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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

business investing

All Episodes

31:36

Market Turmoil: DeepSeek's Impact on NVIDIA and Big Tech

RiskReversal Pod ·

2025/01/27

Guy Adami, Dan Nathan and Liz Young Thomas from SoFi, dive into the market turmoil precipitated by the introduction of DeepSeek, a Chinese AI company, and its impact on major tech stocks like NVIDIA, Microsoft, and Google. The conversation addresses the broader implications of AI competition on market valuations, the potential for increased regulatory and political pressures, and the Federal Reserve's stance on interest rates. The hosts speculate on the future landscape of AI investment and its

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48:25

Mike Wilson's 2025 Outlook

RiskReversal Pod ·

2025/01/24

Dan Nathan and Guy Adami welcome back Mike Wilson, Chief Investment Officer and Head of U.S. Equity Strategy at Morgan Stanley. Mike reflects on his previous bullish pivot due to improved liquidity and the unexpected resilience of the market. They discuss the importance of earnings forecasts, the impact of liquidity on high-quality stocks, and potential shifts in international flows. The conversation turns to the passive investing trend, potential economic factors affecting interest rates, and the

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62:43

Pod Save Wall Street with Tommy Vietor

RiskReversal Pod ·

2025/01/23

Dan Nathan hosts a special edition of the 'On the Tape' podcast, featuring Tommy Vietor, co-founder of 'Pod Save America' and 'Pod Save the World.' They delve into Vietor's experience in the Obama White House and discuss the interplay between politics and policy, emphasizing the importance of connecting the two for the general public. The conversation covers a range of topics including the influence of tech industry giants, the political landscape, and the impact of economic policies on markets and

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37:13

Clear Eyes, Fully Vested, Can't Lose?

RiskReversal Pod ·

2025/01/22

Dan Nathan and Guy Adami kick off this episode of the 'On The Tape' podcast with a discussion on the frosty New York weather before diving into key financial events. They cover Donald Trump’s AI initiative with Larry Ellison, Masa Son, and Sam Altman, dubbed 'Stargate,' pledging $500 billion toward AI infrastructure in the U.S. They discuss the market's reaction, exploring adjacent tech stocks and the seemingly overhyped announcement. The duo also reviews notable earnings from Netflix and the

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32:13

Which Tech CEOs Will Be Left High & Dry? | Okay,...

RiskReversal Pod ·

2025/01/21

Dan Nathan and Guy Adami discuss the competing interests and strategic moves of various tech CEOs, including TikTok's CEO and Sam Altman of OpenAI, as they cozy up to the government and Musk's proximity to President Trump. They explore the implications for major companies like Apple, Google, Amazon, and Tesla, touching on regulatory issues, market dynamics, and earnings reports. The conversation highlights the impact of TikTok's potential ban on Apple sales, the recent downgrade of Apple by

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43:55

Oh The Humanity!

RiskReversal Pod ·

2025/01/17

Guy Adami and Danny Moses explore the performance of the S&P 500 post-election. The duo analyze the implications of tax cuts, tariff scares, and bond yields, with Guy predicting ten-year yields will reach 5% by the Super Bowl. The conversation evaluates the impact of Federal Reserve policies, bond market activities, and Jerome Powell's tenure on financial markets. Danny delves into the challenges faced by the bond market since 2007-08 and the fine line between economic growth and higher interest

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37:55

Cash Is King: Dan Niles’ 2025 Investing Playbook

RiskReversal Pod ·

2025/01/15

Dan Nathan and Dan Niles, founder and portfolio manager at Niles Investment Management, engage in an in-depth discussion about the current state of the tech market, broader economic trends and his top picks for 2025. The conversation touches on the volatility in tech stocks, the implications of inflation, and the Fed's influence on market conditions. Dan Niles shares insights on his cautious outlook for 2025, citing inflation worries and potential AI digestion phases. They also discuss the

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29:19

Meta Zucked It | Okay, Computer.

RiskReversal Pod ·

2025/01/14

Dan Nathan and Deirdre Bosa cover how macroeconomic factors like inflation and interest rates are influencing tech investments, the role of major tech companies in the AI race, and the evolving landscape of open-source AI models. They also delve into industry-specific developments, such as Apple's iPhone sales and AI integration, and NVIDIA's dominance in the AI chip market. The episode wraps up with thoughts on regulatory challenges and the future of AI technology in Silicon Valley.— View our show

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27:45

The End of Irrational Exuberance?

RiskReversal Pod ·

2025/01/13

Guy Adami and Liz Thomas explore the impact of rising interest rates on markets, the widening spread between two-year and ten-year treasuries, and the performance of growth stocks. The conversation includes an analysis of small caps confirming market drawdowns, the implications of a strong US dollar, and potential effects on large multinational companies. They also highlight the significance of upcoming earnings reports from major banks and the influence of oil prices driven by geopolitical risks

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51:46

Yields Spike After Hot Jobs Report | MRKT Call x On...

