RiskReversal Pod

Guy Adami and Danny Moses discuss dollar/yen, S&P 500, US economic cycle, oil prices, mortgage reform, Blackstone's gamble, and Tesla competition. Michael Saylor talks about bitcoin understanding, gold, money meaning, and MicroStrategy stock.

Brent Montgomery and Mauricio Umansky discuss reality TV creation and real estate. Topics include monetizing shows, casting for TV, media landscape, being authentic on TV, and the real estate market trends.

Liz Young from SoFi discusses Berkshire's cash, bond market volatility, Fed cut expectations, consumer trends, dollar/yen impact, customers trading down, and China's record gold purchases. The podcast delves into market performance, currency interventions, consumer choices, and gold prices amidst currency volatility.

Vincent Daniel and Porter Collins join Danny Moses to discuss the Fed meeting, market impacts, an 'uneven' economy, long positions, energy stocks, Tesla, vice stocks, Philip Morris, Cannabis industry, and Kentucky Derby picks. Later, Dan Nathan and Guy Adami interview FactSet CEO Phil Snow on key themes from their conference, AI, and fintech innovations.

Rangers legend Stéphane Matteau joins the podcast to discuss the 1994 Stanley Cup win, charity work, and motivation. Topics include Rangers' trades, player dynamics, coaching decisions, mental health advocacy, upcoming events, and coaching impact in hockey.

Guy Adami joins Dan to discuss AMD earnings, semi stock aftershocks, CDW Corp/Amazon, Pinterest, and Apple earnings preview. They analyze market trends, CDW's stock decline, Amazon's strong AWS results, and Pinterest's performance. The talk covers stock performance, potential acquisitions, and the impact of generative AI technology on a specific stock.

Peter Polanskyj, COO of Obra Capital, discusses structured credit, low-interest rate environment, positioning for higher rates, macro picture, and Obra Capital's insurance strategy. Dan Nathan and Liz Young cover earnings season, Meta, CEO insights on consumers, market reactions to Fed meetings and jobs reports, yields, and stock market expectations for the week.

Discussions on knee-jerk stock market reactions, interest rates, inflation affecting consumer stocks, Ford/GM, Tesla, airline stocks, leading indicators, Nvidia/Netflix, gold & miners, Rubrik IPO, and market readiness for higher yields.

Gene Munster from Deepwater Asset Management previews Big Tech earnings, discussing Netflix's stock drop, Tesla, Meta, Alphabet, Microsoft, Amazon, and Apple earnings. They wrap up with a discussion on the potential TikTok Ban impact.

Guy Adami and Liz Young from SoFi are back for a Monday edition of On The Tape. Topics on the podcast today: has balance been restored to the bull/bear index (4:00), where do the “Big Six” stocks go next (10:15), small cap stocks (14:15), economic data this week (20:45), earnings this week (26:00), currency risks in the market (29:15). 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.