Guy, Dan and Danny discuss why it’s different this time (2:00), bank stress tests (17:30), semiconductor stocks (25:45), real rates (33:00), and the mutual fund to ETF conversion trend (37:00). After the break, Dan and Danny interview Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and discuss the swing in sentiment from 2022 to 2023 (45:00), his HOPE framework for the economy (50:00), his outlook for the second half of 2023 (1:03:30), global recessionary indicators (1:06:00), ...
Jun 30, 2023•1 hr 18 min•Ep. 186
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 29th. 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 Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Wa...
Jun 29, 2023•44 min
Dan Nathan sits down with Stuart Sopp and Trevor Marshall of Current to discuss the AI frenzy (2:00), what it means for their product roadmap (20:00), renewed optimism in the private markets (27:00), Robinhood (33:00), and crypto (37:00). View our show notes here Learn more about Ro body: ro.co/okay 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 Twitt...
Jun 28, 2023•44 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 27th. 0:00 - Soft Landing Signals 9:00 - S&P 500 12:30 - NASDAQ 15:30 - Large Cap Downgrades 20:10 - NDX Overbought 28:10 - Yields, Dollar & Crude 35:30 - Bitcoin & Gold 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...
Jun 27, 2023•41 min
Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss the bull vs. bear case for stocks (3:30), geopolitical unrest in Russia (23:00), Tesla’s third downgrade in a week (29:00), and earnings season right around the corner (32:00). The co-hosts interview Bastiaan Janmaat, Managing Director at Linse Capital, and talk about his background at Goldman Sachs (38:00), DataFox (42:45), how Linse Capital came about (47:30), his outlook on the economy (50:00), what he’s looking for in comp...
Jun 26, 2023•1 hr 6 min
Guy, Dan, and Danny discuss comparisons to the tech bubble and financial crisis (2:00), AMD (10:00), “smug complacency” in the market (12:30), US-China relations (17:30), Tesla (20:30), crypto (29:30), and what to look for to be more constructive (32:00). After the break, Dan & Danny sit down with Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, and talk about getting less bearish (40:30), the housing market (49:00), the consumer (55:00), looking at past cycles (57:30),...
Jun 23, 2023•1 hr 12 min•Ep. 184
Dan Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00). China’s ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year View our show notes here Learn more about ...
Jun 21, 2023•1 hr 2 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 20th. 0:00 - China Troubles 9:00 - S&P 500 13:00 - NASDAQ Short Trade 16:20 - History Rhyming? 24:30 - Yields 27:30 - Crude Oil 29:55 - Gold 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 @Guy...
Jun 20, 2023•36 min
Dan and Danny sit down with Vincent Daniel and Porter Collins of Seawolf Capital to discuss the market melt-up this year (2:00), homebuilding stocks (8:00), global recession indicators (10:30), their investment in Petrobras & Brazil (13:00), the VIX (18:00), psychology of speculative manias like Nvidia (23:00), two under the radar themes they are watching (28:45), financials (36:00), and expectations for the market in the second half of the year (39:30). About the Show: On The Tape is a week...
Jun 19, 2023•51 min•Ep. 183
Guy and Danny are joined by Stuart Sopp, CEO and Founder of Current, to discuss green shoots in the market (3:00), liquidity (8:00), junk fees (14:00), the bond market (16:00), being bearish in a bull market (20:00), gold (28:00), and their desert island albums (32:30). The co-hosts interview Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital, and talk about key takeaways from the Fed meeting (37:30), what could take stocks higher (47:30), her highest conviction...
Jun 16, 2023•1 hr 5 min•Ep. 182
Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss the magnificent seven (NVDA, AAPL, MSFT, GOOGL, AMZN, META, TSLA) (2:00), Oracle shares heating up (10:30), Apple’s $3,500 VR headset (16:30), Adobe (25:35), and the AI bubble in the startup world (29:00). View our show notes here Learn more about Ro body: ro.co/okay 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: Follo...
Jun 14, 2023•34 min
Dan Nathan, Guy Adami and special guest Mike Khouw break down the top market headlines and bring you stock market trade ideas for Tuesday, June 13th. 0:00 - Major Indices 13:30 - Vol w/ Mike Khouw 27:30 - Fed Watch 30:00 - Crude, Gold & USD 34:15 - Bitcoin 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 @GuyAd...
Jun 13, 2023•41 min
Listen to MRKT Call on Sirius XM - Listen Mondays at 12pm ET on Business Radio (Ch. 132). SiriusXM subscribers can call in at (844) 942-7866 Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the upcoming June Fed meeting & tightening credit conditions (2:00). What macro insights are the home builders telling us (16:00)? Oracle reports after the close today, what’s the state of the A.I. trade (23:00)? Later, Dan and Guy interview Michael Marone and Boris Vuchic, co-founders...
Jun 12, 2023•59 min
Guy, Dan, and Danny discuss the markets grinding higher (1:00), the small cap bounce (10:30), earnings expectations for big tech (15:00), how Dan lost so much weight (19:00), Stan Druckenmiller comments on macro & Nvidia (22:15), short covering in Gamestop & Carvana (27:15), the SEC coming for crypto (30:15), and Danny’s Belmont picks (36:15). Later, Dan and Danny interview Bob Elliott, Co-Founder, CEO & CIO at Unlimited, and talk about his background working at Ray Dalio’s Bridgewat...
