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
Feb 2024
ATH Tout va bien dans le meilleur des mondes : Vraiment Vrai ?
Tous les matins en Podcast, je décrypte l'actualité économique, les marchés et Cryptos, et partage mes stratégies de Trading et d'Investissement.Des fois, les Samedis (OUI il FAUT QUE je relance ça ! ), l'Interview d'un expert ou d'un investisseur sur les marchés pour partager ex ... Show More
32m 15s
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco's Board of Supervisors to city's Ele ... Show More
2h 22m
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 joined by Ed Yardeni of Yardeni Research to discuss his street cred as a top Wal ... Show More
<p></p><p><strong>I've just launched a </strong><a href="https://www.youtube.com/channel/UCdNXaHHVnVntg5gpveB-5_Q"><strong>new YouTube channel</strong></a><strong>!! The concept? </strong>I take real businesses struggling to stand the f*ck out, provide my positioning/branding/lea ... Show More