Episodes

  • Marketplace Thriller and a Conversation with Cameron Dawson
    Nov 1 2024
    Guy Adami, Dan Nathan, and Danny Moses delve into the current state of interest rates and bond yields. They explore the broader market implications, particularly focusing on the Mag 7 tech stocks and their earnings performances. Dan Nathan shares insights from his conversation with Cameron Dawson, CIO of New Edge Wealth, about the volatility in interest rates, her outlook for equities, and potential moves in 2025. The episode also touches on topical issues including the performance of the airline and tech sectors, spotlighting companies like Boeing, Super Micro, and Tesla. The team discusses the implications of a potentially changing political landscape on these trends. After the break, Cameron Dawson of NewEdge Wealth provides an overview of economic growth, productivity gains, and the possible impact of high rates as we look ahead to the year's end and into 2025. Dan and Cameron also discuss the upcoming 2024 presidential election and market implications for each candidate. 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 on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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    1 hr and 20 mins
  • TechCheck with Guy Adami & a Conversation with Scott Wapner | Okay, Computer. Podcast
    Oct 30 2024
    Guy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Super Micro, Dell, and CDWC, examining factors such as market cap trends and competitive pressures. Shifting focus, they analyze Google and Meta's strategic integration of AI to boost ad revenues and market positioning, emphasizing Google's recent positive earnings report. The episode wraps up with insights into the fluctuating fortunes of Snap and the ascent of Reddit in the digital advertising space. Dan Nathan is joined by CNBC’s Scott Wapner, known for hosting ‘Halftime Report’ and ‘Closing Bell.’ The episode marks Scott's first appearance since December 2021, aiming to replicate their casual conversations over a formal podcast setup. They reminisce about Scott's career journey, from his pre-CNBC days to hosting prominent shows, discussing the market dynamics over the years, especially in the backdrop of the financial crisis. Wapner also delves into his sports memorabilia collection, his interactions with sports figures, and evolving market commentary. Highlights include the critical role of financial crises in shaping market perspectives, responsibility in stock recommendations, and the nuances of hosting market-focused shows. The conversation shifts to sports, discussing MLB's Dodgers-Yankees rivalry and the rising valuations of sports teams, touching on the impact of private equity in the sports market. Checkout Scott's Book 'When the Wolves Bite' — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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    1 hr and 5 mins
  • MegaCap Tech Vibe Check with Deirdre Bosa & Brad Erickson | Okay, Computer.
    Oct 29 2024
    Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech giants like Google and their impact on AI innovation. The episode also touches on Meta's AI Ray-Bans, Snap's spectacles, and the strategic AI investments of Microsoft and OpenAI. The upcoming presidential election's implications for big tech, especially regarding regulatory changes under different administrations, are examined. The dialogue provides valuable insights into how market leaders are navigating the evolving tech landscape amid significant economic and political changes. Dan Nathan and Brad Erickson, Internet Equity Analyst at RBC Capital Markets, discuss the upcoming earnings reports from major tech companies like Google, Meta, and Amazon. They delve into the challenges and opportunities these companies face, particularly in areas such as AI, search, ad revenue, and cloud computing. They also touch on the impact of DOJ cases and innovative products on investor sentiment and stock performance. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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    1 hr and 18 mins
  • Earnings Need To Stand & Deliver + Investopedia's Caleb Silver
    Oct 28 2024
    Guy Adami, Elizabeth Young Thomas, and Danny Moses examine the significance of the current earnings season, focusing on major companies' pressures and the broader market sentiment with the S&P 500 near all-time highs. The episode dives into the rising yields in the bond market, potential inflation re-acceleration, and their implications. Additionally, they analyze the effects of oil and gold price fluctuations on various sectors, including Boeing’s financial struggles and the broader economic impact. The hosts address global currency volatility, particularly involving Japan, and its effect on gold. Caleb Silver, the editor-in-chief of Investopedia, makes his third appearance, discussing Investopedia's 25-year evolution from a simple investing dictionary to a significant financial education resource. Caleb shares his journey from the restaurant industry and documentary film-making to business journalism, emphasizing Investopedia's role in educating self-directed investors. The conversation covers key topics like earnings season, investor anxiety, the impacts of political elections, and the ever-changing economic landscape. The hosts delve into historical market behaviors, the influence of tariffs, market volatility, and the trends in passive investing. They also discuss the dynamics of retail investing driven by story stocks and meme phenomena, and Caleb highlights how Investopedia continues to adapt by diversifying their media outreach through podcasts, videos, and AI technologies, aiming to provide high-quality financial education. -- 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 on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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    1 hr and 6 mins
