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On The Tape

On The Tape

Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You?ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC?s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.

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Episodes

Rip Your Face/Off Rally with David Faber of CNBC

Guy, Dan, and Danny discuss Danny?s appearance on Fast Money (2:23), the yield curve inversion steepening (8:13), the conundrum in the jobs market (15:20), meme stocks going bonkers this week (20:06), Elon Musk selling $6.9B in Tesla stock (23:47), Disney?s quarter (26:39), and big box retailers reporting earnings next week (31:18). The co-hosts interview CNBC?s David Faber and talk about his nearly 30 years at CNBC (45:32), reporting during the financial crisis (1:01:11), Elon Musk (1:08:27), the media landscape (1:15:18), and hosting jeopardy (1:22:52).  ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-08-12
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Okay, Computer 8/10/22: Simple Math with Meltem Demirors: 1D = 1B

See show notes and transcript here Dan talks with CoinShares Chief Strategy Officer Meltem Demirors about the expanding domino effects from the crypto crash (1:07), why VC capital is still flowing into crypto and web3 startups (10:14), how past financial frenzies & bubbles may help reveal what?s ahead for crypto (15:35), what crypto companies can do to start creating true value with their products (18;12), and Meltem helping spark a new surge in interest for CryptoDickbutts and what they say about the future of cultural capital and memes (28:08). ---- Read Meltem?s latest post: ?Building Market Microstructure for NFTs? Check out the writings discussed by Meltem & Dan in the episode:  -Carlota Perez?s ?Technological Revolutions and Financial Capital? -Fred Wilson?s ?The Carlota Perez Framework? -Ben Thompson?s ?The Death and Birth of Technological Revolutions? ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-08-10
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MKT Call 8/9/22: Stocks vs. Commodities, Inflation Preview & Chips Crumble

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: JPMorgan?s Mako Kolanovic advising it?s time to trim stocks and buy commodities Micron?s warning sending shivers around the semi space Key CPI report on Wednesday Bitcoin and Ethereum catching a bid Coinbase earnings on Tuesday after the bell See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-08-09
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The Price is Wrong with Vincent Daniel and Porter Collins, plus a Conversation With Brady Cobb and Emily Paxhia

See full show notes and transcript here Guy and Danny are joined by Danny?s ?Big Short? colleagues Vincent Daniel and Porter Collins to discuss the Fed pivot (1:58), their big takeaway from earnings season (4:40), concerns in the credit market (5:46), big tech earnings (19:12), the HKD IPO phenomenon (23:01), banks performing poorly (29:55). Later, Danny sits down with cannabis advocate and operator Brady Cobb and Emily Paxhia of Poseidon Investment Management and talk about the shift happening around the cannabis space (43:20), updates in the Safe Banking Act (54:28), and marijuana?s potential impact on alcohol sales (1:05:48). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-08-05
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MKT Call 8/3/22: Yield Curve Inversion Deepens & Stocks That Are Bottoming

On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss: The yield curve inversion deepening OPEC+ agreeing to a modest increase in oil production Two fintech stocks are surging (PayPal, Robinhood) Groups of stocks that may be bottoming (Biotech, Software, Retail) Revisiting Carter?s CAT & AMD calls ---- Watch MKT Call at 1pm M-TH on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet, tastytrade, and is powered by OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal Watch all of our videos on YouTube
2022-08-03
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MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes

On this episode of MKT Call, Guy Adami and Danny Moses discussed: House Speaker Nancy Pelosi?s visit to Taiwan VIX explained ? why it?s remained low in spite of heightened headwinds What recent economic and earnings data say about the Fed?s next move The bond market?s recession indicator spells trouble for the markets Chaos in the bond market Oil rebound incoming? Gold hits one-month highs See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-08-02
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Trading Spaces 7/29/22: Market Wrap With Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC

