RiskReversal Pod

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 6th0:00 - Major Indices12:30 - Yields22:30 - Crude & Gold27:30 - Russell 200030:00 - Coinbase and BitcoinMRKT 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

Guy, Dan and Liz Young discuss the new bull market (3:00), how to hedge (12:00), Oil climbing on Saudi Cut (16:00), more shoes to drop for the financials (21:00), and Apple making new highs ahead of its WWDC (28:00). 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.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

The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managing Director, Global Market Strategist J.P. Morgan Asset Management joins the pod after the break to discuss China’s economic re-boot (38:00), the U.S. Dollar (54:00) and big changes in Japan and Europe (1:02:00)Further ReadingDollar General stock plunges as ‘challenging’ economic backdrop drives dismal earnings reportAbout 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.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

Guy Adami, Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 1MRKT 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

Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)?Further ReadingBig Techs Become Even Bigger Winners. Shades of the Dot-Com Boom?This Economist Thinks a Recession Is Coming. It Could Be a Long One.View our show notes hereEmail 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 Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Guy, Dan and Liz discuss the market's reaction to the debt ceiling deal and Nvidia hitting $1 trillion in market cap (3:30). China’s sluggish re-opening and tensions with the West weighing on growth (21:00). Lululemon selling off, sign of a weakening consumer (27:00)? The TLT is looking really attractive at these levels (30:00).Articles Discussed In This Episode:  Nvidia CEO Says Those Without AI Expertise Will Be Left Behind Tesla could face a $3.3 billion fine over a massive data leak Musk Echoes Apple, Mercedes CEOs on Importance of China Ties CME FedWatch Tool 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.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

Guy, Dan and Danny discuss Nvidia’s meteoric rise (0:00), Jamie Dimon’s rate warning (11:30), why gold has pulled back (28:00), and nonsensical stock market moves (30:00). The co-hosts interview Cameron Dawson, Chief Investment Officer at NewEdge Wealth, and talk about earnings results (36:00), market liquidity (1:02:00), and what could go right (1:13:00). Plus, check out a segment with Dan, Guy and RiskReversal Media’s research analyst Stephen Rehfuss about the NCAA Lacrosse Championship (1:15:00).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.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

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Apple announcing a multibillion-dollar deal with Broadcom for U.S.-made chips (1:00), Nvidia earnings (9:00), and Instacart’s ad business surging (15:00). Later, Dan sits down with Dan Teran of Gutter Capital, Max Veggeberg, CEO at Tetra Home Service and Eric Owski, CEO of Treehouse to discuss EV incentives from the Inflation Reduction Act (IRA) (21:00).View our show notes hereEmail 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 Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 23rd0:00 - Credit Crunch Looming?15:00 - Rates & U.S. Dollar21:30 - Guy on Gold27:45 - Apple, Chip WarsArticles ReferencedLooming Defaults Threaten Chain Reaction From Credit Into StocksChina’s local-debt crisis is about to get nastyChina’s $23 Trillion Local Debt Mess Is About to Get WorseMRKT 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

Dan Nathan, Guy Adami, and Liz Young, head of investment strategy at SoFi, discuss stock market sentiment (3:30), valuations (14:00), Micron shares falling on China ban (17:30), Nvidia earnings (27:00), the divergence in large cap and small cap stocks (31:00), retail earnings (34:00), and Nike (39:30).Liz’s tweet on valuationsAbout 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.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