On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19:20), productivity (24:15), the Fed’s impact on the consumer (26:00), earnings (2 ... Show More
Today
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 2021
Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?
DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equ ... Show More
34m 46s
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
<p dir="ltr"><strong>Hosts:</strong> Matty A. and Ryan Breedwell<br /> <br /> <strong>Episode Overview:<br /> <br /></strong>In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More
