Latest episodes
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy
https://www.youtube.com/watch?v=Jnqnf16Fus4&utm_source=riskreversalmedia.beehiiv.com&utm_medium=newsletter&utm_campaign=riskreversal-recap-may-15-2024 Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils...
Roaring Memes, Restrained CPI and SPX Highs
https://www.youtube.com/watch?v=UqJdMFmFtZ4&t=1s On The Tape is brought to you by On this episode of “On The Tape,” Dan Nathan and Liz Young discuss positioning into this week’s CPI report (3:30), consumer savings (6:30), earnings (10:00), whether the AI rally is...
Markets Do Magic with Michael Saylor of MicroStrategy
https://www.youtube.com/watch?v=X9muM9MVsNs On The Tape is brought to you by On this episode of “On The Tape,” Guy Adami and Danny Moses hit dollar/yen (5:00), the S&P 500 whistling past a graveyard (7:30), the US economic cycle (11:00), the price of...
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MRKT Call 
New S&P 500 Highs Ahead?
Today’s MRKT Call is Presented by SoFi Today at 1 pm, Guy Adami and Dan Nathan will go live on YouTube to discuss: New S&P Highs Ahead? Higher for Longer Impact on Stocks Uber & Shop Disaster Dujour FactSet’s Earnings Insight If you enjoyed this episode, make...
Time to Get Bullish on Oil?
Today’s MRKT Call is Presented by Fidelity Today at 1 pm, Guy Adami and Dan Nathan will go live on YouTube to discuss: Bullish Trade on Oil & Uber Tesla to Retest its Low? Chart Check on S&P 500 Trade Management: Pfizer If you enjoyed this episode, make sure...
Markets Rebound to Key Level
Today’s MRKT Call is Presented by CME Group Today at 1 pm, Guy Adami and Dan Nathan will go live on YouTube to discuss: Buy Gold for a Breakout? Semi Stock Surging Stocks at Key Support Levels If you enjoyed this episode, make sure to subscribe to the Risk Reversal...
Stock Market Rallies After Jobs Report, Apple Earnings
Today’s MRKT Call is Presented by CME Group Today at 1 pm, Guy Adami and Dan Nathan will go live on YouTube to discuss: Apple Jumps on Earnings Weight Loss & Travel Stocks The All Important Jobs Report If you enjoyed this episode, make sure to subscribe to the...
On The Tape See all episodes
On The Tape
Roaring Memes, Restrained CPI and SPX Highs
https://www.youtube.com/watch?v=UqJdMFmFtZ4&t=1s On The Tape is brought to you by On this episode of “On The Tape,” Dan Nathan and Liz Young discuss positioning into this week’s CPI report (3:30), consumer savings (6:30), earnings (10:00), whether the AI rally is...
Markets Do Magic with Michael Saylor of MicroStrategy
https://www.youtube.com/watch?v=X9muM9MVsNs On The Tape is brought to you by On this episode of “On The Tape,” Guy Adami and Danny Moses hit dollar/yen (5:00), the S&P 500 whistling past a graveyard (7:30), the US economic cycle (11:00), the price of...
Market Mis-Matcha with SoFi’s Liz Young
On The Tape is brought to you by On this episode of “On The Tape,” Guy Adami and Liz Young Berkshire’s massive cash pile (2:00), bond market volatility (6:30), Fed cut expectations (9:45), the consumer (13:30), dollar/yen (21:45), customers trading down (28:00), China...
Miami “Vice” with Vincent Daniel & Porter Collins. Plus a Conversation with FactSet CEO Phil Snow
https://www.youtube.com/watch?v=1y5lL_n9BFQ https://www.youtube.com/watch?v=INvSG42pHC0 On The Tape is brought to you by Danny Moses is joined by his “Big Short” colleagues Vincent Daniel and Porter Collins for a special “What Are We Doing” drop. They...
Okay, Computer See all episodes
Okay, Computer
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy
https://www.youtube.com/watch?v=Jnqnf16Fus4&utm_source=riskreversalmedia.beehiiv.com&utm_medium=newsletter&utm_campaign=riskreversal-recap-may-15-2024 Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils...
When Reality Meets Real Estate with Mauricio Umansky, Founder/CEO of The Agency & Brent Montgomery of Wheelhouse
https://www.youtube.com/watch?v=9kjrqUUBhlg On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the...
Apple Investors On PINS & NVDAs
On this episode of “Okay, Computer.” Dan is joined by Guy Adami to discuss the latest headlines in big tech. They hit: AMD earnings (4:00), semi stock aftershocks (9:30), CDW Corp/Amazon (15:30), Pinterest (19:30), and Apple earnings preview (23:00). Please...
Big Tech Q1 Earnings Preview with Gene Munster
https://www.youtube.com/watch?v=NMwOiNMyDog Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports...
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