Now Bulls Can’t Leave with Ben Kallo of RW Ba...

Up next

Bubbles as a Feature, Not a Bug with Carlyle's Jason Thomas

Dan Nathan and Guy Adami welcome Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, to discuss why equities often react far less to geopolitical risk than to financial shocks, and how a “security premium” is emerging as policymakers prioritize reliable ener ... Show more

. 44min 5sec

Selling Software Until No One Is Left To Buy It

Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, with a brief IGV rebound from late-February lows that has faded as investors return to AI and semis when risk feels “all clear.” The ... Show more

. 21min 16sec

Recommended Episodes

Cool The Engines

MRKT Matrix

Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 22nd Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe -- About the Show: MRKT Call is a daily video series with CNBC Fast Money’s Guy ... Show more

. 57min 18sec

The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang

Forward Guidance

Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show more

. 1h 10min

Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?

Real Vision: Finance & Investing

DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equ ... Show more

. 34min 46sec

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors

Forward Guidance

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1 Follow VanEck on Twitter ... Show more

. 1h 19min