Yesterday
GME 5 Years Later…Lessons and Threats
Five years ago, on January 27th, 2021, the frenzied buying and speculation in Gamestop hit its apex. In this short podcast, I look back on one of the more fascinating, and dare I say, dangerous, risk events in modern day markets. The stock was subject to an outright speculative a ... Show More
22m 39s
Jan 26
Alex Urdea, Founder and CIO, Deep Ocean Partners
It was a pleasure to welcome Alex Urdea, Founder and CIO of Deep Ocean Partners to the Alpha Exchange. Alex traces his career from credit derivatives trading at a large bank to a risk management function at a hedge fund focused on distressed investing to ultimately building an as ... Show More
50m 21s
Jan 15
Andrew Lapthorne, Global Head of Quantitative Research, Societe Generale
Today’s market landscape is defined by extremes that challenge conventional portfolio construction. A small group of mega-cap stocks now represents an unprecedented share of index weight, profit generation, and capital spending, raising important questions about valuation, divers ... Show More
57m 13s
Jul 2021
Wrapping Up a Market Week: Gains Amid a "Stealth Correction", Yellen's View on Inflation, Intel Poised for Its Biggest Deal Ever?, Cruise Stocks Get a Much Needed Canada Boost, The Return of the L.A. County Indoor Mask Mandate, Moderna's S&P 500 "Booster", and June Retail Sales Beat Forecasts
David Faber, Leslie Picker and Mike Santoli kicked off the show with look at the markets as the Dow aims to post a fourth straight weekly gain. They focused on what you should make of the "stealth correction", featuring some of the areas in the underlying market that have experie ... Show More
43m 54s
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s
Feb 2024
People Get Ready & A Conversation with Vincent Daniel and Cameron Dawson
On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times ... Show More
59m 3s
Oct 2022
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More
1h 10m
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!
Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m
An undergrad econ major, Cameron Dawson got hooked on markets early, taking a class on securities and portfolio analysis in Business School which set her down the path of market study. She broke into the business as an industrials analyst on the buy-side, time that gave her an opportunity to develop an appreciation for how the macro landscape intersects with ... Show More
<p>After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
<p>As investors continue to discuss the uncertainty surrounding the U.S. Treasury market, there may be some good news for bond holders as the year progresses.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Publ ... Show More
