On The Tape

By Risk Reversal Media

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Description

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.

Episode Date
Okay, Computer 8/10/22: Simple Math with Meltem Demirors: 1D = 1B
2375
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Aug 10, 2022
MKT Call 8/9/22: Stocks vs. Commodities, Inflation Preview & Chips Crumble
2336
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 contact@riskreversal.com 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
Aug 09, 2022
The Price is Wrong with Vincent Daniel and Porter Collins, plus a Conversation With Brady Cobb and Emily Paxhia
4525
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 OnTheTape@riskreversal.com 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
Aug 05, 2022
MKT Call 8/3/22: Yield Curve Inversion Deepens & Stocks That Are Bottoming
1832
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
Aug 03, 2022
MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes
1953
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 contact@riskreversal.com 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
Aug 02, 2022
Trading Spaces 7/29/22: Market Wrap With Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC
3446
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
Jul 30, 2022
Running on Empty with David Rosenberg of Rosenberg Research
4109
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 OnTheTape@riskreversal.com 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
Jul 29, 2022
MKT Call 7/28/22: Recession Watch, Fed Recap, and Apple Earnings Preview
2420
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
Jul 28, 2022
Okay, Computer 7/27/22: Fixing What Sucks with Lux Capital’s Josh Wolfe
3281
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jul 27, 2022
MKT Call 7/26/22: Fed Meeting & Big Tech Earnings Kick Off
2106
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 contact@riskreversal.com 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
Jul 26, 2022
Preview of the Market’s Week Ahead and an Interview with Cormac Kinney of Diamond Standard
2988
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 OnTheTape@riskreversal.com 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
Jul 25, 2022
Wish You Were Here With Gene Munster of Loup Ventures
3670
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 OnTheTape@riskreversal.com 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
Jul 22, 2022
Okay, Computer 7/20/22: Mind the Gap with Rick Heitzmann & A Conversation with Kevin Weil and Katie Stanton
3880
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jul 20, 2022
MKT Call 7/19/22: Bear Market Rally, Yields Ready to Party and Novogratz on Bitcoin
2237
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 contact@riskreversal.com 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
Jul 19, 2022
No One Left to Run With Anymore and Invisible Storm Author Jason Kander
4540
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 OnTheTape@riskreversal.com 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
Jul 15, 2022
MKT Call 7/14/22: Strategists Slash S&P 500 Targets, June Inflation Data and Bank Earnings Send Stocks Lower
2065
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
Jul 14, 2022
Okay, Computer 7/13/22: Finding a Runway to Land On with Sahil Bloom
3177
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jul 13, 2022
MKT Call 7/12/22: Software Stocks Sink, Inflation Expectations, Ominous Bitcoin Chart Pattern
2052
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 contact@riskreversal.com 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
Jul 12, 2022
Twisted Thoughts That Spin 'Round the Fed’s Head
4532
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 OnTheTape@riskreversal.com 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
Jul 07, 2022
MKT Call 7/6/22: Key Levels for S&P, Gold Trader's Cheat Sheet, Transports, 2nd Half Playbook, Bearish Staples Trade
2512
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
Jul 06, 2022
MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices
2605
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 contact@riskreversal.com 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
Jul 05, 2022
They Don’t Pay You at Halftime and a Conversation with Bill Pulte
5179
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 OnTheTape@riskreversal.com 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
Jul 01, 2022
MKT Call 6/30/22: Worst First Half for Stocks Since 1970 and What to Watch in the Second Half
2560
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
Jun 30, 2022
Okay, Computer 6/29/22: Has Anyone Checked on Elon? A Conversation with Kara Swisher
2059
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jun 29, 2022
MKT Call 6/28/22: Market Reverses Course, Headwinds for Oil and Heavy Metals Crash
2211
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 contact@riskreversal.com 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
Jun 28, 2022
MKT Call 6/27/22: Nostradami’s S&P 500 Prediction, Pulse on Health Care, Nike Earnings on Deck
2123
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
Jun 27, 2022
Demand Destruction, What’s Your Function?
2777
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 OnTheTape@riskreversal.com 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
Jun 24, 2022
Okay, Computer 6/22/22: For Meta or for Worse with Jeff Richards, Katie Stanton & Alex Roetter
4254
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jun 22, 2022
MKT Call 6/21/22: Recession Calls Grow Louder as Stocks Bounce off the Lows 🔥📈📉🏘
2188
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 contact@riskreversal.com 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
Jun 21, 2022
The Wrath of Powell - Buried Alive with Vincent Daniel and Porter Collins
4507
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 OnTheTape@riskreversal.com 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
Jun 17, 2022
Okay, Computer 6/15/22: FUD Cuts Deeper Than Swords with Brian Kelly, Founder & CEO of BKCM
2947
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jun 15, 2022
MKT Call 6/14/22: Wall Street Weighs 75bps Fed Hike as S&P 500 Lingers in Bear Market Territory
2334
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 contact@riskreversal.com 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
Jun 14, 2022
MKT Cal 6/13/22: Stock Market in Meltdown Mode
2561
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
Jun 13, 2022
Fed Left Me When I Needed You Most and A Conversation with Herb Greenberg of Empire Financial Research
3964
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 OnTheTape@riskreversal.com 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
Jun 10, 2022
MKT Call 6/8/22: Easing Inflation, Exxon Hits Highs, What Crude Means for Stocks, Analyzing Chart Patterns
2201
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
Jun 08, 2022
Okay, Computer 6/8/22: Tech’s Rekt’oning with Gene Munster
3519
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jun 08, 2022
MKT Call 6/7/22: Target's Profit Warning, Consumer Conundrum, Key Levels for Stocks and Bitcoin Bust
1901
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 contact@riskreversal.com 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
Jun 07, 2022
Stock Market Jubilee with Wilfred Frost of NBC & Sky News
3703
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 OnTheTape@riskreversal.com 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
Jun 06, 2022
Guy was in the Eye of a Hurricane; Carter Braxton Worth Joins
2235
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 OnTheTape@riskreversal.com 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
Jun 03, 2022
MKT Call with Dan Nathan, Guy Adami and Danny Moses Live from the iConnections Digital Assets Forum in Miami
1885
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
Jun 01, 2022
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
4175
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jun 01, 2022
MKT Call 5/31/22: Supply Chain Woes Show Signs of Easing, Next Move for Energy, Salesforce Earnings Preview
1979
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 contact@riskreversal.com 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
May 31, 2022
Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
3996
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 OnTheTape@riskreversal.com 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
May 27, 2022
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
3918
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
May 25, 2022
MKT Call 5/24/22: Snap Warning Slams Tech Stocks
2023
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 contact@riskreversal.com 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
May 24, 2022
A Hot 30 on the Markets and Guy is Iron Man
4507
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 OnTheTape@riskreversal.com 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
May 20, 2022
MKT Call 5/19/22: How to Spot the Market Bottom
2005
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
May 19, 2022
Okay, Computer 5/18/22: The Current Crypto Thing with Trevor Marshall & Meltem Demirors
3851
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 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
May 18, 2022
MKT Call 5/17/22: How long will this stock market rally last?
1944
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 contact@riskreversal.com 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
May 17, 2022
MKT Call 5/16/22: Strategists Calling for more Downside in the S&P 500, Crude Ready to Party, Retail Earnings Roundup
2046
On this episode of MKT Call Guy Adami, Dan Nathan and Carter Worth discuss: Strategists calling for more downside on the S&P 500 Is Apple $140 the new $150? Crude looks ready to party Sell Consumer Staples, buy Consumer Discretionary? Bernanke on Bitcoin ---- Watch the show each week live at 1 PM eastern time on Mondays on OpenExchange. 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 Watch all of our videos on YouTube
May 16, 2022
It’s Fugayzi, Fugazi. It's a Whazy. It's a Woozie. With Andrew Ross Sorkin of CNBC
4345
Guy and Dan discuss what Dan is buying in this messy market (5:29), Guy’s key levels for the S&P (7:34), the bitcoin bloodletting (12:00), and Apple entering a bear market (22:43). The co-hosts interview Andrew Ross Sorkin, co-host of CNBC’s Squawk Box, and talk about how his career started (34:53), a day in the life of ARS (38:14), the early days of COVID (43:06), Fed policy (52:38), the current market environment (1:00:22) and Elon Musk buying Twitter (1:05:08). ---- 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. 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
May 13, 2022
Okay, Computer 5/11/22: FakePlastic NFTs: A Conversation with Meltem Demirors of CoinShares & Not Boring’s Packy McCormick
2694
Dan, Meltem and Packy discuss volatility in the stock markets (2:57), bitcoin’s correlation to tech stocks (4:47) and the NFT sales flatlining (35:55). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
May 11, 2022
MKT Call 5/10/22: God Only Knows where the Market is Going Next
2078
On this episode of MKT Call, Guy Adami, Dan Nathan discuss: How long bear markets typically last Calls for a bottom What's wrong with gold? Dollar strength Bitcoin goes bust See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
May 10, 2022
Run for the Rosie with David Rosenberg of Rosenberg Research
4154
Guy, Dan and Danny discuss scary price action in the stock market (3:00), Elon Musk and Twitter (20:04), single stocks crashing from their highs (25:00), and Danny’s Kentucky Derby picks (30:13). The co-hosts interview David Rosenberg of Rosenberg Research and talk about this week’s Fed meeting (37:37), inflationary shocks (44:57), what happens next if we enter a recession (50:41), what to buy in this environment (57:59), and what it would take to make David bullish (1:06:23). ---- 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. 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
May 06, 2022
Okay, Computer 5/4/22: Mark It Zero: An Interview with Adam Singolda, CEO of Taboola
4217
Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about the risk of the Fed overcorrecting at this week’s FOMC meeting (1:34), if the markets are close to bottoming out (6:27), the tailspin for “at home” stocks likely getting worse (11:28), CEOs being forced to correct their capital & strategic plans (14:58) and how the losers of crypto and web3 are already being revealed. Later, Dan speaks with Taboola founder & CEO Adam Singolda about starting his founder’s journey living with his parents while watching TV (29:51), building an advertising platform outside the “walled gardens” of Google and Facebook (34:12), how Netflix can successfully build an ad-based subscription (52:16), the future of Twitter’s content moderation under Elon Musk (58:15), and how “killing cookies” is disrupting the digital ads industry (1:04:54). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
May 04, 2022
MKT Call 5/3/22: Markets Waver Ahead of the Fed
2058
On this episode of MKT Call Dan and Guy discuss: The two-day Fed meeting kicking off Volatility in the stock market The dollar rallying to multi-year highs Next level for gold Cryptos cratering Starbucks and AMD earnings on tap ---- 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
May 03, 2022
Trading Spaces 4/29/22: April Bomb She Will
3420
Welcome to a special live audio broadcast of Trading Spaces, hosted by Dan Nathan, Guy Adami, and Danny Moses on Twitter Spaces. On Friday afternoon into the close, the guys hopped on Twitter to discuss the stock market sell-off, big tech earnings, the bank bloodbath, and the Fed meeting next week. They are joined by Doug Kass of Seabreeze Partners to discuss the state of financials, and Cannabis stocks. Later, Danny's "Big Short" colleagues Vincent Daniel and Porter Collins of Seawolf Capital hop on to give their perspective on the markets and outlook for oil stocks.
