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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

46:31

Rebecca Patterson: Hidden Dangers With Stocks At...

RiskReversal Pod ·

2025/09/05

Dan Nathan and Guy Adami welcome Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discuss a range of topics, including the current state of the stock and bond markets, the implications of a weakening dollar, and the ongoing impact of geopolitical and policy issues on market stability. Rebecca also shares insights into her diversified investment strategies, emphasizing sectors like global defense and utilities

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36:09

Peter Boockvar: Can the Fed Calm Investors Before...

RiskReversal Pod ·

2025/09/04

Dan Nathan hosts Peter Boockvar from OnePoint BFG Wealth Partners on the Risk Reversal Podcast. They discuss key topics including recent Peter Lynch-inspired investment picks, labor market data ahead of the August jobs report, and economic implications of Google's recent legal developments. Peter Boockvar provides insights into the labor market's current state, the potential for Fed interest rate cuts, and the possible impacts on the broader economy. The conversation also highlights the response to

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33:28

What's The Vibe As Stocks Dip & Yields Rip?

RiskReversal Pod ·

2025/09/03

Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global

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15:24

Sneak Peek: Tom Lee Joins The Master Investor ...

RiskReversal Pod ·

2025/09/02

Dan & Guy chat with Wilfred Frost, host of The Master Investor Podcast. Wilf discusses his career, why he started his latest podcast and shares some snippets from his recent interview with Tom Lee of Fundstrat. Apple: https://apple.co/47oCNkC Spotify: https://tinyurl.com/zeem77x6 YouTube: https://www.youtube.com/@MasterInvestorChannel —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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37:32

No Bounce, No Bueno: Hidden Cracks in Bitcoin & the...

RiskReversal Pod ·

2025/08/29

Dan Nathan and Guy Adami of the RiskReversal Podcast discuss various market metrics, including the S&P 500 trading at an all-time high, the VIX, the US Dollar Index, and US Treasury yields. Nvidia's earnings report is a focal point, with expected high but moderating growth rates. They also analyze stocks like Microsoft, Taiwan Semiconductor, Palantir, Salesforce, Adobe, and Broadcom, considering their earnings and market expectations. There’s a discussion on the pressure being exerted on the Federal

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40:33

RePocolypse Redux with The Wall Street Skinny

RiskReversal Pod ·

2025/08/28

In this special edition of the RiskReversal Podcast, Dan Nathan welcomes Kristin Kelly and Jen Saarbach from The Wall Street Skinny. They discuss their content creation journey, initially aimed at demystifying Wall Street sectors for newcomers and evolving to cover broader market dynamics. The conversation covers the Federal Reserve's independence, implications of political influence on monetary policy, and potential market repercussions. They also delve into the resurgence of SPACs, exploring their

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40:08

Peter Boockvar: The Stocks That Win In A Weak Dollar...

RiskReversal Pod ·

2025/08/27

Dan Nathan and Peter Boockvar examine the effects of the ongoing dispute between the White House and the Fed, focusing on the implications of potentially firing Fed Governor Lisa Cook. They discuss Nvidia's AI market prospects, the tension between short-term and long-term interest rates, and the impact on the broader economy. Investment strategies are also covered, including weak-dollar plays like gold and agricultural stocks, energy companies, and regional banks. They also deliberate on the

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28:35

Stocks & Yields Have A "Relationship Problem"

RiskReversal Pod ·

2025/08/26

Guy & Liz focus on Federal Reserve Chair Jerome Powell's recent Jackson Hole speech, indicating a likely rate cut in September due to a cooling labor market. The conversation covers the market's seemingly endless rise, driven by mega cap tech stocks like Nvidia, and the possible risks of steady market declines. They touch on the implications of government investments in companies like Intel and predict inflation's future impact on Fed policies. The hosts also highlight upcoming economic reports, the

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31:52

The Market Hears What It Wants From J-Powell

RiskReversal Pod ·

2025/08/25

Dan Nathan and Guy Adami discuss the recent market response to Fed Chair Powell's annual address at the Jackson Hole conference. They delve into the implications for rate cuts and market movements, highlighting key points from Powell's speech. The conversation covers the mixed signals from the labor market and inflation risks, the performance of different sectors and asset classes, and the fallout of the Fed's policy shifts. They also touch upon notable stock performances like Nvidia, impacted by

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41:10

Playing Dangerous Games with Stuart Sopp, CEO of Current

RiskReversal Pod ·

2025/08/22

In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current. They discuss various economic topics, starting with the state of the US consumer, particularly those living paycheck to paycheck and heavily involved in the gig economy. They explore the effects of recent retail earnings, the impact of tariffs on companies like Walmart and Target, and the evolving job market. The conversation shifts to international economic issues,

