The AI trade is cracking and the Fed is too boxed in to help.
This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end.
We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Europe's hike pricing, Big Tech capex cuts, and why oil is ripping into the m ... Show More
Oct 23
The Only Way Out Is Through | Weekly Roundup
Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming proce ... Show More
56m 45s
Oct 20
Where Is The Crypto Alpha Hiding This Cycle?
Is crypto finally rewarding the investors who do the work? This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market. We explore where crypto x AI actually works, building size in illiquid tokens, if $HY ... Show More
32m 56s
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