Apr 30, 2022
Folla the Dolla with Stuart Sopp CEO of Current
3073
Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the dollar wrecking ball (2:50), next week’s Fed meeting (10:39), the potential for a recession (14:10), what big tech earnings are saying about the markets (29:56), crypto’s role to the consumer and bitcoin volatility (38:35).   ---- 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. 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
Apr 29, 2022
Okay, Computer. 4/27/22: Everything in the Wrong Place with Twitter: A Conversation with FirstMark Capital’s Rick Heitzmann
2237
Dan speaks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about growing chaos and anxiety in the markets (0:56), what could come next from the Fed after its expected 50 bps rate hike (8:48), where Elon Musk goes from here after buying Twitter (13:55), whether Big Tech will flop in a pivotal earnings week (20:02), growing distress in the private markets (26:19), and if a combined Netflix & Spotify would make a match in heaven. ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Apr 27, 2022
MKT Call 4/26/22: Tech Wreck, Deutsche Bank's Recession Call, Microsoft and Alphabet Earnings
1981
On this episode of MKT Call, Guy Adami, Dan Nathan discuss: - Carnage across the tech space - Microsoft and Alphabet earnings on tap - Deutsche Bank's recession warnings - The U.S. dollar ripping  - Fidelity allowing retirement savers to put bitcoin in 401Ks See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Apr 26, 2022
Dan Benton’s 20 Rules for Tech Investing, Tesla’s TAM and Musk’s Titter with Twitter
3170
On this bonus episode of “On The Tape,” Dan interviews top technology investor Dan Benton about his 20 Rules for Tech Investing (8:40), the potential for a Tesla killer (21:25), what everyone is getting wrong about Elon Musk (24:00), risks lurking in mega-cap tech (37:35), Twitter accepting Elon Musk’s buyout deal (43:19) and areas of tech young investors can explore right now (46:34). ---- 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. 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
Apr 26, 2022
Excuse Me, I Need to do Some Hedging Trades with Jim Chanos. Also, an interview with iConnections co-founder and CEO, Ron Biscardi.
4672
Guy, Dan, and Danny speak with famed short seller Jim Chanos about why he thinks this market is eerily similar to 2000 and 2001 (1:48), whether a rate shock and bear market is just around the corner (5:35), when investors will know when to get out of Tesla (18:50), successfully shorting Carvana (25:20), and how China’s economic problems aren’t getting enough attention (38:30). Later, Guy and Dan speak with iConnections CEO Ron Biscardi on the post-pandemic future of meetings & events in the investment industry (45:38) digital assets’ rapidly growing role in the world of alternative investments (58:30), and iConnections’s philanthropic efforts to help Ukranians (1:10:43). ---- 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. 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
Apr 22, 2022
Bonus 4/20 Episode: High Hopes for the Cannabis Space
2004
On this bonus episode Danny is joined by Brady Cobb to discuss the lack of movement on federal policy reform (00:40), volatility in cannabis stocks (6:12), and what Brady is working on next (21:34).  ---- 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. 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
Apr 20, 2022
Okay, Computer 4/20/22: All This Nonsense for an Edit Button: Interviews with Alex Roetter of Moxxie Ventures & Jarrod Dicker of The Chernin Group
4295
Dan interviews Alex Roetter, Moxxie Ventures General Partner & Twitter’s former Senior Vice President of Engineering, about the migration of capital and startups out of Silicon Valley (6:20), developing electric, flying taxis as the president of Kitty Hawk (9:59), how he hired current Twitter CEO Parag Agrawal (14:40), and why he thinks Elon Musk won’t make any meaningful impact on Twitter (21:27). Later, Dan speaks with The Chernin Group’s Jarrod Dicker and they discuss Jarrod’s undying love of Phish concerts (39:15), Twitter’s responsibility to moderate content (48:10), if decentralized social media platforms are feasible (53:17 ), why Jeff Bezos buying the Washington Post brought Jarrod to work at paper, and whether Ethereum will actually get “fixed.” (1:01:57) ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Apr 20, 2022
MKT Call 4/19/22: Stocks Rally, Calls for Higher Rate Hikes, Dow Theory Alive & Well, Netflix Earnings
2164
On this episode of MKT Call, Dan Nathan and Carter Worth discuss: - Stocks rallying for their best day of the month - Carter's call to buy REITS over the broad markets - Fed's Bullard saying a 75-basis point hike could be an option  - The classic Dow Theory alive and well - Netflix earnings on tap See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Apr 19, 2022
Hasta La Vista Markets
4669
Guy, Dan, and Danny discuss disappointing price action from bank earnings (3:53), calls for peak inflation (15:35), finding value in the markets (17:20), Elon Musk making a bid for Twitter (28:16), and Danny “Rips Off the Tape” on treasury market volatility (36:14). Later, Guy and Dan turn the tables on Danny and interview him about his career and role in “The Big Short.” ---- 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. 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
Apr 15, 2022
Okay, Computer 4/13/22: Elon Needs a Hug and a Conversation with Dan Teran of Gutter Capital
3835
Dan and Rick discuss the fallout from inflation soaring to a four-decade high (2:03), Elon Musk rattling cages at Twitter (15:06), if the IPO market can recover from a cold start in 2022, if private companies still think it’s worth it to go public (21:05), and whether Philadelphia 76ers fans should “trust the process” as the NBA Playoffs begin. Later, Dan sits down with Dan Teran, co-founder of Gutter Capital, and they talk about his unusual path to entrepreneurship (35:32), selling his company Managed by Q to WeWork at the perfect time (41:31), more founders ditching Silicon Valley (47:45), why gig economy businesses don’t interest him (53:13), and growing unionization pushes at big companies like Amazon and Starbucks (57:08). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Apr 13, 2022
MKT Call: What Could go Right in the Market
1830
On this episode of MKT Call, Guy Adami, Dan Nathan discuss: The March CPI report Signs that inflation might be peaking What could go right for the markets Crude oil ripping Key levels for bitcoin See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Apr 12, 2022
Inflation is Hard to Kill with Vincent Daniel and Porter Collins
3798
Guy, Dan, and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss why investors shouldn’t fight the Fed (3:07), where to find value (15:00), reversion of the memes (27:19), the untouchable Elon Musk (33:20), and Danny “Rips Off The Tape” on LIBOR transition to SOFR (40:42). Later, the group answers listener questions (50:00).
Apr 08, 2022
OTT feed title: Bonus Episode: Where to Find Value in a Volatile Market (MKT Call 4/7/22)
2702
On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss: What's behind the volatility How to find value in a turbulent market Which sectors could be "recession-proof" How to navigate the uncertainty around geopolitics   ---- Watch the show each week live at 1pm 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
Apr 07, 2022
Okay, Computer. 4/6/22: The Edit Button Fixes This with Meltem Demirors and Packy McCormick, plus an Interview with Scott Lynn of Masterworks
3838
Dan and Packy discuss Elon Musk joining Twitter’s board of directors and his 9.2% stake in the company (1:41). Meltem sounds off with Dan and Packy on a former SEC official calling the bulk of web3 a “scourge & scam” (16:29), Lightning Labs raising $70M to “bitcoinize” the U.S. dollar (20:53), a little covered, but big potential opportunity in web3 right now (24:47), and whether the Tether stablecoin is at risk of a run (28:19). Dan interviews Masterworks founder & CEO Scott Lynn on how inflation is impacting demand and prices for art (45:32), the boom in NFTs and their disruption to the art market (38:00), art becoming a viable asset class with investors (52:12), and whether sanctions against Russia could trigger fire sales of high-value artworks (57:39). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Apr 06, 2022
Bonus Episode: Stocks Sink on Fed Comments, Gold vs. Silver and Key Level for Bitcoin (MKT Call 4/5/22)
1997
On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Fed’s Brainard sees balance sheet reduction soon and ‘at a rapid pace’ The inverted yield curve and what it means for the markets Dow Transports flashing a warning for stocks Crude oil rising on the threat of fresh Russia sanctions Gold vs. Silver Bitcoin and ethereum at key levels See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Apr 05, 2022
Pod Save Wall Street with Tommy Vietor of Crooked Media
4640
Dan and Danny discuss the worst quarter for stocks in 2 years (1:46), the RH earnings call heard around the world (14:20), the next tipping point for the markets(18:07), the yield curve inversion (20:23), meme stock madness (26:31) and Danny’s Final Four picks (32:30). Later, Guy and Dan sit down with Tommy Vietor, co-founder of Crooked Media and co-host of “Pod Save America” and “Pod Save the World,” and discuss how he started Crooked Media (37:54), Russia’s war on Ukraine (42:17), similarities between Washington and Wall Street (52:48), Tommy turns the tables on Dan and Guy to ask market questions (1:02:51), plus he gives his biggest takeaway from working with President Obama (1:12:50).  ---- 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. 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
Apr 01, 2022
Bonus Episode: Spoos, Qs & 2s with Liz Young of SoFi (MKT Call 3/31)
2328
On this episode of MKT Call Dan Nathan and Liz Young discuss The worst quarter for stocks in two years and what to expect in Q2 Earnings season preview Brevan Howard's call for a 1970s-style inflation shock Liz's latest note on Housing AMD downgrade and chip warning Viewer questions! ---- Watch the show each week live at 1pm 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
Mar 31, 2022
Breaking Even Preview: Final Four Picks
266