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34:06

Meet The New Boss, Same As The Old Boss

RiskReversal Pod ·

2025/08/21

Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation touches on the challenges of inventory management and corporate governance at Target. They also delve into the implications of tariffs, the potential for geopolitical events to influence markets, and the resilience of

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33:14

Stocks Are Getting Schnockered At The AI Party

RiskReversal Pod ·

2025/08/20

Dan Nathan and Liz Thomas from SoFi discuss recent market activities including rotations and weaknesses in certain sectors, earnings reports from major retailers like Home Depot, Lowe's, and Walmart, and the impact of the Kansas City Fed Symposium in Jackson Hole. They explore the implications of stock market concentration in the S&P 500 and Nasdaq, the potential long-term benefits of AI and technological investments, and the likelihood of Fed rate cuts amidst political and economic headwinds. Liz

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29:05

Peter Boockvar: Are Central Banks Losing Grip?

RiskReversal Pod ·

2025/08/19

In this episode of the Risk Reversal Podcast, Gu Adami converses with Peter Boockvar, CIO of OnePoint BFG Wealth Partners, about the implications of the upcoming Jackson Hole Fed Gala and the rhetoric surrounding the Fed's policies. They discuss the market-moving potential of Fed commentary and the impact of tariffs on inflation, focusing on the long-term effects on supply chains and prices, particularly in the auto and real estate sectors. Additionally, they delve into the global rise in interest

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37:47

Gene Munster: AI CapEx Spending Can't Stop, Won't Stop

RiskReversal Pod ·

2025/08/18

In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also

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38:24

Neil Dutta on Housing, The Consumer & AI Fueled Growth

RiskReversal Pod ·

2025/08/15

Guy Adami and Dan Nathan host Neil Dutta, partner and Head of Economic Research at Renaissance Macro Research, on the RiskReversal Podcast. Neil shares his career journey, his time at NYU, and his experience working with David Rosenberg and Ethan Harris at Merrill Lynch. The conversation covers current economic issues including the US housing market recession, labor market dynamics, and the impact of restrictive monetary policy. Neil also discusses the significant investment in AI and its potential

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26:27

Guy Adami Is A Vibe

RiskReversal Pod ·

2025/08/14

Dan Nathan and Guy Adami dive into the recent remarks of Treasury Secretary Scott Bessent on Federal Reserve policies, analyzing conflicting viewpoints on job data and interest rate cuts. The conversation highlights concerns about politicization of economic data, historical inflation patterns, and the challenges faced by the Federal Reserve. They also touch on fluctuating market indicators like the VIX, crude oil, and Bitcoin prices. The episode concludes with a broader reflection on the impact of

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16:21

Peter Boockvar: The Fed Can’t Fix Tariffs

RiskReversal Pod ·

2025/08/13

Dan welcomes Peter Boockvar, CIO at OnePoint BFG Wealth Partners, to discuss market reactions to recent economic data. The episode covers the market's positive response to the latest CPI reading, speculations about Fed rate cuts, and the impact of tariffs on inflation and economic growth. They delve into the persistent inflation rate of 3% and discuss factors that could re-accelerate economic growth despite ongoing trade wars. They also explore the implications of sustained AI capital spending and

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35:56

Market & Milwaukee Magic with Liz Thomas

RiskReversal Pod ·

2025/08/12

Liz Thomas of SoFi joins Guy on the podcast. They discuss the Milwaukee Brewers’ impressive season and the dedication of their fans amidst local flooding. The conversation pivots to the stock market's resilience and the potential for volatility with upcoming CPI and PPI data. Thomas explains the Federal Reserve's focus on controlling inflation despite a stable labor market and the political pressures on economic data integrity. The discussion covers corporate earnings, the impact of insider sales

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66:46

David Rosenberg & The Decline of The Consumerican Dream

RiskReversal Pod ·

2025/08/11

Dan Nathan welcomes David Rosenberg of Rosenberg Research on the latest pod. The pair discuss various economic issues including U.S. trade policies, tariff implementations, and their impacts under President Trump's administration. David offers insights on the global repercussions of these tariffs, particularly focusing on their implications for inflation, domestic importers, consumers, and overall economic health. The conversation also explores how the Fed might respond to these pressures, potential

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72:49

Brett Winton: The Ark Of The AI Universe Is Long, But...

RiskReversal Pod ·

2025/08/08

Dan Nathan is joined by Brett Winton, Chief Futurist at ARK Invest. Brett shares insights about his role, the evolution of ARK Invest, and the focus on disruptive innovation platforms such as AI, robotics, energy storage, public blockchains, and biotech. They discuss the impact of large-scale investments in AI, the future trajectory of companies like Microsoft and Tesla, and the transformative potential of AI in various sectors. Brett articulates his vision for AI integration in enterprises, the

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865 results

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