RiskReversal Pod

On this episode of MRKT Call Dan Nathan and Guy Adami discuss:- What economic data out Tuesday means for the Fed- Good news = bad news for the stock market- Gold on its longest losing streak ever- Chinese equities rallying on reopening rumors - Why Guy likes Alibaba for a bigger breakoutLater, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility.MRKT Call is brought to you by our presenting sponsors CME Group & FactSetWatch 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 Dan discuss Mike Wilson of Morgan Stanley seemingly turning less bearish (1:00), recap of tech earnings last week (3:30), this week’s Fed Meeting, and Chinese equities (9:20). The co-hosts go “Off The Tape” with Drew Schardt, Head of Global Investment Strategy at Hamilton Lane, and talk about the credit market (14:10), who a Hamilton Lane client is (21:00), private market valuations (25:30), the retail investor (32:00), opportunities in the market (38:50), his view on the macro environment (41:00).Check out our show notes and transcript here----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, Dan, and Danny discuss Meta’s unmitigated earnings disaster (3:00), analysts changing their tune on mega-cap tech (10:00), big reports coming next week (14:15), the beginning of the Fed pivot (18:45), opportunities in the market (26:50), Guy gives an impromptu ROTT (31:40), Elon Musk buying Twitter (40:05), instant reaction to Amazon sinking 20% on earnings (49:35), and Danny’s NFL picks (52:05).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

Today at 1 pm, Guy Adami and Dan Nathan will discuss:- Stocks rallying ahead of big tech earnings - Fed meeting preview next week- Update on Dan's dollar trade- What to expect from Microsoft, Alphabet, Visa and Texas Instruments when they report after the closeSee what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MRKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalSubscribe to our YouTube page

Dan Nathan interviews Gene Munster, co-founder and managing partner at Loup Ventures, to discuss Snap cratering on its earnings report (1:00), whether we will see a Tesla relief rally (8:35), Microsoft and Alphabet kicking off big tech earnings this week (13:00), why Meta has the most upside potential relative to big tech (20:00), what to expect from Apple’s report (23:15), and why Gene thinks Amazon is the wild card of the group (28:00). ----Check out 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

Guy, Dan and Danny discuss feeble moves in the stock market (1:00), how Dan Benton’s 20 rules for tech investing can relate to Tesla (13:00), Ally Financial’s earnings showing auto loans slowing (20:50), an update in the Cannabis space (23:22), Liz Truss resigning as UK prime minister (25:00), risks lurking in the stock market (27:36), and Danny’s NFL picks (34:20). The co-hosts interview Michael Kantrowitz, Chief Investment Strategist & Head of Portfolio Strategies at Piper Sandler, and talk about his HOPE call for the economic cycle (44:38), what would make the Fed pivot (50:33), his outlook for 2023 (53:00), what precedes a recession (1:03:53), and what would change his thesis (1:10:45).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

Dan Nathan is joined by his “On The Tape” co-host Guy Adami to discuss the current stock market environment (1:40), Netflix transitioning to an ad-supported network (8:30), and Tesla earnings (11:30). Later, Dan and Guy interview Molly Jong-Fast, host of the Fast Politics podcast, and talk about how she got into podcasting (18:30), the state of American politics (29:25), inflation (36:37), and Elon Musk (46:51).----Check out 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

On this episode of MKT Call, Guy Adami, Dany Moses and Liz Young discuss:  Goldman CEO David Solomon calling for a recession Volatility remains elevated despite the recent rally Gary Cohn says "we're going to have to see job destruction" for inflation relief Sifting through the noise in the UK Financials earnings roundup Tesla earnings preview See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalSubscribe to our YouTube page

Danny is joined by his “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Mike Wilson’s bullish note (3:30), earnings season kicking off (9:30), Tesla volatility (20:10), and their favorite investment ideas in the market right now (28:00). Later, Dan and Guy interview Adam Demuyakor, Founder and Managing Partner of Wilshire Lane Capital, and talk about his background on Wall Street (38:35), why he started Wilshire Lane Capital (41:10), how he looks at proptech (43:00), advice he is giving to his portfolio companies about the macro environment (52:40), and his philanthropic efforts (57:12).Check out our show notes and transcript here----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, Dan and Danny discuss Thursday’s massive one-day turnaround in the markets (4:05), growing strength in the energy sector (8:00), the wild moves in interest rates and if the latest hot inflation data will force a recalibration by the Fed (12:00), why no one wants the Elon Musk-Twitter deal to happen except Twitter shareholders (21:50), and Danny’s best NFL bets for the weekend (24:15).  Then, Guy and Danny talk with Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, about why she thinks the market will get back on track late next year (32:16), the challenge of building forecasts and models amid inflation and high interest rates (35:00), the value of embracing contrarian thoughts (44:34), if there are significant cracks yet in the credit markets (48:01), and why she thinks it’s become a stock picker’s market (50:18).And later, CNBC’s Julia Boorstin joins Guy and Dan on what inspired her to write her new book “When Women Lead” (54:00), the value of investing in female founders and female-led startups (61:00), mentoring the next generation of female leaders (1:07:40), and what characteristics help female-led companies succeed (1:11:20).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