Dan Nathan and Guy Adami debrief on key themes they are watching into the end of the week (2:00). After the break, Danny Moses is joined by Vincent Daniel and Porter Collins of Seawolf Capital to break down Fed Chair Jerome Powell’s press conference (14:00), Federal debt levels (18:00), gold/bitcoin (25:30), the commercial real estate space & financials (30:45), searching for single name value (34:15) and a look at the consumer credit space (39:30). Subscribe to our newsletter: https://riskr...
Mar 22, 2024•43 min•Ep. 265
Dan Nathan is joined by Josh Brown and Michael Batnick of Ritholtz Wealth Management. You might know them better from Josh’s regular appearances on CNBC and their podcast The Compound and Friends. On today’s special pod drop, the guys are talking about the anticipation of Fed rate cuts (4:00), the state of consumer credit (16:30), Why U.S. Stocks So Expensive (20:30), investors using their 401k as a savings vehicle (22:30), Dan’s concerns around Nvidia and the AI bubble (36:15) and creating fina...
Mar 21, 2024•55 min•Ep. 264
On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00). — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.c...
Mar 20, 2024•35 min
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 19th. Timecodes 0:00 - Semi Stocks 12:00 - Google/Alphabet 22:00 - Boeing 27:50 - MU, NKE & FDX Implied Moves Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to you by our presenting sponsor Fidelity Watch MRKT Call LIVE at 1 pm M-TH on YouTube Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @RiskReve...
Mar 19, 2024•36 min
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss two big events for the markets this week: Nvidia’s user conference & the Fed meeting (3:00). Plus, they hit the potential Apple/Google AI deal (21:30) and where stocks could end the week (31:30). Articles Mentioned on this Podcast: How I Got Hooked on the Hottest Trade in Markets—and Bagged a 2,000% Return (WSJ) Apple Is in Talks to Let Google Gemini Power iPhone AI Features (Bloomberg) Jim Chanos Tweet Subscribe ...
Mar 18, 2024•37 min•Ep. 263
On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses discuss Tesla hitting the skids (4:00), the market rotation (8:00), Microsoft vs. Alphabet (GOOGL) (10:00), investing in manias (14:45), gold/gold miners/bitcoin/oil/commodities (22:00), Nvidia’s user conference (33:00) and next week’s Fed meeting (36:45). Later, Dan and Guy sit down with Caleb Silver, editor-in-chief of Investopedia (41:00). Some of the topics they cover include; a check on investor sentiment, what the ret...
Mar 15, 2024•1 hr 8 min•Ep. 262
CNBC’s Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia’s GTC 2024 next week (17:00)? After the break, Dan is joined by Matt Turck, Partner at FirstMark Capital and Florian Douetteau, CEO & Co-Founder of Dataiku about the state of Enterprise AI and the “Globalizatio...
Mar 13, 2024•50 min
Dan Nathan, Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 12th. Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to you by our presenting sponsor Fidelity Watch MRKT Call LIVE at 1 pm M-TH on YouTube Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @RiskReversal on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @...
Mar 12, 2024•32 min
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss what to expect from the CPI Report on Tuesday (5:00), the SAHM Rule Recession Indicator (8:30), semi stocks reversing (14:30), Adobe earnings (21:00), former President Trump on CNBC (23:00), and whether investors should beware the ides of March (29:30). After the break, Dan and Guy sit down with Ron Biscardi, CEO of iConnections, and Kaitlin Malin, COO of iConnections for an exciting announcement and a look at key the...
Mar 11, 2024•1 hr 4 min•Ep. 261
On this episode of On The Tape, Dan Nathan and Guy Adami are joined by Brian Belski, chief investment strategist at BMO, and talk about his outlook for the stock market. They cover the following topics: stock market sentiment (3:00), how to look at volatility (9:00), Nvidia (14:00), his process for making price targets (18:30), goldilocks economy (22:30), bank stocks (25:00), what concerns him about the markets (27:30), inflation/unemployment (30:30), the tech sector (35:00), and his background ...
Mar 08, 2024•1 hr 23 min•Ep. 260
Danny Moses is joined by his pals from Seawolf Capital, Vincent Daniel and Porter Collins, for a conversation on the macro environment and to discuss some signal stock names that have their attention. Topics on this episode include: Tesla’s sliding stock price (2:00), how fiscal policy is impacting markets (6:00), the banking sector (13:00), energy (20:00), MicroStrategy (25:00) and what Danny’s biggest themes (29:00). Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe ...
Mar 06, 2024•31 min•Ep. 259
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind’s background (29:00), reinventing search (33:00), what P...
Mar 05, 2024•1 hr 2 min
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Liz Young discuss strategists upping their S&P 500 price targets (4:15), the unemployment rate (9:15), acronym trends like FAANG & MAG7 (16:15), whether the world is in for another China shock (18:30), the wealth effect in the stock market (23:45), taking part in “the bubble” (28:15), Americans’ view on the economy (34:15), and what the market wants to see from this week’s Jobs Report (38:30). Articles Mentioned on this Podcast:...
Mar 04, 2024•42 min•Ep. 258
On this week’s episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses discuss investors chasing the market highs and dash for trash (2:00), crowded trades coming undone (9:00), the Buffett indicator flashing red (20:00), and active vs. passive investing (27:15). Later, Stuart Sopp, CEO of Current, joins for an update on the consumer (30:00), interest rates (39:30), the labor market/wages (44:45), Capital One’s bid for Discover (46:00), bitcoin (51:00), gold/gold miners (54:20), and the...
