On The Tape

RiskReversal Media
  • 4.7 (742)
  • 投资
  • 一日一更
On The Tape

Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.

  1. 1天前

    Peter Boockvar on The Fed, Volatility, Valuations and Market Shifts

    Dan Nathan and Danny Moses are joined by Peter Boockvar from the Bleakley Financial Group. The trio delves into recent market volatility following the Federal Reserve's latest meeting. Peter Boockvar shares his insights on market reactions in both the stock and bond markets, discussing key factors such as positioning and sentiment. They explore the Fed's influence on market expectations and the broader economic outlook, touching on subjects like inflation, debt ceilings, and the impact of AI on the tech sector. Boockvar also provides contrarian views and investment picks for 2025, emphasizing the importance of quality over speculative investments. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    48 分钟
  2. Gene Munster Has Faith In The Fateful 8 | Okay, Computer.

    3天前

    Gene Munster Has Faith In The Fateful 8 | Okay, Computer.

    Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock rallies, growth strategies, and the evolving AI landscape. The duo also discusses the future of autonomous vehicles and the competitive landscape for Uber and Lyft, emphasizing the precarious balance between hype and substantial advancements in AI and tech innovations. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points 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 @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    53 分钟

  3. 4天前

    Move Over Mag7: Introducing The Fateful 8

    Dan Nathan is joined by Danny Moses and Liz Thomas to break down the latest developments in financial markets. Key topics included the Federal Reserve's upcoming meeting, recent earnings, and market expectations. The gang highlighted China's expected stimulus, the impact of rising yields, and the potential for volatility in equities. The team also examined the performance of sectors like healthcare and energy, the challenges faced by small businesses, and notable earnings reports from Nike, FedEx, and Lennar. After the break: Ron Biscardi, CEO, and Kaitlin Malin, COO of iConnections, join 'On the Tape' to discuss their recent conference in Singapore, where attendance doubled from the previous year with 230 fund managers and a similar number of allocators holding over 3,000 meetings. They dive into iConnections' evolution from a tech company to the world's largest cap intro platform during the pandemic, emphasizing their tech-driven solutions like the roadshow module and investor portal. Upcoming events in Miami and potential expansions into Europe and Africa are mentioned. The conversation also covers the partnerships and success stories from attendees, with notable figures like Howard Marks and Steve Cohen participating in their events. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    1 小时 9 分钟

  4. 12月13日

    Market Turned Up Roses In 2024 with David Rosenberg

    Dan and Guy are joined by David Rosenberg, the founder of Rosenberg Research. They cover his recent 'Lament of a Bear' report, where Rosenberg reflects on his stock market predictions, acknowledging the unexpected impact of AI and generative technologies on market performance. They delve into the significant rise in market multiples driven by growth in AI, especially since May 2023 with Nvidia's strong performance. Rosenberg explains the potential overpricing of stocks, influenced by high investor confidence and passive investing trends. He also discusses the implications of current and future interest rate environments, inflation expectations, and the role of the Federal Reserve in shaping market outlooks. The conversation touches on the concept of equity risk premium and the potential risks of market corrections. Rosenberg shares his cautious stance and emphasizes the importance of staying informed on economic cycles and reading historical market analyses. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    39 分钟
  5. What the Sigma: Disrupting Data Analytics with Mike Palmer | Okay, Computer.

    12月11日

    What the Sigma: Disrupting Data Analytics with Mike Palmer | Okay, Computer.

    Dan is joined by Mike Palmer, CEO of Sigma Computing. They discuss a variety of topics including their personal connection, the evolution of tech and its macroeconomic implications, and insights from a tech CEO dinner at RBC's TMT conference. Palmer shares his journey from education to tech, the transformations at Sigma, the impact of the pandemic on business strategy, the role of data in financial services, and perspectives on the future of AI and enterprise software. They also highlight the significance of a mentorship culture in business and the current state and future expectations of tech IPOs and valuations. Further Reading Cloud analytics firm Sigma valued at $1.5 bln in new funding round (Yahoo Finance) Hakkoda Partnership (LinkedIn) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points 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 @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

    1 小时 1 分钟

  6. 12月9日

    Bumbles Bounce & A Conversation with Meredith Whitney

    Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss a wide range of financial and market topics, including Oppenheimer's revised targets for the S&P 500 and trends suggesting a bullish market outlook. They also explore the implications of AI on various sectors, particularly emphasizing the speculative interest in software and technology stocks like Tesla, NVIDIA, and Palantir. The conversation touches on China's economic policies and stimulus measures, along with potential effects on global markets. Finally, they discuss the rising interest in Bitcoin and other cryptocurrencies within financial institutions and central banks, and conclude with a preview of upcoming economic data such as CPI and PPI that might influence market movements. Danny Moses and Guy Adami are joined by renowned financial analyst Meredith Whitney. Meredith shares her journey back to financial research after a hiatus due to the overregulation of banks. She discusses her unique approach to research, which involves thorough data analysis and theme exploration, leading to her groundbreaking calls on Citigroup and other financial institutions. The conversation also delves into the current state of private credit, consumer loans, and the potential for major M&A activity in the banking sector. Meredith's insights highlight the importance of rigorous analysis and adapting to changing market conditions. -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    1 小时 6 分钟

  7. 12月6日

    Adam Parker On Deregulation, Sector Rotation & The Inauguration + Navigating Fed Speak with Axios’ Courtenay Brown

    Dan Nathan and Danny Moses welcome Adam Parker, CEO of Trivariate Research. They discuss recent market dynamics, including asset rotation and the implications of AI on various sectors. Parker delves into potential market movements, valuation concerns across different sectors, and the evolving role of generative AI. He also shares thoughts on the valuation and strategic moves within the healthcare and tech sectors, the impact of geopolitical risks, and the unpredictable nature of market returns. After the break, Guy Adami and Dan Nathan welcome Courtenay Brown, now an economics reporter at Axios. The discussion traces Courtenay's career path, starting as a page at CNBC's Fast Money in 2014, and her subsequent roles at Squawk Box and Axios. Courtenay reflects on her lack of initial knowledge about financial markets and how her curiosity and learning at CNBC shaped her career. The conversation covers her current insights into the Federal Reserve, inflation, and the wealth gap. Courtenay also shares her perspectives on global economic issues, including European productivity and protectionist policies under various U.S. administrations. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    1 小时 17 分钟

  8. 12月5日

    Michael Saylor on Bitcoin to $13 Million & MicroStrategy’s Monster Run

    Guy Adami and Dan Nathan are joined by Michael Saylor, the Executive Chairman of MicroStrategy. They discuss the transformative potential of Bitcoin, Saylor's strategic vision for MicroStrategy, and the role of AI in financial markets. Michael Saylor shares his insights on investment strategies, risk management, and the future of digital currency, offering a comprehensive overview of his approach to leveraging Bitcoin as a key asset. The conversation also touches on MicroStrategy's aggressive growth through strategic investments and fundraising, the impact of AI on investment opportunities, and the broader implications of adopting Bitcoin as a global financial standard. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

    43 分钟
查看全部 675 集

预告

主持人与嘉宾

4.7
共 5 分
742 个评分

关于

Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.

信息

更多来自“RiskReversal Media”的内容

你可能还喜欢

若要收听包含儿童不宜内容的单集，请登录。

关注此节目的最新内容

登录或注册，以关注节目、存储单集，并获取最新更新。
选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大