RiskReversal Pod

Guy, Dan, and Peter Boockvar discuss what protests in China mean for Central Banks around the world (1:00), crude oil under pressure (5:00), S&P 500 earnings (7:30), and the yield curve inversion (11:00). Later, Peter interviews Jonathan Steinberg, CEO of WisdomTree (WT), and talk about how WisdomTree created and marketed their funds in the past and some of their current funds in a world of higher interest rates (16:00), currency swings (22:00) and whether this a time for more finesse in the ETF space given all the macro-economic cross currents (40:00).Check out our show notes and transcript here----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 and Dan discuss last week’s interview with Terry Duffy about the FTX debacle (1:30), whether a Santa Claus rally is coming (9:00), retail/Deere earnings (19:00), and relative strength in bank stocks (23:30). The co-hosts interview Ricky Cobb, founder of Super 70s Sports, about his popular Twitter account and t-shirt business (30:00).Read: As Savings Slowly Shrink, Consumer Spending Is on Borrowed TimeCheck out our show notes and transcript here----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

Dan talks with Business Insider columnist Linette Lopez about her new piece on why the stock market is probably “screwed” (2:30), new COVID-19 lockdowns in China creating fresh headwinds for the global economy (7:30), the time Linette became a target of Elon Musk (11:00), Tesla shareholders likely suffering from Elon Musk’s focus on Twitter (15:30), and how so many sophisticated investors were duped by Sam Bankman-Fried and FTX (22:00).—Read Linette’s new column: The US economy may not be screwed after all — but the stock market sure isCheck out Linette’s epic Twitter thread showcasing her work on Tesla & Elon Musk over the years----View our show notes and transcript here----Email 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

On today's episode, Guy Adami and Dan Nathan discuss....- S&P vs VIX futures- 10yr yield- CME Fedwatch- Dollar, Gold & Bitcoin- Liz looks at the most volatile stocks---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

Danny is joined by his “Big Short” colleagues Vincent Daniel and Porter Collins to discuss crypto (2:00), Tesla (7:45), energy stocks (20:30), and how they are positioning heading into 2023 (27:30).Check out our show notes and transcript here----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 and Danny discuss the FTX collapse (1:00), Walmart earnings (7:30), the yield curve inversion (9:20), energy stocks vs. crude oil (23:30), an update on cannabis (26:35), and Danny’s NFL picks of the week (31:30). The co-hosts interview Terry Duffy, Chairman and CEO of CME Group, and talk about the LPGA event in Naples (35:19), stock market volatility (40:50), Terry’s take on the FTX situation (44:04), risk management (47:45), the importance of mentors (58:24), the CME-Google deal one year later (59:30), interest rates (1:03:01), the politicization of the Federal Reserve (1:06:39), Elon Musk (1:13:24), the spotlight on the commodities market (1:15:15), and the future of CME Group (1:16:45). Check out our show notes and transcript here----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 Adami and Liz Young discuss the biggest market headlines headlines for today:- Fed’s Bullard’s comments- Deepest 2s/10s inversion since 1981- Retail earnings roundup $TGT $M $BABA- Liz looks at the holiday shopping season (https://bit.ly/3GuuGWd)- John Butters, FactSet’s Senior Earnings Analyst, on S&P 500 earnings surprises + growth--MRKT Call is brought to you by our presenting sponsors 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 Adami and Dan Nathan are live at the CME Group LPGA Tour Championship in Naples, Florida discussing:- Target shares plunging after reporting a profit decline and warning of a soft holiday quarter (https://cnb.cx/3tFzobG)- 'Big Short' Michael Burry tweets "you have no idea how short I am" (https://cnb.cx/3GkE3Ya)- Ray Dalio warning the U.S. & China are 'dangerously close' to a war that would crush economic growth (https://bit.ly/3tySlgj)- Nvidia and Cisco earnings previewAbout the Show:Daily video series with Guy Adami and Dan Nathan offering their hot takes on the biggest market-moving headlines of the week, trade ideas, and in-depth analysis. In each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions.Key Links:Follow MRKT Call on Twitter: https://twitter.com/MRKTCallSubscribe to our newsletter: https://riskreversal.com/sign-up/

- PPI cooler than expected, $SPX ⬆️, Yields $TLT, $DXY, $OIL & $VIX ⬇️- $WMT's beat & raise boosts holiday retail outlook- Buffett looks abroad for a chip play $TSM--MRKT Call is brought to you by our presenting sponsor FactSetWatch 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 speaks with legendary tech investor & analyst Dan Benton about tech valuations (1:00), interest rates (16:30), FOMO investing (21:00), earnings models (28:30), semis as an early indicator (33:00), and Elon Musk/Tesla/Twitter (38:00).Check out Dan Benton’s 20 rules for tech investing from the 90s----View our show notes and transcript here----Email 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