On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:30), bonds vs. stocks (23:20), Tesla running out of buyers (27:30), and Danny’s N ... Show More
Jan 16
1929: Stock Market Mania to Meltdown with Andrew Ross Sorkin
Andrew Ross Sorkin joins Dan Nathan on the RiskReversal Podcast to dig into his new book, 1929: Inside the Greatest Crash in Wall Street History and How It Shattered a Nation, and what the lessons of the 1920s mean for today’s stock market, Fed policy, and AI bubble talk. They co ... Show More
1h 5m
Jan 14
Why VCs Are Finally Bullish Again with Rick Heitzmann & Jesse Chasse | Okay, Computer.
Dan Nathan sits down with FirstMark Capital co-founder Rick Heitzmann and Jesse Chasse from RBC Capital Markets to unpack why 2026 is the first year VCs feel truly bullish again, as resilient growth, easing rates, and maturing AI set the stage for a new tech cycle. They dig into ... Show More
59m 34s
Jan 12
Introducing 'He Said, She Said' with Kristen Kelly & Jen Saarbach of The Wall Street Skinny
Dan Nathan and Guy Adami host a special edition of the RiskReversal Podcast where they introduce a new segment called 'He Said, She Said,' featuring Jen Saarbach and Kristen Kelly of 'The Wall Street Skinny.' The episode explores the upcoming bank earnings, focusing on major mone ... Show More
46m 19s
Oct 1
Why October could be make or break for the markets
A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, inc ... Show More
24m 44s
Oct 16
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ... Show More
14m 33s
Oct 16
AI trade surges, Fed split, United lifts outlook
US stocks open higher as the AI trade reignites on record results from Taiwan Semiconductor (TSM), which posted record quarterly profit and raised its 2025 outlook for the second time this year. The chipmaker expects mid-30% revenue growth next year and plans to expand production ... Show More
21m 6s
Sep 2025
How Black Monday changed Wall Street forever
What if one phone call told you the market was on fire? On Trader Talk, Kenny Polcari relives Black Monday with First Boston trader John Parasco, the 1987 crash that erased half a trillion dollars in hours. Hear how specialists begged for firm capital, hedge funds dumped portfoli ... Show More
24m 44s