RiskReversal Pod

RiskReversal Media
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Jul 19, 2022 • 37min

MKT Call 7/19/22: Bear Market Rally, Yields Ready to Party and Novogratz on Bitcoin

On this episode of MKT Call, Guy Adami, Dan Nathan discuss:  BofA Survey Shows Full Investor Capitulation Amid Pessimism Netflix earnings after the bell Why Dan says yields look ready to party Strong dollar crushing commodities Next move for oil Galaxy Digital’s Mike Novogratz on Bitcoin Subscribe to our YouTube pageAccess our show notesSee what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversal
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Jul 15, 2022 • 1h 14min

No One Left to Run With Anymore and Invisible Storm Author Jason Kander

Guy, Dan, and Danny discuss Guy’s controversial top band rankings (3:04), JPMorgan’s earnings report (5:47), the hardest macro tape Danny has seen (12:11), bond volatility (18:29), Wall Street strategists slashing S&P 500 price targets (20:44), and Tesla’s Elon Musk vs. Donald Trump (26:26). The co-hosts interview Jason Kander, New York Times bestselling author, about his new book Invisible Storm: A Soldier's Memoir of Politics and PTSD (38:58), and much more.To access our show notes and transcript click 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
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Jul 14, 2022 • 34min

MKT Call 7/14/22: Strategists Slash S&P 500 Targets, June Inflation Data and Bank Earnings Send Stocks Lower

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss: Bank of America slashing its S&P 500 year-end target Crude crashing Big bank earnings sending stocks lower Liz looks at June inflation data FactSet earnings insight with John Butters Watch all of our videos on YouTubeSign up for our emails----MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.----Follow us on Twitter @MKTCallFollow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversal
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Jul 13, 2022 • 51min

Okay, Computer 7/13/22: Finding a Runway to Land On with Sahil Bloom

Dan speaks with SRB Ventures Managing Partner Sahil Bloom about the major differences in East Coast finance culture versus Silicon Valley (2:36), venture capital firms going bargain hunting for tech stocks (6:40), how & where Sahil is deploying capital in the volatile market (15:10), accelerating layoffs at tech companies and startups (24:19), Andy Jassy’s succession challenges at Amazon (27:38), how the battle royal between Elon Musk & Twitter may end (30:39), if Elon Musk will still be the CEO of Tesla in two years (35:42), why Sahil loves Meta and Snap (39:42), and what’s behind Sahil’s rapidly growing influence on social and other content platforms (43:21).—-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
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Jul 12, 2022 • 34min

MKT Call 7/12/22: Software Stocks Sink, Inflation Expectations, Ominous Bitcoin Chart Pattern

On this episode of MKT Call, Guy Adami, Dan Nathan discuss: ServiceNow CEO Bill McDermott comments on CNBC's Mad Money regarding macro headwinds Software stocks sinking Expectations for the CPI report Wednesday Citigroup upgrading JPMorgan, Morgan Stanley downgrading American Express Ominous chart pattern for Bitcoin See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalSubscribe to our YouTube page
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Jul 7, 2022 • 1h 14min

Twisted Thoughts That Spin 'Round the Fed’s Head

Dan and Danny discuss the Fed minutes (0:01:39), similarities to the financial crisis (0:08:40), mega-cap tech stocks (0:11:27), bank earnings on tap (0:16:45), why gold can’t rally (0:21:27), and what could send the S&P 500 back through the lows (0:27:19) . Later, Guy and Danny turn the table on Dan and interview him about his career, how he got started at CNBC, his avid music fandom, and his illustrious lacrosse career. For the full show notes, transcript, and links to mentioned content, please check out the episode page 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.Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
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Jul 6, 2022 • 42min

MKT Call 7/6/22: Key Levels for S&P, Gold Trader's Cheat Sheet, Transports, 2nd Half Playbook, Bearish Staples Trade

On this episode of MKT Call Dan Nathan, Carter Worth and Liz Young discuss: Where stocks are heading in the second half The gold trader cheat sheet Liz’s second-half playbook A bearish Consumer Staples (XLP) options trade FactSet earnings insight Amazon takes a stake in Grubhub Watch all of our videos on YouTubeSign up for our emails----MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.----Follow us on Twitter @MKTCallFollow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook  @RiskReversal
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Jul 5, 2022 • 43min

MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices

On this episode of MKT Call Dan Nathan, Carter Worth and Danny Moses discuss: The Nasdaq outperforming the S&P 500 ARKK stocks showing signs of life Crude oil and gasoline prices dropping Copper plunging Bank stocks hitting 52-week lows The next move for bitcoin See what adding futures can do for you at cmegroup.com. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MKTCall.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalSubscribe to our YouTube page
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Jul 1, 2022 • 1h 24min

They Don’t Pay You at Halftime and a Conversation with Bill Pulte

Guy, Dan and Danny discuss the worst first half for the S&P 500 since 1970 (1:47), the crypto crash (11:53), what the mid-term elections could mean for the stock market (15:53), an interview with Blackstone’s Joe Zidle on CNBC’s Fast Money (20:31), what Dan is buying right now (28:18), the energy space (34:12), what’s happening with Elon Musk and Tesla (38:21). The co-hosts interview Bill Pulte and talk about Twitter Philanthropy (48:04), the Pulte family (52:45), bitcoin (1:00:53), and homebuilders (1:12:14).----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
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Jun 30, 2022 • 43min

MKT Call 6/30/22: Worst First Half for Stocks Since 1970 and What to Watch in the Second Half

On this episode of MKT Call Guy Adami, Dan Nathan and Liz Young discuss:  Yields bouncing around 3% The worst first half for the S&P 500 in 50 years Single stocks making 52-week lows (Deere, Target, Nike, JPMorgan, PayPal, Nvidia) What Liz Young is watching in the second half RH earnings disaster FactSet earnings insight Dan's mind the gap stocks (Zoom, PayPal, Netflix) Sign up for our emails----MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.----Watch all of our videos on YouTubeFollow us on Twitter @MKTCallFollow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook  @RiskReversal

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