RiskReversal Pod

Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the March jobs report (2:00), expectations for bank earnings (17:00), supply chain concerns in the semiconductor space (24:00), Tesla (35:00), and economic data this week (42:00).  Read: Blackstone takes 36% loss on Santa Ana office sale About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan...

Guy and Dan are joined by Mike Wilson of Morgan Stanley to discuss the Q1 rally (5:00), complacency in the stock market (10:30), bond market volatility (21:00), his bull/base/bear case price targets (23:00), the banking crisis (34:00), sectors to watch (42:30), and answer listener questions (45:00). Watch On The Tape on YouTube: About the Show: On The Tape is a weekly podcast with CNBC Fast Money’...

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 6th - Stocks Haven't Looked This Unattractive Since 2007 - Liz on Q1 Earnings Season - Dan trades Tesla using options TSLA TSLQ - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH o...

Dan Nathan is joined by CNBC TechCheck’s Deirdre Bosa and Rick Heitzmann of FirstMark Capital to discuss mega-cap tech’s rally to start the year (2:00), Jamie Dimon’s annual shareholder letter (7:00), whether the banking crisis is in the rearview mirror (10:00), private market valuations (14:30), C3.ai dropping on a short seller report (21:00), and WWE merging with UFC (23:00). Later, he sits down...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 4th - JPM CEO Jamie Dimon Says Storm Clouds Ahead - Dan previews his Crude trade - CAT recession indicators - We take your questions! 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...

Guy, Dan & Liz Young, head of investment strategy at SoFi, discuss the oil rally (3:00), McDonald’s closing its U.S. offices (16:30), Tesla falling after reporting Q1 deliveries (21:00), Friday’s Jobs Report (23:30), and Mike Wilson of Morgan Stanley doubling down on his bearish thesis (28:30). Later, Guy & Dan sit down with Caleb Silver, Editor in Chief at Investopedia and host, and talk about In...

Guy, Dan, and Danny discuss the chaos in bank stocks (4:00), Morgan Stanley downgrading Charles Schwab (12:00), what’s next for the Fed (17:00), Danny explains the Credit-Default Swap market (22:30), the risk of Japan rate moves (28:30), implied dividend cuts in big banks (33:00), Apple entering the buy now pay later space (41:00), and Danny digs into the GameStop 10-K (46:00). ---- Shoot us an em...

Guy and Dan are joined by “The Compound and Friends” co-hosts Josh Brown and Michael Batnick for a special collaboration. The guys discuss engaging with internet trolls (3:00), how “pure luck” led to Josh hiring Michael (12:00), the culture at Ritholtz Wealth Management (15:00), financial TV punditry (28:00), what’s happening in the markets (36:00), stock picking strategies (45:00), and navigating...

Dan Nathan is joined by Trevor Marshall, Chief Technology Officer at Current, to discuss where FinTech goes from here (5:00), How U.S. regulators are choking Crypto (10:30), Coinbase launching a product to integrate web2 & web3 (20:30), Ticketmaster testing NFT-enabled pre-sales (26:00), and ChatGPT changing the AI game (35:00). Read Packy McCormick’s Attention is All You Need post on ChatGPT Emai...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 28th. - Markets wrong on rate-cut bets? - Bond volatility not going away - How to trade Nasdaq 100 Futures - MU earnings - We take your questions! 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 f...

Guy, Dan and Liz Young from SoFi discuss First Citizens buying Silicon Valley Bank (4:00), market breadth signaling a recession (14:00), earnings risks (22:30), Micron earnings on deck (26:30), Liz looks at potentially market-moving economic data this week (31:00), and two things Dan is focused on for the day (37:00).   ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- S...

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the Fed’s reaction to the regional bank bloodbath/Silicon Valley Bank debacle (2:00), Charles Schwab CEO saying the company can ride out a deposit flight (14:00), the health of the consumer (24:30), commercial real estate (30:00), Danny’s new STFU acronym (39:00), stock market valuations (45:00), and the guys answer listener...

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 23rd. - Bank Blowback $XLF $KRE - Liz Reacts to the Fed - Hindenburg Research $SQ Short + Dan’s trade update - We take your questions! 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 f...

Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00) David Steinberg is Co-Found...

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 21st. - S&P flashbacks to the GFC - Rip your face off $FRC rally coming? $KBW - CMEGroup Micro $WTI options - Bitcoin breaks key level - We take your questions! MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on You...

Dan Nathan, Guy Adami and Liz Young preview the week ahead and discuss the latest news (3:30) Madness in the markets (6:30). There is no quick fix for The Fed (10:00) Where does the banking sector go from here (15:00). Wednesday the most important Fed meeting yet, we mean it this time (17:00)! Can the Fed thread the needle (23:00)? The interest rate risk (29:00). Why the Nasdaq looks like best sho...

Vinny Daniel joins Guy Adami and Danny Moses for this week’s On The Tape. Will Jerome Powell have the… nerve… to keep raising rates (1:00)? The warning signs were there for Silicon Valley Bank and the “stress tests” failed (6:00). Guy finally watched The Big Short and the differences between the GFC and today (15:00). What’s the next step for financial regulators and lawmakers (21:00)? Bond volati...

Ben Kallo is Baird’s Senior Research Analyst covering Sustainable Energy and Mobility. He has more than 10+ years of experience in financial markets, including equity research positions at Stanford Group Company and Pacific Growth Equities LLC. We dive into Tesla after it’s 2023 Investor Day, was it a dud (2:00)? Could Tesla move on from Elon Musk (6:30)? Tesla actually has some tailwinds accordin...

Dan Nathan is joined by Deirdre Bosa, Rick Heitzmann and Jeff Richards How does this current crisis compare to the Great Financial Crisis (2:00). What happens to the brand of Silicon Valley Bank (8:00)? How are start-ups going to change their approach to banking (15:00)? Is “Mass Extinction” incoming (22:00)? U.S. Capitalism is breaking down before our very eyes (32:00). View our show notes here E...

Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, March 14th. - US Core CPI Tops Estimates - Too-Big-to-Fail lenders rake in deposits - CME FedWatch 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 D...

Dan Nathan, Guy Adami, Danny Moses and Liz Young take a look at what's broken after the collapse of Silicon Valley Bank. Congrats young investors, welcome to your first financial crisis (2:00). Somebody is hitting the panic button on Charles Schwab right now, are people shooting first and asking questions later (11:00). Let’s close the book on the soft landing narrative (15:00). All roads are lead...

Guy Adami and Danny Moses are holding down the fort on this week’s On The Tape! Silicon Valley Bank launches $2.25 billion share sale to shore up capital base (3:10). The issue doesn’t appear to be systemic, but it could be foreshadowing of turbulent airways ahead (12:45). Jerome Powell spoke, Fed Funds Futures flipped (18:40). Guy & Danny stress the importance of having a plan when trading this d...

Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, March 9th. - Jobless Claims - Liz Plays "Red Light, Green Light" - Banks $SIVB $JPM -- 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 @Ri...

D-Bo (Deirdre Bosa) of CNBC’s TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode. Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the wrong direction (10:00). Elon Musk has delayed pa...

Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, March 7th. - CME FedWatch - Powell Prepared to Speed Up If Needed 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 Twitte...