RiskReversal Pod

On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upcoming interest rate cuts. The conversation shifts to the performance of various sectors amidst a falling dollar and risin...

Peter Boockvar from Bleakley Financial Group, shares insights on recent market volatility, interest rates, economic indicators, and the role of AI investments by major tech firms. They also delve into geopolitical impacts on the market, particularly Japan's monetary policies. The conversation covers the state of the U.S. consumer, debt issues, and potential for future QT and QE. They touch upon pr...

Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inflation metrics. The conversation extends to the te...

In this episode of the On the Tape podcast, hosts Guy Adami, Elizabeth Young Thomas, and Dan Nathan discuss upcoming events and economic expectations. With a focus on the Fed's Jackson Hole meeting and the implications of Federal Reserve Chairman Jerome Powell's speech, they analyze potential market movements and the broader economic landscape. The discussion covers topics like market volatility,...

Guy Adami, Danny Moses, and Dan Nathan are joined by Stuart Sopp, co-founder & CEO of Current. The discussion covers a wide range of topics, including the resilience of the consumer market, the Federal Reserve's impending decisions on interest rates, and the impact of AI on business efficiency. Sopp provides insights into the financial health of Current's customer base, noting significant growth m...

Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the stock market, focusing on companies like NVIDIA, M...

Dan Nathan, Guy Adami, and Liz Young Thomas discuss the recent market volatility and the economic outlook for the week ahead. They examine last week's market moves, the performance of the S&P 500, and the 10-year Treasury yield. The team highlights key economic data releases, including the PPI and CPI, and their potential impact on rate cuts and market volatility. They also delve into consumer sen...

Guy Adami, Dan Nathan and Danny Moses discuss the recent volatile market conditions, the impact of macroeconomic factors like the yen and Federal Reserve policies, and their implications for the S&P 500 and VIX. They delve into consumer spending patterns, rising credit card debt, and the performance of regional banks, addressing the potential for a recession. After the break Dennis Debusschere, Pr...

Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in FinTech, particularly for customer service and fr...

Dan Nathan, Guy Adami, Carter Worth and Liz Young Thomas discuss today's volatile action in markets. This is a special collaboration for MRKT Call and On The Tape for Monday, August 5th. 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 o...

Guy Adami, Dan Nathan and Danny Moses discuss the current market volatility, touching on economic indicators, interest rates, and weakening sectors. They highlight the recent downtrend in the S&P 500 and the implications of lower yields due to a slowing economy. The duo analyzes the significance of the ISM numbers, China's weak manufacturing data, and the geopolitical impact on oil prices. Other t...

Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AM...

Guy Adami and Liz Young discuss consumer behavior amid inflation, and specific company performances like McDonald's recent struggles. Additionally, predictions about the Federal Reserve's interest rate movements and the implications of recent economic data, including jobs and inflation, are discussed. Guy Adami and Kaitlin Malin of iConnections speak with Chris Rhine, of Galaxy Digital. Chris shar...

Dan Nathan, Guy Adami and Danny Moses discuss the impact of generative AI on tech stocks, particularly focusing on NVIDIA's fluctuating performance. They analyze market volatility, the potential end of the AI-driven rally, and impending earnings reports from major tech companies like Microsoft and Meta. After the break, Vincent Daniel and Porter Collins speak with their "Big Short" co-star Danny M...

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Google and its AI advances, Tesla and its expected v...

Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focusing on the tech sector's performance and future outlook. Additionally, the guys delve into the Chinese economy's challe...

Guy Adami and Dan Nathan discuss the latest market trends, focusing on the recent downturn in tech stock performance. They delve why AI-chips manufacturers are performing so poorly and Big Tech's price behavior as it relates to geopolitical tensions and potential regulatory actions under a second Trump administration. Liz Ann Sonders, Managing Director and Chief Investment Strategist at Charles Sc...

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations for Q2 tech earnings. The conversation also touches...

Dan Nathan and SoFi's Liz Young Thomas of dive into the latest market trends, focusing on earnings season, with significant attention to consumer commentary from CEOs. They discuss Jamie Dimon's perspective on higher interest rates for longer, Apple's focus on India vs. China sales, and a potential $23 billion cybersecurity deal involving Google. The episode also explores the implications of the w...

Guy Adami, Danny Moses, and Dan Nathan delve into recent economic trends, including potential Fed rate cuts, inflation, and CPI updates. They analyze key sectors like consumer goods, airlines, and tech stocks while discussing current valuations and earnings reports. The gang also discusses their favorite car manufacturer/future robotaxi company Tesla. Special guest Lori Calvasina, Head of U.S. Equ...

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves with xAI and the competitive landscape involving Ope...

Guy Adami and Liz Young Thomas discuss a range of topics from personal updates to pressing financial trends. We delve into the stock market's latest all-time highs and the market's questionable response to weak job numbers, and predictions about the Federal Reserve's potential upcoming rate cuts due to increasing unemployment, which has exceeded 4% for the first time since 2021. They also address...

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commitment to inclusivity. The conversation touches on...

Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influencing oil prices. The discussion also covers Feder...

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Monday, July 1st Timecodes 0:00 - S&P 500 16:00 - Seasonality 21:30 - Rates/Data 29:00 - Homebuilders 31:00 - JPM/WFC/BA 33:30 - Sectors To Watch 43:00 - Q&A -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME...