RiskReversal Pod

Jake Wood is the founder and CEO of Groundswell – a corporate philanthropy startup launched last year. Given Jake’s background, how can people help after the recent earthquake in Turkey & Syria (5:00)? Why does it seem like natural disasters are happening with more frequency these days (13:00)? Jake tells us what it’s like to run a non-profit startup in Silicon Vally (22:00). Can any tweet about the President be non-political these days (25:00)?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 21st. Matt Hagerty from FactSet talks about the state of natural gas. Check out Matt's webinar: advantage.factset.com/2023-oil-webcast- Just Another Bear Market Rally?- $MS's Wilson Leans Into New Lows $SPX- FactSet's Matt Hagerty on the energy trade- Tech Rolling Over, $AAPL & $HD DisappointsMRKT 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 Danny Moses are asking themselves if they’ll get fooled again (1:00). Never underestimate the U.S. consumer’s desire to spend money (7:00). Escalations with China continue to threaten the economy (9:30). Headlines and technicals aren’t looking great for Tesla (13:45). Is the market finally starting to get sharper (20:30)? The AI Wars are having an impact on margins for Microsoft and Google (23:30). Something wonky is going on in the Japanese bond market (28:05). Bitcoin continues to rally despite no Fed pivot in sight (30:15). After the break, Bethany McLean joins the pod to discuss the folly of “experts” and non-economists running the Fed (36:15). The Venn Diagram of Fraudsters and visionaries (58:45). Do you really want to be a contrarian and surround yourself with conflicting ideas (60:15)?A Conversation With Bing’s Chatbot Left Me Deeply Unsettled: https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.htmlCheck 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

Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 16th- Stock's not bothered by Higher for Longer- Liz Young says Same Same, But Different for U.S. consumer- #Butters earnings surprise rate Q4- Dash for trash rally includes #BTCMRKT 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

Deirdre Bosa is back for another episode of Okay, Computer. Where has D-Bo getting her tech news lately (1:00)? Twitter cuts its Salesforce bill by 75% and Uber shifts to Oracle (5:00). The rules of Chinese operations are ever-changing, when is the risk worth the reward (10:00)? Airbnb reports earnings after the bell on Tuesday (16:00). Activist investors are honing in on Spotify (21:00). After the break, CoinShares Chief Strategy Officer Meltem Demirors and Current CTO Trevor Marshall answer the question, does fortune still favor the brave (28:00)? Trevor is looking at the next iteration of crypto product opportunities (34:00). The crypto industry is begging for regulation, why are U.S. agencies so slow to make it happen (42:00)? Crypto winer has come for the Super Bowl (52:00). Trevor and Dan talk about “Junk Fees” (1:05:00)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 for Tuesday, February 14th- We break down the #CPI Upside Surprise- Equity investors starting to get the memo on Rates Higher for Longer...- MAGA ( $MSFT, $AAPL, $GOOGL, $AMZN) Waning- $VIX $OIL $DXY getting off the matMRKT 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 of SoFi joins Guy and Dan to preview the week ahead in markets. What’s the expectation from Tuesday’s CPI reading (2:00). The balloon story continues, could U.S. companies be forced to pull out of China in the near-term future (8:30)? Beware of possible stagflation and layoffs on the horizon (16:00). Applied Materials and Cisco report this week (22:00). After the break, Ollen Douglass, Managing Partner at Motley Fool Ventures, joins the podcast to discuss his background on accounting and how that knowledge transferred to private investing (30:00). What does Ollen think of the current macroeconomic climate and how is that impacting the VC landscape (46:00)?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

Hard landing, soft landing, it sounds like a rolling recession to Guy, Dan and Danny (1:00). Traders are placing their bets on The Fed going to 6% (8:00). Danny has a mini-RotT on Robinhood and its latest meme stock debacle (16:00). Microsoft and Alphabet have officially entered the AI chatbot wars (18:30). It’s a bird, it’s a plane, it’s actually a Chinese spy balloon. What does this mean for the state of the U.S.-China relationship (19:50). Guy and Danny offer an update on the gold trade (32:30). Danny lays out his Super Bowl action (34:00). Dan Greenhaus of Solus Alternative Asset Management joins the pod after the break to discuss the politicization of stock buybacks (39:30). Dan outlines how his routine has changed moving from the sell side to the buy side (44:00). How is Dan looking at the contradictory indicators in the market right now (47:00)? How is the Bank of Japan the canary in the coal mine(1:02:15). By definition, does something HAVE to break in the market (1:04:00) for things to get better?Check out our show notes and transcript here----FactSet Webinar: https://riskreversal.com/factset2023/----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

Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 9th- Liz Young says the future is getting further $TLT- Dan's pairs trade $GOOGL & $MSFT- Butters on investor response to earnings beats and misses- Guy on $ARKK's Top TwoWatch Our Webinar w/ FactSet Now: https://youtube.com/live/2eeJlyB-o1sMRKT 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

CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital’s Rick Heitzmann chat about “the end of the great consumer subsidization” (22:00) and what the tech space looks like in a non-zero interest rate environment (33:00). Gene Munster offers insight on Q4 earnings from Apple (42:00), Microsoft (49:00), Alphabet (52:00) and Amazon (55:00) Q4 earnings.----View our show notes and transcript here----Email 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