RiskReversal Pod

Guy, Dan, and Liz Young of SoFi discuss the Fed painting the picture for a soft landing (2:45), a perfect storm for US multinationals (7:00), oil/energy prices (8:40), market risks (10:15), the potential for more volatility (14:15), and traders going to jail for spoofing (21:00) . Later, Dan sits down with Mark Simmer of Clear Haven Asset Management to discuss growing interest in the private credit market (25:00), his background (27:30), how Clear Haven is competing with larger players (30:00), how he is thinking about the risk environment right now (34:00), the banking crisis (37:00), the consumer (44:15), and opportunity in the current rate environment (46:30).  Read: Why a Soft Landing Could Prove ElusiveRead: Ex-JPMorgan Gold Trader Sentenced to Six Months in ‘Spoof’ CaseRead: Ex-Wells Fargo Executive Avoids Prison Over Accounts Scandal 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 hereLearn more about Ro body: ro.co/tapeSee 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 TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Michael Kao, a private investor at Kao Family Office, joins Guy, Dan, and Danny to discuss mixed messages in the market, the recession, best-looking charts, Tesla upgrade, pounding the table on Genius Sports/Sportradar stocks, airlines, Vertu, NFL picks, and Gamestop. Later, they delve into the four horsemen impacting the Fed, natural gas, triggering oil sell-off, China, global macro headwinds for oil, Japan, and yields.

On this episode, Dan Nathan and Deirdre Bosa of CNBC discuss Apple woes (2:30), the IPO market (9:00), Google’s AI lead joining the Airbnb board (12:30), Oracle (22:30), Zombie SPACs (25:00), and 'Elon Musk,' by Walter Isaacson (35:00).Check out Deirdre’s Report on SPACs: Zombie SPACs - Why blank-check mergers won’t die—Learn more about Ro Body at 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, or @riskreversalmedia on Threads.Follow 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, September 12th.0:00 - Oracle, NASDAQ & Apple15:00 - S&P 50022:30 - Yields, Dollar, Gold & CrudeMRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFiWatch MRKT Call LIVE at 1pm M-TH on YouTubeSign up for our emailsFollow us on Twitter @MRKTCallFollow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube

Liz Young from SoFi and the hosts discuss bond yields, inflationary inputs like oil and energy, China, Apple/Nvidia, the dollar wrecking ball, and the labor market. They also reflect on the impact of a credit event on equities, the performance of Apple and Nvidia stocks, the strength of the US dollar, and the effects of a strengthening dollar on multinational companies. Additionally, they share personal reflections on September 11th and mention upcoming events.

Guest: Savita Subramanian, Market outlook and consumer analysis expert at Bank of America. Topics: Apple's China crackdown, Tesla challenges, economists growing gloomier on 2024, football picks, market outlook, consumer analysis, making money in the stock market, S&P price target, China's impact on US corporations.

Katie Stanton, venture capitalist, and Kesava Kirupa Dinakaran, co-founder of Luminai, discuss topics such as breaking a Guinness World Record, their meeting during the pandemic, Luminai's shift to digital labor, working with financial services and health care companies, and what's next for Luminai.

Hosts discuss benefits of adding futures to trading, analyze stock market sentiment and discuss economy. They also delve into flight banter, analyzing dollar-yen chart, defending currency, volatility in trading funds, liquidity issues in US treasuries, and launch of trading competition at CME Group.

Cryptocurrency analyst Tom Lee and Sunburn Cannabis CEO Brady Cobb join the podcast. Tom Lee discusses the stock market, bond market, Bitcoin, and sentiment among Fundstrat clients. Brady Cobb talks about HHS easing restrictions on marijuana, the move to reschedule cannabis, and Sunburn's growth in the cannabis market.

Trevor Marshall, David Haber, and Stuart Wall join Dan Nathan to discuss the state of crypto enforcement, NFTs in the SEC's sights, Bitcoin, Elon Musk's plan for payments on Twitter/X, real estate financing startup's Series A, Setpoint's potential in adjacent verticals, AI's real impact on Fintech, and why a16z is all in on NYC.