Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and AI. They compare the consumer-to-SaaS shift, the post-2021 “SaaSpocalypse,” and how public markets can overreact to AI narratives, using Salesforce as a system-of-record case study. ... Show More
Aug 14
Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the 2008 housing crash, for a deep dive into where markets stand heading into year-end. They break down new ... Show More
54m 47s
Jun 2022
Stock Market in Meltdown Mode
On this episode of MKT Call, Guy Adami, Dan Nathan and Carter Worth discuss the sell-off in stocks, bonds, commodities, and crypto.
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41m 37s
Feb 2023
A Hot 30 With Guy, Liz & Dan
Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 9th
- Liz Young says the future is getting further $TLT
- Dan's pairs trade $GOOGL & $MSFT
- Butters on investor response to earnings beats and misses
- Guy on $ARKK's Top Two
Watch O ... Show More
1h 5m
Aug 2022
Market Rotation, Meme Stock Madness and Bearish Bet on Apple
On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:
A rotation happening in the broader market
Meme stocks like Bed, Bath and Beyond soaring 400% in the last month
Tom’s prediction for cr ... Show More
29m 43s