Checkout RiskReversal Media's podcast "Breaking Even" On this week's episode, Guy Adami and Jonathan Coachman hold the fort down this week on Breaking Even. On the docket we have a preview of both the Final Four and this week's Valero Texas Open on the PGA Tour. Will Tiger Woods play in The Masters? Guy also tries to make sense of where the markets are going... will the pain at the pump end anytime soon? ---- ABOUT THE SHOW: Breaking Even, where cash meets the course. Each week, host Ned Michaels will combine his love for golf, financial markets, and real estate into an action-packed podcast where no topic is out of bounds. The former international tour player turned commentator, instructor, small-time real estate investor and self-proclaimed world's worst options trader will be joined by a variety of guests from different industries to educate, entertain and (hopefully) make you money. Breaking Even has everything you need to know when it comes to the world of stock investing, sports betting and financial analysis. Ned and the boys talk about everything from the S&P 500, NASDAQ and the bond market. From commodities to prop bets and picks against the spread. We follow the action where ever there is money to be made. Breaking Even is available on Apple Podcasts, Spotify, Stitcher, Castbox and wherever else you listen to podcasts. Enable push notifications so you always know when the latest episode is available! Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @breakingevenpod on Twitter, Facebook, and Instagram. Follow Ned Michaels  on Twitter Follow Jonathan Coachman on Twitter Follow Guy Adami on Twitter Follow Dan Moses on Twitter Follow Dan Nathan  on Twitter Subscribe to Risk Reversal on Youtube
Mar 31, 2022
Okay, Computer 3/30/22: Good Times, Bad Times with Jeff Richards of GGV Capital, plus a Conversation with Katie Stanton and Jomayra Herrera of Reach Capital
4355
Dan, Guy and Jeff discuss this year’s chaotic March Madness college basketball tournament (2:29), tech stocks’ recovery from early 2022 lows (3:58), whether the Fed has the intellectual know-how to tackle inflation (14:46), why Blackstone is Jeff’s largest public holding (19:50), and what’s driving growing availability of shares in private companies (27:38). Dan and Katie interview Reach Capital partner Jomayra Herra about her unexpected journey to the VC industry (38:04), working with badass women (40:46), why she’s diving head first into web3 (47:27), the discovery process for investing (1:01:11), and why web3 will create the next generation of iconic companies (1:04:45). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Mar 30, 2022
Bonus Episode: An Interview with Michael Saylor, CEO of MicroStrategy (MKT Call 3/29/22)
1984
Guy Adami and Dan Nathan sit down with Michael Saylor, CEO of MicroStrategy, to discuss: Bitcoin's solve for inflation Bitcoin's role in the Russia-Ukraine war Viewing crypto as a property Waning interest in NFTs Bitcoin as digital energy Cryptocurrency adoption around the world ---- Watch the show each week live at 1 PM eastern time on Mondays on OpenExchange. 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
Mar 29, 2022
Bonus Episode: Wall of Worry for Stocks, Crude Crush, Bitcoin Breakout (MKT Call 3/28/22)
1964
On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Wall of worry for the markets Nasdaq stocks bounce Tesla soars on potential stock split Crude tumbles on Shanghai lockdowns Bitcoin breaks even on the year See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Mar 28, 2022
Fear is the Market Killer with Gavin Baker of Atreides Management
5119
Guy, Dan, and Danny discuss what’s priced into the markets (4:31), the threat of stagflation (9:13), the flattening yield curve (17:15), and revenge of the meme stocks (23:26). Later, Dan and Guy sit down with Gavin Baker, Managing Partner & Chief Investment Officer at Atreides Management, and talk about inflation (34:08), the possibility of a recession (45:54), crypto acting as a store of value in the Russia-Ukraine war (52:41), tech valuations (56:26), the push and pull of private vs. public markets (1:07:42), Gavin’s recommendations for podcasts to listen to, people to follow and books to read (1:19:28).  Listen to Gavin Baker on “Invest Like the Best”  Disclaimer:  This podcast is for informational purposes only. All opinions expressed by Dan Nathan, Guy Adami, Danny Moses, and other participants are solely their own opinions and should not be relied upon for specific investment decisions. Clients of firms associated with certain participants may maintain positions in the securities discussed in this podcast. ---- 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. 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
Mar 25, 2022
Breaking Even Preview: March Madness Sweet 16 Picks and Apple Puts
400
Checkout RiskReversal Media's podcast "Breaking Even" On this week's episode, golf pro Ned Michaels is joined by Jonathan Coachman and Guy Adami to preview this week's biggest events in the sports world and take a look at the global markets. We take any chance to make money, whether at the sports book or with your stock broker. ---- ABOUT THE SHOW: Breaking Even, where cash meets the course. Each week, host Ned Michaels will combine his love for golf, financial markets, and real estate into an action-packed podcast where no topic is out of bounds. The former international tour player turned commentator, instructor, small-time real estate investor and self-proclaimed world's worst options trader will be joined by a variety of guests from different industries to educate, entertain and (hopefully) make you money. Breaking Even has everything you need to know when it comes to the world of stock investing, sports betting and financial analysis. Ned and the boys talk about everything from the S&P 500, NASDAQ and the bond market. From commodities to prop bets and picks against the spread. We follow the action where ever there is money to be made. Breaking Even is available on Apple Podcasts, Spotify, Stitcher, Castbox, and wherever else you listen to podcasts. Enable push notifications so you always know when the latest episode is available! Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @breakingevenpod on Twitter, Facebook, and Instagram. Follow Ned Michaels  on Twitter Follow Jonathan Coachman on Twitter Follow Guy Adami on Twitter Follow Dan Moses on Twitter Follow Barney Alary  on Twitter Follow Dan Nathan  on Twitter Subscribe to Risk Reversal on Youtube
Mar 24, 2022
Okay, Computer 3/23/22: What Fred Said with Dan Nathan and Packy McCormick, plus a Conversation with Stuart Sopp and Trevor Mashall of Current
3460
Dan and Packy discuss crypto (2:20), venture capital in web3 (6:28), and investing in the private markets (11:13). The co-hosts interview Stuart Sopp, co-founder and CEO of Current, and Trevor Marshall, CTO of Current, and talk about how they founded the company (16:50), their mission in battling wealth inequality (27:43), inflation (43:47), and innovation (52:31). Here are some of the articles referenced in this episode: Solana Summer Own the Internet Keeping It Simple The Benefits Of Venture Capital In Web3 Listen to our past interview with Stuart Sopp here ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Mar 23, 2022
Bonus Episode: Fed Meeting Kicks Off, Volatility Explodes, AMC gets into Gold Mining (MKT Call 3/15/22)
1946
On this episode of MKT Call, Guy Adami and his "On the Tape" co-host Danny Moses discuss: Runaway inflation as the Fed meeting kicks off The sell everything market  Volatility ETNs (VXX) exploding  Crude plunging from its highs AMC getting into gold mining See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Mar 22, 2022
You Can’t Win, Jerome…and a Conversation with Peter Boockvar of Bleakley Advisory Group
3742
Guy and Danny discuss signs of a broken market (2:16), a tradable opportunity in oil (10:53), AMC taking a stake in a gold miner (16:29), and Danny “rips off the tape” on short selling (25:08). The co-hosts interview Peter Boockvar of Bleakley Advisory Group to unpack the Fed meeting and geopolitical risks to the markets (30:19). ---- 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. 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
Mar 18, 2022
Okay, Computer 3/16/22: Markets are Manic AF with Rick Heitzmann, Guy Adami, and an Interview with Joe Marchese of Human Ventures
3737
Dan Nathan and Rick Heitzmann are joined by “On the Tape” co-host and CNBC “Fast Money” contributor Guy Adami to discuss volatility in the public markets (4:58), a hard reset on tech valuations (8:24), Later, Dan sits down with Joe Marchese of Human Ventures for a conversation about the state of VC (26:25).  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Mar 16, 2022
Bonus Episode: Fed Meeting Kicks Off, Volatility Explodes, AMC gets into Gold Mining (MKT Call 3/15/22)
2017
On this episode of MKT Call, Guy Adami and his "On the Tape" co-host Danny Moses discuss: Runaway inflation as the Fed meeting kicks off The sell everything market  Volatility ETNs (VXX) exploding  Crude plunging from its highs AMC getting into gold mining See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Mar 15, 2022
Nickeled And Crimed and an interview with Ben Kallo
3941
Guy, Dan, and Danny discuss the stock market volatility (5:04), massive moves in the commodities market (20:01), next week’s Fed meeting (22:39), and Danny “rips off the tape” on the Barry Diller insider trading probe. The co-hosts interview Ben Kallo, senior research analyst at Baird and drill down on Tesla and electric vehicles (35:24). ---- 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. 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
Mar 11, 2022
Okay, Computer 3/9/22: FUD you Putin with Dan Nathan and Meltem Demirors
3177
Okay, Computer. co-hosts Dan Nathan and Meltem Demirors have a spirited conversation about bitcoin being politicized (9:30), President Biden’s crypto executive order (23:20), Meltem clowning Marc Andreessen’s ESG tweet (31:05) and WTF is going on with stonks (41:08). ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Mar 09, 2022
Bonus Episode: The Nostradami Market (MKT Call 3/8/22)
1907
On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Nostradami’s big predictions coming true “Putin’s Price Hike” and what Biden’s executive order means for oil What next week’s Fed announcement means for the markets Gold above $2,000 Bitcoin at a key inflection point See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Mar 08, 2022
The Problem Stock Market, and an interview with Helima Croft
4136
Guy, Dan, and Danny Moses talk about the major indices, Fed rates, and what the outlook might be for 2022. Then, Guy and Dan interview the great Helima Croft and break down geopolitical tensions and their effects on the market. Watch the premiere of ‘No Retreat: Business Bootcamp’ on March 8th at 10 pm on CNBC. ---- 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. 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
Mar 04, 2022
Okay, Computer 3/2/22: As the West Wavers, Web3 Wins. And an interview with Wyc Grousbeck, Governor of the Boston Celtics.