Friday afternoon into the close, Guy, Dan, and Danny were joined by Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC for a LIVE conversation about the markets, Fed, Tech earnings, and what to expect in the coming weeks. Follow On The Tape Follow Trading Spaces
2022-07-30
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Running on Empty with David Rosenberg of Rosenberg Research

Guy, Dan and Danny discuss the market?s reaction to this week?s Fed meeting (3:30), whether we will see a rate cut (8:04), big tech earnings (12:00), what banks are saying about the economy (14:14), Walmart?s warning (17:53), and Meta?s quarter (24:41). Later, Dan sits down with David Rosenberg of Rosenberg Research, to talk about recession indicators (33:19), why David thinks we have seen the last rate hike of the cycle (37:44), cracks in the housing market (54:04), and why the worst is not over (1:01:27). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-29
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MKT Call 7/28/22: Recession Watch, Fed Recap, and Apple Earnings Preview

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:  How the markets are reacting to the Fed rate hike A negative GDP print signaling a recession Aaron Rodgers? hair What Dan says could make SNAP double Apple earnings preview Factset earnings insight Read Liz?s note on the Fed meeting Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Watch all of our videos on YouTube Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal
2022-07-28
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Okay, Computer 7/27/22: Fixing What Sucks with Lux Capital?s Josh Wolfe

Access our show notes and transcripts here Dan and Rick Heitzmann talk with Lux Capital?s Co-Founder & Managing Partner Josh Wolfe about the venture capital industry?s transformation in New York City over the past two decades (2:19), whether major venture capital firms will start going public (11:01), where Lux Capital is seeing the best investing opportunities amid industry turmoil (14:33), the fallout from the intensifying ideological fight between the U.S. & China (23:24), why soaring inflation may trigger an ?Occupy Fed? movement (), the ?new, new normal? coming for workers as the economy slows down (29:58), where the stock market will go from here (38:22), and how Elon Musk has turned Tesla into a religion (45:36). ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-27
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MKT Call 7/26/22: Fed Meeting & Big Tech Earnings Kick Off

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Bill Ackman's thread on the Fed Will we see another leg lower in the broader markets? The bond market's recession indicator spells trouble for the markets Walmart's warning and what it means for retail Microsoft and Alphabet (Google) earnings on tap See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-07-26
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Preview of the Market?s Week Ahead and an Interview with Cormac Kinney of Diamond Standard

On this bonus episode of ?On The Tape,? Guy and Dan reflect on what?s been a volatile few months for the markets (1:30), and preview the big week for earnings (Apple, Amazon, Alphabet, Microsoft, and Meta) ahead (14:20). Later, they go ?Off The Tape? with Cormac Kinney, founder of Diamond Standard, and discuss his background in innovation (22:00), diamonds as inflation hedges (35:00), tokenized commodities (37:20), and his path to an ETF (46:20).  See our show notes and transcript here ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-26
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Wish You Were Here With Gene Munster of Loup Ventures

Guy and Dan discuss the chart of the S&P 500 (2:26), how investors could be offsides in this market (6:13), homebuilder stocks bouncing (12:53), where the S&P could bottom (22:52), gold and crude oil (20:46). Dan sits down with Gene Munster of Loup Ventures to recap Tesla?s quarter (31:15), and preview mega-cap tech earnings from Apple (37:40), Microsoft (43:41), Amazon (47:10), Alphabet (51:00), and Meta (54:00). See our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-22
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Okay, Computer 7/20/22: Mind the Gap with Rick Heitzmann & A Conversation with Kevin Weil and Katie Stanton

Dan and FirstMark Capital?s Founder & Managing Director Rick Heitzmann discuss if market sentiment is suddenly turning better (2:04), Rick remaining a perma-bull on Pinterest after activist investor Elliott Management announced a major stake in the company (10:13), the white-knuckle earnings season outlook for beaten down tech stocks (15:15), what?s next in the Elon Musk-Twitter legal showdown after a judge orders an October trial (16:41), more pain to come for many crypto investors (19:35), and how Rick thinks Meta is the big tech stock most at-risk for competitive disruption (29:34) . Later, Dan is joined by his co-host Katie Stanton to interview Kevin Weil, President of Product & Business at Planet, about the company?s mission (39:36), Planet?s ethics board (46:39), private capital entering the space race (52:36), and tech stocks like Meta and Twitter getting crushed this year (55:45). ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-20
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MKT Call 7/19/22: Bear Market Rally, Yields Ready to Party and Novogratz on Bitcoin

