最佳Miami Sports Vibes播客 (2024)

1
Marketplace Thriller and a Conversation with Cameron Dawson 1:19:33

1d ago1:19:33

1:19:33

Guy Adami, Dan Nathan, and Danny Moses delve into the current state of interest rates and bond yields. They explore the broader market implications, particularly focusing on the Mag 7 tech stocks and their earnings performances. Dan Nathan shares insights from his conversation with Cameron Dawson, CIO of New Edge Wealth, about the volatility in int…

1
TechCheck with Guy Adami & a Conversation with Scott Wapner | Okay, Computer. Podcast 1:05:15

3d ago1:05:15

1:05:15

Guy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Su…

1
MegaCap Tech Vibe Check with Deirdre Bosa & Brad Erickson | Okay, Computer. 1:17:31

4d ago1:17:31

1:17:31

Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech gi…

1
Earnings Need To Stand & Deliver + Investopedia's Caleb Silver 1:05:35

5d ago1:05:35

1:05:35

Guy Adami, Elizabeth Young Thomas, and Danny Moses examine the significance of the current earnings season, focusing on major companies' pressures and the broader market sentiment with the S&P 500 near all-time highs. The episode dives into the rising yields in the bond market, potential inflation re-acceleration, and their implications. Additional…

1
Tesla Sparks Mag7 Earnings Season with Stuart Sopp 1:09:29

8d ago1:09:29

1:09:29

Dan Nathan and Guy Adami tackle the latest market trends and economic indicators, the bond market's reaction to the Fed's rate cuts and the resilience of mega-cap tech stocks are also explored. The discussion shifts to McDonald's handling of an E. coli outbreak, and its comparison to Chipotle's 2015 crisis, alongside broader market volatility and u…

1
Dan Ives on the Many Lives of AI 55:59

10d ago55:59

55:59

Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with cri…

1
Beige Books & Baseball 35:25

12d ago35:25

35:25

Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts also touch on election speculations, China's economic stimulus efforts, a…

1
Slings & Arrows at HOOD Summit in Miami 1:12:55

15d ago1:12:55

1:12:55

Dan Nathan and Guy Adami start the pod with a brief discussion on the all-time high for the S&P 500, key earnings reports from Taiwan Semi, ASML, and Morgan Stanley, and the performance of the AI sector amid talks of potential bubbles. They also analyze Apple’s iPhone sales in China, updates from Netflix, and the effects of high bond yields on the …

1
Do Optimus Dream of Electric Taxis? with Gene Munster | Okay, Computer. 37:24

17d ago37:24

37:24

Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's integration of generative AI, shaping search results and user growth. The conversation wraps with a discu…

1
Synchronicity & a Conversation with Pierre-Antoine de Selancy 1:04:25

19d ago1:04:25

1:04:25

Guy Adami, Liz Young Thomas of SoFi, and Danny Moses discuss current market trends. The crew delves into the intricate dynamics of stock market relationships, consumer spending, and delinquency rates, offering insights into potential economic scenarios like a 'no landing' situation. Furthermore, they critically analyze the current state of major co…

1
Don’t Say “Goldilocks” with Anastasia Amoroso 1:17:42

22d ago1:17:42

1:17:42

Dan Nathan and Danny Moses discuss bank earnings and Tesla's highly anticipated Robo Taxi event. Recorded on a Friday morning before market opening, the conversation explores JP Morgan and Wells Fargo's performance, noting their trading positions and sentiment. The duo also discusses Tesla's event outcomes, including the Robo Taxi reveal and unexpl…

1
Taking Stock of Waning GenAI Euphoria with Current CTO Trevor Marshall | Okay, Computer. 38:41

24d ago38:41

38:41

Dan Nathan is joined by Trevor Marshall, CTO and co-founder of Current, to explore the landscape of tech giants like Microsoft, Apple, Google, and Meta in the realm of AI development and market strategies. The discussion touches on Apple's upcoming iOS 18, Microsoft's AI complexities and its productivity suite, and Google's competitive dynamics in …

1
Buzzing The Tower 41:04

26d ago41:04

41:04

Dan Nathan, Guy Adami, and Liz Young Thomas dive into recent market discussions, beginning with mixed reactions to the latest jobs report and its implications for economic strength and inflation. The conversation covers the potential influence of an AI event and corporate earnings on the market, addressing downgrades in major tech stocks such as Am…

1
Gold, Bonds and All That Jazz with Lauren Goodwin 52:21

29d ago52:21

52:21

Guy Adami and Danny Moses are joined by Lauren Goodwin, Chief Market Strategist at New York Life Investments, for an in-depth discussion on current market dynamics and the broader economic landscape. The conversation covers a range of topics including Lauren's background in economics and her experiences at various financial institutions, and the gr…

1
Algos & Art with Masterworks Founder Scott Lynn | Okay, Computer. 51:18

1M ago51:18

51:18

Dan Nathan and Guy Adami discuss the tech market's recent decline, focusing on Apple and semiconductor stocks. They explore the influence of geopolitical tensions, particularly between Israel and Lebanon, and their impact on tech stocks. The conversation also delves into Apple's future, including its AI capabilities and market performance. The host…

