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MRKT Call episodes
- AI Will Kill Us All... It's Also A Great Excuse To Not IPO
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, September 14th.
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Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
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Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
31 min - Late ’90s Parallels: How Many Fed Hikes Before The Market Tops?
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Guy Adami and Dan Nathan are joined by SoFi's Liz Thomas, back on Market Call for the first time since April, for a deep dive into a bond market that's doing a lot of the Fed's work for it. The 10-year is pushing toward 5%, and Liz lays out her case for buying it here — plus why she thinks a rate hike next week (or even before the midterms) is unlikely. She also walks through a chart comparing today's setup to the late-1990s hiking cycle, and why the market historically doesn't roll over until several hikes in. They cover industrials quietly underperforming as a possible early warning sign, the debt-fueled AI buildout and what happens if demand cracks, gold's case despite the recent pullback (with central banks still repatriating reserves), and a bearish call on memory/DRAM stocks now that "the fever has broken." Later: Salesforce, Anthropic, and the debate over whether AI kills or complements SaaS, John Butters' latest FactSet earnings-season inflation data, and a look back at Nvidia's wild chart.
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Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
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Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
42 min - Scott Bessent Is The House Now (Or So He Thinks)
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.
LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, September 9th.
Articles Mentioned
- Checkout Rosenberg Research
- Checkout The Boock Report
- Bessent Dares Traders to Bet Against Yen: ‘I Am the House Now’ (Bloomberg)
- States That Gave Data Centers Billions in Tax Breaks Are Now Ripping Up the Deals (WSJ)
- Google, Blackstone Venture Faces Delays at Data-Center Sites (Bloomberg)
- Anthropic Researcher Quits Over ‘Out-of-Control’ AI Fears (WSJ)
- Chewy Stock Tumbles as Sales Guidance Not Enough to Outweigh Mundane Earnings (Barrons)
- Iran Signals Readiness to Escalate Fight in Face of Rising U.S. Pressure (NYT)
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Learn more about your ad choices. Visit megaphone.fm/adchoices
46 min - The Story For Crude Oil Has Changed
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, September 8th.
Show Notes
- China’s 25% export surge sets stage for record annual trade surplus (FT)
- Huawei drives China’s push to make advanced chips (FT)
- Canada Hits US Imports With Tariffs, Intensifying Trade War (Bloomberg)
- Why are European countries moving their gold out of North America? (BBC)
--
Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
35 min - Are We Past Peak Yield Concerns?
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Dan Nathan and Guy Adami down the top market headlines and bring you stock market trade ideas for Thursday, September 3rd.
Show Notes
- https://www.cnbc.com/2026/09/03/netherlands-gold-transfer-us-canada-uk.html
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Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
54 min - The Hidden Story Under This Earnings Season: Single-Stock Dispersion
LEARN MORE about NDX: https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Guy Adami break and Dan Nathan down the top market headlines and bring you stock market trade ideas for Wednesday, September 2nd.
Nasdaq's Head of Nasdaq's Index Options Content, Kevin Davitt, joins us live from beneath the immaculate red staircase.
Source Notes
- https://www.wsj.com/tech/can-evan-spiegel-sell-the-world-on-2-195-smart-glasses-3fb9b8ca
- https://www.wsj.com/tech/ai/broadcoms-ai-success-story-gets-complicated-e54a798f
- https://www.rosenbergresearch.com/
- https://www.apollo.com/wealth/insights-news/insights/daily-spark#page-1
Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
50 min - Money in Motion: Five Bullish-To-Bearish Reversal Stock Setups
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.
LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Guy Adami break and Carter Worth down the top market headlines and bring you stock market trade ideas for Tuesday, September 1st.
Checkout Carter's Charts: https://tinyurl.com/bxzu7w6w
--
Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
26 min - The Bond Market Is Sniffing Out What the Fed Won't Say
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms
Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners.
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, August 31st.
Show Notes
- Trump vs the Bond Market (NYT)
- Military leaders warn Hegseth against extending Iran war operations (Washington Post)
- Corporate America’s Profits Are Booming—and Signal More Good Times Ahead (WSJ)
--
Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
46 min - Nvidia, Salesforce, CrowdStrike: One Wild Night of Earnings
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, August 27th.
--
Learn more about FactSet: https://www.factset.com/lp/mrkt-call
Follow us on Twitter @MRKTCall
Follow @GuyAdami on Twitter
Follow @CarterBWorth on Twitter
Follow us on Instagram @RiskReversalMedia
Like us on Facebook @RiskReversal
Watch all of our videos on YouTubeLearn more about your ad choices. Visit megaphone.fm/adchoices
54 min - The Market's Life Is In Nvidia's Hands
LEARN MORE about NDX: https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/
Read The Boock Report: https://boockreport.com/
Dan Nathan and Peter Boockvar break down the top market headlines and bring you stock market trade ideas for Wednesday, August 26th.
More Reading
- https://www.bloomberg.com/news/articles/2026-08-25/openai-claims-its-new-chips-can-outperform-nvidia-processors-in-tests
- https://www.wsj.com/tech/ai/nvidia-has-become-a-banker-to-the-ai-boom-putting-it-on-dangerous-ground-94c03545
- https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
- https://www.wsj.com/tech/ai/microsoft-is-leaving-investors-flying-blind-on-its-ai-businesses-3607360a?st=F1msS3&reflink=article_imessage_share
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Learn more about your ad choices. Visit megaphone.fm/adchoices
57 min
About MRKT Call
From the publisher's feed
MRKT Call is a daily video series with CNBC Fast Money’s Guy Adami and Dan Nathan. They’re offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth…
analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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