meta_pixel
Tapesearch Logo
Log in
RiskReversal Pod

Shenanigans, Fricassees and Chickens Coming Home to Roost

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7836 Ratings

🗓️ 30 April 2021

⏱️ 46 minutes

🧾️ Download transcript

Summary

Guy, Dan and Danny discuss this week’s tech earnings in pairs, hitting on Apple vs Spotify (0:54), Apple vs Facebook (8:20) and Google/YouTube vs Netflix (21:55) and some enterprise software names that have been lagging as of late (28:08). Danny “Rips Off The Tape” on Tesla’s quarter (31:50) and CEO pay (33:26). Dan talks Biden’s prime-time address (35:52). We end with Danny’s picks for the Kentucky Derby (43:19). Shoot us an email at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter

Transcript

Click on a timestamp to play from that location

0:00.0

I am Guy Adami. This is on the tape.

0:08.6

Joined as always by my dear friends, Dan Nathan and Danny Moses.

0:13.0

Today we're going to be talking pairs. Pairs. Remember, if you remember, you're the Godfather fans out there.

0:18.8

You remember, in Godfather, too, I can see Dan wrong his eyes already. But you remember Don Cor're the Godfather fans out there, you remember in Godfather, too,

0:22.6

I can see Dan rolling his eyes already.

0:25.1

But if you remember, Don Corleone comes home.

0:26.3

It's a young Don Corleone.

0:27.7

It's Robert De Neri comes home.

0:29.7

And his wife says, what a nice pair.

0:33.6

And every time I see or hear the word pair, I think of that scene.

0:38.9

Anyhow, we're going to be talking about pairs and text earning CEO pay, and we're going to look back on Tesla and their Bitcoin EV credit. Ready for this word? It's an Irish word,

0:44.7

I think, shenanigans. Shenanigans. I don't know. I mean, it just sounds Irish to me. Anyway,

0:50.1

a lot going on here. Let's take a run at these things. The first one, Apple versus Spotify.

0:56.0

I know you got some views on this, Dan, Nathan.

0:58.0

Give it to me, brother.

0:59.2

Well, it's funny.

0:59.8

You know, we had this week where most of the F MAG are the entire F MAGA complex reported.

1:04.6

That's the Facebook, the Microsoft, the Apple, the Google, and the Amazon here. And there was a lot of themes, I think, that came out of these earnings.

1:14.0

And I think the point that you make about the pairs, I think it's very important to remember that that that Michael brought home, okay, he was given to that by a street vendor.

1:19.2

He wanted to pay for it, but Michael was being shown respect guy, right?

1:23.5

Isn't that it?

1:24.1

Because he was starting to kind of flex in the neighborhood a little bit.

...

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.