RiskReversal Pod

Economist David Rosenberg joins for a deep dive into stock market misconceptions, market concentration, liquidity, AI boom vs. dot com bubble, move in commodities, Fed's impact, reasons for equity pullback, potential currency crisis, and more.

Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15).Later, Dan is joined by Katie Stanton of Moxxie Ventures and Jessica Ewing of Literati for the latest installment of the Funders x Founders series. They discuss the unique way Katie and Jessica met (22:00), the inspiration behind Literati (26:40), their process for picking books (29:15), entering school book fairs (32:15), why investors should be paying attention to this space (38:00), Literati in schools (40:20), what makes a great investor (45:00).Use code RISKREVERSAL for $15 in book credit on your first box at literati.com—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail 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 TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan, Guy Adami, and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, March 26th.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.

Topics include state of the consumer, Boeing CEO stepping down, sector divergence, semiconductors, small caps, commodities rally, investing in banks, Cintas & economic data. Later, an interview with Drew McKnight of Fortress on private credit, bond market, banking sector, credit cycles, challenges of private credit vs public markets.

This episode dives into key themes for the end of the week, breaks down Fed Chair Powell's press conference, examines federal debt levels, discusses gold/bitcoin, explores commercial real estate and financials, looks for single-name value, and analyzes the consumer credit space.

The podcast discusses Fed rate cuts anticipation, consumer credit state, expensive U.S. Stocks, 401k as savings vehicle, concerns around Nvidia and the AI bubble, and creating financial focused content. It also explores financial innovation, market events, market reaction to rate cuts, inflation perception, market impact, industry disruption, business cycles, market valuation, investment options, education opportunities, market volatility, Nvidia conundrum, and cult-like adoration in the tech industry.

Topics discussed include Nvidia's growth potential and possible stock pullback, Apple and Alphabet's AI collaboration, Google's Gemini AI, and the impact of a potential TikTok ban on Meta & Snap.

Dan Nathan and Guy Adami discuss Semi Stocks, Google/Alphabet, Boeing, and implied moves for MU, NKE & FDX. They analyze risk-reward ratios in options trading, risky options strategies, and trade setups. They explore Nike's stock performance and project potential price movements.

Topics discussed include Nvidia's user conference, the Fed meeting, potential Apple/Google AI deal, market predictions, hot CPI and PPI data impact, soaring crude oil prices, rising yields, Fed's actions on inflation, risks of early rate cuts, zero-day options trading, tech shifts from B2B to consumer focus, market sentiment, and investor concerns.

Tesla struggles, market rotation, Microsoft vs. Alphabet, manias in investing, gold miners and commodities, Nvidia conference, upcoming Fed meeting. Caleb Silver from Investopedia discusses investor sentiment, retail trader trends, popular searches, and AI in search.