RiskReversal Pod

Dan Nathan and Deirdre Bosa of CNBC give a vibe check on big tech (1:25), Amazon steps up AI race with up to $4 billion deal to invest in Anthropic (6:15), Meta’s Llama (8:32), chatbot integrations ( 9:30), the A.I. fever broken (11:00), Microsoft working on a plan b to Open A.I. (13:45), FTC Sues Amazon, Accusing Company of Illegal Online Retail Monopoly (17:00), Apple quiet on A.I. (19:20), and autonomous vehicle rides (21:50). Later, Dan sits down with Scott Cohen, CEO of JKBX, to discuss how he got started in the music industry (25:05), leveraging the early days of the internet (27:45), about JKBX (34:00), music as an asset class (47:40), how fans can participate (48:50), disclaimer (51:10), how to access the JKBX platform (52:30), music being recession-proof (53:40), and what they are focusing on in phase 1 (55:05).Learn more about Ro body: ro.co/okayEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Jamie Dimon warns of a possible 7% Fed rate. Tech selloff of Apple, Microsoft, Amazon, and Google stocks. Discussion on trading strategies for S&P 500 and QQQ. Shift to online reservations and stock market volatility. Empty stadiums and missed restaurant visits.

Liz Young and Lee Robinson discuss topics such as the government shutdown, S&P technicals, rising credit card losses, recession warnings on stocks, small caps vs large cap banks, earnings of Micron, Nike, and Costco, atoning for market sins, Altana Wealth's investing pillars, finding asymmetric investments, current macro environment and 2024 outlook, asset allocation, Fannie and Freddie preferred shares, bitcoin, rates, and potential market risks.

Vincent Daniel and Porter Collins from Seawolf Capital discuss scary moves in the bond market, the fiscal dominance narrative, volatility, Fed Chair Jerome Powell’s speech, crude oil, market breadth, the pulse of the consumer, banks, gold, and give individual stock picks.

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss the Instacart IPO (2:30), Arm Falls After Bernstein Downplays Company’s AI Prospects (9:00), semi stocks (13:30), and Pinterest shares rally after executives tell Wall Street that growth is reaccelerating (14:30). Later, Dan is joined by Katie Stanton of Moxxie Ventures and Kwindla Hultman Kramer, CEO at Daily, to discuss their funder/founder origin story (26:00), about Daily (28:00), the challenge and promise of video (31:00), what separates Daily from Zoom (32:30), AI (38:30), video vertical strategies (40:30), and new innovations to be on the lookout for (44:30).View our show notes hereLearn more about Ro body: ro.co/okayEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

The hosts discuss the current state of the market, focusing on yields, equities, and the cost of capital. They also analyze the home builders and semiconductors markets, explore changing consumer behavior's effects on the oil industry, and discuss the impact of margin on the corporate level. Additionally, they have a lighthearted conversation about Twitter and upcoming episodes.

Guy, Dan, and Liz Young of SoFi discuss the Fed painting the picture for a soft landing (2:45), a perfect storm for US multinationals (7:00), oil/energy prices (8:40), market risks (10:15), the potential for more volatility (14:15), and traders going to jail for spoofing (21:00) . Later, Dan sits down with Mark Simmer of Clear Haven Asset Management to discuss growing interest in the private credit market (25:00), his background (27:30), how Clear Haven is competing with larger players (30:00), how he is thinking about the risk environment right now (34:00), the banking crisis (37:00), the consumer (44:15), and opportunity in the current rate environment (46:30).  Read: Why a Soft Landing Could Prove ElusiveRead: Ex-JPMorgan Gold Trader Sentenced to Six Months in ‘Spoof’ CaseRead: Ex-Wells Fargo Executive Avoids Prison Over Accounts Scandal 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

Michael Kao, a private investor at Kao Family Office, joins Guy, Dan, and Danny to discuss mixed messages in the market, the recession, best-looking charts, Tesla upgrade, pounding the table on Genius Sports/Sportradar stocks, airlines, Vertu, NFL picks, and Gamestop. Later, they delve into the four horsemen impacting the Fed, natural gas, triggering oil sell-off, China, global macro headwinds for oil, Japan, and yields.

On this episode, Dan Nathan and Deirdre Bosa of CNBC discuss Apple woes (2:30), the IPO market (9:00), Google’s AI lead joining the Airbnb board (12:30), Oracle (22:30), Zombie SPACs (25:00), and 'Elon Musk,' by Walter Isaacson (35:00).Check out Deirdre’s Report on SPACs: Zombie SPACs - Why blank-check mergers won’t die—Learn more about Ro Body at ro.co/okay----Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod, or @riskreversalmedia on Threads.Follow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, September 12th.0:00 - Oracle, NASDAQ & Apple15:00 - S&P 50022:30 - Yields, Dollar, Gold & CrudeMRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFiWatch MRKT Call LIVE at 1pm M-TH on YouTubeSign up for our emailsFollow us on Twitter @MRKTCallFollow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube