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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

69:09

Move Over Mag7: Introducing The Fateful 8

RiskReversal Pod ·

2024/12/16

Dan Nathan is joined by Danny Moses and Liz Thomas to break down the latest developments in financial markets. Key topics included the Federal Reserve's upcoming meeting, recent earnings, and market expectations. The gang highlighted China's expected stimulus, the impact of rising yields, and the potential for volatility in equities. The team also examined the performance of sectors like healthcare and energy, the challenges faced by small businesses, and notable earnings reports from Nike, FedEx,

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39:02

Market Turned Up Roses In 2024 with David Rosenberg

RiskReversal Pod ·

2024/12/13

Dan and Guy are joined by David Rosenberg, the founder of Rosenberg Research. They cover his recent 'Lament of a Bear' report, where Rosenberg reflects on his stock market predictions, acknowledging the unexpected impact of AI and generative technologies on market performance. They delve into the significant rise in market multiples driven by growth in AI, especially since May 2023 with Nvidia's strong performance. Rosenberg explains the potential overpricing of stocks, influenced by high investor

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60:41

What the Sigma: Disrupting Data Analytics with Mike...

RiskReversal Pod ·

2024/12/11

Dan is joined by Mike Palmer, CEO of Sigma Computing. They discuss a variety of topics including their personal connection, the evolution of tech and its macroeconomic implications, and insights from a tech CEO dinner at RBC's TMT conference. Palmer shares his journey from education to tech, the transformations at Sigma, the impact of the pandemic on business strategy, the role of data in financial services, and perspectives on the future of AI and enterprise software. They also highlight the

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65:55

Bumbles Bounce & A Conversation with Meredith Whitney

RiskReversal Pod ·

2024/12/09

Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss a wide range of financial and market topics, including Oppenheimer's revised targets for the S&P 500 and trends suggesting a bullish market outlook. They also explore the implications of AI on various sectors, particularly emphasizing the speculative interest in software and technology stocks like Tesla, NVIDIA, and Palantir. The conversation touches on China's economic policies and stimulus measures, along with potential effects on global

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77:00

Adam Parker On Deregulation, Sector Rotation & The...

RiskReversal Pod ·

2024/12/06

Dan Nathan and Danny Moses welcome Adam Parker, CEO of Trivariate Research. They discuss recent market dynamics, including asset rotation and the implications of AI on various sectors. Parker delves into potential market movements, valuation concerns across different sectors, and the evolving role of generative AI. He also shares thoughts on the valuation and strategic moves within the healthcare and tech sectors, the impact of geopolitical risks, and the unpredictable nature of market

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42:32

Michael Saylor on Bitcoin to $13 Million &...

RiskReversal Pod ·

2024/12/05

Guy Adami and Dan Nathan are joined by Michael Saylor, the Executive Chairman of MicroStrategy. They discuss the transformative potential of Bitcoin, Saylor's strategic vision for MicroStrategy, and the role of AI in financial markets. Michael Saylor shares his insights on investment strategies, risk management, and the future of digital currency, offering a comprehensive overview of his approach to leveraging Bitcoin as a key asset. The conversation also touches on MicroStrategy's aggressive growth

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38:55

From Wall Street to Fintech with MoneyLion CEO &...

RiskReversal Pod ·

2024/12/04

Dan Nathan and Guy Adami interview Dee Choubey, CEO and founder of MoneyLion. Dee shares his journey from being a banker on Wall Street to starting MoneyLion in 2013, driven by the lessons learned from the global financial crisis. He emphasizes the importance of using alternative data to provide financial services to underserved populations and discusses how the fintech landscape evolved post-2008 financial crisis. Dee also describes MoneyLion's transformation from a lender to a comprehensive

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33:06

Market Euphoria vs Rational Optimism: Understanding...

RiskReversal Pod ·

2024/12/02

Dan Nathan, Liz Young Thomas, and Guy Adami discuss recent market trends and performance on the Monday edition of the 'On the Tape' podcast. They review key movements in the S&P 500 and NASDAQ, noting an impressive November, and dig into the impacts of the holiday week on trading volumes.The discussion includes upcoming economic data, particularly jobs and PMI reports, their potential market impact, and the highs and lows seen in sectors like semiconductors and software. They also touch on notable

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41:22

Can't Fight This Feeling

RiskReversal Pod ·

2024/11/29

Guy Adami, Dan Nathan, and Danny Moses discuss various market movements and economic indicators. Key topics include recent macroeconomic data, nominations in the incoming Trump administration, market reactions, and trends in the bond market. The trio analyzes performances in sectors such as retail and banking, unveils insights on general trading trends, discusses Nvidia and generative AI, and elaborates on the impact of tariffs and energy sector outlooks. With Thanksgiving approaching, the hosts

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38:18

The Return of Tech IPOs in 2025? What’s Fueling the...

