On this episode of “On The Tape,” Dan Nathan, Guy Adami, Danny Moses, and Stuart Sopp, CEO of Current, discuss the Fed meeting and the stock market at record highs.
Key Insights from the Pod:
The Fed Cut Pivot (1:30)
Expectations for 2024 (10:40)
The Market Rotation (16:30)
Energy (19:15)
The Fed Giving Gold the Greenlight for New Highs (23:30)
Bit ... Show More
Feb 13
100 Years of Solitude & Alphabet Bonds with The Wall Street Skinny
Go Follow TWSS on Substack In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss significant market movements such as the volatility index breaching 20, the rolling over of bank stocks, and Walmart's rise to an all-time high. They also delve into sec ... Show More
51m 28s
Feb 11
Dan Ives: The $1 Trillion Buying Opportunity In Tech
Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technologies, and tech stocks like Micr ... Show More
56m 2s
Feb 9
What We Learned From The Software Sell-off | He Said, She Said with The Wall Street Skinny
Dan Nathan, Guy Adami, Kristen Kelly and Jen Saarbach discuss the recent happenings in the stock market, with a focus on the significant shift in sentiment towards SaaS companies. They explore how AI investments and the ensuing financial implications are affecting market valuatio ... Show More
37m 51s