What if one phone call told you the market was on fire? On Trader Talk, Kenny Polcari relives Black Monday with First Boston trader John Parasco, the 1987 crash that erased half a trillion dollars in hours. Hear how specialists begged for firm capital, hedge funds dumped portfolios alphabetically, and blue chips like Johnson & Johnson (JNJ) lost half their v ... Show More
Apr 22
The Fed, SpaceX & VIX: the new rules of trading volatility
In this episode of Trader Talk, host Kenny Polcari is joined by Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, Kevin Kelly, Kelly Intelligence Founder, CEO, and CCO, and former Ellevest Head of People Ops, Amanda Polcari, to analyze the current disconnect bet ... Show More
27m 33s
Apr 8
Why Iran could end the bull market
Investors entered 2026 with fairly confident expectations, but the war with Iran has turned Wall Street sentiment on its head. Kenny Polcari, CEO and CIO of BD8 Capital Partners, Barbara Doran, Barron's Investor Circle Newsletter Editor, Josh Schafer, and Former Ellevest VP of Pe ... Show More
29m 15s
Nov 2023
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:3 ... Show More
1h 33m
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
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
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
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