RiskReversal Pod

Guy and Danny discuss inflation fears and the Fed’s role (0:42), the SEC moving in on SPACs (8:16) and SoftBank (10:33), GameStop’s earnings (12:51), ARK’s take on Tesla (19:18), and stimulus checks going out (24:18).   The co-hosts interview Brady Cobb and Isaac Boltansky (26:59), chatting about Brady’s background with cannabis, where the cannabis industry is going and Isaac’s view of what is to come from DC regulation.   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 state of markets amid the Fed’s commentary (00:55), Lordstown and EV stocks (11:50), gold vs bitcoin (17:23), cannabis companies and regulation (20:21) and fintech companies raising money (26:55).   Guy and Dan interview Kara Swisher, chatting about her interviewing/career in media (31:22), podcasting, the future of audio and Twitter Spaces vs Clubhouse (41:32). We get Kara’s thoughts on NFTs/crypto (46:12), and the future of tech and tech regulation (53:10).   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: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In a bonus episode of On The Tape, Guy, Dan and Danny chat with ABC’s Rebecca Jarvis. We discuss what it’s like to cover business news for a broader audience at ABC. We also learn about her latest project called “GameStopped” that was just released on Hulu, a deep dive with all the key players from the Reddit/GameStop frenzy. The documentary features our very own Danny Moses.   “GameStopped” Press Release and Trailer Rebecca’s podcast: No Limits   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: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state of the IPO market (18:06). The co-hosts interview Paul Rabil (27:15), founder of the Premier Lacrosse League, chatting about what it’s like to build his league, their commitment to their players, and his philanthropy efforts for students with learning disabilities. He also discusses the future of lacrosse and the importance of finding the right media partners for PLL. 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:Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.Follow @GuyAdami on Twitter.Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss some troubling signs in markets on insider selling, corporate issuance and SPACs (1:48), what this debt level means for taxpayers and bond markets (8:12), Danny’s rant on the BUZZ behind Portnoy’s ETF (16:35) and what defensive stocks/sectors might work in this environment (23:58). The co-hosts interview Mikel Jollett (28:25), creator and frontman of the band The Airborne Toxic Event. We talk about what it’s like to release both a memoir and album (both named Hollywood Park) during the pandemic, his political activism and his musical inspirations. He ends by discussing his favorite venue and he plays us out with a song (1:08:35).   Follow Mikel Jollett on Twitter and you can buy/download his memoir here.   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: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss this week’s rate-induced market sell-off (0:34), the merging narratives between meme stocks/crypto/Reddit, a closer look at the ETF market through active vs passive funds (10:09). The co-hosts interview CEO of Ritholtz Wealth Management and CNBC Halftime Report contributor Josh Brown (21:59), chatting about his reflections on his birthday, what he makes of the crypto boom and how it ties into behavioral finance. We also talk about Josh’s entry into financial services (41:13) and his experience as a stock market commentator on TV (50:03).   Josh’s podcast is The Compound Show with Downtown Josh Brown, and his blog is TheReformedBroker.com.   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: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

In a bonus episode of On The Tape, Guy and Dan catch up with fellow CNBC Fast Money Contributor Bonawyn Eison. They chat about their experiences as stock market commentators, Bonawyn speaks about how he found his way on Wall Street and the importance of financial literacy. Oh and by the way, how he got the nickname B-IceBreaker.   Follow Bonawyn Eison on Twitter @Bonawyn.   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: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39). The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod. Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter. Follow Brian Kelly: @BKBrianKelly and BKCM.co Crypto Resources from Meltem Demirors @Melt_Dem: QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx

In a bonus episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the speculative fervor enveloping financial markets with stocks at all-time highs, strategists are moving the goalposts and writing new playbooks as corporate treasuries (TESLA) are replacing their cash with Bitcoin, and there seems to be no end to SPAC issuance. The co-hosts interview co-founder and CEO of Morning Brew Alex Lieberman (10:55) to discuss the young business-news reader and the responsibility of Morning Brew in this era of millennial trading. In that vein, they then speak with Dough CEO Victor Jones (32:37) about what the takeaways are from this GME/WSB volatility and what is to come for the brokerage industry. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview Danny’s former partners from The Big Short Vincent Daniel and Porter Collins, where they talk about short squeezes, what is to come in retail trading regulation and the behind-the-scenes scoop of The Big Short. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.