On this episode of MKT Call, Guy Adami, Dan Nathan discuss:   BofA Survey Shows Full Investor Capitulation Amid Pessimism Netflix earnings after the bell Why Dan says yields look ready to party Strong dollar crushing commodities Next move for oil Galaxy Digital?s Mike Novogratz on Bitcoin Subscribe to our YouTube page Access our show notes See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
2022-07-19
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No One Left to Run With Anymore and Invisible Storm Author Jason Kander

Guy, Dan, and Danny discuss Guy?s controversial top band rankings (3:04), JPMorgan?s earnings report (5:47), the hardest macro tape Danny has seen (12:11), bond volatility (18:29), Wall Street strategists slashing S&P 500 price targets (20:44), and Tesla?s Elon Musk vs. Donald Trump (26:26). The co-hosts interview Jason Kander, New York Times bestselling author, about his new book Invisible Storm: A Soldier's Memoir of Politics and PTSD (38:58), and much more. To access our show notes and transcript click here. ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-15
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MKT Call 7/14/22: Strategists Slash S&P 500 Targets, June Inflation Data and Bank Earnings Send Stocks Lower

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss: Bank of America slashing its S&P 500 year-end target Crude crashing Big bank earnings sending stocks lower Liz looks at June inflation data FactSet earnings insight with John Butters Watch all of our videos on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
2022-07-14
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Okay, Computer 7/13/22: Finding a Runway to Land On with Sahil Bloom

Dan speaks with SRB Ventures Managing Partner Sahil Bloom about the major differences in East Coast finance culture versus Silicon Valley (2:36), venture capital firms going bargain hunting for tech stocks (6:40), how & where Sahil is deploying capital in the volatile market (15:10), accelerating layoffs at tech companies and startups (24:19), Andy Jassy?s succession challenges at Amazon (27:38), how the battle royal between Elon Musk & Twitter may end (30:39), if Elon Musk will still be the CEO of Tesla in two years (35:42), why Sahil loves Meta and Snap (39:42), and what?s behind Sahil?s rapidly growing influence on social and other content platforms (43:21). ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-13
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MKT Call 7/12/22: Software Stocks Sink, Inflation Expectations, Ominous Bitcoin Chart Pattern

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: ServiceNow CEO Bill McDermott comments on CNBC's Mad Money regarding macro headwinds Software stocks sinking Expectations for the CPI report Wednesday Citigroup upgrading JPMorgan, Morgan Stanley downgrading American Express Ominous chart pattern for Bitcoin See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-07-12
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Twisted Thoughts That Spin 'Round the Fed?s Head

Dan and Danny discuss the Fed minutes (0:01:39), similarities to the financial crisis (0:08:40), mega-cap tech stocks (0:11:27), bank earnings on tap (0:16:45), why gold can?t rally (0:21:27), and what could send the S&P 500 back through the lows (0:27:19) . Later, Guy and Danny turn the table on Dan and interview him about his career, how he got started at CNBC, his avid music fandom, and his illustrious lacrosse career.  For the full show notes, transcript, and links to mentioned content, please check out the episode page here. ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-07
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MKT Call 7/6/22: Key Levels for S&P, Gold Trader's Cheat Sheet, Transports, 2nd Half Playbook, Bearish Staples Trade

On this episode of MKT Call Dan Nathan, Carter Worth and Liz Young discuss: Where stocks are heading in the second half The gold trader cheat sheet Liz?s second-half playbook A bearish Consumer Staples (XLP) options trade FactSet earnings insight Amazon takes a stake in Grubhub Watch all of our videos on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal
2022-07-06
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MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices

