On this bonus episode of On The Tape, Dan and Guy sit down with Tom Rogers, Executive Chairman at Engine Gaming & Media / Chairman and CEO of TRget Media, to discuss how he launched CNBC (4:00), early influences in his career (8:30), Tom mentoring Guy and Dan (12:00), transformative media technology (15:00), Reed Hastings and Netflix (18:30), Bob Iger and Disney (23:00), the role of politics in media (28:00), the Trump effect on news (31:00), the 2024 election (34:00), working with Jack Welc...
Oct 12, 2023•44 min•Ep. 217
Deirdre Bosa joins Dan Nathan on this week's Okay, Computer. Companies are facing a dilemma, stay private or go public (4:00)? Paul Tudor Jones warns of a possible drawdown in the stock market, how will mega cap tech stocks fare if it pans out (7:15)? Deirdre takes a look at "The Temu Effect" (15:30). How does Anthropic grow into its valuations (21:30)? Tesla builds a new home for ‘Dojo’ Supercomputer as AI ambitions rise (25:00). View our show notes here Learn more about Ro body: ro.co/okay Ema...
Oct 11, 2023•32 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 10th. FactSet's John Butters delivers his Earnings Insight. -Paul Tudor Jones says a a recession is likely -Guy's Gold Futures & 10-YR Futures Trades -Dan's TLT Trade Update -BAC's Wrong-Way Rate Bet -John Butters of FactSet joins Timecodes 0:00 - Geopolitical Climate 7:45 - NASDAQ 9:00 - Rates & Yields 16:25 - Bank of America 20:15 - Q3 Preview w/ John Butters 32:15 -...
Oct 10, 2023•42 min
Guy, Dan, and Liz Young from SoFi discuss how the market is responding to Hamas attack against Israel (3:00), the potential for steeper declines in the S&P 500 (12:00), oversold conditions (14:15), earnings season kicking off (19:30), Apple as a “Utility Player” Stock (21:00), Banks (24:15). Later, Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Tech...
Oct 09, 2023•59 min•Ep. 216
On this episode of “On The Tape,” Guy & Danny discuss rising interest rates (3:00), gold/bitcoin (14:30), oil demand destruction (17:00), Only an Equities Crash Can Rescue the Bond Market, Barclays Says (19:00), strikes (21:00), consumer stocks (22:00), Danny rips off the tape on the Consumer Financial Protection Bureau (CFPB) (25:00), Genius Sports (27:30), and NFL picks of the week (29:30). Later, Dan & Guy are joined by Jurrien Timmer, Director of Global Macro at Fidelity to talk abou...
Oct 06, 2023•1 hr 1 min•Ep. 215
On this episode of Okay, Computer. Dan Nathan is joined by his “On The Tape” co-host Guy Adami to discuss the flight to quality in the public markets (1:30), valuations as a timing tool (4:30), Big Tech Takes a Back Seat After the AI Hype Cycle (6:00), Goldman Sees Earnings-Led Rally in Big Tech Stocks After Rout (8:40), semiconductor stocks (11:40), and big tech technicals (13:30). Later, Trevor Marshall of Current drops by to discuss What to expect from SBF’s trial - and after (19:00), JPMorga...
Oct 04, 2023•39 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 3rd 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 all of ...
Oct 03, 2023•37 min
Guy, Dan and Liz Young from SoFi discuss initial enthusiasm over the shutdown aversion waning (4:00), the markets unchanged in the last 18 months (11:00), Rising Rates Likely Hit Bank Balance Sheets in Quarter (17:00), the bond trade (25:00), why a recession is still likely (30:00), Tesla’s fundamentals breaking down (34:00) and what to be optimistic about (36:00). 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...
Oct 02, 2023•39 min•Ep. 214
On this episode of On The Tape, Dan, Guy and Danny discuss rising rates (2:00), de ja vu to 2021 (3:15), the energy market (11:10), the China threat(14:20), Q3 earnings (19:45), CarMax (23:00), Ryan Cohen/meme stocks (26:25), and Danny’s NFL picks (29:15). Later, Guy and Dan are joined by Ed Yardeni of Yardeni Research to discuss his street cred as a top Wall Street strategist/economist (33:30), the Fed creating chaos in the bond market (38:20), why the Fed might get it right (45:30), the rollin...
