RiskReversal Pod

On this episode of MKT Call, Guy Adami, Dan Nathan, and Carter Worth discuss: China's recent COVID-19 lockdowns may not be disrupting supply chains as badly as feared Energy prices are soaring after EU leaders agree to ban most Russian oil imports If oil & other energy investments still have room to run higher Morgan Stanley warning that the recent rally for stocks has limited upside Salesforce 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

Guy and Danny discuss Danny turning constructive (2:07), what retail earnings are saying about the consumer (8:30), Gamestop rallying 50% in the last few weeks (19:04), and the energy space (24:10). The co-hosts interview Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, about his recession outlook (30:45), role at the firm (36:41), bear/base/bull case on the markets (38:30), the next shoe to drop (47:38) and what can go right (55:58).----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 talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about Snap’s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don’t think the “sky is falling” (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16).----Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret—-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 Dan Nathan discuss: Social media & tech stocks tank after grim Snap warning Bond yields falling as investors seek safety The spread between investment-grade and junk bonds is widening ECB says crypto links to banks could pose threat to financial stability U.S. Dollar falls amid heightened economic uncertainty 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

Dan and Danny discuss retail wreaking havoc on the markets this week (2:12), the Elon Musk/Twitter saga (15:43), and the collapse of stablecoins (22:48). Later, they turn the tables on Guy and interview him about his athletic prowess (31:39), career (44:09), running the Iron Man (1:02:24) and writing a book (1:08:00). Check Guy Adami’s feature in the New York Times----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, Dan will be joined by Liz Young of SoFi and Carter Worth of Worth Charting to discuss:- Anemic rallies in the markets- Next levels for the S&P 500- How to spot the bottom- Rates coming in- Time to get in gold?- AMAT & Palo Alto Earnings----Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.Sign 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 us on Instagram @RiskReversalMediaLike us on Facebook  @RiskReversalWatch all of our videos on YouTube

Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about whether the markets have bottomed out (01:00), why the best performing companies are starting to lay people off (10:30), deploying capital to successful businesses amid the financial turmoil (18:30), and which sectors will have the most opportunity after the economic uncertainty subsides (22:30). Later, Dan & CoinShares Chief Strategy Officer Meltem Demirors talk to Current CTO Trevor Marshall about the future of algorithmic stablecoins following Terra’s collapse (27:18), reevaluating the risk-reward of crypto investing after the recent crash (34:30), greed’s role in the rise of crypto & web3 (52:30), and whether inflation will drive more consumers towards FinTech (56:40).----Dan Teran’s new Medium post on why the recent market slump “is not the dot com bubble bursting”: Things You Won’t Regret—-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: How long will today's rally last? A volatile year for stocks Software stocks underperform big tech Is the retail sales number just an April fools? Walmart vs. Home Depot earnings 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: Strategists calling for more downside on the S&P 500 Is Apple $140 the new $150? Crude looks ready to party Sell Consumer Staples, buy Consumer Discretionary? Bernanke on Bitcoin ----Watch the show each week live at 1 PM eastern time on Mondays on OpenExchange.Sign 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

Guy and Dan discuss what Dan is buying in this messy market (5:29), Guy’s key levels for the S&P (7:34), the bitcoin bloodletting (12:00), and Apple entering a bear market (22:43). The co-hosts interview Andrew Ross Sorkin, co-host of CNBC’s Squawk Box, and talk about how his career started (34:53), a day in the life of ARS (38:14), the early days of COVID (43:06), Fed policy (52:38), the current market environment (1:00:22) and Elon Musk buying Twitter (1:05:08).----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