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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

36:38

The AI Trade Enters Its 'Show Me' Era with Jeff Richards

RiskReversal Pod ·

2025/03/20

Dan Nathan and Guy Adami welcome back Jeff Richards, Managing Partner at Notable Capital. The discussion covers a wide range of topics, including the shift from investing in tech giants like the 'Mag 7' to gold and European banks. Jeff shares insights on market concentration and the importance of discovering new tech opportunities. The conversation also delves into the AI revolution, its impact on private markets, and the evolving pricing models in the software industry. Jeff highlights the

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30:04

One Step Forward, Two Steps Back For Markets

RiskReversal Pod ·

2025/03/19

Guy Adami and Dan Nathan discuss the anticipation surrounding Federal Reserve decisions on March 19th, examining their potential impact on the market. They delve into the recent volatility in the S&P 500, noting significant sell-offs and the broader economic implications. The episode also covers geopolitical tensions, their influence on oil prices, and the mixed signals from economic data. They address the ongoing narrative around Federal Reserve policies, including discussions on interest rates,

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54:08

Marko Kolanovic: Might is Right & The New Economic...

RiskReversal Pod ·

2025/03/18

Dan Nathan and Marko Kolanovic, Former Chief Market Strategist at JP Morgan, discuss recent market trends on the Risk Reversal Podcast. They explore the state of the S&P and its rapid declines, the geopolitical and policy influences affecting the market, and the implications of US tariffs and trade conflicts. Marko provides insights into the technical dynamics of recent sell-offs, potential recession indicators, and the impact of global fiscal policies. The conversation also touches on corporate

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30:05

Can Markets Rebound from Recent Lows?

RiskReversal Pod ·

2025/03/17

Dan Nathan and Guy Adami discuss a variety of topics including insights from the Treasury Secretary on 'Meet the Press', the upcoming Federal Reserve meeting, Nvidia's GTC conference with CEO Jensen Wong, and recent China economic data. Dan and Guy analyze last week's market performance, focusing on the VIX and S&P 500 movements, and debate whether the recent market bounce is temporary or a sign of a longer-term trend. They also discuss the potential impacts of Nvidia's keynote on tech stocks,

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71:58

Vincent Daniel: Unplugged with Intent

RiskReversal Pod ·

2025/03/14

Guy Adami and Dan Nathan host Vincent Daniel of Seawolf Capital on the RiskReversal podcast. They discuss market dynamics, focusing on volatility, the impact of the Trump administration's economic policy changes, and key financial indicators. Vincent shares his views on the current state of the market, comparing it to historical trends, and provides insights into credit spreads, regional banks, and gold investments. The episode covers the complexities of navigating market uncertainty and the

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29:07

Peter Boockvar on Global Crosswinds: Japan, Europe,...

RiskReversal Pod ·

2025/03/13

Guy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they

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35:39

Temerity, Punditry & More Market Uncertainty

RiskReversal Pod ·

2025/03/12

Dan Nathan and Guy Adami dive into the implications of the latest Consumer Price Index (CPI) data, which came in softer than expected. They discuss how the Federal Reserve's preferred inflation metrics, tariffs, and the looming trade war with China affect market sentiment. The conversation touches on the recent fluctuations in the stock market, particularly the performance of tech stocks like Nvidia ahead of their user conference, the impact of the trade war on inflation, and the potential for a

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34:07

Tech Stocks Without A Net & A Conversation with Mark...

RiskReversal Pod ·

2025/03/11

Dan Nathan welcomes Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, back to the RiskReversal Podcast. They discuss major shifts in the stock market, comparing today’s landscape with the dot-com bubble of 2000. Key topics include recent significant corrections in major tech stocks like Meta, Netflix, and Google, and the long-term investment opportunities these dislocations might present. Mark shares his investment strategy focusing on high-quality companies, the

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37:44

Market Mayhem On A Monday Morning

RiskReversal Pod ·

2025/03/10

More Info on 'Fast Money Live': https://www.cnbcevents.com/fast-money-live-june-2025/Dan Nathan and Guy Adami discuss the current state of market volatility amidst key economic indicators such as CPI, PPI, and consumer confidence reports looming. They delve into the implications of a declining S&P 500 and NASDAQ, analyzing the rise in the VIX and market participants' readiness for prolonged volatility. The duo also examines the impact of geopolitical events, including tariff wars and global

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51:45

Markets At An Inflection Point + Invesco’s Brian...

RiskReversal Pod ·

2025/03/07

Dan and Guy bring you a Friday morning update on what's been a particularly volatile week in markets as investors digest the Trump administration's economic policy implementation.After the break, Dan & Guy sit down with Brian Hartigan, Global Head of ETFs and Index Investments at Invesco. They discuss the history and performance of the QQQ and RSP ETFs, highlighting their construction, concentration, and the benefits they offer investors. The conversation explores how these ETFs have evolved over

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37:51

D-Mo Warnings and D-Bag Stories

RiskReversal Pod ·

2025/03/06

Checkout On The Tape with Danny MosesYouTube: https://youtu.be/rPtWBYl5F1A Apple: https://apple.co/3Dkf9ZE Spotify: https://tinyurl.com/nppjuuhe Guy Adami and Dan Nathan welcome back Danny Moses from the On The Tape podcast to discuss his return and the restructuring of RiskReversal Media. The conversation covers a variety of topics, including the importance of actionable market analysis and longer-form discussions on prevailing themes. Danny shares insights from his recent interview with famed

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48:35

Tariff Turmoil & Tomorrow's Tech Titans with Ann...

