Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and...
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On The Tape
Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide...
Episodes
20 of 1,016 episodes
Sonali Basak: Building “The Bridge” Investors Can Walk Across
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack...
Nvidia's Backstop Deal Just Made Every Bank a Bag Holder
Dan Nathan and Guy Adami dig into the biggest story in markets: Nvidia's roundtable with Wall Street's top financiers — Jensen Huang, David...
AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami speaks with Jim Swartwout, CEO of Prosperum...
Mike Wilson: The AI Trade Has a Breaking Point, We're Just Nowhere Near It
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.Try Fidelity’s most powerful trading experience...
Nicole Kagan: Empowering Kalshi Through Research
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack...
The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital
Dan Nathan hosts Amish Jani, co-founder and partner at FirstMark Capital, to discuss his tech investing career and why AI represents the fas...
Bill Harris at The Dead Rabbit | Standing Table #8
In this episode we’re at The Dead Rabbit, grabbing a pint with serial entrepreneur and operator, Bill Harris, best known as an early CEO of...
Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami is joined by Peter Boockvar, CIO of OnePoin...
Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for t...
Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital
Dan Nathan sits down with Adam Nelson, fintech-focused VC partner, to break down why stablecoins and tokenized real-world assets are set to...
Danny Moses: Gold's Make or Break Moment is Here
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Danny Moses discuss rising global yield...
Cameron Dawson: Change (In the House of AI)
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for t...
Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout
Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. series on AI invest...
Jeff Bell & Richard Betts at Please Don't Tell | Standing Table
Today we’re in the East Village, having cocktails at Please Don’t Tell - one of the most iconic cocktail bars in New York City. PDT is curre...
The AI Scarcity Myth Is Breaking
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's...
Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for t...
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Click the link http://kalshi.com/r/MOSES or download the Kalshi...
The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors
Dan Nathan and Guy Adami host Ben Emons of FedWatch Advisors to discuss shifting Fed communication under Kevin Warsh, including a push away...
Second-Half Market Outlook & Playbook with Liz Thomas
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss recent “momentum on,...