RiskReversal Pod ·

2024/11/27

Dan Nathan is joined by Jesse Chasse, head of tech ECM at RBC Capital Markets, to discuss insights from RBC's recent TIMT conference in New York City. They explore the optimistic outlook for the IPO market in 2024, the performance of software subsectors, and the impact of generative AI. The conversation covers the public versus private investment dynamics, venture capital pressures, M&A potential, and regulatory considerations. The discussion also touches on public market demand for growth stories,

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35:10

Belief Over Fear: Markets Defy Gravity Amid Uncertainty

RiskReversal Pod ·

2024/11/25

Guy Adami, Dan Nathan, and Elizabeth Young Thomas discuss market movements in reaction to a new Treasury Secretary pick and expectations of lower regulations and cyclical growth into 2025. They delve into the impacts of inflation, the potential re-ignition of inflation due to policy changes, and the behavior of the bond market. The hosts also assess market reactions to interest rates, the significance of personnel decisions, and the enthusiastic retail response to the treasury secretary pick. They

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58:46

Go Eff-TC & A Conversation with CME Group’s Terry Duffy

RiskReversal Pod ·

2024/11/22

Guy Adami, Dan Nathan, and Danny Moses kick off the pod with a discussion about Danny's golf game before delving into market analysis. The trio dives into regulatory challenges facing tech giants like Google and Microsoft, concerns about geopolitical tensions, and market reactions.After the break, the guys are joined by Terry Duffy, CEO of CME Group, covering topics such as the importance of U.S. debt control, the role of CME in global markets, AI applications in trading, and significant

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16:58

Robinhood’s Steve Quirk & The State of Retail Investing

RiskReversal Pod ·

2024/11/20

Dan Nathan and Guy Adami bumped into Robinhood’s Chief Brokerage Officer Steve Quirk at CME Group’s GFLC. Steve gives us brief rundown of what’s new with Robinhood along with how he views the modern day retail investor. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas,

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32:20

Tech’s Laisez-Faire Era + Nvidia Earnings Preview...

RiskReversal Pod ·

2024/11/19

Dan Nathan and Deepwater's Gene Munster discuss how the tech world digests potential regulatory shifts post-election. The guys also dive into potential for autonomous vehicle advancements, trade tariffs, and their impact on tech giants like Apple and Tesla. They delve into the possible regulatory environment changes under the Trump administration and its implications for AI and big tech M&A, wrapping up with expectations for Nvidia's upcoming earnings and the broader impact on AI demand.— View our

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39:13

AI, Autonomy & Fed Speak: What's Moving Markets This...

RiskReversal Pod ·

2024/11/18

Dan Nathan and Guy Adami are live from the CME Group GFLC in Naples, Florida! Liz Young Thomas joins to update us on early 2025 reads from major firms like Goldman Sachs, Morgan Stanley, and BMO's Brian Belski. The crew also dives into inflation concerns, future Federal Reserve decisions, and notable stock performances, including Nvidia's impending earnings and Tesla's recent market surge. The episode highlights the potential influence of regulatory changes and macroeconomic conditions on market

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63:08

Macro Trends and Market Risks: Marko Kolanovic’s Outlook

RiskReversal Pod ·

2024/11/15

Dan Nathan and Danny Moses discuss Fed Chair Powell's comments on the economy and interest rates, as well as their potential impact on inflation and the market. They also explore the strength of certain sectors, the significance of key earnings reports, and the influence of geopolitical events.After the break (30:00), Marko Kolanovic, former JP Morgan Chief Market Strategist, joins to offer insights on high market valuations, the potential for geopolitical shocks, and the benefits and risks of AI

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16:04

Zeta Global CEO David A. Steinberg Responds To...

RiskReversal Pod ·

2024/11/14

Dan Nathan welcomes Zeta Global CEO David A. Steinberg to discuss a recent short-seller report by Culper Research.— View our show notes here Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

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59:02

Tech Investing 101: Insights From Imran Khan's...

RiskReversal Pod ·

2024/11/13

Dan Nathan and Guy Adami provide an update on the past week in tech as investors digest what the regulatory environment will look like under a second Trump administration. From the rotation into software to Chinese internet names, the duo breaks it all down.Dan then welcomes Imran Khan (12:00), founder and CEO of Proem Asset Management, to discuss his distinguished career in finance, starting as an equity research analyst and moving through investment banking to fund management. Khan shares his

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31:24

Small Cap Stocks Rip - How to Profit

RiskReversal Pod ·

2024/11/11

Guy Adami, Elizabeth Young Thomas of SoFi, and Danny Moses discuss the implications of China's near-record $1 trillion trade surplus, potential trade tariffs, and the cyber attack known as Salt Typhoon. They delve into the repercussions of China's economic maneuvers like currency devaluation and their significant gold purchases. The conversation transitions to talk of U.S. economic indicators, specifically inflation and interest rates, with insights into the Fed's actions. They also touch on topics

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66:56

Let The Good Times Roll with Brian Belski

RiskReversal Pod ·

2024/11/08

Guy Adami, Dan Nathan, and Danny Moses explore market optimism in the wake of Trump’s decisive election victory and the anticipated impacts on financial regulations, particularly for banks.After the break (27:00), Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares his insights on the future of major financial institutions and potential mergers among regional banks. The discussion also touches on the broader economic outlook, including inflation, interest rates, and the unique

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875 results

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