RiskReversal Pod

Steve Eisman from Neuberger Berman discusses market drivers, infrastructure investments, election impacts, energy sector, managing money insights, and the Preakness in a lively podcast chat with hosts. Offering valuable perspectives on the market and investment strategies.

NEA Partner Ann Bordetsky discusses OpenAI’s Chat-GPT4o and potential Apple deal. Apple’s controversial iPad ad, Google I/O’s AI integration, and SoundHound AI partnership. Conversation with Gokul Rajaram and Michael Gilroy on AI wearables at RBC Capital’s conference.

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, May 14th. Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notesMRKT Call is brought to you by our presenting sponsor FidelityWatch MRKT Call LIVE at 1 pm M-TH on YouTubeFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @RiskReversal on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTubeOptions Disclosure Agreement

Topics discussed in the podcast include positioning ahead of the CPI report, consumer saving habits, AI rally sustainability, Nvidia's potential growth, M&A activity, bank stocks outlook, S&P points prediction, and 'Roaring Kitty' impact on GameStop.

Guy Adami and Danny Moses discuss dollar/yen, S&P 500, US economic cycle, oil prices, mortgage reform, Blackstone's gamble, and Tesla competition. Michael Saylor talks about bitcoin understanding, gold, money meaning, and MicroStrategy stock.

Brent Montgomery and Mauricio Umansky discuss reality TV creation and real estate. Topics include monetizing shows, casting for TV, media landscape, being authentic on TV, and the real estate market trends.

Liz Young from SoFi discusses Berkshire's cash, bond market volatility, Fed cut expectations, consumer trends, dollar/yen impact, customers trading down, and China's record gold purchases. The podcast delves into market performance, currency interventions, consumer choices, and gold prices amidst currency volatility.

Vincent Daniel and Porter Collins join Danny Moses to discuss the Fed meeting, market impacts, an 'uneven' economy, long positions, energy stocks, Tesla, vice stocks, Philip Morris, Cannabis industry, and Kentucky Derby picks. Later, Dan Nathan and Guy Adami interview FactSet CEO Phil Snow on key themes from their conference, AI, and fintech innovations.

Rangers legend Stéphane Matteau joins the podcast to discuss the 1994 Stanley Cup win, charity work, and motivation. Topics include Rangers' trades, player dynamics, coaching decisions, mental health advocacy, upcoming events, and coaching impact in hockey.

Guy Adami joins Dan to discuss AMD earnings, semi stock aftershocks, CDW Corp/Amazon, Pinterest, and Apple earnings preview. They analyze market trends, CDW's stock decline, Amazon's strong AWS results, and Pinterest's performance. The talk covers stock performance, potential acquisitions, and the impact of generative AI technology on a specific stock.