Tim Seymour

Mentioned in 10 analyzed podcast episodes across 1 show

A Fast Money panelist on CNBC who provides regular market analysis and trade recommendations across sectors including technology, energy, financials, and consumer stocks. Known for discussing macro themes like geopolitical shocks, credit market stress, and semiconductor valuations, as well as offering specific stock positions and sector rotation insights. Appears frequently on the show to share tactical trading views and investment conviction on individual names.

Appears On

CNBC's "Fast Money"

Episode Appearances

CNBC's "Fast Money" · Apr 8, 2026

Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26

“Discussed geopolitical implications for Germany and Japan; recommended European cyclical exposure and energy stocks”

U.S.-Iran Ceasefire Geopolitical RiskOil Price Volatility and Energy MarketsChinese AI Chip Competition vs. Nvidia

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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 market resilience, energy sector positioning, and small-cap performance as economic indicator”

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 oil market structure, AI semiconductor picks-and-shovels strategy, and software sector uncertainty”

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" · Mar 31, 2026

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

“Discussed market rally skepticism, technical damage, and energy sector positioning”

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 discussing energy sector rotation and historical precedent for geopolitical oil shocks”

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 27, 2026

Credit Concerns Hit Banks, Private Equity… And Opportunities In The Software Selloff 2/27/25

“Fast Money panelist; analyzed credit market stress and private equity exposure concerns”

Credit Market Stress and Banking Sector SelloffAI Job Displacement and Workforce AutomationPrivate Credit and NDFI Lending Risks

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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; discussed Dell's strong guidance, fund positioning, and oil/XLE strength; final trade on oil near 9-month highs”

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 25, 2026

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

“Fast Money panelist; bullish on NVIDIA margins and semiconductor story; discussed housing market weakness and alcohol stock opportunity”

NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence

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CNBC's "Fast Money" · Feb 6, 2026

Mini Correction or Fundamental Rethinking?… And Bitcoin Bounces Back After Plunge 2/6/26

“Fast Money trader; provided analysis on crypto volatility, institutional adoption, and traditional casino valuations.”

AI CapEx Spending SustainabilitySoftware Stock Valuation and Disruption RiskMarket Rotation: Growth to Value/Cyclicals

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CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

“Fast Money panelist; bullish on Cisco; cautious on Uber; owns Deere products”

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence

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