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    Business

    RiskReversal Pod

    Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. 

    We break down the most important market moving headlines to help listeners make better informed investing decisions.

    Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.

    —

    FOLLOW US

    YouTube: @RiskReversalMedia

    Instagram: @riskreversalmedia

    Twitter: @RiskReversal

    LinkedIn: RiskReversal Media

    The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

    Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it’s advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

    Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

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    Latest Episodes:
    Earnings Good Witch or Bad Witch? Plus, Rhys Williams of Spouting Rock Oct 23, 2023
    Show notes

    On this episode of “On The Tape,” Guy Adami and SoFi’s Liz Young discuss yield volatility (2:00), Chevron agreeing to buy Hess and what big oil M&A means for energy stocks (11:00), why Liz says now is not the time to buy a house, the perils of price discovery (18:00), bank stocks (22:30), and what to expect from Mag7 earnings (28:30).


    Later, Rhys Williams, Chief Strategist & CIO at Spouting Rock Asset Management, joins Guy and Dan (35:00) to talk about his strategy in the current market environment (38:45), why he expects a Q4 rally despite the wall of worry (41:30), why consensus could be wrong about Mag7 stocks (45:15), yields (46:30), AI (48:30), what the market does leading into a presidential election (50:30), Paul Tudor Jones saying we are likely in a recession (51:50), and the core values at Spouting Rock (54:30)


    —

    About the Show:

    On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

    —

    Check out our show notes here

    Learn more about Ro body: ro.co/tape

    See what adding futures can do for you at cmegroup.com/onthetape.

    —

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

    —

    We’re on social:

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Classic Late Cycle with Cameron Dawson and Luke Gromen Oct 20, 2023
    Show notes

    Cameron Dawson of NewEdge Wealth joins Dan Nathan, Guy Adami, and Danny Moses to discuss classic late-cycle market behavior (2:00), what could spark rate cuts, and what that means for the market (9:30), enthusiasm around semiconductor stocks (15:30), credit cycles (18:00), what Cameron is focused on this earnings season (22:30), geopolitics (25:00), Tesla’s quarter (28:00), whether the Mag7 stocks will continue to hold up the markets (32:00), commercial real estate (41:00), Cameron’s take on stocks into year-end (46:00), and Danny’s NFL picks of the week (48:30).


    Later, Danny and Guy are joined by Luke Gromen, Founder of unique macroeconomic research firm Forest for the Trees (FFTT), to talk about the global sovereign debt crisis (51:00). Rates and the net effective supply and demand (55:00). What if yields run away from us to the upside (1:07:30). Japan and the dollar vs the yen (1:10:00). What does the gold environment look like (1:15:30). How should people buy gold and allocate it in their portfolio (1:20:00).


    Get a free MRKT Call hat!

    1. Sign up for the CME equity challenge: http://cmegroup.com/equitychallenge
    2. Send a screenshot of your sign-up to contact@riskreversal.com with your mailing address


    —

    About the Show:

    On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

    —

    Check out our show notes here

    Learn more about Ro body: ro.co/tape

    See what adding futures can do for you at cmegroup.com/onthetape.

    —

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

    —

    We’re on social:

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Stock Market No Good Under the Hood with Dan Niles | Okay, Computer. Oct 18, 2023
    Show notes

    On the latest episode of Okay, Computer. Dan Niles, Founder and Portfolio Manager of the Satori Fund, joins Dan Nathan for a conversation about covering his shorts and calling for a year-end rally (2:50), Amazon (8:40), Walmart (12:20), what should happen in the markets vs. what’s happening (15:50), why the market looks terrible under the hood (19:20), what could be unwound in 2024 (23:20), what would cause another financial crisis (29:20), Nvidia (35:00), Apple (41:15), Tesla (46:20) and how Dan Niles is looking to make money into year-end.


    Read: Tesla whistleblowers filed a complaint to the SEC in 2021, but the agency never interviewed them. Here’s what the complaint said


    View our show notes here

    Learn more about Ro body: ro.co/okay

    Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

    We’re on social:

    Follow @dee_bosa on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Nvidia Trades Lower + Nasdaq Futures Play | MRKT Call Oct 17, 2023
    Show notes

    Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 17th.


    CME Group's Futures Challenge: https://www.cmegroup.com/futures_challenge/challenges/892/landing.html


    MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi

    Watch MRKT Call LIVE at 1pm M-TH on YouTube

    Sign up for our emails

    Follow us on Twitter @MRKTCall

    Follow @GuyAdami on Twitter

    Follow @CarterBWorth on Twitter

    Follow us on Instagram @RiskReversalMedia

    Like us on Facebook @RiskReversal

    Watch all of our videos on YouTube


    Vibe Check on the Markets Oct 16, 2023
    Show notes

    On this episode of On The Tape, Guy Adami and Liz Young discuss a shift in the tone of the market (2:00), gold (4:00), oil (7:00), unemployment (8:30), a bad vibes warning (13:30), inflation data (17:30), Apple iPhone sales slowing in China (21:30), why Guy thinks people aren’t paying enough attention to the energy complex (26:30), the Fed put (28:30), big events/earnings this week (31:30), and rumors of the SEC approving Blackrock’s bitcoin ETF (33:00).


