RiskReversal Pod

On this episode, Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins of Seawolf Capital to discuss scary moves in the bond market (2:00), the fiscal dominance narrative (10:00), volatility (12:00), Fed Chair Jerome Powell’s speech (14:30), crude oil (20:00), market breadth (24:30), the pulse of the consumer (36:00), banks (40:00), gold (46:00), and Vinny & Porter give individual st...

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss the Instacart IPO (2:30), Arm Falls After Bernstein Downplays Company’s AI Prospects (9:00), semi stocks (13:30), and Pinterest shares rally after executives tell Wall Street that growth is reaccelerating (14:30). Later, Dan is joined by Katie Stanton of Moxxie Ventures and Kwindla Hultman Kramer, CEO at Daily, to discuss their...

Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, September 19th MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth...

Guy, Dan, and Liz Young of SoFi discuss the Fed painting the picture for a soft landing (2:45), a perfect storm for US multinationals (7:00), oil/energy prices (8:40), market risks (10:15), the potential for more volatility (14:15), and traders going to jail for spoofing (21:00) . Later, Dan sits down with Mark Simmer of Clear Haven Asset Management to discuss growing interest in the private credi...

Guy, Dan, and Danny discuss mixed messages in the market (1:00), where’s the recession? (6:00), the best-looking charts in the market, according to Danny (9:30), mega-cap tech stocks not acting well (10:30), Morgan Stanley’s Tesla upgrade (14:30), banks (16:30), Danny pounding the table on Genius Sports/Sportradar stocks (25:00), airlines (26:30), Vertu (32:00), Danny’s NFL picks (33:00), and Game...

On this episode, Dan Nathan and Deirdre Bosa of CNBC discuss Apple woes (2:30), the IPO market (9:00), Google’s AI lead joining the Airbnb board (12:30), Oracle (22:30), Zombie SPACs (25:00), and 'Elon Musk,' by Walter Isaacson (35:00). Check out Deirdre’s Report on SPACs: Zombie SPACs - Why blank-check mergers won’t die — Learn more about Ro Body at ro.co/okay ---- Email us at contact@riskreversa...

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, September 12th. 0:00 - Oracle, NASDAQ & Apple 15:00 - S&P 500 22:30 - Yields, Dollar, Gold & Crude MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKT...

Guy and Liz Young of SoFi discuss bond yields (3:30), inflationary inputs like oil and energy (13:30), China (16:30), Apple/Nvidia (21:30), the dollar wrecking ball (25:15), and the labor market (28:00). 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...

Guy, Dan, and Danny discuss Apple falling on reports of a China crackdown (3:00), Tesla (7:30), dueling headlines on hiring (12:00), economists growing gloomier on 2024 (16:15), and football picks (23:00). After the break, Dan and Danny sit down with Savita Subramanian of Bank of America and discuss her market outlook (29:00), the consumer (39:00), reasons to be excited (45:30), how to make money...

Dan is joined by Katie Stanton of Moxxie Ventures and Kesava Kirupa Dinakaran, co-founder of Luminai, Kesava breaking the Guinness World Record for the number of Rubik's cubes solved in one hour as a teenager (1:00), how he and Katie met during the pandemic (4:20), Kesava’s founder story/living in a hacker house (10:15), Luminai cultivating the shift from manual labor to digital labor (16:00), wor...

Guy Adami, Danny Moses and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, September 5th. Enter the CME Group “Battle of the Bonds” Challenge for a Free Water Bottle! 1) Sign-up here: https://cmegroup.com/bondschallenge 2) Screenshot your registration  3) Email a copy to contact@riskreversal.com with your mailing address MRKT Call is brought to yo...

Fundstrat’s Tom Lee joins Dan Nathan, Guy Adami and Danny Moses for the first half of the pod to discuss the stock market not making sense actually makes sense (4:00), the bond market (16:00), why it’s too early to have a 2024 outlook (18:00), Bitcoin (25:00) and sentiment among Fundstrat clients (27:00). After the break, the guys speak with Brady Cobb, CEO/Founder of Sunburn Cannabis, to discuss...

Dan Nathan is joined by Trevor Marshall, CTO of Current to discuss the state of crypto enforcement (1:00), NFTs in the SEC's sights, Bitcoin buoyed by ETFs (16:30), Elon's plan for payments on Twitter/X (21:00). After the break, Dan is joined by Stuart Wall, CEO of Setpoint.io and David Haber, GP at a16z to discuss their lead in the real estate financing startup's Series A (34:00), how Setpoint is...

