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Today we are joined by Dan Nathan, CNBC Fast Money superstar and co-host of podcasts On the Tape, OK Computer, and Market Call. After three decades in the industry on both the buy side (at legendary hedge funds like SAC) and the sell side (at firms like Merrill Lynch), Dan is an expert on the equity markets and options trading. Dan shares ... Show More
Oct 28
Anthropic's S-1 Explained: Everything You Need to Know
Anthropic’s S-1 is finally public, giving investors their first real look under the hood of one of the most anticipated IPOs in years. We dig into the numbers behind the rumored $2 trillion valuation, Anthropic’s growth and profitability story, its massive AI compute commitments, ... Show More
31m 35s
Oct 15
AI Stocks Just Tanked. Why Is Wall Street Talking About Enron?
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. 0:00 Why Enron matters for the AI conversation right now 5:00 Origins: the gas bank, Lay, Skilling, and Fastow 9:00 Mark-to-market accoun ... Show More
1h 1m
Feb 2024
This Aggression Will Not Stand, Dan
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 ... Show More
32m 35s
Jan 2024
Anastasia’s Crystal Ball with Anastasia Amoroso of iCapital
Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40).
Topics On The Pod
AI Optimism Not Priced ... Show More
1h 5m