Best Liz Kao Podcasts (2024)

1
Big Tech Q1 Earnings Preview with Gene Munster | Okay, Computer. Tech Investing Podcast 53:56

21m ago53:56

53:56

Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports for: Tesla (8:00), Meta (15:30), Alphabet (21:30) Microsoft (33:15), Amazon (38:30) and Apple (42:00). The guys wrap with a discussion on …

1
Mad Bull Lost Your Way with SoFi's Liz Young 32:52

2h ago32:52

32:52

Guy Adami and Liz Young from SoFi are back for a Monday edition of On The Tape. Topics on the podcast today: has balance been restored to the bull/bear index (4:00), where do the “Big Six” stocks go next (10:15), small cap stocks (14:15), economic data this week (20:45), earnings this week (26:00), currency risks in the market (29:15). Subscribe to…

1
Something Changed in the Stock Market with Cameron Dawson of NewEdge 52:59

6h ago52:59

52:59

On this episode of “On The Tape,” Dan Nathan and Danny Moses sit down with Cameron Dawson, Chief Investment Officer at NewEdge Wealth, for a vibe check on the stock market (4:00), the most important chart Cameron is watching right now (8:00), earnings expectations (11:00), what a Fed rate cut means (14:30), whether something has changed in the mark…

1
What’s Halvening in AI, FinTech & Crypto with Trevor Marshall | Okay, Computer. 42:56

1d ago42:56

42:56

Trevor Marshall, CTO of Current is kicking back with Dan for an update on all things AI, FinTech and crypto. Topics on the pod today include; a vibe check on Generative AI (3:00), Investors Sitting Out the Latest AI Wave (10:30), can Apple turn the tide when it comes to AI (17:00), the Humane AI pin (24:00), a vibe check on Bitcoin after its weeken…

1
Chart Check on the S&P 500 with Carter Braxton Worth | MRKT Call 39:30

2d ago39:30

39:30

Dan Nathan and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, April 16th. Timecodes 0:00 - S&P 500 Technicals 13:00 - JNJ & AXP Trade IDea 26:45 - SLV Update 30:30 - Yields 36:00 - XLU Update Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to …

1
Death, Taxes and Higher For Longer with Liz Young and Chris Verrone 1:06:14

3d ago1:06:14

1:06:14

Dan Nathan and Liz Young do a pulse check on what CEOs are saying about the consumer (4:00), the correlation between yields and stocks (15:45),JPMorgan earnings (20:30), Apple’s iPhone slump (24:30), what to expect from earnings this week (26:00), Fed speak (28:00), and S&P 500 technicals (31:00). After the break; Chris Verrone, Head of Technical &…

1
Lesser of Two Evils & A Conversation with Michael Kao 57:06

7d ago57:06

57:06

We’ve got a podcast unlike any other this week featuring Guy Adami and Danny Moses. The guys start the show by digesting a litany of economic data released this week (5:00), what retail stocks say about the consumer (7:30), concerning price action in commodities, gold & silver (12:00), recent treasury auctions & dollar/yen (18:00), energy (23:15), …

1
A Notable Update On The IPO Landscape with Jeff Richards + Funders x Founders with Handshake’s Garett Lord | Okay, Computer. 1:11:39

9d ago1:11:39

1:11:39

Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is…

1
How to Play for a Pullback in the S&P 500 | MRKT Call 37:43

9d ago37:43

37:43

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, April 9th. Timecodes 0:00 - S&P 500 14:10 - Nike 23:40 - Delta & JETS 27:00 - JP Morgan & XLF Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to you by our presenting spo…

1
Gold’s Shining Moment & A Conversation with Roy Niederhoffer 1:12:18

10d ago1:12:18

1:12:18

On this episode of “On The Tape,” Guy Adami and Liz Young recap hit the recent move in yields (3:00), what the VIX is telling us about the markets (5:00), the commodities complex (8:00), rate cut expectations/jobs market (10:30), Jamie Dimon’s warning to the economy (17:00), Fed speak this week (21:00), earnings season kicking off (23:30) and gold …

1
Now Bulls Can’t Leave with Ben Kallo of RW Baird 1:05:56

14d ago1:05:56

1:05:56

On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the biggest stocks in the market (22:00), the calamity trade (27:30), Janet…

1
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer. 1:01:18

16d ago1:01:18

1:01:18

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00), Later, they are joi…

1
Market Sells Off: What's the New Risk On Trade? | MRKT Call 39:20

16d ago39:20

39:20

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, April 2nd Timecodes 0:00 - New Risk On? 11:30 - Silver Trade Idea 20:45 - XLF Trade Idea 26:00 - GOOGL Trade Update 32:30 - Tesla Chart Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Ca…

1
April Fool’s Gold with Liz Young from SoFi 46:48

17d ago46:48

46:48

On this episode of “On The Tape,” Dan Nathan and Liz Young discuss what yields are saying about the stock market (3:30), the S&P 500’s strong start to the year despite Apple’s underperformance (12:20), positioning for the armageddon scenario (16:30), valuations (24:00), market euphoria (28:00), gold (40:00), and what to expect from the Jobs Report …

1
I’d Rather Be A Bull: A Conversation with David Rosenberg 50:02

27d ago50:02

50:02

On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the dot com bubble (14:00), the read on the broader market (25:45), the m…

1
Nvidia GTC Debrief with Deirdre Bosa + Getting Book Smart with Literati’s Jessica Ewing and Katie Stanton of Moxxie Ventures 49:04

23d ago49:04

49:04

Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15). Later, Dan is joined by Katie Stanton of Moxxi…

