logo
episode-header-image
Sep 2023
1h 6m

The Thrill is Gone and a Conversation wi...

RiskReversal Media
About this episode

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 Wall Street strategist/economist (33:30), the Fed creating chaos in the bond market (38:20), why the Fed might get it right (45:30), the rolling recession (47:20), the consumer (49:00), the yield curve (53:50), his market outlook (57:00), Japan (1:00:35), and Ed’s offering for retail investors (1:03:00). 


About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

Check out our show notes here

Learn more about Ro body: ro.co/tape

See what adding futures can do for you at cmegroup.com/onthetape.

Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.

We’re on social:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Young @LizYoungStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

Up next
Yesterday
The Market Hears What It Wants From J-Powell
Dan Nathan and Guy Adami discuss the recent market response to Fed Chair Powell's annual address at the Jackson Hole conference. They delve into the implications for rate cuts and market movements, highlighting key points from Powell's speech. The conversation covers the mixed si ... Show More
31m 52s
Aug 22
Playing Dangerous Games with Stuart Sopp, CEO of Current
In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current. They discuss various economic topics, starting with the state of the US consumer, particularly those living paycheck to paycheck and heavily invol ... Show More
41m 10s
Aug 21
Meet The New Boss, Same As The Old Boss
Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation ... Show More
34m 6s
Recommended Episodes
Dec 2023
Wall Street’s Crystal Ball + Carter Looks At Staples
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, December 11th Links referenced on the stream🔗 https://www.youtube.com/watch?v=n-CIHMjBgJ4🔗 https://www.factset.com/lp/mrkt-call On The Pod Today ⤵️- Wal ... Show More
36m 4s
Dec 2023
S&P Knock Knock Knockin’ on 4800's Door
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, December 7th. On today's pod ⤵️ Google & AMD Aim for AI Crown LULU & AVGO Earnings Preview Liz Looks at the Labor Market Timecodes0:00 - Financial Conditio ... Show More
54m 47s
May 2024
Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Forward Guidance is sponsored by VanEck.Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.__Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1Follow VanEck on Twitter http ... Show More
1h 19m
May 2024
Cool The Engines
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 22nd Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe--About the Show:MRKT Call is a daily video series with CNBC Fast Money’s Guy Ada ... Show More
57m 18s
Jul 2022
321: Who Influences the Stock Market the Most?
The stock market can be a really confusing and complicated topic to try and cover. There's trillions of dollars that are traded every single year on the stock market. But only a fraction of that trading is done by regular people like you and me. So who is actually driving all of ... Show More
9m 7s
Jun 2024
GameStop saga continues: SPECIAL REPORT
In a special taping of Yahoo Finance’s ‘Opening Bid’, we explore how investors should go about investing in the polarizing company that is GameStop (and if they should at all!) and help break down the approach to trading in meme stocks. This is your ultimate 24-minute guide to bu ... Show More
25m 31s
Jun 2024
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorFollow VanEck on Twitter https://twitter ... Show More
1h 19m
May 2023
MM113: Nvidia's blowout earnings & is the bear market rally about to end?
Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets. Three hot topics up for discussion this week: 1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in ... Show More
38m 47s
Jun 2024
Carter Looks At Yields + Market Sentiment Vibe Check
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, June 4th. --Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeMRKT Call is brought to you by our presenting sponsors CME Group, ... Show More
37m 6s