On The Tape

Guy Adami, Dan Nathan, and Danny Moses kick off the pod with a discussion about Danny's golf game before delving into market analysis. The trio dives into regulatory challenges facing tech giants like Google and Microsoft, concerns about geopolitical tensions, and market reactions.

After the break, the guys are joined by Terry Duffy, CEO of CME Group, covering topics such as the importance of U.S. debt control, the role of CME in global markets, AI applications in trading, and significant partnerships with Google Cloud. Duffy shares insights on the evolution of the retail trading sector and CME's continued commitment to St. Jude Children's Research Hospital.

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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 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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Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

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Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

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We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The 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.

Dan Nathan and Guy Adami bumped into Robinhood’s Chief Brokerage Officer Steve Quirk at CME Group’s GFLC. Steve gives us brief rundown of what’s new with Robinhood along with how he views the modern day retail investor. 

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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 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.

—

Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

—

Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The 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.

Dan Nathan and Deepwater's Gene Munster discuss how the tech world digests potential regulatory shifts post-election. The guys also dive into potential for autonomous vehicle advancements, trade tariffs, and their impact on tech giants like Apple and Tesla. They delve into the possible regulatory environment changes under the Trump administration and its implications for AI and big tech M&A, wrapping up with expectations for Nvidia's upcoming earnings and the broader impact on AI demand.

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View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

Dan Nathan and Guy Adami are live from the CME Group GFLC in Naples, Florida! Liz Young Thomas joins to update us on early 2025 reads from major firms like Goldman Sachs, Morgan Stanley, and BMO's Brian Belski. The crew also dives into inflation concerns, future Federal Reserve decisions, and notable stock performances, including Nvidia's impending earnings and Tesla's recent market surge. The episode highlights the potential influence of regulatory changes and macroeconomic conditions on market sectors and individual stocks.

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Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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 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.

—

Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

—

Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The 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.

Dan Nathan and Danny Moses discuss Fed Chair Powell's comments on the economy and interest rates, as well as their potential impact on inflation and the market. They also explore the strength of certain sectors, the significance of key earnings reports, and the influence of geopolitical events.

After the break (30:00), Marko Kolanovic, former JP Morgan Chief Market Strategist, joins to offer insights on high market valuations, the potential for geopolitical shocks, and the benefits and risks of AI in investment strategies. The episode also covers the implications of Trump's policies on the Ukraine conflict, Middle East tensions, and China-Taiwan relations. Additionally, they look at recent tech stock performances and the ramifications for global markets.

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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 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.

—

Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

—

Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The 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.

Dan Nathan welcomes Zeta Global CEO David A. Steinberg to discuss a recent short-seller report by Culper Research.

—

View our show notes here

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

Dan Nathan and Guy Adami provide an update on the past week in tech as investors digest what the regulatory environment will look like under a second Trump administration. From the rotation into software to Chinese internet names, the duo breaks it all down.

Dan then welcomes Imran Khan (12:00), founder and CEO of Proem Asset Management, to discuss his distinguished career in finance, starting as an equity research analyst and moving through investment banking to fund management. Khan shares his experiences and lessons learned from leading significant tech deals, including Snap's pre-IPO phase and the Alibaba IPO. The conversation also delves into the evolution of market strategies, the current state of tech investments, AI opportunities, and the risks associated with the private market investments. Khan provides insights into his unique investment process, emphasizing risk management, long-term vision, and the importance of not falling in love with stocks. Additionally, the episode touches on the Dallas Leadership Summit, an event Khan organizes to reconnect and engage with his diverse network of industry professionals.

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View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

Guy Adami, Elizabeth Young Thomas of SoFi, and Danny Moses discuss the implications of China's near-record $1 trillion trade surplus, potential trade tariffs, and the cyber attack known as Salt Typhoon. They delve into the repercussions of China's economic maneuvers like currency devaluation and their significant gold purchases. The conversation transitions to talk of U.S. economic indicators, specifically inflation and interest rates, with insights into the Fed's actions. They also touch on topics including crypto, small cap stocks, the performance of regional banks, Warren Buffett's cash holdings at Berkshire Hathaway, and Elon Musk's strategic moves. The episode wraps up with a look at upcoming Fed speeches and their potential impact on the market.

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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 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.

—

Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

—

Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The 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.

Guy Adami, Dan Nathan, and Danny Moses explore market optimism in the wake of Trump’s decisive election victory and the anticipated impacts on financial regulations, particularly for banks.

After the break (27:00), Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares his insights on the future of major financial institutions and potential mergers among regional banks. The discussion also touches on the broader economic outlook, including inflation, interest rates, and the unique dynamics in the gold market. The hosts delve into the tech sector's performance, with particular analysis of JPMorgan, Tesla, and AI-driven companies like NVIDIA and Palantir. Belski closes with his cautious optimism for the stock market and the importance of focusing on individual stocks and sectors amidst evolving market conditions.

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

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 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.

—

Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

—

Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Thomas @LizThomasStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The 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.

Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks.

Further Reading

—

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page