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Apr 2024
1h 5m

Now Bulls Can’t Leave with Ben Kallo of ...

RiskReversal Media
About this episode
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the biggest stocks in the market (22:00), the calamity trade (27:30), Janet Yellen vi ... Show More
Up next
Apr 27
How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda
Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. Nathanson explains why Google and Meta became a hedge against cord-cutting-driven ... Show More
1h 16m
Apr 24
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point
Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heavy and free cash flow falls. They note extreme momentum in semis (r ... Show More
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Apr 22
Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb
Dan Nathan interviews Wedbush's Dan Ives on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WWDC, Apple’s still-unclear AI strategy, and why Apple’s installed base could make it a key “toll collector” for consumer AI via edge ... Show More
58m 22s
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