Podcast Episodes
Back to SearchBubbles as a Feature, Not a Bug with Carlyle's Jason Thomas
Episode 231
Dan Nathan and Guy Adami welcome Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, to discuss why equities often react far le…
5 months, 2 weeks ago
Selling Software Until No One Is Left To Buy It
Episode 230
Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, w…
5 months, 3 weeks ago
Credit Isn't A Problem... Until It Is
Episode 229
Dan Nathan and Guy Adami break down a messy macro picture after the latest nonfarm payrolls miss: a softening labor market, sticky inflation, and an …
5 months, 3 weeks ago
Does The Future Freak Cameron Dawson Out Or Is Everything Alright?
Episode 228
Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, an…
5 months, 3 weeks ago
Dan Benton's Rules For Tech Investing In 2026
Episode 227
Dan Nathan interviews veteran tech investor Dan Benton about how tech investing has changed since Benton’s 1991 “20 rules” at Goldman Sachs and why h…
5 months, 4 weeks ago
Violent Rotations Brewing Under The Surface + He Said, She Said Live from Miami
Episode 226
Dan Nathan and Guy Adami cover PPI, upcoming earnings, and this week’s jobs report. They focus on mounting stress in the AI infrastructure and financ…
6 months ago
The Unhealthy Marriage Between Retail Investors & Private Credit with Peter Boockvar
Episode 225
Dan Nathan hosts Peter Boockvar to discuss the rapid growth of private credit, arguing it has replaced bank lending but now faces rising defaults, po…
6 months ago
The Circular AI Money Machine Explained with Dan Greenhaus & Vincent Daniel
Episode 224
Broadcast live from iConnections Global Alts in South Beach, Guy Adami and Dan Nathan are joined by Dan Greenhaus of Solus Alternative Asset Manageme…
6 months, 1 week ago
The 'Blue Owl' In The Private Credit Coal Mine
Episode 223
Dan Nathan and Guy Adami are joined by Jen Saarbach and Kristen Kelly of The Wall Street Skinny to discuss two major developing market stories ahead …
6 months, 1 week ago
The De-Dollarization Myth with Michael Kao
Episode 222
Guy Adami interviews Michael Kao (@UrbanKaoboy), discussing the historic moves in gold and silver, the debate over fiat debasement versus speculative…
6 months, 1 week ago