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PODCAST

RiskReversal Pod

RiskReversal Media

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that

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All Episodes

47:18

This Aggression Will Not Stand, Jeff...Richards

RiskReversal Pod ·

2025/04/17

Jeff Richards of Notable Capital joins Dan Nathan to break down today’s market volatility, the impact of trade policy and tech sector uncertainty, and how private company founders are navigating this choppy environment. They discuss why AI and small business tech are long-term growth areas, the challenges facing IPOs and M&A, and why much of today’s innovation is happening in private markets. Richards highlights cybersecurity and alternative asset managers as strong sectors, and predicts a bumpy

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55:33

De-Lux Tech Talk with Josh Wolfe of Lux Capital

RiskReversal Pod ·

2025/04/16

In this episode of "RiskReversal Pod," Dan Nathan sits down with Josh Wolfe, founder and managing director at Lux Capital. The discussion delves into the current state of venture capital, macroeconomic forces, and the impact of rising interest rates on private and public markets. Wolfe shares insights on the generative AI landscape, the dynamics between large tech companies and startups, and the valuation discrepancies between private and public markets. The conversation also explores the psychology

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44:18

The Mullet Portfolio with Cameron Dawson of NewEdge...

RiskReversal Pod ·

2025/04/15

Special discount for Fast Money Live! Go to FastMoneyLive.CNBC.com and use the promo code FM25. We hope to see you there! In this episode of the Risk Reversal podcast, Dan Nathan and Guy Adami are joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss a range of timely financial and economic topics. They begin by reflecting on Cameron's market outlook for 2025, noting how high valuations and investor optimism have left little room for error, and how recent market

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35:56

Bond Market Volatility: A Wake-Up Call for Investors?

RiskReversal Pod ·

2025/04/14

In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami dive into the latest market-moving developments, including bond market volatility, the impact of tariff uncertainties, and the implications for global trade and investor confidence. They analyze the Federal Reserve's role, rising U.S. Treasury yields, and how these trends could signal broader economic risks. The discussion also covers key earnings reports from major banks and tech companies, as well as the potential ripple

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67:49

No Mulligans In Markets with Dan Ives

RiskReversal Pod ·

2025/04/11

Dan Nathan is joined by Dan Ives, Global Head of Technology Research at Wedbush Securities, to discuss the current state of the tech sector and broader market dynamics. The podcast covers a range of topics including the impact of tariffs on the U.S. tech industry, the potential long-term effects on supply chains, and the implications for major tech companies like Nvidia, Apple, Microsoft, Google, Meta, Amazon, and Tesla. Dan Ives shares his concerns about the structural damage to the tech sector and

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55:13

Tariff Tantrum with Peter Boockvar

RiskReversal Pod ·

2025/04/10

Dan Nathan is joined by Peter Boockvar, CIO at Bleakly Advisors, to discuss the market's response to recent tariff announcements by the president. They talk about bond market volatility, earnings estimates, and the reaction from risk assets like crude oil, gold, and the U.S. dollar. Peter provides an in-depth analysis of the tariffs on steel, aluminum, and auto imports, and the temporary 90-day respite on reciprocal tariffs excluding China. The discussion also covers potential long-term impacts on

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38:12

Trade Wars and Treasury Yields: The Domino Effect on...

RiskReversal Pod ·

2025/04/09

Dan Nathan and Guy Adami dive into recent market dynamics, focusing on the fluctuating US Treasury yields, the impact of the US-China trade war on the stock and bond markets, and corporate earnings reports. They discuss Walmart's and Delta's recent announcements, the economic implications of increasing tariffs, and the role of confidence in financial markets. The conversation highlights the bond market's significance over the stock market and touches on the future of US debt management

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34:46

Gene Munster: Don't Call It A Tech Crash

RiskReversal Pod ·

2025/04/08

Dan Nathan welcomes Gene Munster of Deepwater Asset Management to the RiskReversal Podcast. They discuss the recent significant market drops in the S&P and Nasdaq, considering if these drops could be termed a 'market crash'. Gene shares his views on the volatile market, especially in light of increasing tariffs between the U.S. and China. They analyze the performance and future of several major stocks, including Apple, Microsoft, Meta, Google, Tesla, and Nvidia, touching on AI's influence and the

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42:21

It's Just Another Manic Monday

RiskReversal Pod ·

2025/04/07

Dan Nathan and Guy Adami are live for a special RiskReversal Podcast as U.S. markets open on Monday, April 7th.Articles Referenced Trump tariffs based on massive error, conservative think tank says (Axios) Boaz Weinstein Fears Market ‘Avalanche’ Stoking Bankruptcies (Bloomberg) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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57:41

Markets In Turmoil with Vincent Daniel, Porter...

RiskReversal Pod ·

2025/04/04

Dan Nathan, Danny Moses, Vincent Daniel, and Porter Collins discuss the current state of the stock market in this special edition of the Risk Reversal Podcast. The episode focuses on Thursday's market downturn, with the S&P 500 down 4.8%, the NASDAQ down 5.4%, and a significant increase in the VIX. The panel delves into the implications of unexpected tariff announcements, the uncertainty facing companies like Nike, and the broader economic impact. They also touch on potential sectors to invest in,

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59:09

Josh Brown on Trump, Tariffs & Where Investors Go...

