The End of an Eras and a Conversation with Edward Talmor-Gera of NewVest
Guy, Dan and Liz Young of SoFi discuss the need for a reset (2:00), Apple earnings (8:45), global unrest (12:00), the new meme stocks (16:00), and earnings this week (21:00). Later, the co-hosts interview Edward Talmor-Gera of NewVest (34:00) and talk about how Edward married into private equity (36:30), private equity as a governance model […]
Sleeping On Steepening with Clark Briner of Revere Capital
Guy, Dan and Liz Young of SoFi discuss dueling strategist calls (2:00), what Guy is watching this week (7:30), huge single stock gains (9:00), what people got wrong about the market this year (11:30), inflation (16:00), and earnings (21:30). The co-hosts interview Clark Briner (31:00) and talk about private credit and real estate. Read: Morgan […]
Let the Market Run its Course with Bastiaan Janmaat of Linse Capital
Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss the bull vs. bear case for stocks (3:30), geopolitical unrest in Russia (23:00), Tesla’s third downgrade in a week (29:00), and earnings season right around the corner (32:00). The co-hosts interview Bastiaan Janmaat, Managing Director at Linse Capital, and talk about his background […]
Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital
Listen to MRKT Call on Sirius XM – Listen Mondays at 12pm ET on Business Radio (Ch. 132). SiriusXM subscribers can call in at (844) 942-7866 Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the upcoming June Fed meeting & tightening credit conditions (2:00). What macro insights are the home builders […]
Stuck In The Middle With You & A Conversation With Greg Friedman of Peachtree Group
Guy and Liz Young, head of investment strategy at SoFi, discuss market breadth (2:00), earnings (9:00) bond market volatility (16:00), big week for economic data (21:30), and gold (30:00). The co-hosts interview Greg Friedman, CEO of Peachtree Group, and talk about the state of commercial real estate (34:00). About the Show: On The Tape is […]
The Silence of The Bears & Tokenizing Venture With Rob Frasca
Dan Nathan, Guy Adami and Liz Young are previewing this week in the markets. Mike Wilson is calling for a S&P 500 tactical move to 4150 (2:00). Targets for economic growth in China is weaker than expected, that’s having an impact on commodities (7:00).The Honorable Fed Chair Powell speaks in front of Congress this week, […]
CPI Report Looms & A Chat With Motley Fool’s Ollen Douglass
Liz Young of SoFi joins Guy and Dan to preview the week ahead in markets. What’s the expectation from Tuesday’s CPI reading (2:00). The balloon story continues, could U.S. companies be forced to pull out of China in the near-term future (8:30). Beware of possible stagflation and layoffs on the horizon (16:00). Applied Materials and […]
Somebody’s Wrong & Global Alts Recap With Ron Biscardi
Dan Nathan, Guy Adami and Liz Young are back with another Monday edition of On The Tape. How exactly is the market pricing in a “soft landing” and should we believe that narrative (2:00)? What are we looking for as Chipotle, Pepsi, Disney, Uber and PayPal report this week (13:00). The Animal Spirits are back, […]
Okay, Computer: Private Tech Snaps Back to Reality: Freestylin’ with Rick Heitzmann & Chamath Palihapitiya
Dan and FirstMark Capital’s Rick Heitzmann have a chat at the iConnections Global Alts Conference in Miami about the reckoning for poor due diligence in public and private markets (2:00), the VC industry’s biggest lessons from recent excesses (8:00), the record amount of VC dry powder and how Rick is deploying capital (17:00), why Rick […]
Jim Chanos Joins On The Tape at iConnections Global Alts 2023
Jim Chanos joins Dan Nathan, Guy Adami and Danny Moses at the 2023 iConnections Global Alts conference. About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and […]
