RiskReversal Pod

Financial analyst Liz Young joins Dan Nathan to discuss moves in stocks and yields, Powell's shift on growth, retail earnings, and S&P 500 technicals. Later, Guy Adami shares insights on Microsoft's importance, Elon Musk's take on Open AI, Nvidia earnings, and the impact of Musk's tweet controversy on Tesla stock.

"The Games People Play in Markets" features CME Group CEO Terry Duffy. They discuss panic buying triggered by rate cut expectations, the promise of a soft landing, being a market pundit, IPO spinoff talk around SpaceX’s Starlink, and Danny’s NFL picks. Terry Duffy shares his take on risk management, innovation for new products, the importance of rigor, the retail trader, and his expectations for the stock market in 2024.

Financial expert Guy Adami joins the podcast to talk about investors piling into risky assets, Nvidia's impressive market cap growth, the semiconductor and software stocks, the digital ad space, FinTech stocks, and Tesla/EVs.

Financial analyst and trader Dan Nathan, hedge fund manager Danny Moses, and stock trader Guy Adami discuss market trends, reactions to CPI data, impact of treasury auctions, market rallies and fluctuations, and the health of the retail industry in an entertaining podcast.

Ali Meli of Monachil Capital Partners discusses the recent rally, the Biden-Xi meeting, diverging rate-cut forecasts, consumer sentiment, sectors for focus, his background, lessons from the banking crisis, unrealized losses on bank balance sheets, potential for a soft landing, getting balance in the economy, market opportunities, and the unstable balance sheet of the Federal Reserve.

Helima Croft, an expert on oil prices, joins the hosts to discuss the latest decline in oil prices, geopolitical impacts on the energy market, the Trump Administration's impact on OPEC, and what the price of oil is telling her about the market. The chapter also covers topics such as housing, the IPO market, Tesla running out of buyers, and Danny's NFL picks. Later in the podcast, the hosts are joined by Art delaCruz of Team Rubicon to discuss his background serving in the military and the important mission behind Team Rubicon.

Joe Marchese and Richard Betts, co-CEOs of CKBG, discuss the origins of their tequila business, the challenges of building a luxury consumer products brand, and Richard Vadz's journey in the tequila and wine industries. They also touch on the importance of sales and marketing in the liquor business and their plans to scale their impact through the Comeos Foundation.

The podcast covers topics such as the tech sector, semiconductor business, trading strategies for NASDAQ futures, confidence in the market, sports performance, and a controversial fake punt in an Ohio State vs Rutgers football game.

Liz Young and Tom James discuss the trustworthiness of the rally, economic data, potential rate cuts, bear market rallies, margin expansion, and recent Fed speak. Tom James of TradeFlow Capital Management joins the discussion to talk about commodities and TradeFlow's fund structure, including insights on gold market, rare earth metals, and space mining.

Economist David Rosenberg joins 'On The Tape' to discuss the stock market rally within a bear market, the attractiveness of the bond market, potential for a recession, positioning in the bond market, cracks in the housing market, and the stock to bond ratio.