meta_pixel
Tapesearch Logo
Log in
RiskReversal Pod

Earnings Expectaions This Week + "He Said, She Said" Goes To Japan

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7836 Ratings

🗓️ 26 January 2026

⏱️ 40 minutes

🧾️ Download transcript

Summary

Guy Adami and Dan Nathan break down the biggest week of earnings season 2026, featuring high-stakes reports from Boeing, Microsoft, Texas Instruments, Apple, SanDisk, Western Digital, Exxon, and Chevron. Plus, Jen Saarbach and Kristin Kelly join for "He Said She Said" to analyze Japan's historic bond market crisis and the Netflix-Warner Bros-Paramount M&A saga. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0

Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.

0:09.1

Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.

0:16.9

Just visit your online broker and get started.

0:19.7

Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.

0:31.3

IConnections is the largest membership only platform for the alternative investment industry.

0:35.4

Bringing together thousands of fund managers and allocators in one powerful hub.

0:38.3

IConnections re-imagine how the industry connects through its digital offerings and premier in-person events,

0:43.3

empowering allocators and managers to meet, build relationships and do business anytime, anywhere.

0:48.3

To explore more about IConnections, its events and gain access to the members-only platform,

0:52.3

visit iConnections.io.

0:58.8

A warm welcome to the Risk Reversal podcast on this Monday.

1:00.9

I'm Guy Adami, joined by Dan Nathan.

1:06.2

By the way, stick around because the third installment of He Said, She Said,

1:09.3

will be coming up with Jen Sarbuck and Kristen Kelly.

1:27.5

We're going to talk about this whole situation in Japan, and Kristen's going to break down the continued saga of Netflix, Paramount, and Warren Brothers Discovery. There's a lot to unravel there, there. By the way, the people are loving, he said, she said. They are. And a lot of it has to do with our friends at the Wall Street. It's entirely yeah. She's just sick of us by the yeah. They love the Liz Ponds. Yeah. And they love the he said, what's that what is the there's a thread. There's a thread between of all those things. Yeah, we're grumpy old men. Surely right. Okay. But they make us better. They do make us better and I hope everyone's enjoying it. Give us the feedback. We'd love to hear it. Guy, big earnings

1:46.3

week. I feel like we have nothing else to talk about, you know, this past week was about geopolitics, which I know, what does it do to you? It makes my, well, I won't say it. It just bores you a little bit. It boils my boughs. But it is interesting that But it is interesting that you know, you know, that's what my grandmother used to say.

2:01.6

Boils your bowels.

2:02.6

Little guy that boils my, I don't ever know what it meant, but I've come to learn now you know what it means. It's interesting. You hear strategists, a lot of investors talk about this all the time. It's hard to price geopolitical risk. And then you have a week like Davos where it just feels like you're, you know, drinking out of a fire hose a little bit.

2:18.5

It costs some volatility in the stock market it caused some volatility in the bond market both here and abroad and here we are right where we're within a whisper of an all-time high but the good news is at least this week we have earnings to focus on and we're going to talk about them broadly now but we're going to break down each day on market call. So obviously stick around for that. But, you know, this is the week that I think a lot of people waiting for, especially on the heels of what we heard and saw over the last week, week and a half in Davos specifically. So I look at this week and let's start with Tuesday because the one that sticks out for me at least, Dan,

2:51.5

is Boeing. And why do I mention that? Because very quietly, you've had this move in Boeing that

2:56.7

nobody seemingly wants to talk about. A lot of these aerospace defense stocks have done very well.

3:01.6

Boeing, obviously, it's had its own issues. But you're talking about a stock here in the 250s

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.