RiskReversal Pod

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 16 0:00 - The AI Bubble 6:30 - Financials, State of Consumer  12:00 - S&P Trade 16:30 - Semis 20:00 - Oil 25:00 - Bonds, fields a U.S. Dollar 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...

Guy and Liz Young discuss manufacturing data (2:00), the rangebound S&P 500 (4:30), small caps (10:30), the debt ceiling (15:30), and big box retail earnings (21:30). After the break, Dan and Guy interview David Gelles, New York Times bestselling author of “The Man Who Broke Capitalism” and an award-winning correspondent for the New York Times, and talk about his life as a journalist (28:30), clim...

Guy, Dan and Danny discuss Stan Druckenmiller’s comments on the economy (2:00), regional banks (5:30), interest rates (9:15), how stocks are reacting to earnings (15:40), the debt ceiling (19:00), Hindenburg taking on Carl Icahn (23:00), earnings giving clues about the consumer (28:00), the death rattle closing in on AI (31:45), DTCC leaking sensitive data (36:00), and Elon hiring a new Twitter CE...

Dan Nathan and Deidre Bosa, host of CNBC Tech Check, discuss the commoditization of FinTech companies like PayPal (2:00), and Google I/O 2023 (11:30). Dan sits down with Rick Heitzmann of FirstMark Capital to discuss takeaways from tech earnings (20:15), venture debt (26:00), the next big thing in tech (33:30), the consumer (38:45), and where we are in the economic environment (41:30). Later, Dan...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 9th. - Goldman & Barclays Bet Against Fed Rate Cuts This Year - GFS Chips Warning SMH - Dan's Crude Oil trade - PYPL WYNN 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 and Liz Young, head of investment strategy at SoFi, discuss market breadth (2:00), earnings (9:00) bond market volatility (16:00), big week for economic data (21:30), and gold (30:00). The co-hosts interview Greg Friedman, CEO of Peachtree Group, and talk about the state of commercial real estate (34:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nat...

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the bank bloodbath (2:00), what the Fed said (15:30), the ”all-important” April jobs report (19:00), whether more volatility is ahead (23:00), consumer lending (27:00), gold (34:00), Apple earnings (39:45), Semis (47:30), Lyft/Uber (51:00), and Robinhood earnings next week (54:30). About the Show: On The Tape is a weekly podc...

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 4th. - What the Fed said - Elon says a mild recession is already here - Liz Young looks at the Fed’s May Statement - $CG Tumbles - $QCOM slides + $AAPL earnings preview MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE...

Dan and Deirdre Bosa discuss Uber earnings (1:00), Chegg crashing after its ChatGPT warning (14:00), and Amazon’s AWS guide spooking investors (20:00). Later, Dan interviews Dan Niles, Founder & Portfolio Manager of the Satori Fund, and talks about his background as an internet analyst during the dot com crash (26:00), the psychology of investing (28:30), Meta (37:45), big tech valuations/Nvidia (...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 2nd - Bank Bust $JPM $KRE $BKX - Fed meeting kicks off - US Job Openings Fall, Signs of Labor Market Softening - Dan’s 10-year futures trade - $SBUX earnings preview MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on...

Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss JPMorgan taking over First Republic Bank after the U.S. seizure (2:00), whether earnings is signaling a new bull market (15:00), and the Fed meeting (24:30). Dan and Guy interview Brett Jefferson, founder and president at Hildene Capital Management, and talk about regional banks (41:30), his company’s strategy and themes that co...

Guy, Dan, and Danny discuss big tech stocks carrying the market (3:00), the bank crisis in remission not over (14:30), UPS earnings (27:30), the Microsoft/Activision deal getting blocked (30:30), home builders & energy (33:00), Tesla’s gap down (36:30). The co-hosts interview Rebecca Patterson, former chief investment strategist at Bridgewater Associates, and talk about her career (47:00), her bas...

On this bonus episode, Guy and Dan interview Kara Swisher, podcast host and editor-at-large at New York Magazine, and talk about San Francisco (2:15), the changing landscape for traditional media (7:15), Fox firing Tucker Carlson (14:30), the boogeyman for big tech (21:45), Elon Musk (31:30), and Kara’s dream interviews (37:30). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, April 26th. - MSFT Jumps on Earnings - META Earnings Preview - CMG Gains - Sean Ryan of FactSet joins to discuss why the banking crisis isn’t over 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 o...

Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions from investing (20:00), big tech earnings: Microsof...

Dan and Guy are joined by Liz Young, head of investment strategy at SoFi, to discuss what will move the broader market (4:00), Wall Street sentiment (8:00), earnings (11:00), what history says about a recession (26:00), what Liz is watching this week (31:00), and ODTE options (33:00). Dan sits down with Alfonso Peccatiello, Founder & CEO of The Macro Compass, and talk about what options in the sto...

Dan and Danny are joined by Porter Collins and Vincent Daniel of Seawolf Capital to discuss Tesla earnings (2:00), earnings painting the picture for the U.S. consumer (22:00), stock market breadth (31:00), whether it’s the end of the road for the Fed (37:00), gold (42:30), and energy stocks (43:30). Later, Dan interviews Stephanie Link of Hightower Advisors about what changed from 2022 to 2023 (50...

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 20th. 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 on...

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss investors lining up for Instacart’s private stock (2:00), Netflix’s live ‘Love is Blind’ reunion fiasco (5:00), Nvidia’s double upgrade (13:00), Samsung considering ditching Google Search for Bing (16:30), the Fox/Dominion lawsuit (21:00), and Tesla (25:00). Later, Dan is joined by Joe Marchese of Human Ventures and Packy McCormick of...

Dan Nathan and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, April 18th. - Investors most bearish on stocks vs bonds since 2009 - JPM investor survey - Dan's DXY futures trade - GS BAC earnings - TSLA tough road ahead - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE...

Dan and Liz Young, head of investment strategy at SoFi, discuss bank earnings (3:00), big tech buybacks (9:00), retail sales (12:00), a new consumer warning sign (14:30), complacency in the market (22:00), whether it's beginning to feel like a bull market (27:00), and earnings this week (33:00). Later, Guy interviews Tim McCourt, Global Head of Financial & OTC Products at CME Group, to discuss the...

Guy, Dan & Danny discuss when it will be safe to pick stocks again (5:00), bank earnings (6:30), how to protect your portfolio ahead of the next Fed meeting (15:00), no ceiling for the gold market (27:00), recession trends (30:00), and Schwab/Blackstone/Tesla earnings next week (34:30). Later, the co-hosts sit down with Stephanie Ruhle, host of MSNBC’s The 11th Hour, and talk about threading the n...

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 13th. - PPI Downside Surprise - Liz on CPI - Airline stocks sink AAL DAL JETS - Dan's bearish options NVDA trade - Banks earnings preview WFC JPM - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm...

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, chat about AWS numbers decelerating (2:00), problems lurking in big tech names (12:00), Tesla (22:00), and Twitter as a platform (28:00). Later, Dan sits down with Jeff Richards of GGC Capital & Ilir Sela, founder & CEO of Slice, to discuss the pizza industry 🍕 (37:00), changing technologies in the food delivery business (47:00), stepping int...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 11th. 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 on T...