Oct 8

Is France too blasé about borrowing costs?

France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this gives hosts Katie Martin and Rob Armstrong, and markets correspondent Ian Smith, a b ... Show More

21m 57s

Oct 6

There is only one trade

It’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping ahead on the back of AI. Corporate bond issuance and even the US dollar are also riding high on the AI tra ... Show More

20m 22s

Oct 1

Hyperscale my debt!

While most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers – giant companies such as Amazon and Meta – need to borrow as much as they can to ... Show More

20m 19s

Aug 2023

Money Clinic introduces Unhedged: Hot new bad idea

Zero day options are now almost 50 percent of the options market. But what are they? And why would anyone take these bets? Today on the show, host Ethan Wu and Alphaville’s Robin Wigglesworth discuss the latest way to gamble on the markets and address concerns that it all might b ... Show More

13m 30s

Dec 2023

Brokeback Market

Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later" Key Insights from the Pod: The brief market sell-off (2:00) Zero Days to Expiration (0DTE) Options (7:15) Overbought conditions ... Show More

34m 53s

Jan 2024

Why the Short Volatility Trade Is Back and Bigger Than Ever

There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is more popular than ever. Investors are increasingly reaching for a wide variety of derivatives to bet against volatility. Those derivatives include one- and zero-day opti ... Show More

45m 10s

Feb 2023

Discussing 0DTE, CTAs, VIX: All Options Considered

The scenario of an extreme market impact from zero days to expiration options may be overstated and Commodity Trading Advisors' positive beta to equity may be a near-term headwind for SPX. In this edition of the All Options Considered podcast on volatility, BI's Chief Global Deri ... Show More

23m 16s

Apr 2024

Market Sells Off: What's the New Risk On Trade? | MRKT Call

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, April 2nd Timecodes 0:00 - New Risk On? 11:30 - Silver Trade Idea 20:45 - XLF Trade Idea 26:00 - GOOGL Trade Update 32:30 - Tesla Chart Subscribe to o ... Show More

39m 20s

Mar 2024

Market Madness or Sadness?

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss two big events for the markets this week: Nvidia’s user conference & the Fed meeting (3:00). Plus, they hit the potential Apple/Google AI deal (21:30) and where stocks could end the week (31:30). Arti ... Show More

36m 45s

Sep 2020

Daily Briefing - Sep 8, 2020 - Dramatic turmoil playing out in equity markets

Real Vision senior editor Ash Bennington is joined by Jared Dillian, editor of The Daily Dirtnap, to discuss the dramatic turmoil playing out in equity markets. Dillian discusses how the speculative bets in derivatives markets affect price action, and provides greater clarity on ... Show More

31m 15s

Sep 2020

Daily Briefing - Sep 14, 2020 - How Options Mania is Driving Stock Market Price Action

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the animal spirits that are driving this market. After reviewing historical financial panics, Ed and Ash take another look at whether options mania is exerting influence on equity price action. ... Show More

31m 4s

Mar 2025

How To Tune Out Market Noise

Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ric ... Show More

31m 32s

Feb 2024

This Aggression Will Not Stand, Dan

Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ... Show More

32m 35s