RiskReversal Pod ·

2025/03/05

Dan Nathan and Guy Adami address President Trump's address to congress and its impact on markets.After The Break: Dan Nathan and Ann Bordetsky discuss the latest trends in generative AI investments and the emerging importance of vertical AI applications in various industries such as healthcare, construction, and defense. They delve into the potential for AI to transform labor into AI-native software, pointing out that the market has shifted towards building industry-specific AI solutions. Anne

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43:44

Have We Reached Peak Uncertainty?

RiskReversal Pod ·

2025/03/04

Dan and Guy start the pod with a quick update on the stock market after Monday's massive sell-off sparked by recent tariff announcements.After the break: Dan Nathan and Jesse Chasse, the Head of Tech Equity Capital Markets & Venture Coverage at RBC Capital Markets, discuss the current state of the market on the Risk Reversal Podcast. They delve into macroeconomic trends, the IPO pipeline, and market conditions influencing both small and mid-cap companies. The conversation covers topics such as the

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35:36

Jobs Report Preview & Ray Dalio's Debt Crisis Warning

RiskReversal Pod ·

2025/03/03

Guy Adami, Liz Thomas, and Dan Nathan discuss recent market trends and geopolitical events. The conversation covers Friday's significant market movements, the impact of Zelenskyy's Oval Office meeting on market sell-offs, and volatility driven by geopolitical tensions, particularly between Russia and Ukraine. The discussion also addresses the role of tech stocks like Nvidia in market fluctuations, the outlook for semiconductor companies including Broadcom and Taiwan Semiconductor, and potential

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56:59

Tom Lee Is "Perma-Right" When It Comes To Markets

RiskReversal Pod ·

2025/02/28

Tom Lee, Head of Research at Fundstrat Global Advisors, joins the RiskReversal Podcast to discuss his market outlook. The episode covers topics such as the impact of interest rates, inflation, and the Federal Reserve's policies on market performance. Tom provides insights into bullish and bearish market sentiments, employment trends, and the role of AI and technology in driving economic growth. The conversation also explores geopolitical risks, the potential effects of deregulation and tax cuts, and

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22:30

Gene Munster: Nvidia Earnings Key Takeaways

RiskReversal Pod ·

2025/02/27

Dan Nathan and Gene Munster delve into the disappointing near-term guidance for Nvidia, Apple's shareholder meeting and the impact of geopolitical factors on its stock, and Tesla's challenges amidst a three-year price war and competition in the EV market. The conversation also touches on Microsoft's underperformance and its AI strategy. Gene shares his insights on the long-term potential and current market expectations for these tech giants.— FOLLOW US YouTube: @RiskReversalMedia Instagram:

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26:55

Nvidia Earnings On Tap, Meme Stock Mania & DEI Demands

RiskReversal Pod ·

2025/02/26

Dan Nathan and Guy Adami discuss NVIDIA's anticipated earnings report, including potential market reactions and investor expectations. They also explore broader market movements, examining why yields have fallen and speculating on the influence of recession fears. The hosts touch on diversity, equity, and inclusion (DEI) policies in major U.S. companies, highlighting Bank of America's pullback and Apple's commitment amidst external pressures. The show ends with a discussion on major meme stocks like

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36:02

Gene Munster: Nvidia Earnings Preview, Apple's $500...

RiskReversal Pod ·

2025/02/25

Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management, to discuss various major tech headlines and their potential market impact. The conversation starts with Apple's investment of $500 billion in AI infrastructure and its implications. They also touch on a recent analyst report about Microsoft canceling some AI data center leases and the broader AI adoption theme in the market. The episode delves deeply into Nvidia, anticipating their upcoming earnings report and

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37:34

Tariffs, Tech, and Turbulence: Markets Wait For...

RiskReversal Pod ·

2025/02/24

Dan Nathan, Guy Adami, and Liz Thomas discuss the significant market sell-off last week, upcoming economic data such as the Fed's preferred inflation reading (PCE), and crucial earnings reports including NVIDIA. They touch on market dynamics influenced by geopolitical events, potential tariffs, and recent announcements from tech giants like Apple and Microsoft. The hosts analyze sector-specific trends, like the contrasting performances of consumer staples and pharma stocks, and debate overvalued

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54:39

LFG with Jefferies’ Chief Optimist David Zervos

RiskReversal Pod ·

2025/02/21

Dan Nathan is joined by David Zervos, Chief Market Strategist at Jefferies, for a comprehensive discussion on market dynamics, policy impacts, and geopolitical considerations. David shares his extensive background, highlighting his 15 years at Jefferies and his earlier experiences as a macro trader and advisor to the Federal Reserve. The conversation delves into the current state of financial markets, the impact of central bank policies, and the role of macro strategies. David provides his

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