RiskReversal Pod

Dan Nathan and Guy Adami discuss the AI revolution (2:00), earnings season (8:00), and what to expect in Q3 (11:00). Later, Dan is joined by Adam Nelson of FirstMark Capital to discuss his journey to VC (14:00), the FinTech revolution (20:00), industries poised for VC attention in the coming years (28:00) and what markets got right in 2021 (35:30)   Read: Negative CAC & The Next Generation of Fintech----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

On this episode, Dan Nathan sits down with Zachariah Reitano, co-founder and CEO of Ro, to discuss the Ro origin story (2:00), weight-loss medications like Ozempic or Wegovy (11:00), Dan’s Ro Body experience (25:00), drug shortages (35:00), oral alternatives (45:00) and how these drugs could revolutionize the future (49:00). 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, Dan and Danny discuss why it’s different this time (2:00), bank stress tests (17:30), semiconductor stocks (25:45), real rates (33:00), and the mutual fund to ETF conversion trend (37:00). After the break, Dan and Danny interview Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and discuss the swing in sentiment from 2022 to 2023 (45:00), his HOPE framework for the economy (50:00), his outlook for the second half of 2023 (1:03:30), global recessionary indicators (1:06:00), what could take the market lower (1:09:30), commonalities between now and ‘00/’07 (1:16:00), and the tricky thing about this cycle (1:22:00). 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 Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 29th.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 sits down with Stuart Sopp and Trevor Marshall of Current to discuss the AI frenzy (2:00), what it means for their product roadmap (20:00), renewed optimism in the private markets (27:00), Robinhood (33:00), and crypto (37:00).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

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 27th.0:00 - Soft Landing Signals9:00 - S&P 50012:30 - NASDAQ15:30 - Large Cap Downgrades20:10 - NDX Overbought28:10 - Yields, Dollar & Crude35:30 - Bitcoin & GoldMRKT 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 the bull vs. bear case for stocks (3:30), geopolitical unrest in Russia (23:00), Tesla’s third downgrade in a week (29:00), and earnings season right around the corner (32:00). The co-hosts interview Bastiaan Janmaat, Managing Director at Linse Capital, and talk about his background at Goldman Sachs (38:00), DataFox (42:45), how Linse Capital came about (47:30), his outlook on the economy (50:00), what he’s looking for in companies (53:30), the electric vehicle space (57:00), how he helps his portfolio companies grow (59:00) and AI (1:04:30).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, Dan, and Danny discuss comparisons to the tech bubble and financial crisis (2:00), AMD (10:00), “smug complacency” in the market (12:30), US-China relations (17:30), Tesla (20:30), crypto (29:30), and what to look for to be more constructive (32:00). After the break, Dan & Danny sit down with Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, and talk about getting less bearish (40:30), the housing market (49:00), the consumer (55:00), looking at past cycles (57:30), and what he would be buying now (1:06:00).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 Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00).China’s ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This YearView 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

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 20th.0:00 - China Troubles9:00 - S&P 50013:00 - NASDAQ Short Trade16:20 - History Rhyming?24:30 - Yields27:30 - Crude Oil29:55 - GoldMRKT 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