks. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Guy Adami start the pod with a brief discussion on the all-time high for the S&P 500, key earnings reports from Taiwan Semi, ASML, and Morgan Stanley, and the performance of the AI sector amid talks of potential bubbles. They also analyze Apple's iPhone sales in China, updates from Netflix, and the effects of high bond yields on the market. The episode further explores rising bond yields, specifically the 10-year yield surpassing 4.1% post-Federal Reserve's rate cut, and its impact on tech valuations, with a focus on Netflix. After the break (13:00), we have a special conversation moderated by Dan & Guy from the 2024 HOOD Summit in Miami. Robinhood's Steve Quirk, joins Porter Collins, Vincent Daniel and Danny Moses share their insights into the evolving world of trading and investments. The discussion kicks off with an exploration of their backgrounds and the importance of community and validated trading ideas, highlighting platforms like Twitter and Discord for sourcing information. The guys also discuss contrarian investment strategies, the impact of macroeconomic factors, and the democratization of market access through Robinhood. Key topics include the evolution of the energy sector, particularly uranium and nuclear energy investments, the nuances of tax efficiency, and the potential market implications of the upcoming election. The conversation also navigates the challenges of trading amidst political influences, the undervalued potential of the energy sector, and the strategic opportunities in AI-driven tech IPOs. Emphasis is placed on the power of community, continuous learning, and adapting to market trends for optimizing investment strategies. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Guy Adami, Liz Young Thomas of SoFi, and Danny Moses discuss current market trends. The crew delves into the intricate dynamics of stock market relationships, consumer spending, and delinquency rates, offering insights into potential economic scenarios like a 'no landing' situation. Furthermore, they critically analyze the current state of major companies like Boeing, amidst layoffs and strikes, and the impact of financial indicators such as bond market volatility, interest rates, and bank earnings. The episode also covers China's economic strategies, geopolitical concerns, and the ongoing influence of factors such as gold prices and Fed expectations on market sentiments. After the break (34:00) Guy Adami and Kaitlin Malin speak with Pierre-Antoine de Selancy, managing partner at 17Capital, about the evolution of private equity and private credit. Pierre-Antoine shares his journey in the private equity space, detailing how he co-founded 17Capital and its unique approach to providing credit to general and limited partners. They delve into the company's strategy, such as NAV loans, the current the economic backdrop, competition in private equity, investment strategies, and the importance of innovation and cultural values at 17Capital. Additionally, Pierre-Antoine provides insights into sector trends, particularly in healthcare and software, the current market climate, and how 17Capital navigates risks and manages investor relations in the private credit industry. Learn more about 17Capital here: https://www.17capital.com Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Dan Nathan and Danny Moses discuss bank earnings and Tesla's highly anticipated Robo Taxi event. Recorded on a Friday morning before market opening, the conversation explores JP Morgan and Wells Fargo's performance, noting their trading positions and sentiment. The duo also discusses Tesla's event outcomes, including the Robo Taxi reveal and unexplored lower-end EV announcements, resulting in a drop in Tesla stock. After the break (32:30), Dan is joined by Anastasia Amoroso, Chief Investment Strategist at iCapital. The conversation explores the unpredictable financial year of 2023, marked by the emergence of generative AI, impacts on the S&P 500, and the soft landing of the economy. Anastasia provides insights into market rotations, inflation, and a shifting rate environment, emphasizing the potential benefits of a broader market opportunity. They also examine regional banking crises, the role of AI, the semiconductor industry's investment appeal, and geopolitical risks concerning the Middle East. The episode further discusses the implications of the upcoming U.S. elections on market stability, potential shifts in regulatory focus on megacap tech, and the influence of global events on oil prices. Anastasia outlines why a Goldilocks scenario could sustain a higher market multiple and the future investment opportunities spanning utilities, financials, real estate, and tech sectors. The conversation concludes with analysis of China's economic strategies and their potential regional and global impacts. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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