The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winner in streaming?
(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- The NFL and Disney
- Rivian’s lost EV credits
- Shopify’s great quarter
... Show More
Yesterday
Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here
Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Fig ... Show More
42m 1s
Aug 7
AppLovin, Airbnb, and More Earnings Surprises
Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's surprising strength - What we're watching for next week Companies discussed: APP, ABNB, SPG, SKT, O, ZG Host: Matt Frankel Guests: Tyle ... Show More
21m 10s
Aug 5
Compounders Past vs Present
From overvalued stocks to outsized returns, some capital compounders keep breaking the mold. Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four market beaters and ask: can the flywheels keep spinning? They unpack: - Earnings from ol ... Show More
21m 38s
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
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
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
Jun 27
Statement Risk
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 14m
Jun 2024
Money Aint Got No Owners Only Spenders
On this episode of “On The Tape,” Guy Adami and Dan Nathan talk about crazy month-end price action (4:00), narrowing leadership (7:30), what happens if the Fed doesn’t cut (13:00), consumer spending (16:00), the economy vs. the stock market (19:00), options pros worries about the ... Show More
35m 45s
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
48m 27s
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
Oct 2024
The Cost of the American Dream (EP.384)
On episode 384 of Animal Spirits, Michael Batnick and Ben Carlson discuss: changing narratives in the markets, why interest rates are rising, why you should never take macro advice from hedge fund managers, why the S&P 500 is so hard to beat, living paycheck-to-paycheck on $150k, ... Show More
1h 2m