Sep 29, 2023•1 hr 7 min•Ep. 213
Dan Nathan and Deirdre Bosa of CNBC give a vibe check on big tech (1:25), Amazon steps up AI race with up to $4 billion deal to invest in Anthropic (6:15), Meta’s Llama (8:32), chatbot integrations ( 9:30), the A.I. fever broken (11:00), Microsoft working on a plan b to Open A.I. (13:45), FTC Sues Amazon, Accusing Company of Illegal Online Retail Monopoly (17:00), Apple quiet on A.I. (19:20), and autonomous vehicle rides (21:50). Later, Dan sits down with Scott Cohen, CEO of JKBX, to discuss how...
Sep 27, 2023•59 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, September 26th Topics for today's show: - Jamie Dimon warns a 7% Fed rate is still possible - Key levels for crude oil, the U.S. dollar, and gold - Tech Selloff $AAPL $MSFT $AMZN $GOOGL - Big banks - Costco earnings preview ----- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm T-TH on YouTube Sign up for our emails Follo...
Sep 26, 2023•43 min
Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this week (Micron, Nike, Costco) (18:40), and Dan atones for his market sins (Tesla/Nvidia) (23:00). Later, Lee Robinson of Altana Wealth joins...
Sep 25, 2023•1 hr 5 min•Ep. 212
On this episode, Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins of Seawolf Capital to discuss scary moves in the bond market (2:00), the fiscal dominance narrative (10:00), volatility (12:00), Fed Chair Jerome Powell’s speech (14:30), crude oil (20:00), market breadth (24:30), the pulse of the consumer (36:00), banks (40:00), gold (46:00), and Vinny & Porter give individual stock picks (51:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Ad...
Sep 22, 2023•57 min•Ep. 211
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss the Instacart IPO (2:30), Arm Falls After Bernstein Downplays Company’s AI Prospects (9:00), semi stocks (13:30), and Pinterest shares rally after executives tell Wall Street that growth is reaccelerating (14:30). Later, Dan is joined by Katie Stanton of Moxxie Ventures and Kwindla Hultman Kramer, CEO at Daily, to discuss their funder/founder origin story (26:00), about Daily (28:00), the challenge and promise of video (31:00...
Sep 20, 2023•51 min
Guy Adami and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, September 19th 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 all...
Sep 19, 2023•38 min
Guy, Dan, and Liz Young of SoFi discuss the Fed painting the picture for a soft landing (2:45), a perfect storm for US multinationals (7:00), oil/energy prices (8:40), market risks (10:15), the potential for more volatility (14:15), and traders going to jail for spoofing (21:00) . Later, Dan sits down with Mark Simmer of Clear Haven Asset Management to discuss growing interest in the private credit market (25:00), his background (27:30), how Clear Haven is competing with larger players (30:00), ...
Sep 18, 2023•51 min•Ep. 210
Guy, Dan, and Danny discuss mixed messages in the market (1:00), where’s the recession? (6:00), the best-looking charts in the market, according to Danny (9:30), mega-cap tech stocks not acting well (10:30), Morgan Stanley’s Tesla upgrade (14:30), banks (16:30), Danny pounding the table on Genius Sports/Sportradar stocks (25:00), airlines (26:30), Vertu (32:00), Danny’s NFL picks (33:00), and Gamestop (33:30) . Later, Danny and Guy sit down with Michael Kao, a private investor at Kao Family Offi...
Sep 15, 2023•1 hr 9 min•Ep. 209
On this episode, Dan Nathan and Deirdre Bosa of CNBC discuss Apple woes (2:30), the IPO market (9:00), Google’s AI lead joining the Airbnb board (12:30), Oracle (22:30), Zombie SPACs (25:00), and 'Elon Musk,' by Walter Isaacson (35:00). Check out Deirdre’s Report on SPACs: Zombie SPACs - Why blank-check mergers won’t die — Learn more about Ro Body at ro.co/okay ---- Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayCo...
Sep 13, 2023•36 min
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, September 12th. 0:00 - Oracle, NASDAQ & Apple 15:00 - S&P 500 22:30 - Yields, Dollar, Gold & Crude 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 @...
Sep 12, 2023•32 min
Guy and Liz Young of SoFi discuss bond yields (3:30), inflationary inputs like oil and energy (13:30), China (16:30), Apple/Nvidia (21:30), the dollar wrecking ball (25:15), and the labor market (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 Street partici...
Sep 11, 2023•33 min•Ep. 208
Guy, Dan, and Danny discuss Apple falling on reports of a China crackdown (3:00), Tesla (7:30), dueling headlines on hiring (12:00), economists growing gloomier on 2024 (16:15), and football picks (23:00). After the break, Dan and Danny sit down with Savita Subramanian of Bank of America and discuss her market outlook (29:00), the consumer (39:00), reasons to be excited (45:30), how to make money in the stock market (49:00), her S&P price target (53:00), and China (59:30). Enter the CME Grou...
