Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Management, and Joseph Wang, former senior trader for the Federal Reserve.
Bassman and ... Show More
Nov 20
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More
1h 1m
Nov 19
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More
51m 45s
Nov 14
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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51m 11s
Dec 2023
The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater
On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young give a preview of the week ahead, including the last Fed meeting of the year. Dan and Guy sit down with Jeff Toporek of FD Stonewater for a conversation about commercial real estate and interest rates.
Key In ... Show More
1h 2m
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Apr 2024
Now Bulls Can’t Leave with Ben Kallo of RW Baird
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ... Show More
1h 5m
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
<p>Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ... Show More
17m 39s
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!
Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m