Mar 01, 2024•1 hr 3 min•Ep. 257
On this episode of Okay, Computer. Dan Nathan and Guy Adami sit down with Kara Swisher, author of Burn Book: A Tech Love Story, for an in-depth look at the book and her process for writing it. Later, Dan is joined by Jesse Chasse of RBC Capital Markets to discuss the state of the IPO market (47:30), lessons learned from SPACs/direct listings (53:45), strategic M&A (55:45), the path to going public (48:00), comparisons to the dot com bubble (1:02:00), Uber’s wild ride (1:04:00), and the econo...
Feb 28, 2024•1 hr 10 min
On this episode of On The Tape, Dan Nathan, Guy Adami and Liz Young discuss the market euphoria following Nvidia earnings last week (3:45), why Americans don’t feel good about the economy (10:00), U.S. debt (21:30), M&A green shoots for the markets (24:20), Amazon entering the Dow (26:10). Articles Mentioned on this Podcast: Goldman Sachs’s Chief Economist Has Nailed Big Calls. Here’s His Next One. (WSJ) What If the Economy Actually Is Getting Stronger? (Barron’s) Recent Big Deals Stir Hope ...
Feb 26, 2024•42 min•Ep. 256
Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank stocks (27:00), energy stocks left for dead (30:00), similarities to the late ‘90s (34:45), when valuation matters (47:15), the election (49:45) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscrib...
Feb 23, 2024•52 min•Ep. 255
Dan and Guy are back for a special MRKT Call. Dan Niles joins to give his take on Nvidia's crucial earnings report. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe 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 @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @R...
Feb 22, 2024•49 min•Ep. 468
On this episode of Okay, Computer. Dan Nathan is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00). After the break, Dan is joined by Ethan Agarwal, co-founder and CEO of The Coterie, and Ajay Kamat, partner at Pear VC, for the latest installment of the Funders x Founders series. They discuss their backgro...
Feb 21, 2024•1 hr 6 min
Dan Nathan and Danny Moses sit down with Bethany McLean, co-author of “The Big Fail”. They discuss failures in the U.S. Government’s response to the pandemic, concerns around Tesla and Elon Musk’s leadership skills, being a contrarian in an environment that rewards blind obedience and where the cracks are starting to show on our financial systems. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s ...
Feb 19, 2024•42 min•Ep. 254
On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times, the AI bubble, earnings & the Fed. Topics: Strange Happenings in the Stock Market The FOMO Trade Energy Stock Picks Credit Card Stocks The Fed in a Pickle Cameron Dawson Intro High Volatility Times Air Seeping out ...
Feb 16, 2024•59 min•Ep. 253
Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like? Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Capital, for the first installment of our Funders x Founders series. They hit Ro’s origin story, stigmas around obesity, what attracted Rick to Ro, ...
Feb 14, 2024•1 hr 7 min
Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad news, M&A picking up & earnings. Topics When To Pivot Barron’s: S&P Can’t Mask The Chaos Small Cap Underperformance Nvidia Now Worth As Much As China’s Stock Market Peter Boockvar Tweet on AI vs. Internet Bub...
Feb 12, 2024•33 min•Ep. 252
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more! Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market outlook. Topics: David Einhorn: The Markets Are Fundamentally Broken ARM Rallies 60% on Earnings Dividend Stocks Huge Stock Moves (‘Sell Nvidia’) China’s Deflationary Spiral Why Americans Are So Down on a Strong Economy...
Feb 09, 2024•1 hr 10 min•Ep. 251
Dan Nathan and Deirdre Bosa are talking tech layoffs, microchips, plus the M&A space. After the break, we bring you Dan’s panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped his approach to tech-driven venture capital, focusing on creating deep connections with founders and CEOs. Rick Heitzmann shares insights on fo...
Feb 07, 2024•57 min
Dan Nathan, Guy Adami and Liz Young discuss Jay Powell’s interview on ‘60 Minutes’ and the huge moves in the stock market. Later, listen in on a panel featuring Liz, Mike Wilson of Morgan Stanley and David Zervos of Jefferies about the state of the stock market. Topics On This Pod Market’s Digest Powell’s ‘60 Minutes’ Interview The Disconnect Between the Stock Market and Economy Morgan Stanley’s Mike Wilson Leaving Firm’s Global Investment Committee Stocks Entering Blowoff Phase? Something stran...
Feb 05, 2024•1 hr 3 min•Ep. 250
On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19:20), productivity (24:15), the Fed’s impact on the consumer (26:00), earnings (28:00) and gold/oil (32:00). Later, listen in on “The Big Short” panel from iConnections Global Alts Conference featuring Danny and his Front...
Feb 02, 2024•1 hr 3 min•Ep. 249
Dan Nathan, Guy Adami and special guest Jim Chanos are LIVE from Miami for iConnections Global Alts '24 -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe 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 @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskRevers...
Jan 31, 2024•33 min
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for. Topics: Intro Earnings Expectations (3:00) The Rally Around Big Tech (15:30) Google’s Search Dominance (20:00 ) The Headset Wars: Why it's Apple's to Lose (23:05) View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at [email protected] with any feedback, suggestions, or questions for...
Jan 30, 2024•29 min
Guy Adami and Liz Young are back for another edition of On The Tape! We preview the biggest week of this earnings season. Earnings This Week (2:30) Yield Curve (5:45) Market Sentiment (11:00) Consumer Credit Concerns (14:15) Small Caps (16:30) Oil / Energy (19:30) SoFi Blog / Investment Strategy View: Dividend Aristocrats (22:45) Consumer Sentiment (23:45) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast...
Jan 29, 2024•28 min•Ep. 248
