Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad news, M&A picking up & earnings.
Topics
When To Pivot
Barron’s: S&P Can’t Mas ... Show More
Aug 24
Danny Moses: How Scott Bessent Just Tied the Fed's Hands
Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Warsh ahead of Jackson Hole and a ... Show More
1h 8m
Aug 19
The AI Price War Nobody Saw Coming with FirstMark's David Waltcher
Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and AI. They compare the consumer-to-SaaS shift, the post-2021 “SaaSpocalypse,” and how public markets ca ... Show More
45m 42s
Jun 2022
Stock Market in Meltdown Mode
On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss the sell-off in stocks, bonds, commodities, and crypto.
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Follow us on Twitter @MKTCall
Follow Dan Nathan @RiskRe ... Show More
41m 37s
Feb 2023
A Hot 30 With Guy, Liz & Dan
Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 9th
- Liz Young says the future is getting further $TLT
- Dan's pairs trade $GOOGL & $MSFT
- Butters on investor response to earnings beats and misses
- Guy on $ARKK's Top Two
Watch O ... Show More
1h 5m
Aug 2022
Market Rotation, Meme Stock Madness and Bearish Bet on Apple
On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:
A rotation happening in the broader market
Meme stocks like Bed, Bath and Beyond soaring 400% in the last month
Tom’s prediction for cr ... Show More
29m 43s