On The Tape Podcast @OnTheTapePod
Mon & Fri: @GuyAdami, @riskreversal @lizyoungstrat & @DMoses34 debate the latest in markets & finance. Presented by: @CMEgroup @iconnections_io @sofi apple.co/3muIXY5 Joined December 2020-
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Dollar/Yen is 156.76… that is not a typo.. In layperson terms, Bank of Japan is totally screwed
The Japanese Yen continues to depreciate and is near 157 vs the USD, but it's also depreciating vs China's currency; and Japan is an important trading partner for China. Not just a strong dollar story. Currency markets are getting spicy.
Senior Earnings analyst John Butters is looking at net profit margins in the S&P 500 on this week's Earnings Insight blog @GuyAdami and @LizYoungStrat get a sneak peek on @mrktcall WATCH: bit.ly/49Ob76d
It's a huge week for earnings and economic data! @GuyAdami and @LizYoungStrat preview it all on the latest episode of OTT! They hit yields, small caps $IWM, PCE/GDP this week, and what they are watching on the single-stock/sector front. Sponsors @CMEGroup @iconnections_io @SoFi
I always learn something new when @CameronDawson joins @OnTheTapePod; whether it's new ways to track the health of the consumer/market, pop culture (bands/songs I didn't know) or even words like "concomitant"; deserving recipient of the Edward A. Moses Distinguished Finance Award
I always learn something new when @CameronDawson joins @OnTheTapePod; whether it's new ways to track the health of the consumer/market, pop culture (bands/songs I didn't know) or even words like "concomitant"; deserving recipient of the Edward A. Moses Distinguished Finance Award
Happy weekend listening! Such a fun conversation with @RiskReversal and @dmoses34 for the @OnTheTapePod ! Mostly because I got to steal @GuyAdami ‘s seat for the recording 😎
Happy weekend listening! Such a fun conversation with @RiskReversal and @dmoses34 for the @OnTheTapePod ! Mostly because I got to steal @GuyAdami ‘s seat for the recording 😎
Senior Earnings analyst John Butters is looking out to S&P 500 Q4 earnings growth on this week's Earnings Insight blog @RiskReversal, @dmoses34 and @CarterBWorth get a sneak peak on @mrktcall WATCH: bit.ly/49JqmwY
"The genie is out of the bottle here. This is not going back," says @dmoses34 on sports betting as gambling scandals rock the NBA and MLB. "We have to move it forward, and just put guardrails on it."
Beware the dollar wrecking ball? @GuyAdami and @UrbanKaoboy discuss what it could mean for the markets youtu.be/7AjMRw05mSs x.com/OnTheTapePod/s…
Beware the dollar wrecking ball? @GuyAdami and @UrbanKaoboy discuss what it could mean for the markets youtu.be/7AjMRw05mSs x.com/OnTheTapePod/s… https://t.co/T2c2eeDRFX
.@jrichlive explains the inspiration behind our new name: "We named the firm after the founders that we back, the ideas they pursue, and the causes that we work for… Those folks are notable. It’s not about us—it’s about them: the founders, the ideas, and the causes."
.@jrichlive explains the inspiration behind our new name: "We named the firm after the founders that we back, the ideas they pursue, and the causes that we work for… Those folks are notable. It’s not about us—it’s about them: the founders, the ideas, and the causes."
