303 episodes

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.

On The Tape RiskReversal Media

    • Business
    • 4.8 • 519 Ratings

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.

    Everybody Plays The Fool & A Conversation With Stuart Sopp

    Everybody Plays The Fool & A Conversation With Stuart Sopp

    Dan Nathan, Guy Adami and Danny Moses are making sense of the latest FOMC rate hike and the subsequent market rally (1:00). The gold market still has the attention of Guy and Danny, is that the real story of 2023 (15:00)? The guys try to figure out at what point they will admit they’re collectively wrong (20:00). Energy is seeing a pullback, but Guy thinks they keep going higher this year (23:45). After the break, we’re scratching our heads over the market’s reaction to Wednesday’s FOMC decision with Stuart Sopp, CEO of Current (29:34). What type of outlier event can bring this market back to a level-headed valuation (37:30)? New technologies like artificial intelligence will prove to be disinflationary, will that be enough to curb inflation for the next decade (44:45)? How is the current macro environment impacting Current (53:40).

    Bill Gurley On Buybacks: https://twitter.com/bgurley/status/1620831249224060928

    Check out our show notes and transcript here

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    FactSet Webinar: https://riskreversal.com/factset2023/

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    See what adding futures can do for you at cmegroup.com/onthetape. 

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    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 us on Instagram @RiskReversalMedia
    Subscribe to our YouTube page

    • 59 min
    Okay, Computer: Private Tech Snaps Back to Reality: Freestylin’ with Rick Heitzmann & Chamath Palihapitiya

    Okay, Computer: Private Tech Snaps Back to Reality: Freestylin’ with Rick Heitzmann & Chamath Palihapitiya

    Dan and FirstMark Capital’s Rick Heitzmann have a chat at the iConnections Global Alts Conference in Miami about the reckoning for poor due diligence in public and private markets (2:00), the VC industry’s biggest lessons from recent excesses (8:00), the record amount of VC dry powder and how Rick is deploying capital (17:00), why Rick is most excited about opportunities in healthcare & AI in 2023 (21:00), and how a reopening of the IPO market will be a key signal to confidently invest again (26:00). 

    And later, Dan talks with Chamath Palihapitiya, founder & CEO of Social Capital, about the macro climate for investing and why it’s the start of a new phase of sobriety (28:00), what will survive the crash of risk assets (36:00), the problem with growth investing, where to look for signs of a bottom in private tech (42:00), why mounting geopolitical tensions between the U.S. and China will likely be a boon for American companies (46:00), and the rise of large language models in AI and how it may spark the next wave of M&A from big tech (49:00).
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    View our show notes and transcript here
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    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 Twitter
    Follow @GuyAdami on Twitter
    Follow us on Instagram @RiskReversalMedia
    Subscribe to our YouTube page

    • 55 min
    Jim Chanos Joins On The Tape at iConnections Global Alts 2023

    Jim Chanos Joins On The Tape at iConnections Global Alts 2023

    Jim Chanos joins Dan Nathan, Guy Adami and Danny Moses at the 2023 iConnections Global Alts conference. 

    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.
    FactSet Webinar: https://riskreversal.com/factset2023/
    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 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

    • 27 min
    Earnings, Fed & Jobs, What Are We Doing??

    Earnings, Fed & Jobs, What Are We Doing??

    Dan Nathan and Liz Young are kicking off the week by discussing the crazy price action that’s defined 2023 thus far (4:00). It's a big week for earnings and the Fed meets, what can we expect (10:00)? Liz breaks down the consumer credit picture (21:00). After the break, Danny Moses is joined by Porter Collins and Vincent Daniel are back for another edition of “What Are We Doing?” (28:00). January’s rally has the guys scratching their heads, what are they expecting ahead of the FOMC meeting? Tesla stock presented a good bounceback buying opportunity but more pain could be on the horizon for the techno-car company (40:00). The Seawolf Capital guys have advice for finding high-yield private bonds (44:00). Gold is in for a bumpy ride over the next few weeks (47:00).

    Check out our show notes and transcript here

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    FactSet Webinar: https://riskreversal.com/factset2023/

    ----
    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 us on Instagram @RiskReversalMedia
    Subscribe to our YouTube page

    • 57 min
    Mellow Is The Man & A Conversation With Cameron Dawson

    Mellow Is The Man & A Conversation With Cameron Dawson

    Dan Nathan, Guy Adami and Danny Moses are celebrating another On The Tape birthday by kicking off the episode discussing what they might be missing in the current market rally (1:00). Energy names continue to perform in 2023 (9:30). Tesla stock rallied this week after reporting this week (12:00). Jerome Powell is on an island, what can we expect when he speaks next week (17:00)? Everywhere you look people are talking about emerging markets, is it a bit overdone (23:00)? Danny has a RotT on TicketMaster & the New York Stock Exchange (25:00). The debt limit still looms large over the market (28:15). It’s Conference Championship weekend, D-Mo brings you his favorite bet (31:00). After the break, Danny Moses speaks with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. Don’t look now, but gas prices are rallying (39:00). Hate letters aren’t just flowing into RiskReversal Media’s inbox, Cameron gets them too (47:00)! What can read into easing financial conditions as it relates to The Fed (57:20). Will and when should we expect an end to this so-called “low quality rally” (1:01:00)? What information can we glean from the bond market (1:04:00)?

    Check out our show notes and transcript here

    “American Gothic” from JP Morgan: https://bit.ly/3Jhjgq0

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    FactSet Webinar: https://riskreversal.com/factset2023/

    ----
    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 us on Instagram @RiskReversalMedia
    Subscribe to our YouTube page

    • 1 hr 8 min
    MRKT Call: Fed Look Ahead

    MRKT Call: Fed Look Ahead

    Dan Nathan and Guy Adami take a look at the charts and discuss the top market headlines for Thursday, January 26th.

    - GDP & Fed look ahead
    - $INTC $AXP Earnings Previews
    - Guy's Exorcised that the WH is Exorcised about $CVX's Share BuyBack
    - FactSet's Butters on $SPX

    ---
    FactSet Webinar: https://riskreversal.com/factset2023/
    MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi
    Watch MRKT Call LIVE at 1pm M-TH on YouTube
    Sign up for our emails
    Follow us on Twitter @MRKTCall
    Follow Dan Nathan @RiskReversal on Twitter
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    Follow us on Instagram @RiskReversalMedia
    Like us on Facebook @RiskReversal
    Watch all of our videos on YouTube

    • 32 min

Customer Reviews

4.8 out of 5
519 Ratings

519 Ratings

Gman-708 ,

Listen Religiously

I feel really dialed in to the market by regularly listening to this podcast. Great hosts and guests. Listening over an extended period of time gives a good context to their views. Really like “what are we doing” it makes you feel like you are there with Danny, Vinny, Porter, and the team back in the day!

carlos danger NYC ,

Tesla

Elon Musk lives in what little brains you have, rent free. We get it. You hate people that support free speech and are not woke libtards. But geez, don’t you get made fun of everyday for spending 1/3 of your show on how to rip on Musk. Keep it up, losers

douglush ,

Debt limit

That’s the game now Dan? Anyone concerned with unlimited deficit spending while inflating it away on the backs of middle class workers is an “insurrectionist”?

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