On this episode of MKT Call Dan Nathan, Carter Worth and Danny Moses discuss: The Nasdaq outperforming the S&P 500 ARKK stocks showing signs of life Crude oil and gasoline prices dropping Copper plunging Bank stocks hitting 52-week lows The next move for bitcoin See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-07-05
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They Don?t Pay You at Halftime and a Conversation with Bill Pulte

Guy, Dan and Danny discuss the worst first half for the S&P 500 since 1970 (1:47), the crypto crash (11:53), what the mid-term elections could mean for the stock market (15:53), an interview with Blackstone?s Joe Zidle on CNBC?s Fast Money (20:31), what Dan is buying right now (28:18), the energy space (34:12), what?s happening with Elon Musk and Tesla (38:21). The co-hosts interview Bill Pulte and talk about Twitter Philanthropy (48:04), the Pulte family (52:45), bitcoin (1:00:53), and homebuilders (1:12:14). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-07-01
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MKT Call 6/30/22: Worst First Half for Stocks Since 1970 and What to Watch in the Second Half

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:  Yields bouncing around 3% The worst first half for the S&P 500 in 50 years Single stocks making 52-week lows (Deere, Target, Nike, JPMorgan, PayPal, Nvidia) What Liz Young is watching in the second half RH earnings disaster FactSet earnings insight Dan's mind the gap stocks (Zoom, PayPal, Netflix) Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange. ---- Watch all of our videos on YouTube Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal
2022-06-30
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Okay, Computer 6/29/22: Has Anyone Checked on Elon? A Conversation with Kara Swisher

Dan speaks with tech journalist Kara Swisher about her exit from the New York Times for a new role with Vox Media (0:54), Mark Zuckerberg?s huge bet on the metaverse and the future of Meta/Facebook (5:17), Kara?s recent interview with VC heavyweight Chris Dixon on the outlook for Web3 (10:22), if FTX?s Sam Bankman-Fried is becoming a Warren Buffett-like lifeline for the crypto industry (13:36), crypto likely becoming more centralized (14:13), Elon Musk?s curious silence on Twitter (16:42), whether Amazon CEO Andy Jassy will overcome the challenges facing the company (22:43), Kara?s push to cover the existential problems from climate change (24:48), and the impact Peter Thiel and other Silicon Valley influencers are having on politics (27:00).  ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-29
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MKT Call 6/28/22: Market Reverses Course, Headwinds for Oil and Heavy Metals Crash

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: The reversal in stocks Nike earnings New headwinds for crude and energy Heavy metals crashing Next move for bitcoin & gold See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-06-28
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MKT Call 6/27/22: Nostradami?s S&P 500 Prediction, Pulse on Health Care, Nike Earnings on Deck

On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss:  Strategists calling for the S&P 500 to rally to 4,000 or above Health Care stocks breaking out Goldman Sachs downgrading Coinbase and upgrading Robinhood Check of the consumer Nike earnings on deck ---- Watch MKT Call at 1pm M-TH on YouTube Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal
2022-06-27
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Demand Destruction, What?s Your Function?

Episode Description: Guy, Dan and Danny discuss the problem with the Federal Reserve (0:1:00), energy?s epic decline over the last two weeks (9:24 - 12:31), why Apple earnings could be the stock market boogeyman (16:23), Dan buying shares of Meta (21:10), the state of semiconductor stocks (22:35), bank stocks getting bludgeoned (24:42), the crypto /Coinbase crash (28:18), why the next 2-3 months will be crucial for the stock market (32:30), Danny gives an update on Cannabis (38:14), and the wild week for Tesla (39:54). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-24
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Okay, Computer 6/22/22: For Meta or for Worse with Jeff Richards, Katie Stanton & Alex Roetter

