Fundstrat’s Tom Lee joins Dan Nathan, Guy Adami and Danny Moses for the first half of the pod to discuss the stock market not making sense actually makes sense (4:00), the bond market (16:00), why it’s too early to have a 2024 outlook (18:00), Bitcoin (25:00) and sentiment among Fundstrat clients (27:00). After the break, the guys speak with Brady Cobb, CEO/ ... Show More
Jan 30
Don't Fight The Treasury with Jurrien Timmer, Fidelity's Director of Global Macro
In this episode of the RiskReversal Podcast, Dan Nathan and Guy Adami host Jurrien Timmer, Director of Global Macro Research at Fidelity Investments. The discussion reflects on the October 2023 market scenario when the 10-year yield reached 5% and the S&P 500 declined by 10%. Jur ... Show More
37m 16s
Jan 28
Will The Capital Markets Close on OpenAI? | Steve Milunovich x Okay, Computer.
Dan Nathan is joined by Steve Milunovich, a tech investor and retired sell-side analyst from Merrill Lynch. The discussion delves into the parallels between the AI boom and the dotcom era, touching on technological waves from the 1980s to the present. Milunovich highlights simila ... Show More
37m 24s
Jan 26
Earnings Expectaions This Week + "He Said, She Said" Goes To Japan
Guy Adami and Dan Nathan break down the biggest week of earnings season 2026, featuring high-stakes reports from Boeing, Microsoft, Texas Instruments, Apple, SanDisk, Western Digital, Exxon, and Chevron. Plus, Jen Saarbach and Kristin Kelly join for "He Said She Said" to analyze ... Show More
39m 47s
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness.
Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
<p dir="ltr"><strong>Hosts:</strong> Matty A. and Ryan Breedwell<br /> <br /> <strong>Episode Overview:<br /> <br /></strong>In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More
