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.
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Guy Adami and Danny Moses explore the performance of the S&P 500 post-election. The duo analyze the implications of tax cuts, tariff scares, and bond yields, with Guy predicting ten-year yields will reach 5% by the Super Bowl. The conversation evaluates the impact of Federal Reserve policies, bond market activities, an
Dan Nathan and Dan Niles, founder and portfolio manager at Niles Investment Management, engage in an in-depth discussion about the current state of the tech market, broader economic trends and his top picks for 2025. The conversation touches on the volatility in tech stocks, the implications of inflation, and the Fed's
Dan Nathan and Deirdre Bosa cover how macroeconomic factors like inflation and interest rates are influencing tech investments, the role of major tech companies in the AI race, and the evolving landscape of open-source AI models. They also delve into industry-specific developments, such as Apple's iPhone sales and AI i
Guy Adami and Liz Thomas explore the impact of rising interest rates on markets, the widening spread between two-year and ten-year treasuries, and the performance of growth stocks. The conversation includes an analysis of small caps confirming market drawdowns, the implications of a strong US dollar, and potential effe
Dan Nathan, Liz Thomas and Guy Adami are together for a special Friday drop of the On the Tape podcast. They start with a discussion on the ongoing impact of recent wildfires. The conversation shifts to the week's market movements, with a specific focus on the job numbers and its implications for future Fed rate cuts.
Dan Nathan and Guy Adami focus on the market's reaction to NVIDIA's keynote at CES, its subsequent stock performance, and the broader implications for the semiconductor industry and 'Fateful Eight' stocks. The conversation extends to economic indicators, including Fed minutes, interest rates, bond markets, and their im