Dan speaks with GGV Capital Managing Partner Jeff Richards about when investors may return to risk-on mode (2:59), why Jeff would keep buying Amazon stock despite the bear market (10:33), VC legend Bill Gurley?s take on the current investment cycle (16:11), how startups are adapting to valuation resets (20:25), and deglobalization?s rude awakening to the markets (28:42). Later, Dan talks to Katie Stanton & Alex Roetter of Moxxie Ventures about Katie joining Yahoo?s board of directors (42:15), whether Twitter can re-accelerate growth if Elon Musk actually buys it (45:12), how it?s a great time for early-stage investors amid a murky outlook for startups (52:11), and why they?re bullish on climate tech (58:27). ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-22
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MKT Call 6/21/22: Recession Calls Grow Louder as Stocks Bounce off the Lows ????

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Growing calls for a recession The S&P and Nasdaq bouncing off the lows How the Fed can curb inflation Housing market dilemma Next move for crude oil, gold, bitcoin, ethereum See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-06-21
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The Wrath of Powell - Buried Alive with Vincent Daniel and Porter Collins

Guy, Dan and Danny are joined by Danny?s ?The Big Short? colleagues Vincent Daniel and Porter Collins to discuss Fed losing control (4:02), Guy nailing his S&P 500 price target (17:08), the writing on the wall for Tesla (19:44), the next move for energy stocks (25:40), why crypto could be one of the biggest bubbles we?ve ever seen (31:54), what investors should do now (39:30). Later, they take listener questions (48:39). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-17
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Okay, Computer 6/15/22: FUD Cuts Deeper Than Swords with Brian Kelly, Founder & CEO of BKCM

Dan talks with FirstMark Capital?s Founder & Managing Director Rick Heitzmann on navigating the bear market (2:34), mounting layoffs in tech and other industries (8:56), the threat of margin calls for institutional & retail investors (12:26), softness for SaaS companies (14:20), and why having cash will control your destiny amid the turmoil (18:45). Later, Dan speaks to BKCM founder & CEO Brian Kelly about why he thinks crypto coins are still currencies (22:48), crypto not proving to be a hedge against inflation (24:32), the fallout from Celsius freezing withdrawals and its impact on DeFi (31:56), Brian?s belief that there?s a generational opportunity to buy crypto coming up (38:29), how the latest crypto crash will trigger more regulation (43:20), and if crypto poses a systemic risk to the financial system (44:40). ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-15
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MKT Call 6/14/22: Wall Street Weighs 75bps Fed Hike as S&P 500 Lingers in Bear Market Territory

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Stocks cratering from the highs How long bear markets typically last The Fed meeting kicking off & the possibility of a 75bps rate hike Yields surging The U.S. dollar breaking out Bitcoin getting bludgeoned Coinbase laying off 18% of its workforce See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-06-14
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MKT Cal 6/13/22: Stock Market in Meltdown Mode

On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss the sell-off in stocks, bonds, commodities, and crypto. ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal Watch all of our videos on YouTube
2022-06-13
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Fed Left Me When I Needed You Most and A Conversation with Herb Greenberg of Empire Financial Research

Guy, Dan and Danny discuss the stock market shift (1:42), earnings pre-announcements (9:39), Apple entering the buy now pay later space (15:19), secondary markets seizing up as startup insiders dump shares (23:19), Danny?s 5 stages of investor grief (27;37), and Belmont Stakes picks (30:18). The co-hosts interview Herb Greenberg, editor at Empire Financial Research, and talk about shifting from the short side to the long side (37:15), stock market manias (46:17), taking chances in your career (58:12), and finding longs (1:01:57).  ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-10
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MKT Call 6/8/22: Easing Inflation, Exxon Hits Highs, What Crude Means for Stocks, Analyzing Chart Patterns

On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss: Tom Lee's soft landing call Signs of inflation easing Exxon hitting new all-time highs What crude oil means for the stock market Intel's global warning Carter breaks down chart patterns Starbucks vs. Nike Netflix rumored to buy Roku MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Watch all of our videos on YouTube Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal
2022-06-08
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Okay, Computer 6/8/22: Tech?s Rekt?oning with Gene Munster

