Episode 539: Neal and Toby chat about Trump’s latest tariff threat that has escalated trade wars on alcohol. Who needs a drink? Then, a former Meta employee publishes a book detailing the toxic environment at the top level and Meta is doing everything in its power to stop it. Also, Wall Street is applauding the arrival of Intel's new CEO, making it our Stock ... Show More
Nov 28
Are AI Companions a Threat to Toys? & The Kidult Economy is Booming
Episode 724: Neal and Toby talk with James Zahn, the editor-in-chief of The Toy Book, aka @therockfather, to dive deep into the toy industry as the holiday becomes the busiest time of the year for the industry. But will it now have to compete with the advent of AI-powered toys an ... Show More
29m 18s
Apr 2024
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
On this episode of “On The Tape,” Dan Nathan and Liz Young give their take on earnings season thus far (4:00), Meta (8:00), CEOs talking about the consumer (14:00), how the stock market could react to the Fed Meeting & Jobs Report this week (20:00), yields/currencies (24:30), and ... Show More
57m 16s
Feb 2024
If You Leave Us Now with Mike Wilson
Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank ... Show More
52m 4s
Dec 2024
US and European stocks end the week, and the month, on a high
<p>It was probably too soon for the S&P 500 to feel the impact of Black Friday, but the index did just fine without it, closing the day, the week, and the month higher. The same could be said for the Dow Jones Industrial Average and the Nasdaq Composite. The small cap Russell ... Show More
10m 27s
Sep 8
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Apr 2021
Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU
On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More
43m 49s
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
Oct 16
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ... Show More
14m 33s
Feb 2025
Tariff trade wars persist, Google’s antitrust allegations in China, Palantir soars
Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Spotify (SPOT), PepsiCo (PEP), Merck (MRK)
Takeaways:
China retaliates ... Show More
52m 39s