1
China Chatter and a Conversation with Vincent Daniel 51:45

1M ago51:45

51:45

Guy Adami, Dan Nathan, and Liz Young Thomas dive into the final Monday of September discussing the latest financial trends and market movements. They touch on China's economic stimulus efforts and its implications on global markets, particularly the S&P 500. Elizabeth provides insights into how China's actions could affect different sectors within …

1
OnlyDans And Guy with Dan Greenhaus 57:40

1M ago57:40

57:40

Guy Adami, Danny Moses, and Dan Nathan host Dan Greenhaus, the Chief Strategist at Solus Alternative Asset Management. The discussion begins with reflections on Dan's accurate market predictions from his last appearance. They delve into his steadfast bullish outlook on equities despite prevalent concerns such as high debt-to-GDP ratios and potentia…

1
You Were Supposed To Hear This with Josh Brown 1:15:26

1M ago1:15:26

1:15:26

Josh Brown, CEO of Ritholtz Wealth Management and CNBC panelist, provides an in-depth discussion on various financial topics. Covering market trends, the transformative impact of generative AI in financial services, and the evolution of Brown's career, the conversation offers a blend of serious insights and humorous moments. Brown also reflects on …

1
Is the GenAI Glass Half Full Or Empty with Deirdre Bosa, Michael Dempsey & Jonathan Godwin | Okay, Computer. 56:10

1M ago56:10

56:10

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article scrutinizing the future impact of generative AI. The episode highlights the rapid revenue growth in compan…

1
Bull Market Consequences & A Conversation with Terry Duffy of CME Group 1:09:42

1M ago1:09:42

1:09:42

Guy Adami, Elizabeth Thomas of SoFi, and Dan Nathan dive into the latest market trends, football updates, and notable financial happenings in Monday's edition of the On The Tape podcast. The episode starts with a light-hearted discussion about the Green Bay Packers' performance before shifting focus to the market's current state, with the S&P 500 n…

1
Unthought Known Path of Rate Cuts with Luke Gromen 1:10:33

1M ago1:10:33

1:10:33

Dan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference, its impact on the economy, and the potential for more rate cuts amidst discussions of a soft landing. The…

1
The Morning After | Okay, Computer. 32:35

1M ago32:35

32:35

Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and…

1
Times Have Changed 39:36

2M ago39:36

39:36

Guy Adami, Liz Young Thomas from SoFi, and Dan Nathan discuss recent developments in the financial markets. They touch on topics such as the market's anticipation of a potential 50 basis point rate cut by the Federal Reserve, changes in tech stocks, and defensive market rotations. Highlights include a conversation about Apple’s potential iPhone sal…

1
Let The Market Bounce & Save Our Souls with Mike Wilson 50:25

2M ago50:25

50:25

Guy Adami and Danny Moses are joined by Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley. They delve into recent economic developments, focusing on market volatility, Fed policies, and inflation. Mike discusses currency movements, particularly the Yen, and their implications. He provides insights into the labor market's current state, in…

1
AI’s Trough of Disillusionment with Jeff Richards | Okay, Computer. 44:04

2M ago44:04

44:04

Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tec…

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Miami Sports Vibes播客

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Miami Sports Vibes with Nando Diaz - A Miami Heat, Miami Dolphins, & Miami Marlins Podcast

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1
The KO Sports Corner

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1
PFG VIBEcast

PFG VIBEcast

1
Marketplace Thriller and a Conversation with Cameron Dawson 1:19:33

1
TechCheck with Guy Adami & a Conversation with Scott Wapner | Okay, Computer. Podcast 1:05:15

1
MegaCap Tech Vibe Check with Deirdre Bosa & Brad Erickson | Okay, Computer. 1:17:31

1
Earnings Need To Stand & Deliver + Investopedia's Caleb Silver 1:05:35

1
Tesla Sparks Mag7 Earnings Season with Stuart Sopp 1:09:29

1
Dan Ives on the Many Lives of AI 55:59

1
Beige Books & Baseball 35:25

1
Slings & Arrows at HOOD Summit in Miami 1:12:55

1
Do Optimus Dream of Electric Taxis? with Gene Munster | Okay, Computer. 37:24

1
Synchronicity & a Conversation with Pierre-Antoine de Selancy 1:04:25

1
Don’t Say “Goldilocks” with Anastasia Amoroso 1:17:42

1
Taking Stock of Waning GenAI Euphoria with Current CTO Trevor Marshall | Okay, Computer. 38:41

1
Buzzing The Tower 41:04

1
Gold, Bonds and All That Jazz with Lauren Goodwin 52:21

1
Algos & Art with Masterworks Founder Scott Lynn | Okay, Computer. 51:18

1
China Chatter and a Conversation with Vincent Daniel 51:45

1
OnlyDans And Guy with Dan Greenhaus 57:40

1
You Were Supposed To Hear This with Josh Brown 1:15:26

1
Is the GenAI Glass Half Full Or Empty with Deirdre Bosa, Michael Dempsey & Jonathan Godwin | Okay, Computer. 56:10

1
Bull Market Consequences & A Conversation with Terry Duffy of CME Group 1:09:42

1
Unthought Known Path of Rate Cuts with Luke Gromen 1:10:33

1
The Morning After | Okay, Computer. 32:35

1
Times Have Changed 39:36

1
Let The Market Bounce & Save Our Souls with Mike Wilson 50:25

1
AI’s Trough of Disillusionment with Jeff Richards | Okay, Computer. 44:04

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