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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

56:10

Is the GenAI Glass Half Full Or Empty with Deirdre...

RiskReversal Pod ·

2024/09/25

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article scrutinizing the future impact of generative AI. The episode highlights the rapid revenue growth in companies like OpenAI and Anthropic, growing interest and skepticism towards AI from big players like Goldman Sachs, with insights from Jim Covello. The

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69:42

Bull Market Consequences & A Conversation with Terry...

RiskReversal Pod ·

2024/09/23

Guy Adami, Elizabeth Thomas of SoFi, and Dan Nathan dive into the latest market trends, football updates, and notable financial happenings in Monday's edition of the On The Tape podcast. The episode starts with a light-hearted discussion about the Green Bay Packers' performance before shifting focus to the market's current state, with the S&P 500 nearing all-time highs. The hosts analyze historical interest rate trends, sector performances, and the impact of the Federal Reserve's actions. They delve

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70:33

Unthought Known Path of Rate Cuts with Luke Gromen

RiskReversal Pod ·

2024/09/20

Dan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference, its impact on the economy, and the potential for more rate cuts amidst discussions of a soft landing. The episode covers the recent trends in tech stocks, banks' performance, and market strategies as hedge funds recalibrate their positions.Guy Adami and

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32:35

The Morning After | Okay, Computer.

RiskReversal Pod ·

2024/09/19

Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and Nasdaq's historical performances, the potential impacts of interest rates on technology stocks, and valuations in a broad market context. The discussion

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39:36

Times Have Changed

RiskReversal Pod ·

2024/09/16

Guy Adami, Liz Young Thomas from SoFi, and Dan Nathan discuss recent developments in the financial markets. They touch on topics such as the market's anticipation of a potential 50 basis point rate cut by the Federal Reserve, changes in tech stocks, and defensive market rotations. Highlights include a conversation about Apple’s potential iPhone sales impact, considerations around Nvidia and its AI contributions, and a look at the performance and projections for companies like General Mills, AT&T,

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50:25

Let The Market Bounce & Save Our Souls with Mike Wilson

RiskReversal Pod ·

2024/09/12

Guy Adami and Danny Moses are joined by Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley. They delve into recent economic developments, focusing on market volatility, Fed policies, and inflation. Mike discusses currency movements, particularly the Yen, and their implications. He provides insights into the labor market's current state, inflation's impact on consumer spending, and the potential economic slowdown. The conversation also covers the performance of quality defensive stocks,

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44:04

AI’s Trough of Disillusionment with Jeff Richards | ...

RiskReversal Pod ·

2024/09/10

Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tech stocks. The conversation covers the recent Apple event and its potential integration of AI, why software stocks have been soft, and the ongoing

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32:57

Did You Say “Utes”?

RiskReversal Pod ·

2024/09/09

Guy Adami and Liz Young Thomas of SoFi analyze the recent performance of stock market, noting it was the worst week since March 2023's regional bank crisis. They debate whether this signals a market correction or an emerging larger issue, with Guy cautioning about potential underlying problems. Elizabeth attributes some stock volatility to the labor market and AI hype. The conversation covers various economic indicators including the unemployment rate, CPI, and shifts in market areas such as

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48:27

Even Every Winner Hits A Losing Streak

RiskReversal Pod ·

2024/09/06

Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of AI technologies, and concerns over possible overcapacity in the sector. In a significant segment, they discuss the U.S. Steel takeover bid by Nippon Steel and its political implications. The hosts also offer their NFL game

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64:34

A Lessin In Gen AI with Sam Lessin of Slow Ventures ...

RiskReversal Pod ·

2024/09/04

Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.After the break, Sam Lessin from Slow Ventures shares his insights on the impact of generative AI on venture capital investments, emphasizing the shift towards building sustainable businesses through organic growth and strategic

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71:58

The Market’s Rockin’ and a Conversation with Vincent...

