Fast Times at Market High and a Conversation with Ron Biscardi

On The Tape- RiskReversal

Dan Nathan and Guy Adami discuss the S&P at all-time highs, earnings, economic data, and rate cut expectations. Later, they are joined by Ron Biscardi, CEO of iConnections, to discuss the Global Alts Conference next week and the roster of participants our audience will hear from. Topics: China’s Stock Market Meltdown (3:25) China Has a […]

A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners

On The Tape- RiskReversal

On this episode, Dan Nathan and Liz Young discuss the recent rally (3:00), what’s at stake in the Biden-Xi meeting this week (9:00), Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts (15:00), consumer sentiment (19:00), and sectors Liz would be focused on if the rally continues (25:00). Later, Ali Meli of Monachil Capital Partners […]

Stop Worrying and Love The Bond + All Things Oil with Brent Belote

On The Tape- RiskReversal

Dan Nathan and Liz Young discuss last week’s price action for the S&P 500 (6:00). McDonald’s revenue climbs (8:00). Liz looks at monthly personal spending (11:00). Treasury refunding happening this week (15:45). The financial world still looks to Japan and its yield curve control (19:30). It’s time to stop crying about bonds and start buying […]

Stocks Atone for Higher Rates with Liz Young and Lee Robinson of Altana Wealth

On The Tape- RiskReversal

Guy, Dan and Liz Young of SoFi discuss the looming government shutdown (1:45), the S&P technicals (5:45), Credit card losses rising at the fastest pace since the Great Financial Crisis (6:30), Stocks Flash Recession Warning as Trouble Spreads to Industrials (10:55), small caps/large cap banks (13:25), Liz’s bright spot in the market (16:15), earnings this […]

Tee’d Up + The Space Economy with Chad Anderson

On The Tape- RiskReversal

Guy, Dan and Liz Young of SoFi discuss Jerome Powell’s Jackson Hole speech and the market’s reaction (4:00). U.S. Commerce Secretary Gina Raimondo visits China (16:30). Best Buy, Lululemon, Dollar General report this week, will we glean any new insights on the consumer (21:30)? Salesforce reports after the close on Wednesday (26:00). Later, Dan sits […]

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 […]