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 29th. 0:00 - Rates & Yield 6:00 - Carter’s Euro Trade 12:55 - U.S. Dollar & Gold 17:30 - S&P 500 + NASDAQ MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on...

Guy, Dan and Liz Young of SoFi discuss Jerome Powell’s Jackson Hole speech and the market’s reaction (4:00). U.S. Commerce Secretary Gina Raimondo visits China (16:30). Best Buy, Lululemon, Dollar General report this week, will we glean any new insights on the consumer (21:30)? Salesforce reports after the close on Wednesday (26:00). Later, Dan sits down with Chad Anderson of Space Capital to talk...

On this episode of “On The Tape,” Tony Dwyer of Canaccord Genuity joins Dan, Danny, and Guy to discuss comparisons to catastrophes (3:00), why Tony says it’s all going to be okay (9:30), quantitative tightening explained (12:00), Tony’s market view (16:000), the Fed (21:30), retail stocks getting smoked (27:00), green lights in the market (36:00), odds of a rate hike/cut (38:00), private credit (4...

Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel, Chief Analyst at SemiAnalysis, to discuss the supply chain (20:00), AI head fakes in Q2 earnings (25:00), the economic landscape and Nvidia (33:00). Check out Dylan’s latest note here View our show notes here Learn more about Ro b...

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 22nd - Carter on SPX Unfilled Gaps - S&P downgrades multiple U.S. banks XLF - Carter takes a look at energy XLE - Retail worst day since late May DKS M TGT - NVDA preview Timecodes 0:00 - Banks/Financials/Yields 11:30 - S&P 500 Levels/Charts 18:00 - Retail Rout ($DK...

We’re previewing the week ahead with Liz Young, aka EY from SoFi. Should U.S. investors be worried about China (4:30)? Supply constraints are working against inflation (9:00). Where are yields going from here (13:30)? Nvidia earnings preview and impact on the markets (26:00). Where to go if markets turn down (28:00)? About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami,...

Peter Boockvar of the Boock Report joins Dan, Danny, and Guy to discuss the Fed raising rates (6:00), the most bullish things Peter is seeing (12:00), recession tipping points (16:30), what’s happening in Japan (28:30), financials (32:00), China (36:30), the election cycle (45:00), trends from recent earnings calls (48:00), Danny rants on trading around clickbait headlines (51:00), and Peter’s vib...

Dan is joined by Joe Marchese of Human Ventures and Stuart Sopp of Current to discuss doing business in New York (2:00), the pulse of the consumer (5:30), why the sentiment is too bearish for where the market is trading (12:30), digital transformation among different sectors, and how to donate with Hawaii wildfires (16:30). Later, Dan and Guy are joined by their CNBC Fast Money panelist Karen Fine...

On this episode, Dan is joined by Dan Niles of the Satori Fund to discuss his call for a 10% decline in the stock market (2:00), high-valuation & mega-cap tech (8:30), China’s impact on commodities (13:00), interest rates (20:30), Apple/Microsoft (24:30), Nvidia (35:00), and Tesla (41:30). Listen to our last episode with Dan Niles --- View our show notes here Learn more about Ro body: ro.co/okay E...

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 15th 0:00 - China, $FXI 17:00 - Yields, $HYG 23:00 - Banks, $JPM, $XLF 33:45 - S&P + Nasdaq ($SPX + $NDX) 39:00 - Crude Oil, U.S. Dollar & Gold MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTu...

Guy and Dan discuss the potential for a China growth scare (3:00), Nvidia/Taiwan Semi/Chip stocks (7:30), recessionary pressures (18:30), odds of a rate cut (20:30), Tesla (22:00), U.S. Steel (26:00), and retail earnings this week (28:30). Articles mentioned in this podcast: China Finance Giant’s Missed Payments Alarm Regulators, Markets China’s Worsening Economy Is Hurting Corporate America China...

Guy and Danny discuss investors not paying enough attention to Japan (4:00), treasuries trading like biotech stocks (11:30), Upstart (15:30), Icahn Enterprises (19:30), and the shift from passive to active investing (24:30). Later, they are joined by Lori Calvasina, head of U.S. equity strategy at RBC, to discuss the market reaction to inflation data (38:00), 2023 earnings estimates (41:00), inter...