RiskReversal Pod

Economic expert Kyla Scanlan discusses the disconnect between the stock market and the real economy, trends in enterprise spending and tech stocks, risks of private credit, and developments in the gambling sector. She also shares her journey in finance, challenges in content creation, and the importance of optimism in finance.

Deirdre Bosa from CNBC's Tech Check joins for a chat on tech trends and finance. They discuss AI excitement in Silicon Valley, NVIDIA's market cap growth, Amazon's AI strategy, Apple's potential AI hardware announcements, and challenges of generative AI startups. The conversation also covers the impact of interest rates on the tech market, PwC's partnership with OpenAI, and the varying AI models available to consumers.

Alan Patricof and Abby Miller Levy discuss their venture fund focused on the aging population, highlighting the impact of COVID-19, financial planning for longevity, and tech in elder care. They emphasize tech-enabled infrastructure and innovation for serving the aging demographic, offering insights on the future of aging and innovation.

Financial experts Kristen Kelly and Jennifer Saarbach chat about starting 'The Wall Street Skinny,' financial literacy, building community, and advice for young professionals on this episode. Also discussed: deterioration under the market surface, Walmart vs. Target, Tesla, Fed speak/data, bank stocks, Live Nation antitrust lawsuit, GameStop, and RiskReversal’s MRKT Matrix.

Gene Munster and Deirdre Bosa discuss Nvidia's upcoming earnings, Apple's AI dilemmas, OpenAI departures, Google I/O updates, and the competition between Google and OpenAI for Apple's Gen AI approval. Drama at Amazon adds spice to the tech landscape.

On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00). Later, Dan is joined by Kaitlin Malin of iConnections to interview Jan van Eck, CEO of VanEck, and Matthew Sigel, head of digital assets research at VanEck. They discuss: getting into the ETF market (28:30), bitcoin ETFs (32:30), regulation (41:30), the potential for a fiscal reckoning in 2025 (52:30), hedging against calamity (56:30), semiconductors (SMH) (1:01:00).Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe—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 hereSee 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 TwitterFollow Danny Moses @DMoses34 on TwitterFollow Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube pageThe 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.

Steve Eisman from Neuberger Berman discusses market drivers, infrastructure investments, election impacts, energy sector, managing money insights, and the Preakness in a lively podcast chat with hosts. Offering valuable perspectives on the market and investment strategies.

NEA Partner Ann Bordetsky discusses OpenAI’s Chat-GPT4o and potential Apple deal. Apple’s controversial iPad ad, Google I/O’s AI integration, and SoundHound AI partnership. Conversation with Gokul Rajaram and Michael Gilroy on AI wearables at RBC Capital’s conference.

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, May 14th. Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notesMRKT Call is brought to you by our presenting sponsor FidelityWatch MRKT Call LIVE at 1 pm M-TH on YouTubeFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @RiskReversal on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTubeOptions Disclosure Agreement

Topics discussed in the podcast include positioning ahead of the CPI report, consumer saving habits, AI rally sustainability, Nvidia's potential growth, M&A activity, bank stocks outlook, S&P points prediction, and 'Roaring Kitty' impact on GameStop.