RiskReversal Pod

Guy, Dan and Danny discuss James Gorman’s comments about the Fed needing to taper soon than his own economist predict (1:08), Ray Dalio and Carl Icahn getting into bitcoin (9:18), names like AMC and GameStop coming back (14:41), activists taking aim at Exxon (17:11) and Danny Rips Off the Tape on ESG Investing (2);34).The co-hosts interview Meltem Demirors (27:10) and talk about CoinShares going public (28:04), recent crypto volatility (38:00), whether ether is going to take market share from bitcoin (50:18) and Meltem’s take on Elon Musk and FinTwit/finfluencers more broadly (56:10).----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.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss this week’s crypto sell-off and subsequent recovery (1:07), how correlated it is to the broader market (8:42), what Dan’s calling “The Transitory Tantrum” (12:42), and Danny Rips Off The Tape on the SEC Whistleblower Program (18:52).The co-hosts interview Carter Braxton Worth (22:19) and talk about his early days in finance (25:24), some “behind the charts” of his technical analysis (27:42), Carter’s call on Bitcoin (43:19) and parallels between sh*tcoins/other high-flying stocks today and certain .com stocks of the late 90s (46:50). We end with hearing how he found his way onto CNBC (52:21).----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.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy and Dan interview Jim Chanos (1:08) and talk about Stanley Druckenmiller’s critique of the Fed (2:06), high flying tech valuations (4:51), Jim’s thoughts on dogecoin/SpaceX/Elon Musk (18:25) and Tesla’s announcement about bitcoin (21:32). We end with Jim’s take on ARK Invest and if it’s a toppish signal (32:08).Danny Rips Off The Tape on inflation, the Fed and incentive structures (35:50) and Guy and Dan announce our presenting sponsor CME Group for On The Tape (50:34).----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.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss work-from-home stocks (0:59), crypto market caps creeping (4:33), Guy and Danny rail against the Fed amid fears of inflation (8:18), and bad price action after good earnings (13:30). Danny Rips Off The Tape on payment for order flow (18:49) and we talk cannabis becoming more mainstream (23:33).The co-hosts interview CEO of Simplebet Chris Bevilacqua (27:45) and talk about the media/gambling convergence and how his company is enabling the future of sports betting.Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss this week’s tech earnings in pairs, hitting on Apple vs Spotify (0:54), Apple vs Facebook (8:20) and Google/YouTube vs Netflix (21:55) and some enterprise software names that have been lagging as of late (28:08). Danny “Rips Off The Tape” on Tesla’s quarter (31:50) and CEO pay (33:26). Dan talks Biden’s prime-time address (35:52). We end with Danny’s picks for the Kentucky Derby (43:19).Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss the tax news that stopped the market in its tracks (0:44), some top-ish signals in digital currencies (5:30), what inflation means for markets (12:47), more issues for Credit Suisse (20:42), Danny’s rant on SoftBank (22:12) and some regulatory hope for cannabis this week (28:01).Dan and Guy interview CNBC Fast Money friend, Metropolitan Capital CEO Karen Finerman (29:17). We hear her take on the GameStop/Robinhood event and “meme investing” (39:04), her family and her upbringing (42:18), and her take on JPMorgan and CEO Jamie Dimon (49:10). She also talks about some of her future plans (54:31) and how taping Fast Money has been during the pandemic (57:24).Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss this week in markets and the macroeconomy more broadly (0:43), their takes on the Fed’s actions and comments (9:44), strong bank earnings (16:52), Coinbase’s direct listing (20:04), and some headlines around Tesla that caught their eyes this week (26:57). The co-hosts interview horseracing legends Bob Baffert and Jack Wolf (34:51) and talk about their passion for what they do, parallels with finance, some behind-the-scenes of racing at the highest level and stories of the winner’s circle.Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.Follow the co-hosts:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on Twitter

Guy, Dan, and Danny discuss Jamie Dimon’s shareholder letter and the state of the macroeconomy (1:50). They also chat about Coinbase’s blockbuster growth as they look to go public (9:42), a Robinhood vs Coinbase would you rather (21:05), what Elon Musk learned in law school (24:50), and more fallout from Archegos/Bill Hwang (26:32).   The co-hosts interview Patrick O’Shaughnessy (30:33) and talk about his vision for Colossus (31:48), his work at OSAM (33:03), his 2017 series on crypto in light of recent developments in the space (35:02), his most memorable podcast guests (41:15) and the impact of his family on his life today (44:45).   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

Guy, Dan and Danny discuss the Archegos fallout (0:29), we reflect on the quarter that was (3:51), and we get Danny’s take on New York’s cannabis bill that was just signed into law (13:42).   The co-hosts interview co-founder of Real Vision Raoul Pal (17:45), chatting about Fed Policy and his macro outlook (18:35), how the automakers and EVs may be the next age of tech (30:13) and Raoul’s take on ARK’s ETFs (36:17). They also discuss this week’s Archegos unwind and echoes of Long Term Capital Management (38:55), and, of course, crypto (49:04). We end by discussing Real Vision and where his company goes from here (1:03:25).   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

A few weeks ago, Guy interviewed MicroStrategy CEO Michael Saylor on behalf of Context365. They discuss bitcoin, the future of crypto, the gold vs bitcoin debate, monetary policy and financial markets more broadly.   Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.   Follow @GuyAdami on Twitter. Follow @Michael_Saylor on Twitter.