Going On The Tape with OGs Dan Nathan & Guy Adami

About this episode

Danny Moses hosts a reunion episode discussing market concerns and the impact of various economic factors with guests Dan Nathan and Guy Adami.

Danny Moses hosts a special reunion episode of On the Tape with Dan Nathan and Guy Adami, opening with concerns about a fragile market backdrop worsened by the Middle East conflict, higher oil-driven inflation expectations, weak job data, private credit redemptions, and a recession risk tied to an equity selloff unwinding the wealth effect. The group discusses commodities becoming central—oil, gold, and copper—alongside de-dollarization pressures and growing U.S. debt, arguing the bond market and rising yields are key risks. They debate tech and AI, warning that “sanctity of capex” may break as returns disappoint, highlighting reports of OpenAI pulling back data-center commitments and the potential circular financing of the buildout, with Nvidia’s margins and valuations vulnerable. They also cover midterm-year policy “puts,” Fed leadership uncertainty, and how CNBC/Fast Money is adapting through live events, programming tweaks, and a focus on authenticity and audience engagement. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the…

People in this episode

Host: Danny Moses

Guests: Dan Nathan, Guy Adami

Topics covered

• market analysis
• inflation
• commodities
• tech and AI
• U.S. debt
• Fed leadership
• audience engagement

Keywords

• market backdrop
• oil-driven inflation
• recession risk
• de-dollarization
• bond market
• tech
• AI
• Nvidia
• midterm-year policy

Mentioned in this episode

Organizations: OpenAI, CNBC, Fast Money

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