3715
Packy McCormick and Dan Nathan talk about the situation on the ground in Ukraine and how it has impacted crypto and financial markets; how to rethink your portfolio following the resets in valuation; and later Rick Heitzmann and Dan Nathan sit down with the Governor of the Boston Celtics to discuss the current and future intersection of sports, tech, and media. ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Mar 02, 2022
MKT Call Preview with Dan Nathan and Guy Adami on Market Volatility
1876
On this episode of MKT Call Guy Adami and Dan Nathan offer their analysis on the volatility in stocks, rates, commodities, and currencies.  They discuss:  $AAPL, $CRM, $TSLA & #BTC ---- 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 Watch all of our videos on YouTube
Feb 28, 2022
Market Bursts, Thunder in your Ear and an Interview with Joe De Sena of Spartan
4105
Guy and Dan discuss the stunning reversal on Thursday (2:40), the Fed painting themselves into a corner (17:15), huge moves in the commodities market (24:09), Tesla CEO Elon Musk in hot water (28:10), opportunities in the market right now (30:27), and Dan’s Dickbutt (33:57). The co-hosts interview Joe De Sena, CEO of Spartan Race, and talk about his past career on Wall Street (43:54), his lifestyle as CEO of Spartan (55:12), and his new CNBC show (1:02:06). Watch the premiere of ‘No Retreat: Business Bootcamp’ on March 8th at 10 pm on CNBC. ---- 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. 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
Feb 25, 2022
MKT Call: Markets in Turmoil as Russia Invades Ukraine with Liz Young of SoFi and Tina Fordham of Avonhurst
2103
On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:  The stock market correction Nasdaq and big tech reversal Software stocks bucking the trend Crude oil surging to $100 Liz’s latest note on the market’s “99 Problems” The yield curve flattening Later, they are joined by special guest: Tina Fordham, Partner & Head of Global Political Strategy at Avonhurst on what’s next for the Russia-Ukraine crisis ---- 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 Watch all of our videos on YouTube
Feb 24, 2022
Okay, Computer 2/23/22: Paranoid Crypto Androids with Meltem Demirors and Brian Kelly
2448
Okay, Computer. co-hosts Dan Nathan and Meltem Demirors are joined by Brian Kelly, founder of BKCM, to discuss the market meltdown (5:30), the case for crypto as a hedge against calamity (14:27), why gold is rallying right now, and how to invest in innovation (29:55),  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Feb 23, 2022
Markets in Turmoil as the Taper Wheels Come Off
3515
Guy, Dan and Danny discuss markets in turmoil (1:21), wage inflation (14:01), value depression in Nvidia (24:52), Scott Wapner’s CNBC interview with Cathie Wood (30:16), double ROTT on Tesla (42:37), stocks the guys are watching for a buy (46:43).  ---- 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. 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
Feb 18, 2022
Okay, Computer 2/16/22: Of Trash Pandas and Decentralized Wireless Networks with Amir Haleem
3672
Okay, Computer. co-hosts Dan Nathan, Rick Heitzmann and Meltem Demirors discuss the Twitter buyback(9:17), Tik Tok (17:36), and private market valuations(26:12). Later, Dan and Rick interview Amir Haleem, Founder and CEO of Helium Systems, and talk about decentralized telecom applications (34:40).  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Feb 16, 2022
Battle Lines Being Drawn
2095
Guy, Dan, and Danny discuss Fed rate hike odds surging (2:17), bad action in single-stocks (7:1720:37), the cannabis space catching fire (), what the guys are watching heading into next week (24:13) and Danny’s Super Bowl picks (28:44).  ---- 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. 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
Feb 11, 2022
Okay, Computer 2/9/22: Tech Stocks Gone Wild and a Conversation with Kara Swisher
4057
On this week’s episode of Okay, Computer. Dan and Packy discuss why you can’t bet against Mark Zuckerberg (1:56), potential suitors for Spotify (7:28), and Packy’s latest post Ownership and the American Dream (13:56). Later, Dan and Katie are joined by Sway host Kara Swisher to break down the Joe Rogan, Spotify dilemma (25:40), climate tech (37:08), web3 and where are all the women in tech (47:46).  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Feb 09, 2022
Bonus Episode: An Interview with Stuart Sopp, CEO of Current
2501
Dan interviews Stuart Sopp, CEO of Current about his company's mission, the future of banking, and Stuart's background as a trader. 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. 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
Feb 07, 2022
Staircase Up Elevator Down, and investing in Tech with Jeff Richards of GGV
3781
On The Tape co-hosts Guy, Dan and Danny are back and discuss moves in the broader market. Later they are joined by Managing Partner of GGV Captial Jeff Richards where they get his insight on some long-term strategies for both retail and institutional investors. Listen to new episodes of On The Tape every Friday.  Follow @OnTheTapePod Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube channel
Feb 04, 2022
Okay, Computer. 2/2/22: Rogan Won’t Die on Sugar Mountain, with Mikel Jollett of the Airborne Toxic Event
4292
On this episode, co-hosts Dan Nathan and Rick Heitzmann are joined by “On The Tape” co-host Guy Adami to discuss the tech sell-off (2:20), M&A madness (8:10), and how the market cycle is affecting venture capitalists (17:50). The co-hosts interview Mikel Jolett, frontman of the band the Airborne Toxic Event, and talk about the Joe Rogan and Spotify debacle. Later, contributors Sally Shin and Jarrod Dicker join Dan and Mikel to discuss how web3 is impacting the music industry. ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube channel
Feb 02, 2022
Bonus Pod: NFL Playoff Picks & Predictions
1043
On The Tape co-hosts Guy, Dan and Danny are joined by Breaking Even’s Ned Michaels and Jonathan Coachman to discuss this weekend’s NFL Playoff lines, and their picks for the AFC and NFC title games (Bengals vs. Chiefs, 49ers vs. Rams).  Listen to new episodes of On The Tape every Friday.  Listen to new episodes of Breaking Even every Wednesday. Follow @OnTheTapePod Follow @BreakingEvenPod Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube channel
Jan 29, 2022
What the Fed Said with Victor Jones of Tasty Trade and Spencer Jakab of the Wall Street Journal
4961
Guy, Dan and Danny discuss the Fed meeting (2:28), tech earnings (14:38), why Dan is buying crypto over stocks right now (24:38) and Danny’s NFL picks (29:35). The co-hosts interview Victor Jones of TastyTrade and talk about recent volatility in the market (37:51), concentration in mega-cap tech stocks (45:09), and the Greenwood Project. Later, the guys sit down with Spencer Jakab, editor of the Wall Street Journal’s Heard on the Street column, about his new book, The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors. ---- 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. 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
Jan 28, 2022
Guy Adami Interviews Mike Novogratz of Galaxy Digital
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Guy Adami sits down with Mike Novogratz, CEO of Galaxy Digital, to talk about Crypto, the Fed, his company and more.
Jan 27, 2022
Guy Adami Interviews Michael Saylor, CEO of MicroStrategy
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Guy Adami interviews Michael Saylor, CEO of MicroStrategy at the Context 365 conference in Miami about the volatility going on in crypto right now.
Jan 26, 2022
MKT Call 1/25/22: Market Meltdown, Goldman’s Growth Shock Warning, and Commodities
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In this week’s episode of MKT Call: Macro, Guy and Dan discuss the market meltdown and similarities to the dot com bubble, Goldman’s growth shock warning, the two-day Fed meeting kicking off and commodities.  See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com 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
Jan 25, 2022
Okay, Computer Preview: Navigating the Crypto Crush with Meltem and Packy, and an Interview with the Founders of The Players Company DAO
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On this episode, co-hosts Dan Nathan, Meltem Demirors and Packy McCormick discuss the sell-off in cryptocurrencies. Dan and Packy interview Sheldon Day and Amir Carlisle, founders of The Players Company DAO, about their mission and the importance of financial literacy.  Read more about The Players Company DAO ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jan 25, 2022
Trading Spaces 1/24/22: Stock Sell-Off Steepens
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On this episode on Trading Spaces, Dan Nathan and Guy Adami discuss the stocks sinking into a correction, tech earnings on deck, interest rates, and the Fed. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Jan 24, 2022
Fed Walking on a Tightrope with Melissa Lee of CNBC
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Guy, Dan and Danny discuss next week’s Fed meeting (8:32), big tech earnings (13:53), the Peloton plunge (22:52), gold getting a bid (29:20), and Danny’s playoff picks. Dan and Guy interview Melissa Lee, host of CNBC’s Fast Money, and discuss the show’s 15-year anniversary and take listener questions (36:18).  ---- 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. 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
Jan 21, 2022
Okay, Computer Preview: Web3 Ain’t Got No Owners, Only Creators with Alexis Ohanian
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On this episode of Okay, Computer. co-hosts Dan Nathan and Rick Heitzmann talk the tech sell-off with Dan’s “On The Tape” co-host Guy Adami (0:58). Later, Dan and Rick interview Alexis Ohanian, co-founder of Seven Seven Six and Reddit and discuss how Reddit came about (27:50), his advice for founders and CEOs today (37:02), the NFT craze (42:16), Alexis’ big prediction for 2022 (53:49), and a Bored Ape Yacht Club bet (1:01:30).  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jan 19, 2022
This is the Business we’ve Chosen with Porter Collins and Vincent Daniel
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Guy, Dan, and Danny discuss a witches brew for the markets (2:37), high-growth stocks getting crushed (8:00), and energy (13:14). The co-hosts are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins and talk about the Fed overcooking inflation (22:16), similarities to the dot com bubble (24:07), gold vs. bitcoin (46:48), and Danny’s NFL playoff picks (57:20). ---- 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. 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
Jan 14, 2022
Okay Computer Preview: Discord in the Discords with Adam Bain
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On this episode of Okay, Computer. Dan, Katie, and Packy are joined by Adam Bain, co-founder of 01 Advisors and former Twitter COO, and discuss Katie and Adam’s time working together at Twitter (2:59), his biggest 2022 prediction (12:35), web3 (16:40), whether Adam is going to outer space (20:35), NFTs and gaming (34:00), and Katie’s views on climate tech (47:05).  Later, Okay, Computer. contributor Cleo Abram drops by with a Huge announcement.  ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jan 12, 2022
Bonus Episode: The Elizabeth Holmes Trial with Rebecca Jarvis of ABC
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On this bonus episode Guy, Dan and Danny speak to Rebecca Jarvis, chief business, economics, and technology correspondent for ABC News and host of The Dropout podcast about her work on the Elizabeth Holmes trial.  Listen to The Dropout podcast. ---- 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. 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
Jan 10, 2022
The Fed’s Needle and the Damage Done with Tom Lee of Fundstrat
4118
Guy, Dan, and Danny discuss the Fed Minutes (3:36), bank earnings (17:01), bitcoin as a store of value (20:41), what it would take to calm the markets (26:37), and Danny’s NFL picks (33:49). The co-hosts interview Tom Lee of Fundstrat and talk about why we could see a 10% correction in the first half of 2022 (39:52), Tom’s oil outlook (43:47), and crypto (1:04:37). For more on Tom’s crypto outlook listen to Dan’s interview with him on Okay, Computer. Check out the Gary Black tweet Dan references in the bitcoin conversation ---- 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. 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
Jan 07, 2022
Sins of Bad Due Diligence and Tom Lee of Fundstrat
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Co-hosts Dan Nathan and Rick Heitzmann discuss devastation in tech stocks (1:16), potential traffic jams in the IPO market this year (8:31), web2 vs. web3 Twitter beef (15:25), Larry Ellison wondering ‘What the Hell Cloud Computing is?’, and the Elizabeth Holmes trial (20;07). Dan interviews Tom Lee of Fundstrat and talk about how Tom began covering crypto (25:13), whether we could see a flippening in 2022 (28:27), and NFTs (35:35). Check out On The Tape on Friday for Tom Lee’s take on the stock market.  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Jan 05, 2022
On The Tape 2021 Wrap and 2022 Preview
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Guy, Dan and Danny discuss the biggest themes of 2021 (5:25) and give their top picks for 2022 (27:52).  ---- 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. 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
Dec 31, 2021
Trading Spaces 12/29/21: Commodities, ARKK and What to Buy Now
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Announcement: Trading Spaces will be moving to its own feed on January 3rd. If you'd like to keep listening to us, please follow Trading Spaces wherever you listen to podcasts. On this episode Dan Nathan and Guy Adami discuss the crude and oil stocks, Coinbase, retailers, and the most important thing to watch in the markets right now. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 29, 2021
Okay Computer Preview: Everyone Knows You Never Go Full Bitcoin Maxi
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This week Dan Nathan, Packy McCormick, and Jarrod Dicker discuss the year that tech ate the markets (4:52), Twitter since Jack Dorsey stepped down as CEO (9:34), Meta vs. Bitcoin (16:22), and concentration in crypto (21:39).  ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dec 29, 2021
Trading Spaces 12/27/21: Stocks at Record Highs
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On this episode of Trading Spaces, Dan Nathan discusses the stock market rally and takes listener questions. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 27, 2021
You Better Watch Out, You Better Not Cry, The SPY is Back at the High
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On this week’s episode of “On The Tape” Dan and Danny discuss the Santa rally (1:35), financials (11:39), and energy (17:07). Plus, Danny coins a new catch-phrase and gives his weekly NFL picks (22:06). Later, OTT producer Amanda Diaz joins the guys to answer listener questions (26:49).  ---- 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. 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
Dec 24, 2021
Introducing Okay, Computer: Why is Everyone Dunking on Dixon?
