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The $400 Billion Backlog: RBC's Top Analysts Break Down the AI Trade
Episode 258
At RBC Capital Markets’ Private Tech Conference, Dan Nathan interviews RBC analysts Brad Erickson, Rishi Jaluria, Matt Swanson, and Matt Hedberg on Q…
3 months, 2 weeks ago
Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Episode #1
Tonight we're at Hunt and Fish Club talking with Anthony Scaramucci. Most people know him for his famous two weeks in the Trump White House, but he's…
3 months, 2 weeks ago
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 …
3 months, 3 weeks ago
Michael Green: Has Passive Investing Crossed The Rubicon? | On The Tape
Episode 256
Mike Green returns to On The Tape discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volati…
3 months, 3 weeks ago
Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry
Episode 255
Dan Nathan and Guy Adami broadcast from FactSet’s FOCUS Conference in Austin, highlighting FactSet’s AI innovations, its partnership with Risk Revers…
3 months, 3 weeks ago
Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.
Episode 254
Join the WAWD Substack: https://whatarewedoingonthedesk.substack.com/
Guy Adami and Danny Moses open with a brief New York Giants aside before turnin…
3 months, 4 weeks ago
David Rosenberg Isn’t Drinking The “AI Productivity” Kool-Aid
Episode 253
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet: www…
4 months ago
OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear
Episode 252
Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between C…
4 months ago
How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda
Episode 251
Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from …
4 months ago
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point
Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and da…
4 months, 1 week ago