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
Jun 5
America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to ena ... Show More
57m 10s
Jun 4
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop
Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, AI-driven market leadership, and lessons from prior tech cycles. Niles compares the current AI build-out to 1997–1998’s internet infrastructure boom, arguing recent ... Show More
55m 39s
Oct 2025
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 2025
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 2025
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