RiskReversal Pod

See our show notes and transcript hereGuy, Dan, and Danny discuss the changing landscape in the market (3:03), the Bloomberg Global-Aggregate Total Return Index (11:52), key themes at the Code Conference (15:17), crude oil volatility (20:41), why Danny thinks the Fed should stop hiking rates (25:22), and Danny’s NFL picks of the week (35:23). Later, Guy and Danny interview Chris Bevilacqua of Simplebet and talk about the kickoff of the NFL season (42:30), the rapid growth potential for micro and in-play sports betting (45:51), challenges around customer acquisition costs and distribution (50:39), the outlook for legalization in more U.S. states (56:22), the value of sports as a marketing tool for casinos (1:00:40), the push towards a single screen betting experience (1:03:37), and why Danny thinks golf is the dream sport for in-play betting (1:09:36).----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

See our show notes and transcript hereEpisode Description: Dan talks with Joe Marchese, Executive Chairman & Build Partner at Human Ventures, about Snap’s struggles amid an advertising downturn (2:35), unlocking Twitter’s full potential and its brewing courtroom fight with Elon Musk (6:36), Netflix’s make-or-break push into ad-supported subscriptions (9:37), challenges with evaluating the performance of digital ads (18:45), the intensifying competition between Alphabet/Google and Amazon (29:09), if TikTok is the new center of culture creation (34:54), and whether Apple will become a dominant player in the streaming wars and digital advertising (43:40).----Background reading for stories discussed in this episode:The Information: A Visionary Afloat: Snap CEO Evan Spiegel Helped Create the Social Web as We Know It. Now He’s Sinking Under It.The Information: What Snap’s Major Restructuring Means for CreatorsVariety: Netflix Ad Tier Launch Moved Up to November to Get Ahead of Disney+, Streamer Tells Ad BuyersFT: Apple plans to double its digital advertising business workforceBloomberg: Why Apple Is Preparing to Let You Subscribe to Your iPhoneGavin Baker’s Twitter exchange with Dan on Apple & its digital advertising business—-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 and Danny Moses discuss: Strong economic data signaling the Fed will keep hiking Stocks volatile after closing at 6-week lows on Friday Junk loan defaults on the rise Crude’s next move Key levels for gold and the dollar 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

Episode Description: Guy, Dan, and Danny discuss Danny attending Serena Williams’s US Open upset amid a sea of Wall Street “bro vests” (3:03), if September will be even uglier for the markets after a difficult August (6:24), warning signals from $HYG, $LQD, and the corporate bond market (13:36), the tumble in oil and gas prices (21:37), the impact of the surging U.S. dollar (27:20), the questionable health of U.S. consumers (35:25), and Danny’s ROTT on why Enron & Tesla could end up having similar fates (41:40). Later, Dan & Guy speak with FactSet CEO Phil Snow about the evolution of the financial data industry (54:14) FactSet’s growth strategy and biggest opportunities to expand its business (55:06), how it’s adapting to hybrid working (1:04:57), the war for talent (1:13:28), and how Phil is managing the challenging macro environment for businesses (1:15:34).—-----A look at oil’s massive long-term support trend line as discussed in the episode----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 pag

Dan talks with GGV Capital Managing Director Jeff Richards about the tech scene in San Francisco and the Bay Area (1:10), the rise of “quiet quitting” and workplace demands from younger people (4:50), why Jeff thinks it’s still a great time to be a founder (18:18), the current megatrends in tech (21:58), Jeff’s bullishness on SaaS companies (24:46), finding the right time and sweet spot for an IPO (29:01), Jeff’s approach to investing in public markets (41:02), why many small businesses are showing resilience (46:58), and how the 2022 midterm elections may impact the market’s outlook (50:18). ----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, Dan Nathan discuss: Stocks sliding after JOLTS & consumer confidence data beat expectations Will the VIX break out to 30? Microsoft, Tesla, and Meta putting a drag on the Nasdaq Bonds flirting with a bear market Oil whipsawing lower again Copper on the verge of five straight negative months Bitcoin losing altitude below $20,000 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

On this episode of MKT Call Guy Adami, Dan Nathan and Carter Worth discuss: Stocks slump further in the wake of the Fed's Jackson Hole event U.S. Treasury yields march higher Bitcoin dips back below $20,000 Carter & Dan give a fresh update to their Apple trade idea A preview of Best Buy’s earnings and what it may indicate about U.S. consumers ----Watch MKT Call at 1pm M-TH on YouTubeSign up for our emails----MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.----Follow us on Twitter @MKTCallFollow 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

You are listening to a LIVE audio broadcast - please excuse any audio inconsistencies.On this episode of Trading Spaces Guy Adami, Dan Nathan and Danny Moses discuss the stock market sell-off and how to navigate a volatile market environment.Follow @tradingspacesFollow @onthetapepod

See our show notes and transcript hereGuy, Dan and Danny are joined by Liz Young, head of investment strategy at SoFi, to discuss summer rally for stocks (4:00), the Fed meeting at Jackson Hole (10:47), young investors (15:40), how the markets could shake out after Jerome Powell’s speech (22:00), student loan forgiveness (26:30), Salesforce and Snowflake earnings (37:43), Liz’s note on what’s happening in China (44:33), Danny’s investor quiz (51:51), and EY from SoFi unplugged (56:27). Take the SEC investor quiz----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

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: Investors watching the Fed’s Jackson Hole event for clues on where the market could head next The S&P 500 entering the worst month of the year on average Salesforce and Snowflake earnings Key levels for oil, gold and bitcoin 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