Dan talks with tech investor & Loup Ventures? co-founder Gene Munster about the June quarter being a reckoning for tech stocks (5:17), his optimistic outlook for the markets in 2023 (18:45), why he?s bullish on Apple CarPlay after Apple?s Worldwide Developers Conference (25:05), who?s most likely to become Tim Cook?s successor (30;48), if Amazon CEO Andy Jassy is still right for the job after Amazon?s recent stumbles (37:07), how Elon Musk?s Twitter drama is distracting him from what he?s great at (42:52), why Tesla remains lightyears ahead of its electric car competition (49:55), and Loup?s startup portfolio performance amid economic turmoil (54:04). ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-08
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MKT Call 6/7/22: Target's Profit Warning, Consumer Conundrum, Key Levels for Stocks and Bitcoin Bust

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Target's profit warning sending retail stocks sinking Troubling signs for the consumer  Crude oil soaring The World Bank cutting its global growth forecast Key levels for the S&P and Nasdaq Bitcoin going bust See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-06-07
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Stock Market Jubilee with Wilfred Frost of NBC & Sky News

On this bonus episode Dan and Guy discuss Amazon?s stock split (1:52), Apple at precarious levels (3:33), Elon Musk vs. Twitter (7:15), and Chinese stocks (9:14). The co-hosts interview Wilfred Frost, broadcast journalist with Sky News, NBC and CNBC, and talk about covering Queen Elizabeth?s Platinum Jubilee (20:15), his biggest lessons from being a financial news broadcaster in America (21:36), how capitalism differs between the U.S. and England (25:20), the legacy of his father David Frost & the new season of ?The Frost Tapes? (39:20) . ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-06
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Guy was in the Eye of a Hurricane; Carter Braxton Worth Joins

With Guy presumed absent due to a travel nightmare, Dan & Danny talk with Carter Braxton Worth about Microsoft?s surprise cut to its earnings & revenue guidance (3:50); Guy unexpectedly makes it to the show during the middle of recording (9:46), JPMorgan?s Jamie Dimon & BofA?s Brian Moynihan trading barbs over the health of the economy (10:34), if OPEC+ agreeing to pump more oil will actually bring down energy prices (25:02), Sheryl Sandberg?s exit from Meta/Facebook (27:40), and what the Winklevoss twins? Gemini slashing 10% of its workforce says about the outlook for crypto (29:41). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-03
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MKT Call with Dan Nathan, Guy Adami and Danny Moses Live from the iConnections Digital Assets Forum in Miami

On this special episode of MKT Call, Dan Nathan, Guy Adami and their ?On The Tape? co-host Danny Moses speak at the Digital Assets Forum in Miami. They discuss the macro headwinds facing the markets, the state of crypto market and sit down with iConnections CEO Ron Biscardi.  Watch all of our videos on YouTube ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal
2022-06-01
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OK, Computer 6/1/22: Standing in the Middle of a Tornado with Rick Heitzmann & Jeff Richards, Plus a Conversation with Heather Hartnett of Human Ventures

Dan talks with FirstMark Capital?s Founder & Managing Director Rick Heitzmann and GGV Capital Managing Partner Jeff Richards on what advice they?re giving portfolio companies to deal with intensifying economic uncertainty (3:54), why Jeff still has a positive business outlook (21:57), which under-the-radar tech stocks they think are good buys, and the most important attributes a founder should have right now (26:43), and if Elon Musk will ever go a bridge too far with customers & shareholders (33:57).  Later, Dan talks with Human Ventures CEO Heather Hartnett about what?s making New York City a growing center for venture capital (41:01), the ?Hollywoodization? of startup founders (54:42), the challenges of finding the right talent (56:37), and why she?s going big on philanthropy as a service (1:00:19). ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-06-01
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MKT Call 5/31/22: Supply Chain Woes Show Signs of Easing, Next Move for Energy, Salesforce Earnings Preview

