On The Tape
Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), and SoFi’s Head of Investment Strategy, Liz Young, break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each episode with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.
Show episodes
Steve Eisman of Neuberger Berman joins the pod this week! Dan, Danny, Guy, and Steve discuss: what’s driving the market (5:00), why Steve is no longer bearish (11:00), investing in infrastructure (13:00), the low-end consumer (19:00), why Steve thinks the election is over (22:00), what a Trump re-election means for the
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy | Okay, Computer.
Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thou
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, May 14th. Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to you by our presenting sponsor Fidelity Watch MRKT Call LIVE at 1 pm M-TH on You
On this episode of “On The Tape,” Dan Nathan and Liz Young discuss positioning into this week’s CPI report (3:30), consumer savings (6:30), earnings (10:00), whether the AI rally is running out of steam (15:00), Nvidia (20:00), M&A activity (21:15), bank stocks (23:00), where the next 500 points in the S&P will be (26:
On this episode of “On The Tape,” Guy Adami and Danny Moses hit dollar/yen (5:00), the S&P 500 whistling past a graveyard (7:30), the US economic cycle (11:00), the price of oil (14:00), the mortgage reform that could unleash the next big US stimulus (19:00), Blackstone’s big gamble (24:00), and Tesla facing competitio
When Reality Meets Real Estate with Mauricio Umansky, Founder/CEO of The Agency & Brent Montgomery of Wheelhouse
On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the Netflix series “Buying Beverly Hills.” They discuss Brent’s history of creating reality TV shows (3:00), mo
