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Imran Khan Isn't Worried About Nvidia's "Circular" Deals
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 ar
Deus Ex Machine, AI & Data with FirstMark's Matt Turck
Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging look at where AI investing stands right now. They cover the power-law dy
Danny Moses: How Scott Bessent Just Tied the Fed's Hands
Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed
Ex-Twitter CEO gave Musk the Bird, 01A AI investments & IPO Landscape
WATCH 'The Dick & Paul Show' on YouTube: https://youtu.be/LtLBhBp5T40 This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: https://Fidelity.com/Tra
The AI Price War Nobody Saw Coming with FirstMark's David Waltcher
Dan Nathan hosts FirstMark Capital partner David Waltche (https://firstmark.com/team/david-waltcher/)r at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and AI. They compare
Peter Boockvar: Inflation Is The Core Disease
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Checkout The Boock Report: https://boockreport.com/about/ Dan Nathan and Guy Adami are joined by Peter Boockvar (https://x.com/pboockvar?lang=en), CIO at
Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the 2008 housing crash, for a deep dive into where markets stand he
Sonali Basak: Building “The Bridge” Investors Can Walk Across
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Sonali joins the podcast on the one-year annivers
Nvidia's Backstop Deal Just Made Every Bank a Bag Holder
Dan Nathan and Guy Adami dig into the biggest story in markets: Nvidia's roundtable with Wall Street's top financiers — Jensen Huang, David Solomon, Jon Gray, and Stephen Schwarzman — and the multi-hundred-billion-dollar backstop deal getti
AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami speaks with Jim Swartwout (https://www.linkedin.com/in/jimswartwout/), CEO of Prosperum Fintech (https://www.prosperumholdings.com/) Holdings a
Mike Wilson: The AI Trade Has a Breaking Point, We're Just Nowhere Near It
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/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfi
Nicole Kagan: Empowering Kalshi Through Research
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT On this week's podcast, Danny Moses speaks with N
The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital
Dan Nathan hosts Amish Jani, co-founder and partner at FirstMark Capital (https://firstmark.com/), to discuss his tech investing career and why AI represents the fastest, largest technological sea change he has seen. Jani argues historical
Bill Harris at The Dead Rabbit | Standing Table #8
In this episode we’re at The Dead Rabbit, grabbing a pint with serial entrepreneur and operator, Bill Harris, best known as an early CEO of PayPal. Bill is a veteran FinTech executive who has also served as CEO of Intuit. He later founded P
Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami is joined by Peter Boockvar (https://x.com/pboockvar?lang=en), CIO of OnePoint BFG Financial, to break down the growing cracks in the Bank of J
Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures
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
Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital
Dan Nathan sits down with Adam Nelson, fintech-focused VC partner, to break down why stablecoins and tokenized real-world assets are set to reshape the financial system. They cover the GENIUS Act’s impact on regulatory clarity, why Circle’s
Danny Moses: Gold's Make or Break Moment is Here
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Danny Moses discuss rising global yields and stress points in markets, focusing on Japan’s weakening yen, deteriorating bond market, and ri
Cameron Dawson: Change (In the House of AI)
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
Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout
Dan Nathan sits down with Rick Heitzmann (https://x.com/rick?lang=en), co-founder and partner at FirstMark Capital (https://firstmark.com/), to kick off a new Okay, Computer. series on AI investing. They dig into the circular financing behi
Jeff Bell & Richard Betts at Please Don't Tell | Standing Table
Today we’re in the East Village, having cocktails at Please Don’t Tell - one of the most iconic cocktail bars in New York City. PDT is currently run by award-winning bartender Jeff Bell. Jeff started as a bar back in 2010, and now he owns t
The AI Scarcity Myth Is Breaking
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high
Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build
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
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Danny Moses welcomes Porter Collins and Vincent D
The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors
Dan Nathan and Guy Adami host Ben Emons (https://highlinestaging.webflow.io/team/ben-emons) of FedWatch Advisors to discuss shifting Fed communication under Kevin Warsh, including a push away from strong forward guidance like recent comment
Second-Half Market Outlook & Playbook with Liz Thomas
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss recent “momentum on, momentum off” volatility, with semiconductors swinging and earnings season starting with banks that
China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar
Dan Nathan sits down with Peter Boockvar (https://boockreport.com/about/) (CIO, One Point BFG Wealth Partners (https://www.onepointbfg.com/)) and Louis-Vincent Gave (CEO, Gavekal (https://research.gavekal.com/author/louis-vincent-gave/)) to
Patient Equity Capital is a Virtue
Dan Nathan and Guy Adami open the podcast by framing the day’s key market story as sharp weakness and heightened volatility in memory, chips, and semi equipment, citing rapid reversals in names like Micron and Applied Materials and opaque g
Jenny Just & Matt Hulsizer at Ascend Innovation Summit | Standing Table
For today’s episode, we look back at our conversation with Jenny Just and Matt Hulsizer at Apex’s Ascend Innovation Summit. Jenny and Matt are co-founders of PEAK6 Investments. In 2012, they purchased the company that became Apex and helped
David Rosenberg: "There Are No More Bears Left" In This Market
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