Jun 09, 2023•1 hr 3 min•Ep. 180
Dan sits down with Katie Stanton, founder & general partner at Moxxie Ventures, to discuss the A.I. movement (1:00), how Moxxie approaches investing in the space (6:00), the uncertain economic environment (11:00), social media platforms (18:30). Later, they are joined by Elliott Green, co-founder & CEO of Dandelion (26:00), and Scott Stevenson co-founder & CEO of Spellbook (50:00), about how their companies are using A.I. as a copilot in the healthcare and legal industries. Spellbook...
Jun 07, 2023•1 hr 13 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 6th 0:00 - Major Indices 12:30 - Yields 22:30 - Crude & Gold 27:30 - Russell 2000 30:00 - Coinbase and Bitcoin 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 @Carte...
Jun 06, 2023•36 min
Guy, Dan and Liz Young discuss the new bull market (3:00), how to hedge (12:00), Oil climbing on Saudi Cut (16:00), more shoes to drop for the financials (21:00), and Apple making new highs ahead of its WWDC (28:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall S...
Jun 05, 2023•33 min•Ep. 179
The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managing Director, Global Market Strategist J.P. Morgan Asset Management joins the pod after the break to discuss China’s economic re-boot (38:00), the U.S. Dollar (54:00) and big changes in Japan and Europe (1:02:00) Further ...
Jun 02, 2023•1 hr 6 min•Ep. 178
Guy Adami, Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 1 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 Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch ...
Jun 01, 2023•40 min
Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)? Further Reading Big Techs Become Even Bigger Winners. Shades of the Dot-Com Boom? This Economist Thinks a Recession Is Coming. It Could Be a Long One. View our show notes here Email us at [email protected] with any feedback, suggestions, or ...
May 31, 2023•34 min
Guy, Dan and Liz discuss the market's reaction to the debt ceiling deal and Nvidia hitting $1 trillion in market cap (3:30). China’s sluggish re-opening and tensions with the West weighing on growth (21:00). Lululemon selling off, sign of a weakening consumer (27:00)? The TLT is looking really attractive at these levels (30:00). Articles Discussed In This Episode: Nvidia CEO Says Those Without AI Expertise Will Be Left Behind Tesla could face a $3.3 billion fine over a massive data leak Musk Ech...
May 30, 2023•34 min•Ep. 177
Guy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:...
May 26, 2023•1 hr 20 min•Ep. 176
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Apple announcing a multibillion-dollar deal with Broadcom for U.S.-made chips (1:00), Nvidia earnings (9:00), and Instacart’s ad business surging (15:00). Later, Dan sits down with Dan Teran of Gutter Capital, Max Veggeberg, CEO at Tetra Home Service and Eric Owski, CEO of Treehouse to discuss EV incentives from the Inflation Reduction Act (IRA) (21:00). View our show notes here Email us at [email protected] with any feedback,...
May 24, 2023•55 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 23rd 0:00 - Credit Crunch Looming? 15:00 - Rates & U.S. Dollar 21:30 - Guy on Gold 27:45 - Apple, Chip Wars Articles Referenced Looming Defaults Threaten Chain Reaction From Credit Into Stocks China’s local-debt crisis is about to get nasty China’s $23 Trillion Local Debt Mess Is About to Get Worse MRKT Call is brought to you by our presenting sponsors CME Group, FactSet &...
May 23, 2023•34 min
Dan Nathan, Guy Adami, and Liz Young, head of investment strategy at SoFi, discuss stock market sentiment (3:30), valuations (14:00), Micron shares falling on China ban (17:30), Nvidia earnings (27:00), the divergence in large cap and small cap stocks (31:00), retail earnings (34:00), and Nike (39:30). Liz’s tweet on valuations 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 headline...
May 22, 2023•46 min•Ep. 175
Dan & Danny discuss a surge of enthusiasm on Wall Street (3:30), billionaire investors getting bullish on AI (10:45), Nvidia (18:00), Netflix stock jumps 10% as it boasts ad-tier growth (20:35), Walmart (23:40), what it would take for them to change their bearish thesis (26:30), and happenings in the sports betting space (32:00). Later, they sit down with Jim Bianco of Bianco Research to discuss why the economy needs to restructure (43:45), bond market volatility and inflation (51:30), the d...
May 19, 2023•1 hr 26 min•Ep. 174
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss big tech winning the AI race (1:00), big investors piling into AI (13:00), and Michael Burry doubling his Alibaba stake in big bet on China tech (16:00). Later, Dan sits down with Molly Jong-Fast, host of the Fast Politics podcast, to discuss the changes happening at Twitter (22:00). View our show notes here Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @Ok...
May 17, 2023•40 min
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 emails Follow us on Twitter @MRKTCall Follow Dan Nathan @RiskReversal on Twitter Follow @GuyA...
May 16, 2023•33 min
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), climate change (35:30), and how he came to write his book about Jack Welch (44:30). Read: How Jack W...
May 15, 2023•1 hr 6 min•Ep. 173
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 CEO (39:30). Later, Dan and Guy are joined by David Rosenberg of Rosenberg Research and talk about the...
May 12, 2023•1 hr 27 min•Ep. 172
