RiskReversal Pod

Guy, Dan & Liz Young, head of investment strategy at SoFi, discuss the oil rally (3:00), McDonald’s closing its U.S. offices (16:30), Tesla falling after reporting Q1 deliveries (21:00), Friday’s Jobs Report (23:30), and Mike Wilson of Morgan Stanley doubling down on his bearish thesis (28:30). Later, Guy & Dan sit down with Caleb Silver, Editor in Chief at Investopedia and host, and talk about Investopedia’s origin story (38:00), how they track investor sentiment (41:00), the latest Investopedia survey (45:00), what stock market themes people are searching for (48:00), financial literacy (53:00), and Caleb’s hot takes for 2023 (59:00).Articles referenced in this podcast: China and Saudi Arabia are getting closer. Should the US be worried? The manufacturing recession continues on Check out Caleb’s podcast 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 hereSee 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 the chaos in bank stocks (4:00), Morgan Stanley downgrading Charles Schwab (12:00), what’s next for the Fed (17:00), Danny explains the Credit-Default Swap market (22:30), the risk of Japan rate moves (28:30), implied dividend cuts in big banks (33:00), Apple entering the buy now pay later space (41:00), and Danny digs into the GameStop 10-K (46:00).----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 us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Guy and Dan are joined by “The Compound and Friends” co-hosts Josh Brown and Michael Batnick for a special collaboration. The guys discuss engaging with internet trolls (3:00), how “pure luck” led to Josh hiring Michael (12:00), the culture at Ritholtz Wealth Management (15:00), financial TV punditry (28:00), what’s happening in the markets (36:00), stock picking strategies (45:00), and navigating market panic (53:00).----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 us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan is joined by Trevor Marshall, Chief Technology Officer at Current, to discuss where FinTech goes from here (5:00), How U.S. regulators are choking Crypto (10:30), Coinbase launching a product to integrate web2 & web3 (20:30), Ticketmaster testing NFT-enabled pre-sales (26:00), and ChatGPT changing the AI game (35:00).Read Packy McCormick’s Attention is All You Need post on ChatGPTEmail 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, March 28th.- Markets wrong on rate-cut bets?- Bond volatility not going away- How to trade Nasdaq 100 Futures- MU earnings- We take your questions!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

Guy, Dan and Liz Young from SoFi discuss First Citizens buying Silicon Valley Bank (4:00), market breadth signaling a recession (14:00), earnings risks (22:30), Micron earnings on deck (26:30), Liz looks at potentially market-moving economic data this week (31:00), and two things Dan is focused on for the day (37:00).  ----See 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 us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the Fed’s reaction to the regional bank bloodbath/Silicon Valley Bank debacle (2:00), Charles Schwab CEO saying the company can ride out a deposit flight (14:00), the health of the consumer (24:30), commercial real estate (30:00), Danny’s new STFU acronym (39:00), stock market valuations (45:00), and the guys answer listener questions (48:00).Check out the Bob Elliot tweet thread 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.See 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, March 23rd.- Bank Blowback $XLF $KRE- Liz Reacts to the Fed- Hindenburg Research $SQ Short + Dan’s trade update- We take your questions!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 Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00)David Steinberg is Co-Founder, Chairman & CEO of Zeta Global. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00).View our show notes hereEmail 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, March 21st.- S&P flashbacks to the GFC- Rip your face off $FRC rally coming? $KBW- CMEGroup Micro $WTI options- Bitcoin breaks key level- We take your questions!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