RiskReversal Pod

Topics discussed include Nvidia earnings as a macro event, AI gold rush, finding relative value, interest rates, active vs. passive investing, labor market, bank stocks, energy stocks revival, similarities to late '90s, valuation importance, and implications of the upcoming election.

Exploring Nvidia's remarkable growth and earnings analysis, while discussing market sentiment and future challenges. Analyzing investment strategies in tech stocks like Apple, Tesla, and Google. Navigating competition in the tech industry and market trends. Delving into stock price analysis, valuation volatility, and expert insights on stock market gaps.

Tech and fintech headlines covered include Capital One's plan to acquire Discover Financial, crypto, and AI winners/losers. The Funders x Founders segment features The Coterie's background, Silicon Valley Bank debacle impact, and current macroeconomic environment. Also discussed are market narratives, stock market evolution, and transition from founder to investor in the tech venture industry.

Dan Nathan and Danny Moses sit down with Bethany McLean, co-author of “The Big Fail”. They discuss failures in the U.S. Government’s response to the pandemic, concerns around Tesla and Elon Musk’s leadership skills, being a contrarian in an environment that rewards blind obedience and where the cracks are starting to show on our financial systems.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. Their 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.

Discussing strange market events, energy stock picks, Fed challenges. Later, exploring high volatility, AI bubble, earnings, and Fed cuts with a Wall Street CIO. Tech market weight, credit contagion, and insights on navigating market trends and economic landscapes.

Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like?Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Capital, for the first installment of our Funders x Founders series. They hit Ro’s origin story, stigmas around obesity, what attracted Rick to Ro, and how their relationship has evolved. Links ReferencedListen to our last interview with Zach ReitanoFirstMark Leads $88 Million Round in Men’s Health Startup RomanHe Sold Burritos Out of His Apartment Window. Now He’s Running a $7 Billion StartupAcquired Podcast: The Complete History & Strategy of Novo Nordisk---View our show notes hereLearn more about Ro body: ro.co/okayLearn more about Current: current.comEmail 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 and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad news, M&A picking up & earnings.Topics When To Pivot Barron’s: S&P Can’t Mask The Chaos Small Cap Underperformance  Nvidia Now Worth As Much As China’s Stock Market Peter Boockvar Tweet on AI vs. Internet Bubble M&A Picking Up  Earnings This Week 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.

Luke Gromen, founder of Forest from the Trees, discusses the broken market structure, China's deflationary spiral, bullish stock market outlook, bear case for stocks, U.S. dollar, and the everything bubble.

Dan Nathan and Deirdre Bosa are talking tech layoffs, microchips, plus the M&A space.After the break, we bring you Dan’s panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. ​​Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped his approach to tech-driven venture capital, focusing on creating deep connections with founders and CEOs. Rick Heitzmann shares insights on forming long-term partnerships with founders, enduring through both triumphs and tribulations, and the importance of due diligence in today's fast-paced investment landscape.Topics On The Pod Adam Neumann wants WeWork back DocuSign Take-Private Put On Ice Ryan Denehy Tweet Is it time to ‘Sell Nvidia’? Mark Cuban's Famous Collar Trade View our show notes hereLearn more about Ro body: ro.co/okayLearn more about Current: current.comEmail 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

Discussion on Jay Powell's '60 Minutes' interview and the stock market, the disconnect between the market and economy, Mike Wilson leaving Morgan Stanley's Global Investment Committee, stocks entering blowoff phase, strange happenings in the options market, and weight loss stocks.