  • Tesla Sparks Mag7 Earnings Season with Stuart Sopp
    Oct 25 2024
    Dan Nathan and Guy Adami tackle the latest market trends and economic indicators, the bond market's reaction to the Fed's rate cuts and the resilience of mega-cap tech stocks are also explored. The discussion shifts to McDonald's handling of an E. coli outbreak, and its comparison to Chipotle's 2015 crisis, alongside broader market volatility and upcoming earnings reports from major corporations like Apple, Google, and AMD. They delve into the competitive landscape of AI, noting the struggles of AMD against Nvidia and the performance of tech giants amid regulatory and advertising challenges. The episode highlights significant earnings reports, the potential upgrade cycle for Apple driven by AI developments, and Tesla's recent earnings performance. Additionally, the guys touch on the gold market trends amid a strengthening dollar After the break (32:00), Dan Nathan and Stuart Sopp, CEO of Current, explore a range of crucial economic topics. They begin with the implications of the Federal Reserve's recent interest rate cuts and delve into economic indicators like inflation and employment data, linking them to market sentiment ahead of the elections. They discuss market rotations from leading tech stocks to small caps, and commodities, highlighting the emerging significance of generative AI and its impact on industries like logistics, biotech, and financial services. With insights from Q3 earnings, the conversation covers the financial sector's performance and future trajectories for tech giants and market trends. 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 on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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    1 hr and 9 mins
  • Dan Ives on the Many Lives of AI
    Oct 23 2024
    Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with critical insights into AI's ongoing transformation and its impact across sectors like energy, semiconductors, software, and cybersecurity. Tesla's market strategy and challenges, Apple's AI potential, and broader economic implications for tech giants like Google and Meta are also explored. The episode dives deep into the risks associated with Q3 earnings, focusing on market sentiment, CapEx trends, and strategic maneuvers of major tech firms. Political implications, including potential impacts of a Trump re-election on tariffs and tech, are discussed, underlining the complex interplay of regulatory pressures and market dynamics. Learn more about Current: current.com 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 on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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    56 mins
  • Beige Books & Baseball
    Oct 21 2024
    Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts also touch on election speculations, China's economic stimulus efforts, and their implications on markets. Key highlights include in-depth analyses of the gold market, energy stocks, and the relationship between Bitcoin trends and tech stocks. 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 on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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    35 mins
  • Slings & Arrows at HOOD Summit in Miami
    Oct 18 2024
    Dan Nathan and Guy Adami start the pod with a brief discussion on the all-time high for the S&P 500, key earnings reports from Taiwan Semi, ASML, and Morgan Stanley, and the performance of the AI sector amid talks of potential bubbles. They also analyze Apple’s iPhone sales in China, updates from Netflix, and the effects of high bond yields on the market. The episode further explores rising bond yields, specifically the 10-year yield surpassing 4.1% post-Federal Reserve's rate cut, and its impact on tech valuations, with a focus on Netflix. After the break (13:00), we have a special conversation moderated by Dan & Guy from the 2024 HOOD Summit in Miami. Robinhood’s Steve Quirk, joins Porter Collins, Vincent Daniel and Danny Moses share their insights into the evolving world of trading and investments. The discussion kicks off with an exploration of their backgrounds and the importance of community and validated trading ideas, highlighting platforms like Twitter and Discord for sourcing information. The guys also discuss contrarian investment strategies, the impact of macroeconomic factors, and the democratization of market access through Robinhood. Key topics include the evolution of the energy sector, particularly uranium and nuclear energy investments, the nuances of tax efficiency, and the potential market implications of the upcoming election. The conversation also navigates the challenges of trading amidst political influences, the undervalued potential of the energy sector, and the strategic opportunities in AI-driven tech IPOs. Emphasis is placed on the power of community, continuous learning, and adapting to market trends for optimizing investment strategies. 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 on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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    1 hr and 13 mins