Guy, Dan and Danny discuss warning signs in the market (1:32), earnings season kicking off (11:06), and China’s tech crackdown (21:17). The co-hosts interview Packy McCormick (27:30), writer & creator of the Not Boring newsletter and talk about his take on technology stocks (31:04), the next trillion dollar company (38:14), why Packy loves twitter (43:40), the dangers with Robinhood (51:43) and ethereum vs. bitcoin (58:27).
The Not Boring posts referenced in this podcast are:
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow us on Instagram @RiskReversalMedia
WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann | Okay, Computer.
Money Aint Got No Owners Only Spenders
Winners and Losers of the Vibecession with Kyla Scanlan
Not Your Mum's ChatGPT | Okay, Computer.
Age Is Just A Number with Alan Patricof & Abby Miller Levy
Under The Market Surface with The Wall Street Skinny
The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa | Okay, Computer.
Relationship Problems In Markets + Hedging Against Calamity with Jan van Eck & Matthew Sigel
The Big Long with Steve Eisman
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy | Okay, Computer.
Live Trade Ideas & Updates: $SPY, $TLT, $WMT, $TSLA, $HON | MRKT Call
Roaring Memes, Restrained CPI and SPX Highs
Markets Do Magic with Michael Saylor of MicroStrategy
When Reality Meets Real Estate with Mauricio Umansky, Founder/CEO of The Agency & Brent Montgomery of Wheelhouse
Market Mis-Matcha with SoFi’s Liz Young
Miami “Vice” with Vincent Daniel & Porter Collins. Plus a Conversation with FactSet CEO Phil Snow
Rangers Legend Stéphane Matteau Goes Off The Tape
Apple Investors On PINS & NVDAs | Okay, Computer.
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
Nature is Taking Over
Create your
podcast in
minutes
It is Free