RiskReversal Pod

Dan & Danny discuss a surge of enthusiasm on Wall Street (3:30), billionaire investors getting bullish on AI (10:45), Nvidia (18:00), Netflix stock jumps 10% as it boasts ad-tier growth (20:35), Walmart (23:40), what it would take for them to change their bearish thesis (26:30), and happenings in the sports betting space (32:00). Later, they sit down with Jim Bianco of Bianco Research to discuss why the economy needs to restructure (43:45), bond market volatility and inflation (51:30), the debt ceiling (1:11:00) and valuations (1:15:30). Paul Tudor Jones says the Fed is done raising rates, stocks to finish the year higher from hereHow the Soros Funds Lost Game Of Chicken Against Tech Stocks----See 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 us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss big tech winning the AI race (1:00), big investors piling into AI (13:00), and Michael Burry doubling his Alibaba stake in big bet on China tech (16:00). Later, Dan sits down with Molly Jong-Fast, host of the Fast Politics podcast, to discuss the changes happening at Twitter (22:00).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 160:00 - The AI Bubble6:30 - Financials, State of Consumer 12:00 - S&P Trade16:30 - Semis20:00 - Oil25:00 - Bonds, fields a U.S. DollarMRKT 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 and Liz Young discuss manufacturing data (2:00), the rangebound S&P 500 (4:30), small caps (10:30), the debt ceiling (15:30), and big box retail earnings (21:30). After the break, Dan and Guy interview David Gelles, New York Times bestselling author of “The Man Who Broke Capitalism” and an award-winning correspondent for the New York Times, and talk about his life as a journalist (28:30), climate change (35:30), and how he came to write his book about Jack Welch (44:30).Read: How Jack Welch’s Reign at G.E. Gave Us Elon Musk’s Twitter Feed----See 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 us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Guy, Dan and Danny discuss Stan Druckenmiller’s comments on the economy (2:00), regional banks (5:30), interest rates (9:15), how stocks are reacting to earnings (15:40), the debt ceiling (19:00), Hindenburg taking on Carl Icahn (23:00), earnings giving clues about the consumer (28:00), the death rattle closing in on AI (31:45), DTCC leaking sensitive data (36:00), and Elon hiring a new Twitter CEO (39:30). Later, Dan and Guy are joined by David Rosenberg of Rosenberg Research and talk about the market stuck in no man’s land (41:00), where’s the recession (48:00), when we could see a market bottom (55:00), financial calamities (59:00), and how it could be different this time (1:14:00).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 Deidre Bosa, host of CNBC Tech Check, discuss the commoditization of FinTech companies like PayPal (2:00), and Google I/O 2023 (11:30). Dan sits down with Rick Heitzmann of FirstMark Capital to discuss takeaways from tech earnings (20:15), venture debt (26:00), the next big thing in tech (33:30), the consumer (38:45), and where we are in the economic environment (41:30). Later, Dan is joined by Trevor Marshall, CTO at Current, to discuss Apple launching a savings account (49:00), his product roadmap (57:00), and competition in the FinTech space (59:45).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 9th.- Goldman & Barclays Bet Against Fed Rate Cuts This Year- GFS Chips Warning SMH- Dan's Crude Oil trade- PYPL WYNNMRKT 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 and Liz Young, head of investment strategy at SoFi, discuss market breadth (2:00), earnings (9:00) bond market volatility (16:00), big week for economic data (21:30), and gold (30:00). The co-hosts interview Greg Friedman, CEO of Peachtree Group, and talk about the state of commercial real estate (34:00).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

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the bank bloodbath (2:00), what the Fed said (15:30), the ”all-important” April jobs report (19:00), whether more volatility is ahead (23:00), consumer lending (27:00), gold (34:00), Apple earnings (39:45), Semis (47:30), Lyft/Uber (51:00), and Robinhood earnings next week (54:30).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, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 4th.- What the Fed said- Elon says a mild recession is already here- Liz Young looks at the Fed’s May Statement- $CG Tumbles- $QCOM slides + $AAPL earnings previewMRKT 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