RiskReversal Pod ·

2025/01/10

Dan Nathan, Liz Thomas and Guy Adami are together for a special Friday drop of the On the Tape podcast. They start with a discussion on the ongoing impact of recent wildfires. The conversation shifts to the week's market movements, with a specific focus on the job numbers and its implications for future Fed rate cuts. Emphasizing the Fed's choices and their impact on the economy, Elizabeth provides detailed insights into recent economic data, emphasizing the balance between inflation and employment

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29:29

The Fed Put Is Kaput

RiskReversal Pod ·

2025/01/08

Dan Nathan and Guy Adami focus on the market's reaction to NVIDIA's keynote at CES, its subsequent stock performance, and the broader implications for the semiconductor industry and 'Fateful Eight' stocks. The conversation extends to economic indicators, including Fed minutes, interest rates, bond markets, and their impact on overall market performance. They also touch on topics like high valuation tech stocks, small-cap indices, banking deregulation, and Meta's controversial change in content

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29:59

Semi Charmed Life Cycle with Gene Munster | Okay,...

RiskReversal Pod ·

2025/01/07

Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and

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35:28

What Should Investors Look Forward To In 2025?

RiskReversal Pod ·

2025/01/06

Dan Nathan, Guy Adami, and Liz Thomas of SoFi discuss recent market trends and outlooks. The conversation highlights significant stock movements from companies like Tesla and Nvidia, the implications of bond yield fluctuations, and ongoing economic and policy developments, including tariffs and inflation. Expectations for sectors like healthcare, materials, and industrials are explored, alongside discussions on passive investing impacts. Additionally, they assess the performance and potential of

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46:13

Paradigm Shifts: Valuations, Earnings & What The...

RiskReversal Pod ·

2025/01/03

Guy Adami and Danny Moses kick off 2025 with guest Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss market dynamics and surprises from 2024, focusing on valuation questions, earnings growth trends, and the impact of passive investing. Cameron provides insights into the Mag Seven, the Russell 2000 Growth Index, credit spreads, and expectations for fixed income volatility. They delve into risks surrounding rising interest rates, potential economic scenarios, and the importance

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30:57

Should Old Investments Be Forgot?

RiskReversal Pod ·

2024/12/30

In the final episode of the On the Tape for 2024, Guy Adami and Danny Moses reflect on a remarkable year. They start by honoring former President Jimmy Carter, discussing his overlooked contributions. The conversation shifts to market trends, specifically the dominance of passive investing, the influence of mega-cap stocks like Apple due to ETF holdings, and the impact of treasury yields and interest rates. They also delve into the recent volatility in Bitcoin and its implications for

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50:55

Listener Mailbag: Your Stock Market Questions Answered!

RiskReversal Pod ·

2024/12/26

Guy Adami and Danny Moses field questions from listeners, diving into market trends, the impact of Federal Reserve policies, and the outlook for various stocks in 2025. They discuss the volatility index, Federal Reserve's influence on financial conditions, and specific stock picks like Intel and gambling stocks. The duo also explores macroeconomic factors influencing interest rates, the equities market, and precious metals like gold. They touch on trading strategies, the pros and cons of leveraged

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47:55

Sticking A Fork In 2024 with Stuart Sopp & Trevor...

RiskReversal Pod ·

2024/12/24

In this final episode of the year, Dan Nathan is joined by Stuart Sopp and Trevor Marshall, co-founders of Current, on the Okay, Computer podcast. They delve into FinTech's current state, post-election market trends, the growth and technical advancements at Current, expectations around generative AI, and potential M&A activities in the sector. The discussion also touches upon the evolving role of quantum computing in crypto, the shifts in consumer behavior amid inflation, and the outlook for 2025

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38:59

The Greatest Chart In The Stock Market | MRKT Call

RiskReversal Pod ·

2024/12/23

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, December 23rd.-- Learn more about FactSet: https://www.factset.com/lp/mrkt-call Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on

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47:50

Peter Boockvar on The Fed, Volatility, Valuations and...

RiskReversal Pod ·

2024/12/20

Dan Nathan and Danny Moses are joined by Peter Boockvar from the Bleakley Financial Group. The trio delves into recent market volatility following the Federal Reserve's latest meeting. Peter Boockvar shares his insights on market reactions in both the stock and bond markets, discussing key factors such as positioning and sentiment. They explore the Fed's influence on market expectations and the broader economic outlook, touching on subjects like inflation, debt ceilings, and the impact of AI on the

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53:08

Gene Munster Has Faith In The Fateful 8 | Okay,...

RiskReversal Pod ·

2024/12/18

Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock

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