Is the AI trade now the only thing standing between the economy and a slowdown?
This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets.
We explore the collapse in October hike odds, why AI backstops favor debt over equity, the Russell's brutal losing strea ... Show More
Oct 13
Robinhood & Lighter: Why Wall Street Is Moving Onchain
Are onchain markets about to become the default way the world trades? This week, Felix sits down live at DAS Singapore with Robinhood's Johann Kerbrat and Lighter's Vlad Novakovski to unpack the convergence of TradFi and crypto. We explore 24/7 trading, why perps beat CFDs, pre-I ... Show More
20m 3s
Oct 4
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Can policymakers keep the AI boom alive without squeezing the rest of the economy? This week, Aidan Garrib, PGM Global’s head of global macro strategy and research, joins us to explore the widening divide between Wall Street and Main Street. We discuss what’s driving bond yields, ... Show More
53m 59s
Sep 25
The Bond Market Pain Isn't Over | Weekly Roundup
The 10-year just closed at 5.22%, but the pain trade may be even higher. This week, 40-year rates trading veteran DCP joins us as we examine the bond selloff and what it would take to actually break something and flip the pain trade in bonds. We explore SOFR hike pricing, AI cape ... Show More
1h 1m
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
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
32m 21s
Aug 2024
Crypto Update | Navigating Crypto Volatility: Rate Cuts, Recession Fears, and More
The latest price moves and insights with Jennifer Sanasie and Banrion Capital Management co-founder and Chief Investment Strategist Victoria Bills.
To get the show every day, follow the podcast here.
Banrion Capital Management co-founder and Chief Investment Strategist Victoria B ... Show More
18m 48s
Feb 2024
Market’s Smooth Operator + The Big Short Panel
On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami (1:45), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19: ... Show More
1h 3m