RiskReversal Pod

D-Bo (Deirdre Bosa) of CNBC’s TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode.Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the wrong direction (10:00). Elon Musk has delayed paying Twitter’s Amazon cloud bill, sparking ad threat (15:00). Tesla’s Investor Day may have been disappointing… but is there still a U.S. competitor within spitting distance (20:00)?After the break, we ask the question many have been asking… is Tether broken (29:00)?Odd Lots Podcast: https://podcasts.apple.com/us/podcast/coinbase-ceo-brian-armstrong-on-the-two-big/id1056200096?i=1000602924625View our show notes and transcript 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

Powell's hawkish tone and implications for a rate increase, impact of rising interest rates on housing market, analyzing yield trends, challenges in global banking, discussion on energy stocks and economic outlook

Dan Nathan, Guy Adami and Liz Young are previewing this week in the markets. Mike Wilson is calling for a S&P 500 tactical move to 4150 (2:00). Targets for economic growth in China is weaker than expected, that’s having an impact on commodities (7:00).The Honorable Fed Chair Powell speaks in front of Congress this week, inflation isn’t dead yet! (13:00). What’s next for financial stocks as the yield curve gets more inverted (27:00)?Rob Frasca is a serial entrepreneur, internet pioneer, former Navy pilot and frequent speaker on blockchain and cryptocurrencies. Rob has been a staple in financial technologies dating back to the early 1990s when he created the Internet’s first stock quote and portfolio management service, GALT Technologies which was sold to Intuit in 1997. Since then, Rob has brought 3 venture-backed startups to successful exits.Rob now serves as Co-Founder and Managing Partner of Cosimo Ventures, which offers the world’s first tokenized, evergreen venture capital fund - COSIMO X and the managed-staking solution for digital investors - COSIMO Y. The funds provide investors with early access to high-growth potential blockchain projects and top-tier proof of stake cryptocurrencies, respectively. Rob Frasca details his journey in the 90’s tech boom and as an early internet entrepreneur (33:00). How did Rob find himself at the forefront of blockchain technology (43:00)? Rob is thinking “exponentially” about the future of blockchain and proof of stake (47:00). Rob breaks down the future of tokenization and tokenized assets and how it relates to COSIMO’s tokenized venture funds (53:00). Can we start trusting blockchain companies again (59:00)?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 and transcript 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 Danny Moses are back for another edition of On The Tape. What’s the impact of American Car Center filing for bankruptcy (6:20)? Jerome Powell is preparing to speak in front of the Senate (8:00). Goldman Sachs investor day recap and major money center banking breakdown (11:40). Tesla Investor Day was a dud (22:10)! Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. What is Tom’s bullish thesis (35:07)? Tom lays out the case for owning technology, industrials and energy (50:30). Will the past leaders lead us out of this market again (55:15)? What’s the biggest risk to Tom’s thesis (1:05:00)?After the break we answer a few listener questions (1:08:30).Get 30 day free access to fsinsight.com with no credit card required! Use coupon code: onthetapeCheck out our show notes here----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 Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 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, March 2nd.- 10yr above 4%, Banks Shot $XLF- $SPX & $NDX threatening Uptrends- @LizYoungStrat Says "Follow the Flows" - #Butters of @FactSet Earnings Insight Q4 S&P Post Mortem.- $SNOW's Cloudy OutlookMRKT 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

TechCheck’s Deirdre Bosa is back for another edition of Okay, Computer! Google vs. Microsoft, who will emerge as the AI leader (1:30)? Look to Meta and Snap for the next wave of AI announcements (4:30). Nvidia earnings report recap (9:30). Chat bots are growing organically inside Microsoft and Bing, how many unicorns are out there (13:30)? Steve Ballmer’s AI warning (15:30). Potential TikTok ban (18:00). Matt Turck is a Partner at venture capital firm FirstMark, where he focuses mostly on early-stage enterprise and B2B investing. Prior to FirstMark, Matt was a startup founder, tech executive and angel investor. Since 2011, he has been running Data Driven NYC, the largest data and AI community in the US and He also organizes Hardwired NYC, a community focused on deep tech. Matt actively blogs at mattturck.com and can be followed on Twitter at @mattturckOn the pod, Dan, Matt and Rick discuss the nuances of tweeting and Matt’s journey to FirstMark Capital (27:00:00). Matt and Rick give us the rundown on the 2023 “M.A.D.” Landscape aka Machine Learning, Artificial Intelligence & Data (36:00). Tech’s move from Silicon Valley to New York City (38:30). Is generative AI the overhyped buzzword of 2023 (51:00)? What’s next in the AI space for Matt (1:04:30)?View our show notes and transcript 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, February 28th.- Consumers Less Confident, $SPX not bothered.- Oil catches a bid, $UNG nearing resistance- Housing Hoopla $XHB- We take your questions!MRKT 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 are taking a look at the week ahead on the latest episode of On The Tape. Inflation is even hitting sports team purchases (3:00). David Rosenberg thinks the Fed is getting offsides (12:00). Durable goods spending is down, that’s not a good sign (23:00). We preview Zoom’s earnings report this week (25:00). What can we expect from Target and retail after Walmart’s report last week (29:00)? Thoughts on names likes Salesforce and Nvidia (36:00)?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 and transcript 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 stock market is finally reacting to headwinds, look to WalMart as a bellwether (4:30). What does higher for longer actually mean for companies and their debt (8:15)? Nvidia rallied off its earnings report (17:45). Geopolitical risks are weighing heavily on semiconductors and the supply chain (19:15). The sun is setting for the Bank of Japan (24:00). We’re getting constructive and looking at some names that you could make a trade on today (27:15). After the break, Danny is joined by the Seawolf Capital boys, Porter Collins and Vincent Daniel another edition of “What Are We Doing?”. Junk moves are still happening in the market which continues to leave the guys scratching their heads (36:45). How are the guys playing the current macro environment (41:15)? The banks are offering practically no returns on savings accounts (50:20). Energy sector update, is nat gas nearing a bottom (53:15)? Fundamentals are starting to take over a beleaguered market (56:30). Check out our show notes and transcript here----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 Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Tony Dwyer is the Chief Strategist at Canaccord Genuity Group. Tony talks about when it’s time to admit when you’re wrong and what to do about it when that happens (4:00). Let’s talk about rates and their impact on the markets (9:00). The soft landing scenario might be the worst scenario (16:00). What is Tony’s “Earnings Wizard” telling him and Tony’s three things investors should pay attention too (26:00). Should we really expect markets to hit new lows (32:00)?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 and transcript 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