RiskReversal Pod ·

2024/08/30

On this episode of the "On the Tape" podcast, hosts Guy Adami and Danny Moses discuss the current state of the markets and the implications of recent economic indicators. The conversation delves into the performance of major companies like Dollar General and Walmart, highlighting shifts in consumer behavior and the impact on stock valuations. Later, Danny is joined by his "Big Short" colleagues Vincent Daniel and Porter Collins for a deep dive into current market dynamics. They discuss the recent

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41:29

Tech Investor Gene Munster on MegaTrends | Okay,...

RiskReversal Pod ·

2024/08/28

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product

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34:21

As Good As It Gets For The Stock Market?

RiskReversal Pod ·

2024/08/26

On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upcoming interest rate cuts. The conversation shifts to the performance of various sectors amidst a falling dollar and rising gold prices, emphasizing the importance of shifting investment focus to utilities, healthcare, and

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53:11

Market’s Fair Warning with Peter Boockvar

RiskReversal Pod ·

2024/08/23

Peter Boockvar from Bleakley Financial Group, shares insights on recent market volatility, interest rates, economic indicators, and the role of AI investments by major tech firms. They also delve into geopolitical impacts on the market, particularly Japan's monetary policies. The conversation covers the state of the U.S. consumer, debt issues, and potential for future QT and QE. They touch upon prospective stock picks in agriculture, energy, and the sports gambling sector.Checkout the 'Boock

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47:29

Dan Niles On Mag7 Guidance + Nvidia Earnings Preview ...

RiskReversal Pod ·

2024/08/21

Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inflation metrics. The conversation extends to the tech sector's 'Magnificent Seven,' focusing on recent earnings trends, AI capital expenditures, and the

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34:20

What Markets Want To Hear Out Of Jackson Hole

RiskReversal Pod ·

2024/08/19

In this episode of the On the Tape podcast, hosts Guy Adami, Elizabeth Young Thomas, and Dan Nathan discuss upcoming events and economic expectations. With a focus on the Fed's Jackson Hole meeting and the implications of Federal Reserve Chairman Jerome Powell's speech, they analyze potential market movements and the broader economic landscape. The discussion covers topics like market volatility, retail sales, potential job market revisions, and the contrasting perspectives between the stock and

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46:29

The Market’s Wonderwall with Stuart Sopp, Co-Founder...

RiskReversal Pod ·

2024/08/16

Guy Adami, Danny Moses, and Dan Nathan are joined by Stuart Sopp, co-founder & CEO of Current. The discussion covers a wide range of topics, including the resilience of the consumer market, the Federal Reserve's impending decisions on interest rates, and the impact of AI on business efficiency. Sopp provides insights into the financial health of Current's customer base, noting significant growth metrics despite broader economic challenges. The conversation also delves into the effects of inflation,

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34:47

Being Human in the Age of AI with Joe Marchese | ...

RiskReversal Pod ·

2024/08/14

Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the stock market, focusing on companies like NVIDIA, Meta, and Amazon. The conversation delves into the implications of AI on advertising, commerce, and brand

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39:51

The Other Side of Growth

RiskReversal Pod ·

2024/08/12

Dan Nathan, Guy Adami, and Liz Young Thomas discuss the recent market volatility and the economic outlook for the week ahead. They examine last week's market moves, the performance of the S&P 500, and the 10-year Treasury yield. The team highlights key economic data releases, including the PPI and CPI, and their potential impact on rate cuts and market volatility. They also delve into consumer sentiment, corporate earnings from major retailers like Walmart and Home Depot, and the broader

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68:29

Stormy Monday & A Conversation With Dennis...

RiskReversal Pod ·

2024/08/09

Guy Adami, Dan Nathan and Danny Moses discuss the recent volatile market conditions, the impact of macroeconomic factors like the yen and Federal Reserve policies, and their implications for the S&P 500 and VIX. They delve into consumer spending patterns, rising credit card debt, and the performance of regional banks, addressing the potential for a recession.After the break Dennis Debusschere, President and Chief Market Strategist at 22V Research, contributes insights on the labor market, consumer

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875 results

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