D-Mo Warnings and D-Bag Stories

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 6 March 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Checkout On The Tape with Danny Moses YouTube: https://youtu.be/rPtWBYl5F1A Apple: https://apple.co/3Dkf9ZE Spotify: https://tinyurl.com/nppjuuhe Guy Adami and Dan Nathan welcome back Danny Moses from the On The Tape podcast to discuss his return and the restructuring of RiskReversal Media. The conversation covers a variety of topics, including the importance of actionable market analysis and longer-form discussions on prevailing themes. Danny shares insights from his recent interview with famed author Michael Lewis on civil services and the economic implications of AI technology, using the example of Nvidia and Microsoft. The trio also dive into current market conditions, volatility, tariffs, federal jobs, and the implications of credit spreads on the economy. A highlight is the analysis of the upcoming Core Weave IPO and its impact on the AI and data center markets. The episode concludes with an in-depth look at the psychology of market cycles and the potential for ongoing volatility in equity, fixed income, and crypto markets. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Will M&A pick up in 2024? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.0	a podcast from RBC Capital Markets to get fresh insights on the trends and market forces impacting
0:13.2	deal flow across sectors and find out how companies and investors are preparing for a potential
0:18.4	surge in deal activity and what signals to watch for this year.
0:23.3	Listen and subscribe to Strategic Alternatives, the RBC Capital Markets podcast today,
0:28.7	wherever you get your podcasts.
0:31.6	To be invested with betterment is to believe in better. Whether it's saving for today
0:35.4	or building wealth for tomorrow, they help people
0:38.0	and small businesses put their money to work. They automate to make savings simpler. They
0:42.5	optimize to make investing smarter. They build innovative technology backed by financial experts
0:47.6	for anyone who's ever said, I think I can do better. So be invested in yourself, be invested in
0:53.2	your business, be invested in better with Betterment.
0:55.9	Get started at Betterment.com.
0:59.6	I would like to think that every risk reversal podcast is a special podcast.
1:05.4	However, for many reasons, this one we're about to do, Dan Nathan, is extraordinarily special.
1:12.0	And why is that?
1:12.8	Danny Moses, the host of the on the tape podcast, returns.
1:16.9	Front stage.
1:18.0	I'm back.
1:18.9	Thanks for happy back, fellas.
1:20.2	So I've missed that.
1:21.2	Now, people are saying, well, what happened?
	...

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