This interview with Brett Jefferson discusses trust preferred CDOs, why they can provide such great opportunities, and how Brett’s fund capitalizes on this niche market. Brett and Jack also discuss the private credit market, the risks and benefits of securitization, the performance of the collateralized loan market, and much more. Recorded on September 10, 2 ... Show More
Nov 20
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More
1h 1m
Nov 19
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More
51m 45s
Nov 14
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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51m 11s
May 2024
Relationship Problems In Markets + Hedging Against Calamity with Jan van Eck & Matthew Sigel
On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00).
L ... Show More
1h 5m
May 2025
Spanning the Gamut of Financial Services with Dwight Collins.
In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm. They delve into the nuances of institutional sales, comparing the differences between bulge bracket ... Show More
1h 11m
Feb 2025
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ... Show More
43m 56s
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
Sep 15
Rate decisions ahead – a make-or-break week for markets?
Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ... Show More
11m 5s
Oct 3
Markets rally, unfazed by Washington turmoil
Global stock markets rally to fresh record highs amid upbeat developments in the automotive and artificial intelligence sectors, with gains extending beyond the US into European bourses. Meanwhile, Warren Buffett has re-entered acquisition mode for the first time since 2022, sign ... Show More
12m 22s