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On this inaugural episode of Okay, Computer., the co-hosts gather to discuss the latest happenings in the tech world. Meltem Demirors of CoinShares and Dan Nathan break down the web3 Twitter wars (:51). Packy McCormick of Not Boring and Rick Heitzmann of FirstMark Capital drop by to reflect on the biggest themes that played out in 2021 and preview what to expect in 2022 (23:28). Katie Stanton of Moxxie Ventures and Dan dig into the private markets (50:02).  Okay, Computer. is brought to you by our presenting sponsors Current and Masterworks.  ---- 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 Dan Nathan @RiskReversal on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dec 22, 2021
Trading Spaces 12/22/21: Santa Rally for Stocks
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the Santa rally, key levels for Disney, crude and travel stocks. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 22, 2021
Trading Spaces 12/20/21: Market Sell-Off and 2022 Outlook with Liz Young of SoFi
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the market sell-off and weakness in crude oil, Tesla, and other tech stocks. They are joined by Liz Young, Head of Investment Strategy at SoFi, to break down her latest piece 2022 Outlook: Running into the Wind. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 20, 2021
Introducing Okay, Computer
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Welcome to Okay, Computer. Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on the intersection of web2 and web3. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios.   Okay, Computer. Podcast is hosted by Dan Nathan, Katie Stanton, Rick Heitzmann & Packy McCormick with contributors Jarrod Dicker, Meltem Demirors, Cleo Abram, and Sally Shin. RiskReversal's resident luddite, Guy Adami stops in occasionally for Okay, Boomer segments. — 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dec 20, 2021
Breakdown, it’s Alright and an Interview with Scott Wapner of CNBC
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Guy, Dan, and Danny discuss the final Fed meeting of the year (3:20), stocks eroding under the surface (6:22), the Carvana crash (19:23), and buy now, pay later. They end part one with bullish trade ideas (28:40), and Danny’s NFL pick for week 15 (33:54). The co-hosts interview Scott Wapner, host of CNBC’s “Halftime Report” and talk about his career path (36:45), the infamous billionaire brawl (Bill Ackman vs. Carl Icahn) that unfolded on live TV (40:21), his take on the Fed (59:55) and his unique Sports Illustrated collection (1:05:45).  ---- 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. 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
Dec 17, 2021
Trading Spaces 12/15/21: Fed, Amazon, Tesla, Oil and Bear Market Stocks
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the Fed meeting, Amazon, Tesla, and the number of stocks trading in a bear market. They are joined by Ned Michaels, host of the Breaking Even podcast, who asks about what to buy through the end of the year and the oil trade. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 15, 2021
Trading Spaces 12/13/21: Apple, Tesla, Crypto and Elon Musk Named Time's Person of the Year
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss Apple nearing a $3 trillion market cap, Tesla nearing a key technical level, deterioration in Nasdaq components, and bank stocks. They are joined by Keith Grossman, president of TIME to discuss being named TIME's 2021 Person of the Year. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 13, 2021
Markets are as Clear as Mud with Jeff Mills of Bryn Mawr Trust Wealth Management
3486
Guy, Dan and Danny discuss red hot inflation (2:19), the meme stock meltdown (10:40), and Danny’s DC trifecta (15:55). The co-hosts interview Jeff Mills, the Chief Investment Officer at BMT Wealth Management and talk about a handful of stocks driving the market (27:35), the ARKK ETF (46:28), and a paradigm shift in the markets (50:15). ---- 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. 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
Dec 10, 2021
Trading Spaces 12/08/21: Stocks, Oil and Financials with Dan Nathan and Guy Adami
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the S&P 500 racing back toward the highs, the setup for oil and oil stocks into year-end and financials. Danny Moses pops on to discuss bond market volatility and the latest happenings in cannabis stocks. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.
Dec 08, 2021
Trading Spaces 12/06/21: Bond Volatility, Crypto Crash, Semis and the Latest on Cannabis Legislation with Brady Cobb
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On this episode of Trading Spaces, Dan Nathan, Guy Adami, and Danny Moses discuss the volatility in the stock and bond markets, the crypto crash over the weekend, the reopening trade roaring back and semis at key inflection points. They are joined by cannabis industry insider Brady Cobb to discuss marijuana reform and the SAFE Banking Act. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Dec 06, 2021
We’ve Got A Feeling with Ian Bremmer of Eurasia Group
4441
Guy, Dan and Danny discuss the recent stock market volatility (4:02), Cathie Wood’s falling ARKK ETF (18:18), Apple’s demand woes (21:12) and Danny’s NFL picks of the week (27:11). The co-hosts interview Ian Bremmer, political scientist and president of Eurasia Group, and talk about the Omicron variant (31:55), geopolitical risks that could drive the markets next year (48:36), and a legendary story about Quentin Tarantino and Dr. Oz (1:04:29). Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook ---- 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. 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
Dec 03, 2021
Trading Spaces 12/01/21: Devastation in High-Growth Names with Guy Adami and Dan Nathan
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the volatility in the stock market, the ARKK ETF getting crushed, and investors crowding into the same mega-cap names. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Dec 01, 2021
Trading Spaces 11/29/21: Stocks Bounce Back with Dan Nathan and Guy Adami
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On this episode of Trading Spaces, Dan Nathan and Guy Adami discuss the stock market bouncing back after Friday's sell-off and look at the technical setup of the dollar, crude oil, retail and a number of semiconductor stocks. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Nov 29, 2021
Trading Spaces: Market Sell-off with Dan Nathan and Danny Moses (11/26/21)
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On this episode of Trading Spaces, Dan Nathan and Danny Moses discuss the new COVID variant and subsequent stock market sell-off and give some picks for what they would buy now. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Nov 26, 2021
Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research
2219
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors crowding into mega-cap tech names (20:28), screwflation (33:08), and the rise of the retail trader (29:21).  Check out a recent issue of David’s widely-read daily commentary, Breakfast with Dave Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook ---- 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. 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
Nov 25, 2021
Trading Spaces with Peter Boockvar of Bleakley Advisory Group (11/24/21)
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy are joined by Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report to discuss bond volatility and the stock market. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook
Nov 24, 2021
Bonus Episode: Zeta Live - The Year NFTs Take The Mainstage
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On this bonus episode, Dan talks to Keith Grossman, president of TIME, and Packy McCormick, founder of Not Boring about all things NFTs at Zeta Live. ---- 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. 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
Nov 23, 2021
Trading Spaces: Problems Underneath the Market Surface
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy discuss high valuation stocks getting hit and the handful of names holding up the market. "On The Tape" co-host Danny Moses joins the conversation to give his take on the move in the dollar and interest rates, and later, Stock Talk Weekly and Stock Market News join the conversation to take us inside the mind of the retail trader. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Nov 22, 2021
Where is the S&P A-Gonna Go When the Volcano Blows with CME Group CEO Terry Duffy and Mark Mahaney of Evercore ISI
4020
Guy, Dan and Danny discuss huge moves in the stock market (2:06), electric runs (and fails) in EV stocks (12:43), Cannabis legislation (18:50), and Danny’s NFL picks of the week. The co-hosts are joined by CME Group CEO Terry Duffy to discuss the CME Group Tour Championship in Naples this week (30:15), Later, they go “Off the Tape” with Evercore ISI internet analyst to discuss his new book “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.” (41:30) ---- 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. 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
Nov 19, 2021
Trading Spaces: Guy and Dan Live from Naples Florida
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy are live at the CME Group LPGA Golf Tournament in Naples, Florida. The guys discuss Visa, Mastercard and PayPal selling off, the move in gold, rates and bitcoin, and insane Rivian options. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Nov 17, 2021
Trading Spaces: Retail Earnings, Rivian, and Nvidia's Monster Move
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy discuss the VIX showing a pulse, electric automakers like Tesla and Rivian, retail earnings on deck, and Nvidia's monster move. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Nov 15, 2021
Rock Down to Electric Avenue with Stephanie Link and Michael Batnick
4574
Guy, Dan and Danny discuss inflation running hot (2:04), Rivian’s mega-IPO (9:52), and wild price action in Hertz (15:21). The co-hosts interview Stephanie Link, portfolio manager at Hightower Advisors and CNBC Contributor, and talk about her time working with Jim Cramer (20:10), and outlook for 2022 (34:51). Later, Dan and Guy are joined by Michael Batnick, host of the Animal Spirits podcast, writer of the Irrelevant Investor blog, and director of research at Ritholtz Wealth Management. The three of them chat about the Knicks, that one time Michael trolled Guy on Twitter (48:20), how he met Josh Brown (55:53), and crazy stock market moves (1:00:35).  ---- 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. 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
Nov 12, 2021
Bonus Episode: Sifting Through The Smoke - Danny Moses and Brady Cobb on Key Developments in the Cannabis Space
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Welcome to another bonus episode of “On The Tape,” Danny Moses sits down with industry insider Brady Cobb to discuss new developments in the cannabis space, as well as recent earnings for weed stocks.  ---- 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. 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
Nov 11, 2021
Trading Spaces: A Conversation with MicroStrategy CEO Michael Saylor
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Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern.   On this episode, Dan and Guy have a conversation with Michael Saylor, CEO of MicroStrategy about bitcoin and ethereum hitting new all-time highs, the future of cryptocurrencies, and Tesla.    Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm.   ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube channel
Nov 10, 2021
Bonus Episode: A Shallow Dive into Packy McCormick’s Deep Dive on Rivian
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Welcome to a bonus episode of “On The Tape,” brought to you by SoFi. This week, Dan Nathan interviews Packy McCormick, author of the Not Boring Newsletter, about his deep dive on electric automaker Rivian, who is about to make its public debut at a valuation of as much as $65 billion.  Read Packy’s deep dive: Rivian: The Most Remarkable Adventure ---- 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. 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