Earnings Season is almost here! Senior Earnings analyst John Butters is looking at S&P 500 earnings growth on this week's Earnings Insight blog @RiskReversal, @GuyAdami and @LizYoungStrat get a sneak peak on @mrktcall WATCH: bit.ly/3UbwKbM
🆕🎙️! @GuyAdami & @LizYoungStrat hit the run in yields, Jamie Dimon's warning & Fed speak +Kaitlin Malin of iConnections joins Guy for an interview w/ Roy @niederhoffer of RG Niederhoffer about investment wins in up & down markets Sponsors @CMEGroup @iconnections_io @SoFi
Carter Braxton Worth @CarterBWorth
116K Followers 289 Following CNBC’s Chart Master CEO/Founder of Worth Charting LLC
Guy Adami @GuyAdami
381K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Liz Young @LizYoungStrat
86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Danny Moses @dmoses34
26K Followers 289 Following Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
Dan Nathan @RiskReversal
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Stephanie Link @Stephanie_Link
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Porter Collins @Seawolfcap
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George Noble @gnoble79
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CNBC's Fast Money @CNBCFastMoney
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Michael Kao @UrbanKaoboy
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Kantro @MichaelKantro
86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
mrkt call @mrktcall
11K Followers 216 Following Mon - Thu @1pm on YouTube Hosts: @GuyAdami @RiskReversal Contributors: @CarterBWorth @LizYoungStrat Sponsors @FactSet @CMEGroup @SoFi
Squawk Box @SquawkCNBC
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Melissa Lee @MelissaLeeCNBC
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Jeff Mills @jeffmills_7
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Jack Farley @JackFarley96
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Jurrien Timmer @TimmerFidelity
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Simon Ree @simon_ree
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Manuel Tellechea, CMT @Tellechea19
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Chenning X @chenning_xu
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Mungai Mdogo!!!! Chie.. @zeelajiji
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В А Д И М @TVS0K0L
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Carter Braxton Worth @CarterBWorth
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Guy Adami @GuyAdami
381K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Carl Quintanilla @carlquintanilla
424K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Liz Young @LizYoungStrat
86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Danny Moses @dmoses34
26K Followers 289 Following Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Dan Nathan @RiskReversal
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Brian Sullivan @SullyCNBC
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Porter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Mohamed A. El-Erian @elerianm
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David Rosenberg @EconguyRosie
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Danielle DiMartino Bo.. @DiMartinoBooth
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Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
CNBC's Fast Money @CNBCFastMoney
451K Followers 2K Following Fast Money with @MelissaLeeCNBC airs weeknights at 5P ET, only on @CNBC. America's post-market show.
Notable Capital @notablecap
25K Followers 2K Following Notable Capital is a U.S.-based venture capital firm investing in notable ideas, causes, and founders with global ambitions.
Investopedia @Investopedia
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Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Tom Rogers @TRgetMedia
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Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
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6K Followers 1K Following A community of independent-minded advisors delivering holistic financial advice.
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55K Followers 2K Following Proud Founder + Mother. Humbled Contributor: Bloomberg, CNBC, YahooFinance... Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes.
caleb silver @calebsilver
6K Followers 1K Following * Storyteller * Taco Trucks * Black Belt in guacamole * Roots Reggae aficionado * Longboards * Editor in Chief @Investopedia
Ro Khanna @RoKhanna
327K Followers 2K Following A vision for a new economic patriotism. Let’s invent it, make it, & buy it in America. Pro-worker, pro-union, pro-family, pro-growth. Text me: (650) 999-9610
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68 Followers 128 Following
Jason Shapiro @Crowded_Mkt_Rpt
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Duncan Hill @duncanhillphoto
2K Followers 665 Following Film | Photography | Podcasting. Director of Creative Media at The Compound & RWM. Here for: art, EVs, F1, film, investing, tech, & vegan stuff.
Stephen Rehfuss @stephenrehfuss
105 Followers 115 Following
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3K Followers 798 Following
Jurrien Timmer @TimmerFidelity
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771K Followers 1K Following Store: https://t.co/YYUk1Wj1My; Podcast: https://t.co/94eUZKw9pt; Media/business inquiries: [email protected]; Cameo: https://t.co/POiqDVB8Qd
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5K Followers 1K Following GP @compoundvc @xgoogs , Dad .Knowing vs Knowing about. https://t.co/BJwY0Rb3qA
Cameron Dawson @CameronDawson
31K Followers 1K Following Chief Investment Officer at NewEdge Wealth⚡️CFA Charterholder⚡️will never solicit in messages
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80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Nouriel Roubini @Nouriel
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86K Followers 806 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
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424K Followers 248 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
The guys are fuego 🔥 this week. Recalls the great quote- "The salary of the chief executive of a large corporation is not a market award for achievement. It is frequently in the nature of a warm personal gesture by the individual to himself" - John Kenneth Galbraith
🚨 New Pod 🚨 @GuyAdami & @dmoses34 discuss knee-jerk reactions in the stock market to earnings & economic data. Plus, they run through a handful of single stocks: $F, $GM, $TSLA, $NVDA, $NFLX, $JETS, $IYT! Sponsors @CMEGroup @iconnections_io
What was not on my bingo card listening to @dmoses34 @RiskReversal @CameronDawson @OnTheTapePod this week? A mention of Disney’s Smart House. Phenomenal underrated 90s Disney movie for sure!! I thoroughly enjoyed that 😂
Happy weekend listening! Such a fun conversation with @RiskReversal and @dmoses34 for the @OnTheTapePod ! Mostly because I got to steal @GuyAdami ‘s seat for the recording 😎
This week's #chartoftheweek takes a closer look at LiveNation's 10-day Price & Volume, given the DoJ is planning to file an antitrust complaint against LiveNation. On April 15th, it was announced that the Department of Justice could be filing an antitrust complaint aimed at…
@LizYoungStrat @RiskReversal @GuyAdami @OnTheTapePod x.com/bobschnotzowic…
At the risk of sounding misogynistic (I'm NOT!) all this talk re: is mkt in Late-Cycle, Mid-Cycle, etc., gives me pause (⚠️pun alert) to ?? if perhaps it's going thru menopause so to speak -w/longest inversion ever -is this the new normal in rates we need get used to? SERIOUSLY.
