Beige Books & Baseball

Dan Nathan and Guy Adami welcome Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson back to the Risk Reversal Podcast to discuss his career at the firm and his current market outlook. Wilson argues markets have largely priced in bad news and likely put in the year’s lows n ...  Show more

Dan Nathan and Guy Adami discuss major tech themes and trades, focusing on dispersion in mega-cap tech and the recent underperformance and rebounds of the “Mag 7.” They examine Microsoft’s AI positioning and Azure deceleration amid ongoing capacity and power constraints, contrast ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ...  Show more

On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ...  Show more