454 episodes
On The Tape RiskReversal Media
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- Business
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4.7 • 631 Ratings
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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), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes.
You’ll leave each week 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.
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How High Will Yields Go? + Guy & Dan Comment on Rick Santelli's Rate Rant
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 3rd
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi
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Eerie Days with Liz Young of SoFi
Guy, Dan and Liz Young from SoFi discuss initial enthusiasm over the shutdown aversion waning (4:00), the markets unchanged in the last 18 months (11:00), Rising Rates Likely Hit Bank Balance Sheets in Quarter (17:00), the bond trade (25:00), why a recession is still likely (30:00), Tesla’s fundamentals breaking down (34:00) and what to be optimistic about (36:00).
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
Learn more about Ro body: ro.co/tape
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 Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page -
The Thrill is Gone and a Conversation with Ed Yardeni
On this episode of On The Tape, Dan, Guy and Danny discuss rising rates (2:00), de ja vu to 2021 (3:15), the energy market (11:10), the China threat(14:20), Q3 earnings (19:45), CarMax (23:00), Ryan Cohen/meme stocks (26:25), and Danny’s NFL picks (29:15). Later, Guy and Dan are joined by Ed Yardeni of Yardeni Research to discuss his street cred as a top Wall Street strategist/economist (33:30), the Fed creating chaos in the bond market (38:20), why the Fed might get it right (45:30), the rolling recession (47:20), the consumer (49:00), the yield curve (53:50), his market outlook (57:00), Japan (1:00:35), and Ed’s offering for retail investors (1:03:00).
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
Learn more about Ro body: ro.co/tape
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 Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow Liz Young @LizYoungStrat on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page -
I Sigh with My Little AI; Conversations with Deirdre Bosa and Scott Cohen of JKBX
Dan Nathan and Deirdre Bosa of CNBC give a vibe check on big tech (1:25), Amazon steps up AI race with up to $4 billion deal to invest in Anthropic (6:15), Meta’s Llama (8:32), chatbot integrations ( 9:30), the A.I. fever broken (11:00), Microsoft working on a plan b to Open A.I. (13:45), FTC Sues Amazon, Accusing Company of Illegal Online Retail Monopoly (17:00), Apple quiet on A.I. (19:20), and autonomous vehicle rides (21:50). Later, Dan sits down with Scott Cohen, CEO of JKBX, to discuss how he got started in the music industry (25:05), leveraging the early days of the internet (27:45), about JKBX (34:00), music as an asset class (47:40), how fans can participate (48:50), disclaimer (51:10), how to access the JKBX platform (52:30), music being recession-proof (53:40), and what they are focusing on in phase 1 (55:05).
Learn more about Ro body: ro.co/okay
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 us on Instagram @RiskReversalMedia
Subscribe to our YouTube page -
Stock Market Sells Off
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, September 26th
Topics for today's show:
- Jamie Dimon warns a 7% Fed rate is still possible
- Key levels for crude oil, the U.S. dollar, and gold
- Tech Selloff $AAPL $MSFT $AMZN $GOOGL
- Big banks
- Costco earnings preview
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MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi
Watch MRKT Call LIVE at 1pm T-TH on YouTube
Sign up for our emails
Follow us on Twitter @MRKTCall
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTube -
Stocks Atone for Higher Rates with Liz Young and Lee Robinson of Altana Wealth
Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this week (Micron, Nike, Costco) (18:40), and Dan atones for his market sins (Tesla/Nvidia) (23:00). Later, Lee Robinson of Altana Wealth joins to discuss his company and middle market hedge funds (24:00), the 4 pillars of investing at Altana (30:30), finding asymmetric investments in the market (33:30), exiting positions (36:50), the current macro environment/2024 outlook (39:15), Fannie and Freddie preferred shares (40:45), asset allocation in a portfolio (44:30), bitcoin (47:00), rates (50:55), and what could go wrong next (53:15).
To learn more about Altana Wealth email stephen.martus@altanawealth.com
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
Learn more about Ro body: ro.co/tape
See what adding futures can do for you at cmegroup.com/onthetape.
Email us at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OnTheTapePod.
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
Customer Reviews
Need more
Enjoy everyone of these. Awesome to listen to you guys when your not rushing through a 10 min segment on CNBC. (But your good there too). Learning tons, keep cranking them out.
Roy
Whiny permabears
Gave the show a few shots but the hosts just come off as whiny perma-bears who seem to believe they’re smarter than the Fed.
interview with Tom Lee
I had to listen once, and watch again on Youtube ,great pod and insightful. I’m not placing a bet as to Dan and Tom. Amazing as Lee is he appeared stressed to the max. I don’t feel any better about the market now than I did last month.
Keep up the great work .