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Bull Markets Die on Euphoria. Are We Finally There?
Dan Nathan and Guy Adami break down a market caught in the late stages of euphoria. They dig into Micron's record-high run and the broader memory-stock mania—and ask the uncomfortable question of who's actually left to buy at these levels.
Gene Munster Believes It's Different This Time
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
James Lavish Gives Us His "Strategy" for Trading These Markets
Find James Lavish's SubStack Here: https://www.jameslavish.com/ Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthed
Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger
Dan Nathan and Guy Adami open by focusing on heightened volatility in the NASDAQ and semiconductors after the SOXX hit an all-time high then fell 7%, alongside a 10% overnight drop in South Korea’s KOSPI, raising concerns about a global sno
Ilir Sela at Grimaldi's Pizzeria | Standing Table #5
In New York, pizza is not just food - it’s part of the city’s DNA. And that story runs deep in Brooklyn where working class immigrant neighborhoods helped shape the pizza we know today. Grimaldi’s, sitting in the shadows of the Brooklyn Bri
The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa
Dan Nathan and Guy Adami host a special Risk Reversal episode with guest Danny Moses to discuss the latest Fed meeting under Kevin Warsh, emphasizing peak hawkish messaging, reduced forward guidance (including questioning the dot plot), and
Imran Khan: The Nvidia Math Says This Isn't A Bubble
Is the AI trade a bubble? Imran Khan — founder of Proem Asset Management, former Snap executive, and the banker behind the Alibaba and Mercado Libre IPOs — isn't convinced. Dan Nathan sits down with Imran to pressure-test the bear case, fro
The SaaSpocalypse Is Looking Like A Bank Run with Current's Stuart Sopp & Trevor Marshall
Dan Nathan welcomes Current (https://current.com/) co-founders Stuart Sopp and CTO Trevor Marshall to discuss Current’s business momentum, the fintech landscape, and the evolving AI build-out. Sopp announces an $80 million Series E at a $1.
Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!
Dan Nathan and Guy Adami break down a historic market week, headlined by SpaceX's blockbuster IPO and Kevin Warsh's first meeting as Fed Chair. Elon priced the deal himself at $135, and the stock popped to a ~$2.2 trillion valuation—instant
The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex
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
Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ Danny Moses is joined by Dan Nathan to break d
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Dan Nathan is joined by Dan Ives of Wedbush Securities for a wide-ranging look at the AI trade, fresh off Ives' trip to Apple's WWDC. They dig into whether Apple has finally gotten back in the AI game with its new developer foundation and G
Bill Capuzzi at Minetta Tavern | Standing Table #4
Today we dine at Minetta Tavern with a very special guest - Bill Capuzzi. Bill has spent decades in financial services, holding leadership roles across firms like Pershing. As CEO of Apex Fintech Solutions, he’s helped build the backbone fo
The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here
Guy Adami and Dan Nathan break down a strange Friday tape: a strong jobs report that sent stocks lower as the market prices out rate cuts — and even flirts with hikes. They dig into the Broadcom-led selloff in semis, Anthropic's call to slo
America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company
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
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop
Dan Nathan hosts Dan Niles (https://x.com/DanielTNiles) of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, AI-driven market leadership, and lessons from prior tech cycles. Niles compares the current AI
Lawrence McDonald: How To Listen When Markets Speak
Danny Moses interviews Larry McDonald (https://x.com/Convertbond) on how several prior calls played out, including regulatory relief for banks, a rotation into hard assets and energy, and AI-linked nuclear exposure via NUKZ. McDonald argues
A VC's Playbook For Investing in the AI Bubble with Jeff Richards
Dan Nathan welcomes Notable Capital partner Jeff Richards to discuss how public-market concentration and multiple expansion in mega-cap tech are influencing private-market valuations. Richards explains Notable’s evolution from GGV Capital a
The Tokenmaxxing Party Is Over and No One Wants to Admit It
Dan Nathan and Guy Adami open with promotion of their new interview series Standing Table (https://www.youtube.com/playlist?list=PLi2hbAdUGj5_EdNsNF-NIBB7wtOJUA-sv) (episodes with Anthony Scaramucci, Rick Heitzmann, and SoFi’s Liz Thomas) a
The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
Dan Nathan hosts David Schamis (CEO, Hyperliquid Strategies) and Jeroen Nieuwkoop (COO, Hyperliquid Strategies) to explain Hyperliquid, a three-and-a-half-year-old L1 blockchain built for high-throughput exchange activity and best known for
Peter Boockvar Gives Us His "Boock Report" On The Markets
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the Boock Report: https://boockreport.com On this episode of On the Tape, host Danny Moses sits down with returning
Liz Thomas at Harry's | Standing Table #3
Today, we’re back on Wall Street and dining at Harry’s, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin story starts in Wisconsin, but she’s made a name for herself
Microsoft Can't Afford Its Own AI. What Does That Tell Us? + Easterly's Darrell Crate on Structural Volatility
Guy Adami and Dan Nathan discuss an S&P 500 pressing all-time highs amid sticky inflation, a 10-year yield around the mid-4% range, and low near-term volatility despite an upcoming Fed meeting and PCE data. They review mixed retail signals
Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s
Brian Belski joins Dan Nathan to break down why he still sees the S&P 500 moving higher — but warns a correction may come first. Belski explains why this is now an earnings-driven market, why the Mag 7 may begin to hand leadership to the ot
The Future of AI: Agents, Defense, Space & Trillion-Dollar Startups with Shahin Farshchi & Ann Bordetsky
Dan Nathan sits down with Lux Capital partner Shahin Farshchi and AI investor Ann Bordetsky from the RBC Private Tech Conference to explore what comes after ChatGPT — and where the next wave of AI is headed. From defense, robotics, semicond
The Future of QQQ: AI, SpaceX IPO & Mag 7 Dominance with Invesco's Brian Hartigan
In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami discuss Friday's stock sell-off, geopolitical tensions, oil and the AI mania. Later, they sit down with Brian Hartigan, Global Head of ETFs & Index Investments at Invesc
Bitcoin, Dante’s Inferno & the Future of Money with Anthony Scaramucci
Anthony Scaramucci joins Guy Adami for a wide-ranging conversation on everything from Dante’s Inferno and human nature to Bitcoin, risk-taking, wealth, and the future of money. Scaramucci explains why he believes understanding history matte
Bourbon and Charts with Carter Worth
This episode might work better visually! Click here to watch on YouTube: https://youtu.be/F6p1s00YIck Carter Worth is BACK with the WAWD Substack boys for another edition of "Bourbon & Charts" Click the link http://kalshi.com/r/MOSES or dow
The $400 Billion Backlog: RBC's Top Analysts Break Down the AI Trade
At RBC Capital Markets’ Private Tech Conference, Dan Nathan interviews RBC analysts Brad Erickson, Rishi Jaluria, Matt Swanson, and Matt Hedberg on Q1 earnings and AI’s impact across internet and software. Erickson says demand is solid, hyp
The Market Doesn't Care About Your Worries Right Now
Guy Adami and Liz Thomas discuss the April jobs report, noting payrolls rose about 115,000 versus expectations near 65,000, with unemployment steady at 4.3% and back-to-back monthly job gains for the first time in nearly a year. They argue
