RiskReversal Pod

Guy, Dan and Danny discuss scary price action in the stock market (3:00), Elon Musk and Twitter (20:04), single stocks crashing from their highs (25:00), and Danny’s Kentucky Derby picks (30:13). The co-hosts interview David Rosenberg of Rosenberg Research and talk about this week’s Fed meeting (37:37), inflationary shocks (44:57), what happens next if we enter a recession (50:41), what to buy in this environment (57:59), and what it would take to make David bullish (1:06:23).----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 Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about the risk of the Fed overcorrecting at this week’s FOMC meeting (1:34), if the markets are close to bottoming out (6:27), the tailspin for “at home” stocks likely getting worse (11:28), CEOs being forced to correct their capital & strategic plans (14:58) and how the losers of crypto and web3 are already being revealed. Later, Dan speaks with Taboola founder & CEO Adam Singolda about starting his founder’s journey living with his parents while watching TV (29:51), building an advertising platform outside the “walled gardens” of Google and Facebook (34:12), how Netflix can successfully build an ad-based subscription (52:16), the future of Twitter’s content moderation under Elon Musk (58:15), and how “killing cookies” is disrupting the digital ads industry (1:04:54).----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 this episode of MKT Call Dan and Guy discuss: The two-day Fed meeting kicking off Volatility in the stock market The dollar rallying to multi-year highs Next level for gold Cryptos cratering Starbucks and AMD earnings on tap ----Watch the show each week live at 11 AM eastern time on Thursdays on OpenExchange.TV.Sign up for our emails----MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.----Follow us on Twitter @MKTCallFollow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube

Welcome to a special live audio broadcast of Trading Spaces, hosted by Dan Nathan, Guy Adami, and Danny Moses on Twitter Spaces.On Friday afternoon into the close, the guys hopped on Twitter to discuss the stock market sell-off, big tech earnings, the bank bloodbath, and the Fed meeting next week. They are joined by Doug Kass of Seabreeze Partners to discuss the state of financials, and Cannabis stocks. Later, Danny's "Big Short" colleagues Vincent Daniel and Porter Collins of Seawolf Capital hop on to give their perspective on the markets and outlook for oil stocks.

Guy, Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss the dollar wrecking ball (2:50), next week’s Fed meeting (10:39), the potential for a recession (14:10), what big tech earnings are saying about the markets (29:56), crypto’s role to the consumer and bitcoin volatility (38:35).  ----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 speaks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about growing chaos and anxiety in the markets (0:56), what could come next from the Fed after its expected 50 bps rate hike (8:48), where Elon Musk goes from here after buying Twitter (13:55), whether Big Tech will flop in a pivotal earnings week (20:02), growing distress in the private markets (26:19), and if a combined Netflix & Spotify would make a match in heaven.----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 this episode of MKT Call, Guy Adami, Dan Nathan discuss:- Carnage across the tech space- Microsoft and Alphabet earnings on tap- Deutsche Bank's recession warnings- The U.S. dollar ripping - Fidelity allowing retirement savers to put bitcoin in 401KsSee 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

On this bonus episode of “On The Tape,” Dan interviews top technology investor Dan Benton about his 20 Rules for Tech Investing (8:40), the potential for a Tesla killer (21:25), what everyone is getting wrong about Elon Musk (24:00), risks lurking in mega-cap tech (37:35), Twitter accepting Elon Musk’s buyout deal (43:19) and areas of tech young investors can explore right now (46:34).----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 speak with famed short seller Jim Chanos about why he thinks this market is eerily similar to 2000 and 2001 (1:48), whether a rate shock and bear market is just around the corner (5:35), when investors will know when to get out of Tesla (18:50), successfully shorting Carvana (25:20), and how China’s economic problems aren’t getting enough attention (38:30). Later, Guy and Dan speak with iConnections CEO Ron Biscardi on the post-pandemic future of meetings & events in the investment industry (45:38) digital assets’ rapidly growing role in the world of alternative investments (58:30), and iConnections’s philanthropic efforts to help Ukranians (1:10:43).----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

On this bonus episode Danny is joined by Brady Cobb to discuss the lack of movement on federal policy reform (00:40), volatility in cannabis stocks (6:12), and what Brady is working on next (21:34). ----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