RiskReversal Pod

Guy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America’s Wrong-Way Rate Bet Hurts Moynihan’s Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman’s Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IPO market (38:30), M&A (42:00), what Stuart is watching (46:00), and Danny’s NFL picks (48:00).Read more about Danny’s family history hereAbout the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.--Check out our show notes hereLearn more about Ro body: ro.co/tapeSee 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 on Twitter or @riskreversalmedia on Threads--We’re on social:Follow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

On this bonus episode of On The Tape, Dan and Guy sit down with Tom Rogers, Executive Chairman at Engine Gaming & Media / Chairman and CEO of TRget Media, to discuss how he launched CNBC (4:00), early influences in his career (8:30), Tom mentoring Guy and Dan (12:00), transformative media technology (15:00), Reed Hastings and Netflix (18:30), Bob Iger and Disney (23:00), the role of politics in media (28:00), the Trump effect on news (31:00), the 2024 election (34:00), working with Jack Welch (39:00), and what gets Tom excited (41:00).About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.Check out our show notes hereLearn more about Ro body: ro.co/tapeSee 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 Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Deirdre Bosa joins Dan Nathan to discuss the dilemma of companies staying private or going public. They also touch on the impact of a possible stock market drawdown, 'The Teemu Effect' in valuations, Tesla's AI ambitions, and more.

Analyst John Butters joins Dan Nathan and Guy Adami to discuss the worst geopolitical climate since WWII. They highlight the current market headlines, trade ideas, and earnings preview for Q3. Topics include the likelihood of a recession, gold futures, bank mismanagement, Q3 earnings season, and managing trades. They also discuss the influence of the current geopolitical climate on trading decisions.

Guest Chris Miller, author of Chip War, discusses US dependency on chips, Taiwan Semi market share, impact of potential Taiwan invasion on global supply chain, advanced chip bans, consumer market in China, national security implications, and possible provocation in 2024.

Jurrien Timmer, Director of Global Macro at Fidelity joins the show to talk about rising interest rates, gold/bitcoin, oil demand destruction, equities crash, strikes, consumer stocks, CFPB, Genius Sports, NFL picks, stock market in limbo, broadening market rally, yield curve, rate-sensitive sectors, the consumer, and U.S. dollar strength.

Trevor Marshall from Current joins to discuss the SBF trial and JPMorgan's ban on crypto transactions. They also cover the flight to quality in tech stocks, valuations as a timing tool, and the impact of interest rates on the market. The conversation explores the FTX fraud trial, industry outlook, opportunities, and challenges in the financial technology sector.

The podcast discusses the significance of incorporating futures in trading, analyzes the performance of the market including bank stocks decline, analyzes stock performance and market trends, and speculates on lower yields and potential crude oil breakout.

Guy, Dan and Liz Young from SoFi discuss initial enthusiasm over the shutdown aversion waning (4:00), the markets unchanged in the last 18 months (11:00), Rising Rates Likely Hit Bank Balance Sheets in Quarter (17:00), the bond trade (25:00), why a recession is still likely (30:00), Tesla’s fundamentals breaking down (34:00) and what to be optimistic about (36:00).About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.Check out our show notes hereLearn more about Ro body: ro.co/tapeSee 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 Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Guest Ed Yardeni, a top Wall Street strategist/economist, discusses rising rates, the China threat, Q3 earnings, meme stocks, and his market outlook. The hosts also cover the energy market, CarMax, and NFL picks. Later, Ed Yardeni talks about the Fed creating chaos in the bond market, the rolling recession, the yield curve, and his offering for retail investors.