1
Chart Check on Stocks at Record Highs 41:57

23d ago41:57

41:57

Dan Nathan, Guy Adami, and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, March 26th. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering take…

1
Is This Peak Goldilocks? + A Conversation with Drew McKnight of Fortress Investment Group 1:12:09

24d ago1:12:09

1:12:09

Dan Nathan, Guy Adami and Liz Young discuss the state of the consumer through clothing and apparel brands (5:00), Boeing CEO stepping down at end of 2024 (12:00), sector divergence (18:00), rates & dollar/yen (21:00), semiconductors (25:00), small caps (27:45), Goldman calls for commodities rally (31:30), investing in banks (34:00), Cintas & econom…

1
Dovish Again: What Are We Doing After Powell Speaks? 42:39

29d ago42:39

42:39

Dan Nathan and Guy Adami debrief on key themes they are watching into the end of the week (2:00). After the break, Danny Moses is joined by Vincent Daniel and Porter Collins of Seawolf Capital to break down Fed Chair Jerome Powell’s press conference (14:00), Federal debt levels (18:00), gold/bitcoin (25:30), the commercial real estate space & finan…

1
The Compound Bros Are Not Afraid of Bear Markets 55:08

29d ago55:08

55:08

Dan Nathan is joined by Josh Brown and Michael Batnick of Ritholtz Wealth Management. You might know them better from Josh’s regular appearances on CNBC and their podcast The Compound and Friends. On today’s special pod drop, the guys are talking about the anticipation of Fed rate cuts (4:00), the state of consumer credit (16:30), Why U.S. Stocks S…

1
Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast 35:15

1M ago35:15

35:15

On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could im…

1
Big Tech Catch-Up Trade | MRKT Call 36:26

1M ago36:26

36:26

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, March 19th. Timecodes 0:00 - Semi Stocks 12:00 - Google/Alphabet 22:00 - Boeing 27:50 - MU, NKE & FDX Implied Moves Subscribe to our daily newsletter Subscribe to MRKT Call reminders & show notes MRKT Call is brought to you by our presen…

1
Market Madness or Sadness? 36:45

1M ago36:45

36:45

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Liz Young discuss two big events for the markets this week: Nvidia’s user conference & the Fed meeting (3:00). Plus, they hit the potential Apple/Google AI deal (21:30) and where stocks could end the week (31:30). Articles Mentioned on this Podcast: How I Got Hooked on the Hottest Trade i…

1
Bond Yields Show Me The Way with Caleb Silver of Investopedia 1:08:16

1M ago1:08:16

1:08:16

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses discuss Tesla hitting the skids (4:00), the market rotation (8:00), Microsoft vs. Alphabet (GOOGL) (10:00), investing in manias (14:45), gold/gold miners/bitcoin/oil/commodities (22:00), Nvidia’s user conference (33:00) and next week’s Fed meeting (36:45). Later, Dan and Guy s…

1
Tick Tock for TikTok? + Funders & Founders w/ Matt Turck & Florian Douetteau CEO of Dataiku | Okay, Computer. 50:27

1M ago50:27

50:27

CNBC’s Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia’s GTC 2024 next week (17:00)? After the break, Dan is joined by …

Podcasts Worth a Listen

Liz Kao Podcasts

Podcasts Worth a Listen

1
On The Tape

Risk Reversal Media

1
International Writers' Collective

International Writers' Collective

1
Indie Hackers

Courtland Allen and Channing Allen

1
Big Tech Q1 Earnings Preview with Gene Munster | Okay, Computer. Tech Investing Podcast 53:56

1
Mad Bull Lost Your Way with SoFi's Liz Young 32:52

1
Something Changed in the Stock Market with Cameron Dawson of NewEdge 52:59

1
What’s Halvening in AI, FinTech & Crypto with Trevor Marshall | Okay, Computer. 42:56

1
Chart Check on the S&P 500 with Carter Braxton Worth | MRKT Call 39:30

1
Death, Taxes and Higher For Longer with Liz Young and Chris Verrone 1:06:14

1
Lesser of Two Evils & A Conversation with Michael Kao 57:06

1
A Notable Update On The IPO Landscape with Jeff Richards + Funders x Founders with Handshake’s Garett Lord | Okay, Computer. 1:11:39

1
How to Play for a Pullback in the S&P 500 | MRKT Call 37:43

1
Gold’s Shining Moment & A Conversation with Roy Niederhoffer 1:12:18

1
Now Bulls Can’t Leave with Ben Kallo of RW Baird 1:05:56

1
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer. 1:01:18

1
Market Sells Off: What's the New Risk On Trade? | MRKT Call 39:20

1
April Fool’s Gold with Liz Young from SoFi 46:48

1
I’d Rather Be A Bull: A Conversation with David Rosenberg 50:02

1
Nvidia GTC Debrief with Deirdre Bosa + Getting Book Smart with Literati’s Jessica Ewing and Katie Stanton of Moxxie Ventures 49:04

1
Chart Check on Stocks at Record Highs 41:57

1
Is This Peak Goldilocks? + A Conversation with Drew McKnight of Fortress Investment Group 1:12:09

1
Dovish Again: What Are We Doing After Powell Speaks? 42:39

1
The Compound Bros Are Not Afraid of Bear Markets 55:08

1
Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast 35:15

1
Big Tech Catch-Up Trade | MRKT Call 36:26

1
Market Madness or Sadness? 36:45

1
Bond Yields Show Me The Way with Caleb Silver of Investopedia 1:08:16

1
Tick Tock for TikTok? + Funders & Founders w/ Matt Turck & Florian Douetteau CEO of Dataiku | Okay, Computer. 50:27

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