Nov 08, 2021
WTF is the Metaverse? With Packy McCormick, Meltem Demirors and Jarrod Dicker
3439
Guy, Dan and Danny discuss this week’s Fed decision (6:13), huge moves in stocks like Avis and Moderna (14:25), what looks good in the markets right now (20:00), and Danny’s NFL picks of the week. Later, Dan goes “Off The Tape” with Packy McCormick of the Not Boring Newsletter, Meltem Demirors from Coinshares, and Jarrod Dicker of The Chernin Group to discuss what the Metaverse is all about (33:38).  ---- 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. 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
Nov 05, 2021
Trading Spaces: Fed, Crypto, Payment Stocks and Tesla with Dan Nathan and Guy Adami
1968
Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy discuss the markets ahead of the Fed meeting, the recent move in crypto, payment stocks, financials, and Tesla. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Nov 03, 2021
Trading Spaces: Market Commentary with Dan Nathan & Liz Young of SoFi
3045
Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan is joined by Liz Young, head of investment strategy at SoFi to discuss the setup in the broad markets, why investors should be paying attention to small caps and the massive move in Tesla. Chartress and RealMoney.com author Helene Meisler join them to give her key indicators for the markets, then they open the floor up to listener questions. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Nov 01, 2021
Subterranean Homesick Zuckerberg and an Interview with NYSE President Stacey Cunningham
4244
Dan and Danny (Guy is on vacation) discuss the stock market at new highs (4:10), the hyperinflation hype (8:30), Facebook changing its name to Meta (18:34), Tesla’s record-breaking rally, and whether Spotify has a Joe Rogan problem. The co-hosts interview Stacey Cunningham, President of the New York Stock Exchange and talk about shattering the glass ceiling (39:44), how Dan earned the nickname “Danny Go-Go” (50:18), a record year for IPOs (53:57), the rise of the retail army (1:02:13), and the NYSE’s ESG initiatives.  ---- 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. 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
Oct 29, 2021
Jungleland: Crypto, Commodities, and Wall Street’s Former Top Cop Preet Bharara
3923
Guy, Dan and Danny discuss Paul Tudor Jones’ inflation warning (2:18), earnings pushing the market higher (4:41), the Trump SPAC (8:42), and the market set up through year-end (18:23). The co-hosts interview podcast host and former U.S. Attorney Preet Bharara and talk about his career as the top cop on Wall Street (25:05), crypto regulation (53:57), and Bruce Springsteen (1:01:25). ---- 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. 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
Oct 22, 2021
Spoos, SPACs, and Steakhouses: A Conversation with CME CEO Terry Duffy and Interview with Rick Heitzmann of FirstMark Capital
5050
Guy, Dan, and Danny discuss stock market volatility (2:22), supply chain concerns (11:14), the bitcoin flight to safety (18:30), and Danny’s NFL picks of the week. The co-hosts interview Terry Duffy, CEO of CME Group and talk about his decades-long career (26:37), rates and energy volatility (40:40), the potential for a Bitcoin ETF (46:55), and the rise of the retail trader (50:40). Later, Guy and Dan sit down with Rick Heitzmann, Founder and Partner of FirstMark Capital to discuss his latest venture (1:01:04), what FirstMark is focused on next (1:18:19), and Rick’s involvement in our upcoming Okay, Computer podcast (1:20:34).  ---- 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. 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
Oct 15, 2021
Adami Raised A Cain, an Interview with Katie Stanton of Moxxie Ventures, and CNBC’s Melissa Lee
4203
Guy, Dan and Danny discuss the whipsaw price action in the stock market (2:32), the Facebook saga (7:28), and Danny “Rips off the Tape” on geopolitical risks (18:35). Dan sits down with Katie Stanton of Moxxie Ventures and talks about the state of VC (24:21). Later, Dan and Guy are joined by CNBC Fast Money host Melissa Lee to talk about her new documentary “Generation Gamble.” (49:52) ---- 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. 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
Oct 08, 2021
Ode to the Mets: A Conversation with Vinny Daniel & Porter Collins, Plus an Interview with Anastasia Amoroso of iCapital Network
3713
Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56).  More information on some of the topics referenced in this episode: The Big Short Stock Market’s September Slump Exposes Messy Underside Stagflation fears intensify in signs of slowing growth Dollar hits one-year high as traders anticipate US interest rate rises Bed Bath & Beyond Tumble Shows Risks of Chasing Meme Stocks Surging Treasury yields batter ARK fund amid broad tech selloff Stats on Seasonality  A Breakout Year for Cryptocurrency Performance and Adoption ---- 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. 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
Oct 01, 2021
He Who Forgets Will Be Destined To Remember
4047
We’re excited to introduce the newest podcast to our RiskReversal Media family, Breaking Even with Ned Michaels. Catch a sneak peek at the top of this episode and subscribe to it in your favorite podcast store.  This week Guy, Dan, and Danny discuss the stock market sell-off and subsequent rally (5:30), they read mean tweets from listeners (15:00), and Danny gives his NFL pick of the week (20:15). The co-hosts go threading and ROTTing on Evergrande with Sahil Bloom, writer of the Curiosity Chronicle newsletter (23:15). Later, they interview financial journalist Bethany McLean to discuss Wall Street fraud (43:00). More information on some of the topics referenced in this episode: Stock Rally Erases Monday Slide With Bulls Betting on Growth Fed Tees Up Taper and Signals Rate Rises Possible Next Year House includes cannabis banking measure in defense bill Sahil Bloom’s thread on Evergrande  Is Enron Overpriced? The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron All the Devils Are Here: The Hidden History of the Financial Crisis Shaky Ground: The Strange Saga of the U.S. Mortgage Giants Saudi America: The Truth About Fracking and How It's Changing the World "He's Full of Shit": How Elon Musk Gambled Tesla to Save SolarCity" Capitalisn’t Podcast  ---- 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. 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
Sep 24, 2021
An Investor Named Suh with Special Guest Ndamukong Suh
4201
Guy, Dan, and Danny discuss increasing calls for a stock market correction (7:17), China’s Evergrande crisis (15:18), and Dan does an impromptu “Rip Off The Tape” on the Wall Street Journal’s Facebook investigation (27:40). The co-hosts interview lobbyist Brady Cobb on what new developments in the SAFE Banking Act mean for Cannabis (32:56). Later, they are joined by investor, all-pro NFL defensive lineman, and Super Bowl champion Ndamukong Suh of the Tampa Bay Buccaneers (43:08).  More information on some of the topics referenced in this episode: Morgan Stanley’s Mike Wilson calls for a 10% correction Fed presidents dump shares and apologize for the 'appearance' of conflicts of interest after big trades in companies like Apple and Tesla Evergrande’s Woes Fuel Selloff in Chinese Property Shares The Facebook Files: A Wall Street Journal Investigation House Could Vote On Psychedelics Research For Military And Marijuana Banking As Part Of Defense Bill Suh Family Foundation Stash Partners with the Suh Family Foundation and Big Yard Foundation to Launch Financial Literacy Summer Program ---- 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. 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
Sep 17, 2021
Alarm Bells Scream in Silence, and a Conversation with Packy McCormick of Not Boring and Scott Lynn of Masterworks
3790
Guy, Dan and Danny discuss the recent bout of market volatility (3:18), the looming debt ceiling debacle (11:43), cannabis stocks up in smoke (16:10), and Elizabeth Holmes on trial (18:23). Dan and Guy go “Off the Tape” with Packy McCormick of the Not Boring newsletter and Scott Lynn of Masterworks to discuss NFTs vs. Securitized Art (23:10).  More information on some of the topics references in this episode: Investment Banks Turn Sour on U.S. Equity Outlook Yellen Triggers Alarm Bells Over Debt Ceiling Cliff Rebecca Jarvis’ podcast: 'The Dropout: Elizabeth Holmes on Trial' Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou Masterworks: Demystifying & Democratizing Art Own the Internet: A Bull Case for Ethereum Solana Summer: The $21B Blockchain and the Arrow of Time Nifty Corporates: VISA, Budweiser, Marvel, and the Positive Sum Corporate NFT Awakening ---- 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. 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 channel 
Sep 10, 2021
I See Your Cena and Raise You a Suh, and an Interview with Meg Tirrell of CNBC
3692
Guy, Dan, and Danny discuss the big market moves of the week (2:55), introduce Ned Michaels, a new member of the RiskReversal family (24:03), and interview CNBC’s Meg Tirrell about her documentary “A Race Against COVID-19” (35:24).  ---- 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. 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
Sep 03, 2021
No Sympathy for the Fed Devils, and an Interview with Rich Greenfield of Lightshed
3859
Guy, Dan and Danny discuss the everything rally (3:05), Chinese stocks rebounding (13:36), DraftKings’ Simplebet bid (18:04), and bitcoin’s 60% rally off its summer lows (19:57). The co-hosts interview Rich Greenfield of Lightshed Partners (28:06) and talk about his short AMC call (33:11), his venture into the metaverse (41:14), and the streaming wars (45:50). Click here for Guy Adami’s favorite Rolling Stones songs.  ---- 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. 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
Aug 27, 2021
Taper Will Most Definitely Come, and an Interview With Michael Novogratz of Galaxy Digital
4858
Guy, Dan and Danny discuss risks to the rally (3:06), Nvidia’s massive run (13:12), Robinhood’s earnings (18:56), Michael Burry’s big short on the ARKK ETF (22:41), and Danny “Rips Off The Tape” on used car loans (27:56). The co-hosts interview Mike Novogratz, founder and CEO of Galaxy Digital (37:49), and talk about the state of the markets (40:43), how Mike got into crypto (59:30), bitcoin vs. ethereum (1:11:38), and his work with the Bail Project (1:15:44).  ---- 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. 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
Aug 20, 2021
A Negative Times a Negative Equals a Positive, Plus an Interview with Brian Kelly of BKCM & CNBC’s Fast Money
3248
Guy, Dan, and Danny discuss the never-ending market rally (2:25), the debt ceiling controversy (13:14), and AMC’s move into crypto (18:11). The co-hosts interview Brian Kelly, founder of BKCM and CNBC “Fast Money” panelist and talk about what’s driving the recent bitcoin rally (23:25), bitcoin vs. ethereum (33:45), and BK’s take on tether (42:33). They end the interview by going on a trip through the metaverse (44:49).    Check out BK’s book: The Bitcoin Big Bang: How Alternative Currencies Are About to Change the World Dan references this article by Packy McCormick during the bitcoin vs. ethereum discussion: Own the Internet ---- 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. 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
Aug 13, 2021
The Meme Stock Machine Becomes a Meme Stock and an Interview with Rick Heitzmann of FirstMark
4016
Guy, Dan and Danny discuss bond market volatility (1:30), stagflation (19:29), Robinhood’s wild week (20:49), the electric vehicle race (24:52), and crypto regulation (27:30). The co-hosts interview Rick Heitzmann, founder and partner at FirstMark and talk about his early investments in companies like Pinterest and DraftKings (31:05), the new way companies are going public, and how Rick became a venture capitalist. ---- 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. 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