@OnTheTapePod @GuyAdami @LizYoungStrat @niederhoffer @CMEGroup @iconnections_io @SoFi A very good listen.
@OnTheTapePod @GuyAdami @EconguyRosie @RiskReversal Great show!
🆕👌🖥️ is out now! @dee_bosa joins @RiskReversal for her $NVDA GTC debrief and the return of Tech IPOs $RDDT $ALAB ++Jessica Ewing of @literati and @KatieS of @MoxxieVentures join us for our Funders x Founders series sponsored by @rbccm @current 🔊 link.chtbl.com/okaycomputerpod
Good pod gents! @calebsilver @RiskReversal @GuyAdami @GuyAdami
New OTT! @GuyAdami, @RiskReversal & @dmoses34 discuss the market rotation, $MSFT vs. $GOOGL, $GDX $GLD #Bitcoin, $NVDA's user conference & Fed meeting + @calebsilver of @Investopedia joins for a check on investor sentiment & the retail trader Sponsors @CMEGroup @iconnections_io
Great Pod. Short but insightful comments from @calebsilver about optimism in consumer home goods trends. Good news for $BYON @marcuslemonis
New OTT! @GuyAdami, @RiskReversal & @dmoses34 discuss the market rotation, $MSFT vs. $GOOGL, $GDX $GLD #Bitcoin, $NVDA's user conference & Fed meeting + @calebsilver of @Investopedia joins for a check on investor sentiment & the retail trader Sponsors @CMEGroup @iconnections_io
Saw @peterframpton last night … amazing!!
@OnTheTapePod @mrktcall @dmoses34 @VD718 @Seawolfcap Great job by Danny and the boys!
When you're a waitress at K.K.K. Fridays
Over the last 16 years, US stocks have gained 427% vs. 85% for International stocks and 36% for Emerging Markets. This is the longest cycle of US outperformance that we’ve ever seen.
“.. If this is the 1990s all over again, are we in 1994 or are we closer to 1999? We aren’t sure. However, we are sure that, as occurred during the second half of the 1990s, the stock market is having a significantly positive wealth effect on the economy .. another reason to…
@OnTheTapePod @RiskReversal @LizYoungStrat @GuyAdami @CMEGroup @iconnections_io @SoFi Great convo; thanks Team RR!
@OnTheTapePod @RiskReversal @dmoses34 @bethanymac12 @CMEGroup @iconnections_io @SoFi Brilliant interview; Bethany is able to pinpoint many of the things that the rest of us just see or feel. I hope you will have her back on again soon.
@OnTheTapePod @GuyAdami @RiskReversal @dmoses34 @LukeGromen @CMEGroup @iconnections_io Great episode. I learn a lot from you folks. Most of it good (👀 at you, funny guy, Guy). Have a great weekend.
@OnTheTapePod @GuyAdami @LizYoungStrat @RiskReversal @CMEGroup @iconnections_io @SoFi Great pod Team RR. I, for one, will refuse to put a 50bps rate cut on my 2024 Bingo card. If they call out that number, watch the Exit door.
Was great to get the band back together...I'm very jealous of how relaxed and calm @EismanSteven is these days; We (@Seawolfcap @VD718) did our best to ruffle him but to no avail!!!
🆕 pod out now! @GuyAdami, @RiskReversal & @dmoses34 are fresh off the plane from MIA talking everything from earnings to the Fed meeting! +"The Big Short" panel featuring Danny, @EismanSteven, @VD718 & @Seawolfcap. You won't want to miss it! Sponsors @CMEGroup @iconnections_io
@RiskReversal didn’t get the Ok Computer reference until now @OnTheTapePod @OkayComputerPod @GuyAdami
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