On this episode of MKT Call, Guy Adami, Dan Nathan, and Carter Worth discuss: China's recent COVID-19 lockdowns may not be disrupting supply chains as badly as feared Energy prices are soaring after EU leaders agree to ban most Russian oil imports If oil & other energy investments still have room to run higher Morgan Stanley warning that the recent rally for stocks has limited upside Salesforce earnings preview See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-05-31
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Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley

Guy and Danny discuss Danny turning constructive (2:07), what retail earnings are saying about the consumer (8:30), Gamestop rallying 50% in the last few weeks (19:04), and the energy space (24:10). The co-hosts interview Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, about his recession outlook (30:45), role at the firm (36:41), bear/base/bull case on the markets (38:30), the next shoe to drop (47:38) and what can go right (55:58). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-05-27
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Okay, Computer 5/24/22: The Unforgiven Market with Rick Heitzmann, Plus a Conversation with Electric AI CEO Ryan Denehy & Gutter Capital?s Dan Teran

Dan talks with Rick Heitzmann, FirstMark Capital?s Founder & Managing Director, about Snap?s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don?t think the ?sky is falling? (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16). ---- Dan Teran?s Medium post on the market slump and growing uncertainty for businesses: Things You Won?t Regret ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-05-25
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MKT Call 5/24/22: Snap Warning Slams Tech Stocks

On this episode of MKT Call, Guy Adami and Dan Nathan discuss: Social media & tech stocks tank after grim Snap warning Bond yields falling as investors seek safety The spread between investment-grade and junk bonds is widening ECB says crypto links to banks could pose threat to financial stability U.S. Dollar falls amid heightened economic uncertainty See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-05-24
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A Hot 30 on the Markets and Guy is Iron Man

Dan and Danny discuss retail wreaking havoc on the markets this week (2:12), the Elon Musk/Twitter saga (15:43), and the collapse of stablecoins (22:48). Later, they turn the tables on Guy and interview him about his athletic prowess (31:39), career (44:09), running the Iron Man (1:02:24) and writing a book (1:08:00).  Check Guy Adami?s feature in the New York Times ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-05-20
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MKT Call 5/19/22: How to Spot the Market Bottom

On this episode of MKT Call, Dan will be joined by Liz Young of SoFi and Carter Worth of Worth Charting to discuss: - Anemic rallies in the markets - Next levels for the S&P 500 - How to spot the bottom - Rates coming in - Time to get in gold? - AMAT & Palo Alto Earnings ---- Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow us on Twitter @MKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook  @RiskReversal Watch all of our videos on YouTube
2022-05-19
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Okay, Computer 5/18/22: The Current Crypto Thing with Trevor Marshall & Meltem Demirors

Dan talks with Rick Heitzmann, FirstMark Capital?s Founder & Managing Director, about whether the markets have bottomed out (01:00), why the best performing companies are starting to lay people off (10:30), deploying capital to successful businesses amid the financial turmoil (18:30), and which sectors will have the most opportunity after the economic uncertainty subsides (22:30). Later, Dan & CoinShares Chief Strategy Officer Meltem Demirors talk to Current CTO Trevor Marshall about the future of algorithmic stablecoins following Terra?s collapse (27:18), reevaluating the risk-reward of crypto investing after the recent crash (34:30), greed?s role in the rise of crypto & web3 (52:30), and whether inflation will drive more consumers towards FinTech (56:40). ---- Dan Teran?s new Medium post on why the recent market slump ?is not the dot com bubble bursting?: Things You Won?t Regret ?- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
2022-05-18
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MKT Call 5/17/22: How long will this stock market rally last?

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: How long will today's rally last? A volatile year for stocks Software stocks underperform big tech Is the retail sales number just an April fools? Walmart vs. Home Depot earnings See what adding futures can do for you at cmegroup.com.  Shoot us an email at [email protected] with any feedback, questions, or suggestions going forward and follow us @MKTCall. We?re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page
2022-05-17
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