Aug 06, 2021
HOOD IPO Born into a Grave and an Interview with Mark Dow of the Behavioral Macro blog
2846
Guy, Dan and Danny discuss the big week for earnings (1:48), Robinhood’s public debut (13:44), and bitcoin’s massive rally (26:12). The co-hosts interview Mark Dow, author of the Behavioral Macro blog and discuss what he says people are getting wrong about the Fed (30:42). ---- 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. 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
Jul 30, 2021
Bonus Episode: An Interview with "Coach Saylor" AKA Michael Saylor of MicroStrategy
2467
Guy and Dan were joined by Michael Saylor, CEO of MicroStrategy on Trading Spaces this week to discuss the recent moves in bitcoin. They were also joined by "On The Tape" co-host Danny Moses to talk about everything happening with tether. Be sure to tune into Trading Spaces every Monday and Wednesday at 1pm et live on Twitter Spaces.  ---- 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. 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
Jul 29, 2021
Markets Gone Wild (for a hot minute) and an interview with Melissa Lee of CNBC's Fast Money
4394
Guy, Dan and Danny discuss this week’s wild market swings (2:55), big tech earnings (9:16), Danny “Rips Off the Tape” on the VXX (15:15), Dan explains why he likes ethereum over bitcoin (23:29) and the three give their second half playbooks (30:33). Guy and Dan interview CNBC “Fast Money” host Melissa Lee (35:30) and talk about how they all first met (37:02), and how Melissa got her start in the business (51:00). They end the interview with the ultimate “Would You Rather.” ---- 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. 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
Jul 23, 2021
The Fed’s Biggest Deadhead with Peter Boockvar of Bleakley Advisory Group
3614
Guy, Dan and Danny discuss inflation running red hot (5:02), bank earnings (11:45), the meme stock meltdown (17:33), a “scary” crypto chart (20:42), and cannabis (29:48). The co-hosts interview Peter Boockvar (32:42), CIO of Bleakley Advisory Group and talk about Powell’s testimony (33:22), Jeffrey Gundlach’s dollar comments (39:50 ), gold, silver and bitcoin (51:09).  ---- 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. 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
Jul 16, 2021
The Irishman with Packy McCormick of Not Boring
3911
Guy, Dan and Danny discuss warning signs in the market (1:32), earnings season kicking off (11:06), and China’s tech crackdown (21:17). The co-hosts interview Packy McCormick (27:30), writer & creator of the Not Boring newsletter and talk about his take on technology stocks (31:04), the next trillion dollar company (38:14), why Packy loves twitter (43:40), the dangers with Robinhood (51:43) and ethereum vs. bitcoin (58:27). The Not Boring posts referenced in this podcast are: The Great Online Game Own the Internet Dreams All The Way Up ---- 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. 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
Jul 09, 2021
Didi to Doughnuts and an Interview with Meredith Whitney
3461
Guy, Dan and Danny discuss the June jobs report (2:21), Robinhood and the IPO boom (15:50), and Danny “rips off the tape” on Olympic hopeful Sha’Carri Richardson’s positive marijuana test (26:45). The co-hosts interview Meredith Whitney and talk about her infamous Citi call (35:48), the controversial “60 Minutes” interview (45:31), what she’s doing now and her involvement in Kindbody (48:51).  ---- 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. 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
Jul 02, 2021
Stop Worrying and Learn to Love the Debt Bomb with Tony Dwyer of Canaccord
3459
Guy, Dan and Danny are joined by Canaccord Genuity strategist Tony Dwyer. The group talks about the market rotation (2:17), the generational change in the Fed (13:45), what could take the market down (19:26), opportunities in the market (32:06), Danny rips off the tape on cannabis banking (43:42), and ways to play the dog days of summer (48:16).  ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Jun 25, 2021
Genius Gone Bad and Tom Lee of Fundstrat
3089
Fundstrat’s Tom Lee joins Dan, Guy and Danny for a special edition of “On the Tape.” The group talks about the Fed (2:25), Tom’s process for making market calls (18:00), the original meme stocks (30:26), and bitcoin (40:54).  ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Jun 18, 2021
Wild hot summer and an interview with Liz Young of SoFi
3885
Guy, Dan and Danny discuss signs of inflation (2:48), single points of failure (17:57), meme stocks (21:20), and Danny rips off the tape on naked shorts (26:52). The co-hosts interview Liz Young from SoFi (31:00) and talk about milestones in her career (32:35), recent price action in the markets (47:25) and the impending transitory tantrum (51:35). ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Jun 11, 2021
The all-important May jobs report and an interview with STARZ CEO Jeffrey Hirsch
3479
Guy, Dan and Danny discuss the May jobs report (3:23), AMC’s massive rally (14:51), and competition heating up for Tesla (20:55) . The co-hosts interview STARZ CEO Jeffrey Hirsch (30:42) and talk about the streaming wars (38:10), the STARZ strategy (43:36), and the box office making a comeback (52:11). ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Jun 04, 2021
”Revenge of the Meme Stocks” and an Interview with Meltem Demirors (EP.20)
3744
Guy, Dan and Danny discuss James Gorman’s comments about the Fed needing to taper soon than his own economist predict (1:08), Ray Dalio and Carl Icahn getting into bitcoin (9:18), names like AMC and GameStop coming back (14:41), activists taking aim at Exxon (17:11) and Danny Rips Off the Tape on ESG Investing (2);34). The co-hosts interview Meltem Demirors (27:10) and talk about CoinShares going public (28:04), recent crypto volatility (38:00), whether ether is going to take market share from bitcoin (50:18) and Meltem’s take on Elon Musk and FinTwit/finfluencers more broadly (56:10). ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
May 28, 2021
Off the Charts with Carter Braxton Worth
3309
Guy, Dan and Danny discuss this week’s crypto sell-off and subsequent recovery (1:07), how correlated it is to the broader market (8:42), what Dan’s calling “The Transitory Tantrum” (12:42), and Danny Rips Off The Tape on the SEC Whistleblower Program (18:52). The co-hosts interview Carter Braxton Worth (22:19) and talk about his early days in finance (25:24), some “behind the charts” of his technical analysis (27:42), Carter’s call on Bitcoin (43:19) and parallels between sh*tcoins/other high-flying stocks today and certain .com stocks of the late 90s (46:50). We end with hearing how he found his way onto CNBC (52:21). ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
May 21, 2021
The Fed is Drucked and an Interview with Jim Chanos
3152
Guy and Dan interview Jim Chanos (1:08) and talk about Stanley Druckenmiller’s critique of the Fed (2:06), high flying tech valuations (4:51), Jim’s thoughts on dogecoin/SpaceX/Elon Musk (18:25) and Tesla’s announcement about bitcoin (21:32). We end with Jim’s take on ARK Invest and if it’s a toppish signal (32:08). Danny Rips Off The Tape on inflation, the Fed and incentive structures (35:50) and Guy and Dan announce our presenting sponsor CME Group for On The Tape (50:34). ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
May 14, 2021
Yellen and Screamin’ and an Interview with Simplebet CEO Chris Bevilacqua
3265
Guy, Dan and Danny discuss work-from-home stocks (0:59), crypto market caps creeping (4:33), Guy and Danny rail against the Fed amid fears of inflation (8:18), and bad price action after good earnings (13:30). Danny Rips Off The Tape on payment for order flow (18:49) and we talk cannabis becoming more mainstream (23:33). The co-hosts interview CEO of Simplebet Chris Bevilacqua (27:45) and talk about the media/gambling convergence and how his company is enabling the future of sports betting. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
May 07, 2021
Shenanigans, Fricassees and Chickens Coming Home to Roost
2776
Guy, Dan and Danny discuss this week’s tech earnings in pairs, hitting on Apple vs Spotify (0:54), Apple vs Facebook (8:20) and Google/YouTube vs Netflix (21:55) and some enterprise software names that have been lagging as of late (28:08). Danny “Rips Off The Tape” on Tesla’s quarter (31:50) and CEO pay (33:26). Dan talks Biden’s prime-time address (35:52). We end with Danny’s picks for the Kentucky Derby (43:19). Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Apr 30, 2021
Things That End in “-tion” and Interview with Fast Money friend Karen Finerman
3978
Guy, Dan and Danny discuss the tax news that stopped the market in its tracks (0:44), some top-ish signals in digital currencies (5:30), what inflation means for markets (12:47), more issues for Credit Suisse (20:42), Danny’s rant on SoftBank (22:12) and some regulatory hope for cannabis this week (28:01). Dan and Guy interview CNBC Fast Money friend, Metropolitan Capital CEO Karen Finerman (29:17). We hear her take on the GameStop/Robinhood event and “meme investing” (39:04), her family and her upbringing (42:18), and her take on JPMorgan and CEO Jamie Dimon (49:10). She also talks about some of her future plans (54:31) and how taping Fast Money has been during the pandemic (57:24). Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Apr 23, 2021
“Good Money After Bad” and Interview with Bob Baffert and Jack Wolf
3858
Guy, Dan and Danny discuss this week in markets and the macroeconomy more broadly (0:43), their takes on the Fed’s actions and comments (9:44), strong bank earnings (16:52), Coinbase’s direct listing (20:04), and some headlines around Tesla that caught their eyes this week (26:57).  The co-hosts interview horseracing legends Bob Baffert and Jack Wolf (34:51) and talk about their passion for what they do, parallels with finance, some behind-the-scenes of racing at the highest level and stories of the winner’s circle. Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Apr 16, 2021
”The King’s Speech” and an Interview with Patrick O’Shaughnessy
3488
Guy, Dan, and Danny discuss Jamie Dimon’s shareholder letter and the state of the macroeconomy (1:50). They also chat about Coinbase’s blockbuster growth as they look to go public (9:42), a Robinhood vs Coinbase would you rather (21:05), what Elon Musk learned in law school (24:50), and more fallout from Archegos/Bill Hwang (26:32).   The co-hosts interview Patrick O’Shaughnessy (30:33) and talk about his vision for Colossus (31:48), his work at OSAM (33:03), his 2017 series on crypto in light of recent developments in the space (35:02), his most memorable podcast guests (41:15) and the impact of his family on his life today (44:45).   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Apr 09, 2021
“This will be a quarter long remembered”; Interview with Raoul Pal
4108
Guy, Dan and Danny discuss the Archegos fallout (0:29), we reflect on the quarter that was (3:51), and we get Danny’s take on New York’s cannabis bill that was just signed into law (13:42).   The co-hosts interview co-founder of Real Vision Raoul Pal (17:45), chatting about Fed Policy and his macro outlook (18:35), how the automakers and EVs may be the next age of tech (30:13) and Raoul’s take on ARK’s ETFs (36:17). They also discuss this week’s Archegos unwind and echoes of Long Term Capital Management (38:55), and, of course, crypto (49:04). We end by discussing Real Vision and where his company goes from here (1:03:25).   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Apr 01, 2021
Interview with MicroStrategy CEO Michael Saylor
3520
A few weeks ago, Guy interviewed MicroStrategy CEO Michael Saylor on behalf of Context365. They discuss bitcoin, the future of crypto, the gold vs bitcoin debate, monetary policy and financial markets more broadly.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow @GuyAdami on Twitter. Follow @Michael_Saylor on Twitter.
