Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later"
Key Insights from the Pod:
The brief market sell-off (2:00)
Zero Days to Expiration (0DTE) Options (7:15)
Overbought conditions (10:00)
Interest rates/yield curve/Fed (read: Wall Street’s Economic Doomsayers ... Show More
Mar 4
Dan Benton's Rules For Tech Investing In 2026
Dan Nathan interviews veteran tech investor Dan Benton about how tech investing has changed since Benton’s 1991 “20 rules” at Goldman Sachs and why he’s releasing new “2026 rules,” alongside launching a Substack. Benton contrasts a pre-internet, sell-side, information-advantage e ... Show More
1h 14m
Mar 2
Violent Rotations Brewing Under The Surface + He Said, She Said Live from Miami
Dan Nathan and Guy Adami cover PPI, upcoming earnings, and this week’s jobs report. They focus on mounting stress in the AI infrastructure and financing complex: CoreWeave’s post-earnings drop, heavy customer concentration, funding challenges, and Jim Chanos’ critique that its GP ... Show More
52m 5s
Feb 27
The Unhealthy Marriage Between Retail Investors & Private Credit with Peter Boockvar
Dan Nathan hosts Peter Boockvar to discuss the rapid growth of private credit, arguing it has replaced bank lending but now faces rising defaults, potential liquidity mismatches as retail capital enters evergreen funds, and limited stress-testing in a downturn; they cite pressure ... Show More
46m 1s
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
Dec 2022
Week Ahead: Central bank meetings in Australia and Canada
Send a textA central bank extravaganza lies ahead in the first half of December. The ball will get rolling with the Reserve Bank of Australia and the Bank of Canada next week, both of which are expected to raise interest rates again, albeit at a slower pace. Meanwhile in America, ... Show More
7m 55s