Spencer Jakab, editor of Heard On The Street for The Wall Street Journal, joins Forward Guidance to share what he learned writing his latest book, “The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors.” Jakab and Farley discuss meme-stock mania in all its aspects: the outwitting of hedge funds by individual investors, the transfo ... Show More
Jan 30
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are fi ... Show More
1h 1m
Jan 28
Finding The Next Perfect Trade | Alex Gurevich
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, pr ... Show More
53m 1s
Jan 23
The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ... Show More
53m 20s
Sep 2023
Better Man with Fundstrat's Tom Lee & Brady Cobb of Sunburn Cannabis
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 ... Show More
58m 52s
Feb 2024
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
In this episode, William Green chats with famed investor Bruce Berkowitz, whose Fairholme Fund has beaten the S&P 500 by 529 percentage points over 23 years. Bruce, who was named Morningstar’s Domestic Stock-Fund Manager of the Decade in 2009, talks here about the ups & downs of ... Show More
1h 55m
Oct 2023
Dumb Money: Unpicking the GameStop saga
Shares in GameStop, the video game store, experienced a dramatic rise in early in 2021. The stock had captured the imagination of many individual investors who heard about it on social media platforms such as TikTok and Reddit. Some investors made a lot of money, while some hedge ... Show More
18m 15s
Nov 2023
A December to Remember with Liz Young of SoFi
On this episode of On The Tape, Dan Nathan and Liz Young discuss huge moves in stocks and yields in the past week (2:00), Powell’s shift on growth (9:00), reading through the retail earnings transcripts (12:00), and a check on the S&P 500 technicals (20:00). After the break, Guy ... Show More
46m 22s
Sep 2023
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 ... Show More
1h 6m