Sep 08, 2023•1 hr•Ep. 207
Dan is joined by Katie Stanton of Moxxie Ventures and Kesava Kirupa Dinakaran, co-founder of Luminai, Kesava breaking the Guinness World Record for the number of Rubik's cubes solved in one hour as a teenager (1:00), how he and Katie met during the pandemic (4:20), Kesava’s founder story/living in a hacker house (10:15), Luminai cultivating the shift from manual labor to digital labor (16:00), working with financial services and health care companies (24:30), and what’s next for Luminai (29:15) ...
Sep 06, 2023•36 min
Guy Adami, Danny Moses and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, September 5th. Enter the CME Group “Battle of the Bonds” Challenge for a Free Water Bottle! 1) Sign-up here: https://cmegroup.com/bondschallenge 2) Screenshot your registration 3) Email a copy to [email protected] with your mailing address MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTub...
Sep 05, 2023•50 min
Fundstrat’s Tom Lee joins Dan Nathan, Guy Adami and Danny Moses for the first half of the pod to discuss the stock market not making sense actually makes sense (4:00), the bond market (16:00), why it’s too early to have a 2024 outlook (18:00), Bitcoin (25:00) and sentiment among Fundstrat clients (27:00). After the break, the guys speak with Brady Cobb, CEO/Founder of Sunburn Cannabis, to discuss HHS calling for an easing of restrictions on marijuana (44:30). Use this link to get one month of fr...
Sep 01, 2023•59 min•Ep. 206
Dan Nathan is joined by Trevor Marshall, CTO of Current to discuss the state of crypto enforcement (1:00), NFTs in the SEC's sights, Bitcoin buoyed by ETFs (16:30), Elon's plan for payments on Twitter/X (21:00). After the break, Dan is joined by Stuart Wall, CEO of Setpoint.io and David Haber, GP at a16z to discuss their lead in the real estate financing startup's Series A (34:00), how Setpoint is poised to tackle adjacent verticals, AI's real impact on Fintech, and why a16z is all in on NYC. Vi...
Aug 30, 2023•1 hr 9 min
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 29th. 0:00 - Rates & Yield 6:00 - Carter’s Euro Trade 12:55 - U.S. Dollar & Gold 17:30 - S&P 500 + NASDAQ 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 Tw...
Aug 29, 2023•32 min
Guy, Dan and Liz Young of SoFi discuss Jerome Powell’s Jackson Hole speech and the market’s reaction (4:00). U.S. Commerce Secretary Gina Raimondo visits China (16:30). Best Buy, Lululemon, Dollar General report this week, will we glean any new insights on the consumer (21:30)? Salesforce reports after the close on Wednesday (26:00). Later, Dan sits down with Chad Anderson of Space Capital to talk about how he got into the industry (31:00), the international space race (36:00), investing in spac...
Aug 28, 2023•59 min•Ep. 205
On this episode of “On The Tape,” Tony Dwyer of Canaccord Genuity joins Dan, Danny, and Guy to discuss comparisons to catastrophes (3:00), why Tony says it’s all going to be okay (9:30), quantitative tightening explained (12:00), Tony’s market view (16:000), the Fed (21:30), retail stocks getting smoked (27:00), green lights in the market (36:00), odds of a rate hike/cut (38:00), private credit (41:00), and a vibe check on the day (47:30). About the Show: On The Tape is a weekly podcast with CNB...
Aug 25, 2023•55 min•Ep. 204
Deirdre Bosa of CNBC joins Dan Nathan to chat about Softbank’s Arm IPO (1:00), Instacart (9:30), Lyft (13:00), and Nvidia (14:30). Later, Dan sits down with Dylan Patel, Chief Analyst at SemiAnalysis, to discuss the supply chain (20:00), AI head fakes in Q2 earnings (25:00), the economic landscape and Nvidia (33:00). Check out Dylan’s latest note here View our show notes here Learn more about Ro body: ro.co/okay Email us at [email protected] with any feedback, suggestions, or questions fo...
Aug 23, 2023•46 min
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, August 22nd - Carter on SPX Unfilled Gaps - S&P downgrades multiple U.S. banks XLF - Carter takes a look at energy XLE - Retail worst day since late May DKS M TGT - NVDA preview Timecodes 0:00 - Banks/Financials/Yields 11:30 - S&P 500 Levels/Charts 18:00 - Retail Rout ($DKS, $M, $TGT) 23:00 - Energy ($XLE) 27:45 - Nvidia ($NVDA) MRKT Call is brought to you by our...
Aug 22, 2023•33 min
