logo
episode-header-image
Mar 2025
40m 31s

Volatility, Divestitures, and IPOs

The Motley Fool
About this episode

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.


Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar.



Host: Ron Gross

Guests: Asit Sharma, Matt Argersinger, Ben Wallace

Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
ETFs are for the Memes (again)
Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, ... Show More
25m 26s
Oct 8
The AI App Store Moment
OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoiu ... Show More
26m 5s
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Recommended Episodes
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).  La ... Show More
1h 5m
Nov 2023
The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management
On this episode of On The Tape, Guy Adami and Liz Young talk about whether to trust the rally (2:00), what economic data is telling us (5:00), why the Fed may have to cut rates sooner than the market thinks it will (11:00), bear market rallies  (15:00), BlackRock’s Boivin Says Hi ... Show More
55m 27s
Jul 2023
Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading
Guy, Dan, and Danny discuss the BOJ (3:00), big tech earnings (8:00), energy/crude oil/gasoline on the rise (15:15), the Fed meeting (16:00), Carvana/AMC (20:00), PMI/deflationary risks (24:00), and important earnings reports to watch next week (30:00). The co-hosts interview Joe ... Show More
1h 9m
May 2024
GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More
53m 9s
Feb 2025
Nvidia Sees Mixed Outlook After Two Years of Blowout Results
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter tha ... Show More
30m 17s
Sep 2024
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More
50m 43s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
34m 21s
Oct 7
Closing Bell Overtime: Michael Dell on AI Demand, Energy & TikTok; Jim Cramer on NVIDIA 10/7/25
Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company raised ... Show More
42m 53s
Feb 2025
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from ... Show More
33m 18s
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