    —

    About the Show:

    On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

    —

    Check out our show notes here

    Learn more about Ro body: ro.co/tape

    See what adding futures can do for you at cmegroup.com/onthetape.

    —

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

    —

    We’re on social:

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    The Ripple Effects in the Market with Stuart Sopp Oct 13, 2023
    Show notes

    Guy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America’s Wrong-Way Rate Bet Hurts Moynihan’s Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman’s Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IPO market (38:30), M&A (42:00), what Stuart is watching (46:00), and Danny’s NFL picks (48:00).


    Read more about Danny’s family history here


    About the Show:

    On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

    --

    Check out our show notes here

    Learn more about Ro body: ro.co/tape

    See what adding futures can do for you at cmegroup.com/onthetape.

    --

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

    --

    We’re on social:

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    BONUS: Tom Rogers, The Stud Who Built CNBC Oct 12, 2023
    Show notes

    On this bonus episode of On The Tape, Dan and Guy sit down with Tom Rogers, Executive Chairman at Engine Gaming & Media / Chairman and CEO of TRget Media, to discuss how he launched CNBC (4:00), early influences in his career (8:30), Tom mentoring Guy and Dan (12:00), transformative media technology (15:00), Reed Hastings and Netflix (18:30), Bob Iger and Disney (23:00), the role of politics in media (28:00), the Trump effect on news (31:00), the 2024 election (34:00), working with Jack Welch (39:00), and what gets Tom excited (41:00).


    About the Show:

    On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

    Check out our show notes here

    Learn more about Ro body: ro.co/tape

    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 Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Should I Stay Or Should I Go... Public | Okay, Computer Oct 11, 2023
    Show notes

    Deirdre Bosa joins Dan Nathan on this week's Okay, Computer. Companies are facing a dilemma, stay private or go public (4:00)? Paul Tudor Jones warns of a possible drawdown in the stock market, how will mega cap tech stocks fare if it pans out (7:15)? Deirdre takes a look at "The Temu Effect" (15:30). How does Anthropic grow into its valuations (21:30)? Tesla builds a new home for ‘Dojo’ Supercomputer as AI ambitions rise (25:00).


    View our show notes here

    Learn more about Ro body: ro.co/okay

    Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

    We’re on social:

    Follow @dee_bosa on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Fed + Geopolitical Risks = Market Volatility | MRKT Call Oct 10, 2023
    Show notes

    Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 10th. FactSet's John Butters delivers his Earnings Insight.


    -Paul Tudor Jones says a a recession is likely

    -Guy's Gold Futures & 10-YR Futures Trades

    -Dan's TLT Trade Update

    -BAC's Wrong-Way Rate Bet

    -John Butters of FactSet joins


    Timecodes

    0:00 - Geopolitical Climate

    7:45 - NASDAQ

    9:00 - Rates & Yields

    16:25 - Bank of America

    20:15 - Q3 Preview w/ John Butters

    32:15 - Dollar & Gold Update

    35:25 - Pepsi & LVMH


    MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi

    Watch MRKT Call LIVE at 1pm M-TH on YouTube

    Sign up for our emails

    Follow us on Twitter @MRKTCall

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow @CarterBWorth on Twitter

    Follow us on Instagram @RiskReversalMedia

    Like us on Facebook @RiskReversal

    Watch all of our videos on YouTube


    Geopolitics Take Center Stage for Markets with Chip War Author Chris Miller Oct 09, 2023
    Show notes

    Guy, Dan, and Liz Young from SoFi discuss how the market is responding to Hamas attack against Israel (3:00), the potential for steeper declines in the S&P 500 (12:00), oversold conditions (14:15), earnings season kicking off (19:30), Apple as a “Utility Player” Stock (21:00), Banks (24:15). Later, Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology to discuss how he came to write the book (31:30), the U.S. dependency on chips from other countries (34:00), the market share that Taiwan Semi has (36:00), how a Taiwan invasion could impact the global supply chain (38:30), the advanced chip bans (48:00), the consumer market in China (51:00), national security implications (54:00), and whether we could see some sort of provocation in 2024 (58:00).


    Here’s how to receive a FREE copy of Chip War: The Fight for the World’s Most Critical Technology:


    • Follow & review Okay, Computer. in the podcast store
    • Screenshot the review and email it to contact@riskreversal.com with your mailing address


    About the Show:

    On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

    Check out our show notes here

    Learn more about Ro body: ro.co/tape

    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 Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Previous 1 56 57 58 59 60 104 Next

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