Episodes

  • Idle Markets Are The Devil’s Workshop

    Idle Markets Are The Devil’s Workshop
    Feb 18 2025
    Guy Adami and Liz Thomas discuss the relatively quiet financial markets of the week. They delve into personal anecdotes to highlight how calmer periods can still lead to significant market movements. The conversation explores the performance of the S&P 500, bond market fluctuations, and the impact of macroeconomic data like the CPI print and retail sales reports. They also speculate on the potential consequences of an audit of Fort Knox on the gold market. Both hosts share insights on portfolio diversification strategies, the risks and rewards in the current investment environment, and the significance of key upcoming earnings reports, particularly Walmart's, as a barometer for consumer behavior. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    33 mins
  • Stephanie Link: 2025 Market Outlook & Sectors To Watch

    Stephanie Link: 2025 Market Outlook & Sectors To Watch
    Feb 14 2025
    Guy Adami and Dan Nathan are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. They delve into Stephanie's insights on the economy, market outlook, and sector-specific predictions for the coming year. Stephanie also shares her experiences working with Jim Cramer and offers a detailed analysis of the current state of various sectors, including financials, industrials, and technology. They discuss the potential impacts of fiscal policies, deregulation, and interest rates on the market, as well as significant market trends such as cybersecurity and AI. The conversation highlights specific stocks like Boeing, Broadcom, and Amazon, underscoring the importance of market structure and individual stock volatility. The episode provides listeners with a comprehensive understanding of the market's potential movements and where to look for investment opportunities. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    39 mins
  • Rick Heitzmann: Why 2025 is the Year of Generative AI Adoption and Innovation

    Rick Heitzmann: Why 2025 is the Year of Generative AI Adoption and Innovation
    Feb 13 2025
    Dan Nathan and Rick Heitzmann, Founder and CEO of FirstMark Capital, discuss the latest trends in generative AI, CapEx spending in public and private markets, and market cap accrual. They delve into the impact of these trends on companies like Microsoft, Google, Amazon, NVIDIA, and Meta, emphasizing the role of open-source models and competitive pressures. They also explore the IPO backlog, the strategic importance of going public, and the implications for both startups and incumbents. Concluding with the current state of strategic M&A, they provide insights into the evolving regulatory landscape and its potential impact on future deals. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    37 mins
  • Jeff Richards on the AI Revolution: Winners, Losers & Investment Opportunities

    Jeff Richards on the AI Revolution: Winners, Losers & Investment Opportunities
    Feb 12 2025
    Dan and Guy welcome Jeff Richards, Managing Partner at Notable Capital, for an in-depth conversation on tech trends and market movements. The discussion covers Q4 results, the performance and future outlook of major tech players like NVIDIA, Google, Meta, and Microsoft, and the evolving landscape of generative AI. Jeff shares insights about public and private markets, the impact of AI on business efficiency, and the potential of small-cap software companies. The conversation also explores interest rates, labor market dynamics, and the future of autonomous driving, touching on strategic M&A opportunities. Jeff highlights the importance of innovative leadership and looks forward to the potential for new IPOs in the tech space. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    47 mins
  • Deep Thoughts on DeepSeek with Dee Bosa

    Deep Thoughts on DeepSeek with Dee Bosa
    Feb 11 2025
    Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck. They discuss the hype surrounding mega-cap tech earnings and the evolving AI landscape. Key topics include the impact of AI on tech giants like Nvidia, Microsoft, Google, and Amazon, particularly their capital expenditures and return on investment. They delve into the implications of DeepSeek's innovations, open source models, and the competitive AI field. The conversation also touches on the dynamics of the Microsoft-OpenAI relationship, the potential of AGI, and the market reactions to tech earnings. Additionally, they explore the future of ride-hailing companies like Uber and Lyft amid the rise of autonomous vehicles. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    36 mins
  • From Super Bowl to Super Core: The Week Ahead In Markets

    From Super Bowl to Super Core: The Week Ahead In Markets
    Feb 10 2025
    Guy Adami, Dan Nathan and SoFi's Liz Thomas recap last week's market activity, discussing the unexpected market sell-off and the role of CapEx spending in influencing mega-cap tech stock performance. They analyze sector-specific movements, interest rates, and the anticipated effects of upcoming economic data such as the CPI and PPI. The discussion also covers the role of central banks' gold buying, the impact of tariffs on economic growth, and potential shifts in consumer sentiment. Key earnings reports from companies like AMAT, John Deere, and Palo Alto Networks are highlighted, along with the broader implications for financial markets and various sectors. The episode concludes with insights into strategic M&A activity, the geopolitical landscape, and potential market volatility related to upcoming economic data reports. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    31 mins
  • Market Vibe Check with Lori Calvasina

    Market Vibe Check with Lori Calvasina
    Feb 7 2025
    Guy Adami, Dan Nathan and SoFi's Liz Thomas recap last week's market activity, discussing the unexpected market sell-off and the role of CapEx spending in influencing mega-cap tech stock performance. They analyze sector-specific movements, interest rates, and the anticipated effects of upcoming economic data such as the CPI and PPI. The discussion also covers the role of central banks' gold buying, the impact of tariffs on economic growth, and potential shifts in consumer sentiment. Key earnings reports from companies like AMAT, John Deere, and Palo Alto Networks are highlighted, along with the broader implications for financial markets and various sectors. The episode concludes with insights into strategic M&A activity, the geopolitical landscape, and potential market volatility related to upcoming economic data reports. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media
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    49 mins
  • Is PLTR The Dumbest Stock We've Ever Seen?

    Is PLTR The Dumbest Stock We've Ever Seen?
    Feb 6 2025
    Guy Adami and Dan Nathan delve into significant market events, focusing on stocks like Amazon and Qualcomm, and analyze the decline in Apple's sales in China and its impact on companies like Qualcomm. Tesla's sales drop in key European markets is also examined as an indicator of broader economic trends. The conversation transitions to discussing the importance of the upcoming jobs report and its potential effect on interest rates, emphasizing the Trump administration's stance on lowering rates. Finally, the hosts critique Palantir's stock valuation, questioning the sustainability of its high market cap despite its promising growth stories and AI platforms. The episode concludes with a look ahead to future guest appearances and upcoming market insights. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media
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    32 mins