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@10:46

Business & Economics Podcasts

Guy Adami and Dan Nathan offer their hot takes on the most notable Wall Street research of the week. Guy and Dan bring their own unique brand of stock and macro-level calls and tease out the bull/bear cases over the course of 14 minutes. @10:46 airs on OpenExchange.TV live Thursdays at 10:46 AM Eastern

Guy Adami and Dan Nathan offer their hot takes on the most notable Wall Street research of the week. Guy and Dan bring their own unique brand of stock and macro-level calls and tease out the bull/bear cases over the course of 14 minutes. @10:46 airs on OpenExchange.TV live Thursdays at 10:46 AM Eastern

Location:

United States

Description:

Guy Adami and Dan Nathan offer their hot takes on the most notable Wall Street research of the week. Guy and Dan bring their own unique brand of stock and macro-level calls and tease out the bull/bear cases over the course of 14 minutes. @10:46 airs on OpenExchange.TV live Thursdays at 10:46 AM Eastern

Language:

English


Episodes

Earnings Extravaganza & Special Guest Sara Potter of FactSet

7/29/2021
Guy and Dan discuss the myriad of tech reports, Susquehanna’s upgrade of American Airlines, trouble in the transports, and strong earnings growth. They are joined by Sara Potter, Senior Content Specialist and Economic Contributor at FactSet. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- We’re on social: Follow Dan Nathan @RiskReversal on...

Duration:00:24:58

Market whiplash, Qualcomm earnings on deck and a Mr. Softee’s mega-rally

7/22/2021
Guy & Dan discuss the latest market moves, Goldman’s upgrade of Qualcomm and Haliburton, Microsoft’s epic rally, and rising profit margins. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook...

Duration:00:22:13

Inflation warnings and big tech calls

7/15/2021
Guy and Dan discuss Larry Fink’s inflation warning, Apple’s big run, Citi’s upgrade of AMD, where crude could go next, and one for the road on revenue growth. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:21:18

The warning signs are screaming & earnings on the horizon

7/8/2021
Guy and Dan discuss headwinds for the broader markets, analysts piling into American Express ahead of earnings, Virgin Galactic’s meteoric rise, the F’MAGA trade and Q2 earnings growth. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:21:14

Bond market warning and three hot stock charts

7/1/2021
Guy and Dan discuss Morgan Stanley’s call that high-grade corporate bonds are “priced for perfection,” Goldman’s bullish thesis on ConocoPhillips, BMO’s Micron upgrade, Roku’s massive run, and one for the road on bottoms-up earnings estimates. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan...

Duration:00:22:15

‘Classic finale’ to the bull market and 3 breakout stocks

6/24/2021
Dan and Guy discuss legendary investor Jeremy Grantham’s comments on market euphoria, DA Davidson’s bullish calls on PayPal and Square, Wells Fargo’s play on Netflix, and one for the road on earnings guidance. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on...

Duration:00:18:56

Inflation expectations and two hot stock calls

6/17/2021
Dan and Guy discuss the markets after the Fed meeting, Morgan Stanley ups its price target on Nike, Evercore ISI calls Microsoft the “Netflix of gaming,” and one for the road on inflation. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:14:51

The S&P looks ready to party

6/10/2021
We discuss Byron Wien’s bullish call for stocks, why Wall Street loves Amazon, Barclay’s bullish call on Chevron, and the S&P sectors that analysts are most bullish on. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:20:07

The May jobs report and great earnings expectations

6/3/2021
What the May jobs report means for the Fed, Bank of America's upgrade on Williams-Sonoma, JPMorgan upping its price target on FedEx, and great earnings expectations. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:16:43

Carter Worth’s call on lower rates, two calls on Coinbase, Nvidia’s hot streak

5/27/2021
Carter Worth calls for a rate breakdown, Goldman Sachs and JPMorgan initiate coverage on Coinbase, Bank of America ups its price target on Nvidia, and one for the road on a Ford breakout. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:20:38

Crypto vs Gold, Salesforce upgrade, Wells Fargo downgrade, Tesla

5/20/2021
Dan and Guy launched a new show called @10:46 that our Macro Setup listeners might enjoy. They break down 3 research calls (1 macro, 2 stock) in 14 minutes. Sign up here to be notified of all our shows: https://riskreversal.com/subscribe/ Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:18:27

Stanley Druckenmiller on Macro, US Steel upgrade, Facebook and Alphabet downgrades

5/13/2021
Stanley Druckenmiller believes the Fed has overstayed their welcome, Morgan Stanley upgrades US Steel and Citi downgrades Facebook and Alphabet. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:19:41

Tom Lee’s Call on Oil, Boeing Upgrade, Peloton downgrade

5/6/2021
Tom Lee has a major call on the oil sector (buy!) with ConocoPhillips upgraded by Bank of America, Bernstein upgrades Boeing, and Bank of America downgrades Peloton. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:17:48

Mike Wilson’s Macro Call, Goldman Sachs removes Apple’s sell, Verizon downgraded

4/29/2021
Mike Wilson of Morgan Stanley has a macro call about the end of the pandemic and what it means for stocks, Goldman Sachs finally removes their sell rating on Apple and Verizon is downgraded by MoffettNathanson. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on...

Duration:00:17:35

“On Perseverance”, Citrix Upgrade, Autonation Upgrade

4/22/2021
David Rosenberg’s “On Perseverance” will resonate with market bears, Citrix upgraded by Jefferies and Autonation is upgraded by Benchmark. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:14:44

“Curb their enthusiasm”, Nvidia Upgrade/Intel Downgrade, Bookings Upgrade

4/15/2021
Savita Subramanian says investors should “curb their enthusiasm”, Raymond James upgrades Nvidia and downgrades Intel, and Jefferies upgrades Bookings. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:19:02

All Clear, FedEx in Focus, Snap Upgrade

4/8/2021
Bloomberg Intelligence sends the all clear signal, FedEx is added to JPMorgan’s focus list and Snap gets upgraded by Atlantic Equities. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Duration:00:14:37