Mar 30, 2021
SEC “Springing” into Action; Cannabis and Policy Deep Dive with Brady Cobb and Isaac Boltansky
4047
Guy and Danny discuss inflation fears and the Fed’s role (0:42), the SEC moving in on SPACs (8:16) and SoftBank (10:33), GameStop’s earnings (12:51), ARK’s take on Tesla (19:18), and stimulus checks going out (24:18).   The co-hosts interview Brady Cobb and Isaac Boltansky (26:59), chatting about Brady’s background with cannabis, where the cannabis industry is going and Isaac’s view of what is to come from DC regulation.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Mar 26, 2021
”I Love Calamity” - Danny Moses; Interview with Kara Swisher
4156
Guy, Dan and Danny discuss the state of markets amid the Fed’s commentary (00:55), Lordstown and EV stocks (11:50), gold vs bitcoin (17:23), cannabis companies and regulation (20:21) and fintech companies raising money (26:55).   Guy and Dan interview Kara Swisher, chatting about her interviewing/career in media (31:22), podcasting, the future of audio and Twitter Spaces vs Clubhouse (41:32). We get Kara’s thoughts on NFTs/crypto (46:12), and the future of tech and tech regulation (53:10).   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Mar 19, 2021
The Rules of the Game Stopped; Interview with Rebecca Jarvis
2380
In a bonus episode of On The Tape, Guy, Dan and Danny chat with ABC’s Rebecca Jarvis. We discuss what it’s like to cover business news for a broader audience at ABC. We also learn about her latest project called “GameStopped” that was just released on Hulu, a deep dive with all the key players from the Reddit/GameStop frenzy. The documentary features our very own Danny Moses.   “GameStopped” Press Release and Trailer Rebecca’s podcast: No Limits   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Mar 15, 2021
Selloff, SPACs, Symphonies and Schopenhauer; Interview with Paul Rabil
3933
Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state of the IPO market (18:06).   The co-hosts interview Paul Rabil (27:15), founder of the Premier Lacrosse League, chatting about what it’s like to build his league, their commitment to their players, and his philanthropy efforts for students with learning disabilities. He also discusses the future of lacrosse and the importance of finding the right media partners for PLL.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Mar 12, 2021
“Get me to the Greek”; Interview with Mikel Jollett and a Special OTT Performance
4350
Guy, Dan and Danny discuss some troubling signs in markets on insider selling, corporate issuance and SPACs (1:48), what this debt level means for taxpayers and bond markets (8:12), Danny’s rant on the BUZZ behind Portnoy’s ETF (16:35) and what defensive stocks/sectors might work in this environment (23:58). The co-hosts interview Mikel Jollett (28:25), creator and frontman of the band The Airborne Toxic Event. We talk about what it’s like to release both a memoir and album (both named Hollywood Park) during the pandemic, his political activism and his musical inspirations. He ends by discussing his favorite venue and he plays us out with a song (1:08:35).   Follow Mikel Jollett on Twitter and you can buy/download his memoir here.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Mar 05, 2021
Mo Vol Mo Money Mo Problems with Downtown Josh Brown
3858
Guy, Dan and Danny discuss this week’s rate-induced market sell-off (0:34), the merging narratives between meme stocks/crypto/Reddit, a closer look at the ETF market through active vs passive funds (10:09). The co-hosts interview CEO of Ritholtz Wealth Management and CNBC Halftime Report contributor Josh Brown (21:59), chatting about his reflections on his birthday, what he makes of the crypto boom and how it ties into behavioral finance. We also talk about Josh’s entry into financial services (41:13) and his experience as a stock market commentator on TV (50:03).   Josh’s podcast is The Compound Show with Downtown Josh Brown, and his blog is TheReformedBroker.com.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Feb 26, 2021
Interview with Fast Money Friend Bonawyn Eison
2126
In a bonus episode of On The Tape, Guy and Dan catch up with fellow CNBC Fast Money Contributor Bonawyn Eison. They chat about their experiences as stock market commentators, Bonawyn speaks about how he found his way on Wall Street and the importance of financial literacy. Oh and by the way, how he got the nickname B-IceBreaker.   Follow Bonawyn Eison on Twitter @Bonawyn.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Feb 23, 2021
Rates, Robinhood and Reddit Rampage; Interview with Joe Saluzzi and Sal Arnuk
3868
Guy, Dan and Danny discuss the inflation data we got this week (0:40), debt markets (8:21), bitcoin/crypto (20:35) and break down the Robinhood/GameStop frenzy in light of this week’s hearing on Capitol Hill (31:09). The co-hosts interview Themis Trading’s Joe Saluzzi and Sal Arnuk (36:14), looking at market structure and we dive deeper into this week’s hearing.   Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Feb 19, 2021
”Battle of The Boomers”; Interview with Crypto Thought Leaders Meltem Demirors and Brian Kelly
4193
Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39). The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter. Follow Brian Kelly: @BKBrianKelly and BKCM.co Crypto Resources from Meltem Demirors @Melt_Dem: QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx
Feb 12, 2021
The State of the Millennial Investor; Interviews with Morning Brew’s Alex Lieberman and Dough’s Victor Jones
3422
In a bonus episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the speculative fervor enveloping financial markets with stocks at all-time highs, strategists are moving the goalposts and writing new playbooks as corporate treasuries (TESLA) are replacing their cash with Bitcoin, and there seems to be no end to SPAC issuance. The co-hosts interview co-founder and CEO of Morning Brew Alex Lieberman (10:55) to discuss the young business-news reader and the responsibility of Morning Brew in this era of millennial trading. In that vein, they then speak with Dough CEO Victor Jones (32:37) about what the takeaways are from this GME/WSB volatility and what is to come for the brokerage industry. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Feb 09, 2021
The Big Shorts talk their book
3543
Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview Danny’s former partners from The Big Short Vincent Daniel and Porter Collins, where they talk about short squeezes, what is to come in retail trading regulation and the behind-the-scenes scoop of The Big Short. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Feb 05, 2021
Bonus Episode: “This is the Business We’ve Chosen” with Sahil Bloom
1492
In a bonus episode of On The Tape, Guy Adami and Dan Nathan talk more about the volatility in GameStop, silver and these “meme” stocks and assets. The co-hosts catch up with Sahil Bloom, discussing his latest tweet thread on the silver market and the importance of financial literacy. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Feb 02, 2021
“Game’s the same, just got more fierce” and an interview with MSNBC’s Stephanie Ruhle
3052
In this week’s episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss this week’s action in GameStop, Robinhood’s role and the battle between r/WallStreetBets Reddit army of traders and hedge fund titans. The co-hosts share war stories from their days as traders and speak with MSNBC Anchor Stephanie Ruhle, discussing her experience on Wall Street and her hopes for change for a more equitable economy. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.  
Jan 29, 2021
”Planes, Pains and Automobiles” and an interview with famed investor Jim Chanos
3198
In this week’s episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the current state of the airlines, how EV multiples are creeping into traditional autos and everything in between. Guy, Dan and Danny then speak with legendary investor Jim Chanos. Jim gives his current thoughts on markets, short opportunities and provides anecdotes from the past. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Jan 22, 2021
Stock Markets Gamified
2469
In the inaugural episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the gamification of the stock/options markets and the similarities between online sports betting and crypto trading. Guy, Dan and Danny are joined by Sahil Bloom, private equity investor and fintwit wunderkind as he offers his take on current market psychology. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.
Jan 15, 2021
Preview of On The Tape with Dan Nathan, Guy Adami, and Danny Moses
162
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 decisions, both personally and professionally.   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 bets 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.
Dec 15, 2020