RiskReversal Pod ·

2025/04/03

Dan Nathan is joined by Josh Brown, CEO of Ritholtz Wealth Management, to examine the impact of recent market movements, institutional money, and the evolving economic landscape under the current administration. They delve into the specifics of the stock market downturn, the implications of recent tariffs, and the potential for recession. Josh shares his approach to tactical shifts, the importance of a rules-based strategy, and how his firm is managing client portfolios through volatility. The

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30:35

Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon...

RiskReversal Pod ·

2025/04/02

Dan Nathan and Deirdre Bosa, the CNBC host of Tech Check, discuss the evolution of the AI sector on the Risk Reversal Podcast. They examine the transition from AI foundation models to 'rappers' and now to AI native applications. Deirdre elaborates on the booming private market for AI app companies in contrast to the stalling public markets. The conversation highlights companies like Any Sphere’s Cursor and examines the differing cost structures and monetization strategies between AI infrastructure

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31:25

What Q1 Taught Us: Tariffs, Stagflation & The Market...

RiskReversal Pod ·

2025/04/01

Guy Adami and special guest Danny Moses discuss the significant market volatility of the first quarter of 2025 and its implications. They delve into topics such as deregulation, tariffs, and their impact on the U.S. and European stock markets. The conversation also covers the potential for stagflation, the importance of upcoming job reports, and the rising delinquency rates in various credit sectors. They touch upon the political dynamics between the private sector and government, including Mark

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36:27

Tech Wrecked: Who Leads The S&P 500 Higher Next?

RiskReversal Pod ·

2025/03/31

Dan Nathan and Guy Adami discuss the current state of the stock market, including significant movements in the VIX, treasury yields, and the recent CoreWeave IPO. The conversation covers the impact of tariffs, the upcoming jobs report, and the broader economic implications. They delve into detailed analysis of market trends, the performance of leading stocks like Nvidia, and the influence of geopolitical actions on financial markets. The pod also previews upcoming earnings reports, investor

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58:48

The Normalcy Trade With The Abnormal Brian Belski

RiskReversal Pod ·

2025/03/28

Dan Nathan and Guy Adami are joined by Brian Belski, Chief Investment Strategist at BMO Capital Markets. The discussion covers a wide range of topics, including Belski's bullish outlook on the S&P 500, with a price target of 6,700. They delve into the dynamics of the secular bull market, cyclical trends, and the path to normalcy in market returns. Belski shares his views on the impact of geopolitical events, trade tariffs, and sector-specific performances, particularly in technology and financials

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47:21

AI Spend To Kingdon (Capital) Come with Parshv Shah

RiskReversal Pod ·

2025/03/27

Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent

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33:53

Consumer Confidence Hits The Panic Button

RiskReversal Pod ·

2025/03/26

Guy Adami and Dan Nathan dive into current market observations, covering topics such as consumer confidence, tariffs, and China's role in the global economy. They discuss the significance of copper prices, Nvidia's position amidst China's environmental regulations, and the evolving landscape of the electric vehicle market in China. The conversation also touches on the geopolitical tensions involving Russia and China, the impact of tariffs on global trade dynamics, and the implications of AI

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42:21

Gene Munster on The Fateful Eight & Elon's Faithful Base

RiskReversal Pod ·

2025/03/25

Dan Nathan and Gene Munster, Managing Partner at Deep Water Asset Management, dissect the latest market movements and discuss key tech stocks. They cover NVIDIA's GTC event, Tesla's recent surge, and Micron's recent earnings. The conversation pivots to market reactions to tariff news and the impact of potential April 2nd targeted tariffs, especially on tech stocks. Gene shares insights on the broader AI trade and specific challenges for companies like Nvidia, Tesla, and Apple in light of market

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33:48

Is This The "Trump Put" Markets Have Been Waiting For?

RiskReversal Pod ·

2025/03/24

Dan Nathan and Guy Adami discuss recent market trends, economic indicators and touch on the today’s positive market movements such as rising stocks, yields, and gold prices, alongside a decrease in the VIX. The discussion covers nuances around tariffs and their market impact, recent earnings reports, and analysts' upgrades and downgrades. Key highlights include insights from Morgan Stanley’s Mike Wilson on a potentially tradable rally and sector performance analysis, particularly in tech and

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46:13

David Rosenberg on Market Uncertainty, Trade Wars and...

RiskReversal Pod ·

2025/03/21

Guy Adami and Dan Nathan are joined by David Rosenberg, founder of Rosenberg Research, to discuss notable economic developments and their implications. The episode covers the Federal Reserve's recent stance on monetary policy, adjustments in GDP and inflation forecasts, and the potential onset of stagflation. Rosenberg elaborates on the impact of tariffs, fiscal policies, and the prolonged economic uncertainty on consumer behavior and corporate CapEx. He also highlights historical parallels and the

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872 results

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