RiskReversal Pod

Mike Wilson of Morgan Stanley joins Guy, Dan, and Danny to discuss being bearish in a bull market (3:00), what would change Mike’s thesis (11:00), S&P earnings expectations (14:30), second-half trends (16:00), the bond market (25:30), whether the hopium can continue in the markets (33:00), inflation (38:00), the Fed meeting (42:00), tech stocks selling off on Thursday (45:00), China (49:00), passive vs active investing (52:30), and Carvana’s wild ride (54:00).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

Dan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Microsoft pricing its AI-powered Copilot (2:30), JPMorgan Adds Silicon Valley Bank Veteran John China in Startup, VC Growth Quest (8:00), Tesla earnings (15:00), Threads (19:00), and Netflix (25:15). Later, Dan sits down with Dan Teran of Gutter Capital and Rachael Nemeth of Opus and talk about transforming the labor market for “deskless” workers (30:00), the Opus platform (40:30), fear of automation (50:30)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

Guy Adami, Dan Nathan and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, July 18th0:00 - Market Open = Up12:00 - Financials, Yields & Dollar20:00 - Gold26:30 - Carter On Commodities31:35 - PayPalMRKT 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

Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss mixed messages in the markets (2:00), data out of China (13:00), the dollar (17:30), scary trends in the market (20:00), earnings this week (25:00), buy points on the S&P 500 (31:00). 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

Guy and Danny discuss the stock market rally (2:00), the Nasdaq 100 rebalance (10:30), Microsoft/Activision (14:00), sports gambling stocks soaring (16:00), gold (17:00), bank earnings (20:00), Coinbase (22:00), Tesla (23:00), and what Danny is watching that no one is paying attention to (24:30). Later, the co-hosts interview Dennis DeBusschere, president and chief market strategist of 22V Research, and talk about financial conditions (34:00), the chances of a recession (44:00), what to do now (50:30), no one believes the Fed (56:00), economic data (57:00), what Dennis’ analysts are talking about (59:30).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

Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, July 13th. John Butters joins the show to preview Q2 Earnings.MRKT 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

Dan Nathan is joined by Ro CEO Zach Reitano to discuss GLP-1 weight loss medications like Wegovy or Ozempic, and why the company started offering it to patients. —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

Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, July 11th.0:00 - What’s Priced In?7:50 - FedWatch + Q&A14:30 - Yield Breakdown24:19 - Energy Sector BreakdownMRKT 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

Guy and Dan and Danny discuss what to expect from economic data this week (3:30), big banks kicking off earnings season (12:20), strategists split on stocks (17:00), and Meta’s Threads coming for Twitter (24:00).----See what adding futures can do for you at cmegroup.com/onthetapeLearn more about the Ro Body program at ro.co/tape ----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 ThreadsFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Guy, Dan, and Danny discuss the stock market resilience (2:00), oil/energy stocks (10:00), financials (14:00), the magnificent seven (17:00), the new new economy (27:00), Meta’s Threads (31:30), and they take listener questions (37:30).MRKT 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