Dan Nathan

Mentioned in 10 analyzed podcast episodes across 1 show

Fast Money panelist and co-host on CNBC known for providing market analysis and investment commentary on equities, technology, and credit sectors. Frequently discusses risks in high-growth areas including AI infrastructure investments, software valuations, and private credit markets. Appears regularly on the show to analyze broader market deterioration and identify valuation reset opportunities across multiple asset classes.

Appears On

CNBC's "Fast Money"

Episode Appearances

CNBC's "Fast Money" · Apr 23, 2026

Intel On The Move After Reporting Results… And “Nonchalant” Market Warning 4/23/26

“Skeptical of Intel valuation; discussed software sector weakness and Comcast opportunity”

Intel Q1 Earnings and Data Center GrowthAI Infrastructure and Chip DemandSemiconductor Sector Valuation and Bubble Risk

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CNBC's "Fast Money" · Apr 14, 2026

Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26

“Discussing software sector disruption, Michael Burry's analysis, and market sentiment reversal”

Semiconductor Supply Chain and Custom AI ChipsAI Disruption of Legacy Software Business ModelsToken Consumption Economics in Enterprise Software

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CNBC's "Fast Money" · Apr 7, 2026

Stocks Mixed Ahead Of Hormuz Deadline… And The Impact On Oil Prices 4/7/26

“Discussing Apple foldable phone impact, VIX levels, and market risk pricing; skeptical of headline-driven trades”

Iran Nuclear Negotiations and Strait of Hormuz ClosureOil Price Volatility and Energy Market Risk PremiumApple Foldable iPhone Production Delays

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CNBC's "Fast Money" · Apr 2, 2026

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

“Discussing Tesla deliveries, semi-cap equipment demand, and semiconductor supply chain disruption scenarios”

Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement

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CNBC's "Fast Money" · Apr 1, 2026

Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26

“Analyzes Nike capitulation signals, discusses structural market problems predating Iran conflict”

Iran War Impact on Markets and Oil PricesMarket Rally Sustainability and Fading the BounceHousing Market Deterioration and Mortgage Rate Impact

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CNBC's "Fast Money" · Mar 31, 2026

Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26

“Commented on geopolitical risk, war crimes concerns, and technical market structure”

Iran War Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy IndependenceNike Earnings Miss and Athletic Wear Sector Weakness

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CNBC's "Fast Money" · Mar 2, 2026

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

“Fast Money panelist voicing concerns over Oracle and CoreWeave capex sustainability amid AI build-out”

U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure

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CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

“Fast Money panelist; highlighted CoreWeave financing risks, memory bubble concerns, and software valuation reset opportunities”

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges

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CNBC's "Fast Money" · Feb 24, 2026

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

“Fast Money co-host; discussed market risks, private credit concerns, and valuation compression”

AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability

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CNBC's "Fast Money" · Feb 23, 2026

Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26

“Fast Money co-host analyzing market deterioration across software, credit, and crypto sectors from Miami Beach conference”

Tariff Policy and Trade UncertaintyAI Disruption in Software IndustryPrivate Credit Market Stress

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