CNBC's "Fast Money"

Consumer in a Crunch? And “The Big Short’s” Steve Eisman on How He’s Positioned for the Rest of the Year 7/25/24

This podcast episode provides an in-depth analysis of the current landscape across various industries, particularly focusing on the challenges facing the athleisure market, highlighted by Lululemon's internal execution failures and increased competition. It discusses shifting consumer behaviors, especially among high-i...

Making Sense of the Market’s Massive Pullback, and Digging in on Ford & Chipotle Earnings 7/24/24

This podcast episode examines the recent tumultuous conditions in the stock market, particularly highlighting the significant sell-off experienced by tech giants like the Nasdaq and S&P 500, amidst concerns about disappointing earnings and the viability of AI investments. Panelists reflect on the bond market's fluctuat...

Mag7’s Earnings Kickoff, and a Game of Would You Rather - Archrival Edition Description 7/23/24

This podcast episode provides an in-depth analysis of Tesla's disappointing earnings report, raising concerns about its future growth strategies, including the ambitious RoboTaxi rollout. The panelists express skepticism regarding the company's high market valuation relative to its fundamentals while also discussing Al...

The “Big Short” Reunion Kicks Off on Fast Money, and Counting Down to Big Tech Earnings 7/22/24

The Ripple Effects of the Crowdstrike Outage and Counting Down to a Big Week of Earnings 7/19/24

This podcast episode explores the aftermath of a cybersecurity incident at Crowdstrike, discussing the potential impact on the company's stock and the broader cybersecurity space. It also addresses the market response to the incident, the vulnerability created by concentration in the cloud computing industry, and the q...

All Eyes on Netflix Results, and the Impact of Rising China/Taiwan Tensions on U.S. Policy 7/18/24

This podcast episode discusses various topics such as the positive news of increased advertising revenue for a company, the evaluation of Netflix's ad tiers by investors, the rotation of markets and the valuation of Netflix, the possibility of an invasion by China and the geopolitical factors influencing this decision,...

Semi Stocks Get Smacked, and Roche Ups the Ante in the Weight Loss Drug Battle 7/17/24

The Dow Surges Nearly 750 points and the Small Caps Hit Best Level in Two-Plus Years 7/16/24

This podcast episode covers a range of topics related to the recent performance of financial markets and specific sectors. It discusses the surging Dow and the outperformance of the equal-weighted S&P, indicating a potential shift in the market narrative. The significance of rotation and triangle breakouts is highlight...

The Trump Trade Rally and a Fashion Faux Pas for Luxury Retail 7/15/24

This podcast episode explores the announcement of J.D. Vance as Ohio Senator and Donald Trump's running mate for the 2024 Republican ticket, signaling a shift in the Republican Party towards a more working-class direction. The discussion delves into the potential impacts of Trump's tax policy, the rally in digital gold...

Is The Market Rotating Or Broadening?... And Options Action Ahead Of Earnings 7/12/24

This podcast episode covers a wide range of topics, including the rotation into small caps, the performance and valuation of big banks, the contrarian views on rate cuts and inflation, the significance of travel as a consumer activity, the rallies of Ford shares and their EV business, the housing trade and the underper...

The Greenlight To Exit Tech… And Pfizer’s Obesity Hopes 7/11/24

This podcast episode discusses the market's anticipation of rate cuts by the Fed, the impact on the market and various sectors, the relationship between the yield curve and recession, the potential changes in the Democratic ticket and their implications, challenges faced by airlines, Pfizer's drug trials, the flow of m...

Apple’s Momentum Keeps Building… And AI In Focus In Sun Valley 7/10/24

This podcast episode delves into various topics including Apple's stock performance and market cap, the differences between Apple and Microsoft, the challenges faced by retail brands like Lululemon, the preliminary Q2 results for Alcoa, an interview with Reid Hoffman discussing his support for Joe Biden, the importance...

Big Banks Get A Bump… Plus Housing Sector Head Scratcher 7/9/24

This podcast episode explores various topics in the financial and tech sectors. It discusses the positive price action in bank stocks driven by higher treasury yields and the return of dividend payments. The stability and regulatory pressure in the banking industry are also analyzed, with concerns raised about the pote...

Signs Of A Weakening Consumer… And Pressure Mounting On President Biden 7/8/24

This podcast episode explores various topics including the impact of inflation on consumer spending, the performance of different companies in the market, the importance of a clear winner in the election, the high valuation of the market, the state of Intel and its prospects, the potential for AI laggard stocks to outp...

Big Tech’s Big Day… And Second Half Energy Playbook 7/5/24

This podcast episode discusses various topics including the market's price action, the resiliency of the economy, investor reactions to market volatility, the comparison of the current market to the year 1999, the increased take private offer for Macy's, a study linking Novo Nordisk's drugs to a rare eye disease, the s...

Pharma Stocks Get Hit As Biden Weighs In… Plus Tesla’s Delivery Beat 7/2/24

This podcast episode explores the pressure faced by pharmaceutical companies due to high drug pricing, the complexities involved in pricing drugs, the reasons behind the differences in drug prices between the US and other countries, the growing support for drug negotiations in Medicare, and the potential impact of lowe...

Apple Nears New Highs… And The Second Half Playbook 7/1/24

This podcast episode delves into various topics including Apple's market share in China, the monetization of AI, the significance of services in Apple's revenue growth, the impact of AI-enabled products on Apple's market share in China, the growth and impact of Apple's services, the performance of big banks and Tesla, ...

Nike’s Historic Drop… And Payment Stocks Getting Burned 6/28/24

Nike Reports Results… And Economic Track Records Ahead Of Presidential Debate 6/27/24

Nvidia’s Shareholder Meeting…. And Bank Stress Test Results 6/26/24