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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

42:52

A Couple of Talking Heads on GenAI, Crypto & The...

RiskReversal Pod ·

2024/08/07

Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in FinTech, particularly for customer service and fraud prevention, and the evolution of AI applications in consumer technology with references to Apple and

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107:20

Volatility Returns With Vengeance | On The Tape x...

RiskReversal Pod ·

2024/08/05

Dan Nathan, Guy Adami, Carter Worth and Liz Young Thomas discuss today's volatile action in markets. This is a special collaboration for MRKT Call and On The Tape for Monday, August 5th.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, in-depth analysis, tips and advice

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67:50

Turn The Market Upside Down & a Conversation with...

RiskReversal Pod ·

2024/08/02

Guy Adami, Dan Nathan and Danny Moses discuss the current market volatility, touching on economic indicators, interest rates, and weakening sectors. They highlight the recent downtrend in the S&P 500 and the implications of lower yields due to a slowing economy. The duo analyzes the significance of the ISM numbers, China's weak manufacturing data, and the geopolitical impact on oil prices. Other topics include the performance of mega-cap tech stocks, the role of AI, consumer behavior in response to

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31:47

Big Tech Earnings: What We’ve Learned So Far | ...

RiskReversal Pod ·

2024/07/31

Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into the performance of key companies like NVIDIA and AMD. The duo also looks ahead to upcoming earnings reports from other major tech players. Throughout, they

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59:54

The Mama’s And The Papa Powell + What’s Next For...

RiskReversal Pod ·

2024/07/29

Guy Adami and Liz Young discuss consumer behavior amid inflation, and specific company performances like McDonald's recent struggles. Additionally, predictions about the Federal Reserve's interest rate movements and the implications of recent economic data, including jobs and inflation, are discussed.Guy Adami and Kaitlin Malin of iConnections speak with Chris Rhine, of Galaxy Digital. Chris shares his career journey, beginning at BlackRock and transitioning through roles at Cohen & Steers before

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60:08

The End of the Epic GenAI Powered Market Rally?

RiskReversal Pod ·

2024/07/26

Dan Nathan, Guy Adami and Danny Moses discuss the impact of generative AI on tech stocks, particularly focusing on NVIDIA's fluctuating performance. They analyze market volatility, the potential end of the AI-driven rally, and impending earnings reports from major tech companies like Microsoft and Meta.After the break, Vincent Daniel and Porter Collins speak with their "Big Short" co-star Danny Moses about stock picking in volatile markets. The guys dive into some idiosyncratic ideas in sectors

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49:16

Mega-Cap Earnings Preview With Gene Munster | Okay,...

RiskReversal Pod ·

2024/07/23

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Google and its AI advances, Tesla and its expected vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI

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63:47

Market’s Musical Chairs & A Conversation with...

RiskReversal Pod ·

2024/07/22

Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focusing on the tech sector's performance and future outlook. Additionally, the guys delve into the Chinese economy's challenges and the potential global repercussions. The guys also dive into cybersecurity vulnerabilities

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70:13

A Monkey Wrench In The Market + Liz Ann Sonders on...

RiskReversal Pod ·

2024/07/19

Guy Adami and Dan Nathan discuss the latest market trends, focusing on the recent downturn in tech stock performance. They delve why AI-chips manufacturers are performing so poorly and Big Tech's price behavior as it relates to geopolitical tensions and potential regulatory actions under a second Trump administration.Liz Ann Sonders, Managing Director and Chief Investment Strategist at Charles Schwab, joins the discussion to review her past predictions and analyze market performance over the last

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62:23

Will Regulators Beat the Wiz? + The ‘Yes Chef’ Ryan...

RiskReversal Pod ·

2024/07/17

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations for Q2 tech earnings. The conversation also touches on the regulatory landscape and its impact on significant deals and the new race for tech companies to

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40:54

A Reckoning For The Consumer

RiskReversal Pod ·

2024/07/15

Dan Nathan and SoFi's Liz Young Thomas of dive into the latest market trends, focusing on earnings season, with significant attention to consumer commentary from CEOs. They discuss Jamie Dimon's perspective on higher interest rates for longer, Apple's focus on India vs. China sales, and a potential $23 billion cybersecurity deal involving Google. The episode also explores the implications of the weekend's political events on the markets. Liz provides insights into the financial sector, especially

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79:42

Truth or Consequences with Lori Calvasina

RiskReversal Pod ·

2024/07/12

Guy Adami, Danny Moses, and Dan Nathan delve into recent economic trends, including potential Fed rate cuts, inflation, and CPI updates. They analyze key sectors like consumer goods, airlines, and tech stocks while discussing current valuations and earnings reports. The gang also discusses their favorite car manufacturer/future robotaxi company Tesla.Special guest Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, shares her insights on the equity market landscape, the Russell

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33:45

After The AI Gold Rush with Guy Adami | Okay,...

RiskReversal Pod ·

2024/07/10

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves with xAI and the competitive landscape involving OpenAI, Alphabet, and Anthropic. The guys touch on Apple's market cap surge post-WWDC and debates

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36:08

You Never See The Market Turn Coming

RiskReversal Pod ·

2024/07/08

Guy Adami and Liz Young Thomas discuss a range of topics from personal updates to pressing financial trends. We delve into the stock market's latest all-time highs and the market's questionable response to weak job numbers, and predictions about the Federal Reserve's potential upcoming rate cuts due to increasing unemployment, which has exceeded 4% for the first time since 2021. They also address the peculiar behavior of the small caps and speculate on the possibility of a near-term market

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60:41

The Way of the Champion with Paul Rabil | Okay,...

RiskReversal Pod ·

2024/07/05

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commitment to inclusivity. The conversation touches on Rabil's athletic success, the challenges he faced, and his new book, 'The Way of the Champion.' They

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86:21

The Cycle Is Coming with Helima Croft

RiskReversal Pod ·

2024/07/03

Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influencing oil prices. The discussion also covers Federal Reserve Chair Powell’s comments on inflation, bank earnings, and the effects of Middle Eastern

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53:56

Stocks Rise to Start the Second Half | MRKT Call

RiskReversal Pod ·

2024/07/01

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Monday, July 1stTimecodes 0:00 - S&P 500 16:00 - Seasonality 21:30 - Rates/Data 29:00 - Homebuilders 31:00 - JPM/WFC/BA 33:30 - Sectors To Watch 43:00 - Q&A -- 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

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48:20

Asset Inflation: The Real AI with Mike Wilson

RiskReversal Pod ·

2024/06/28

Mike Wilson, Chief Investment Officer at Morgan Stanley joins Guy Adami, Danny Moses, and Dan Nathan for an eighth time! The guys cover market performance, monetary policy post-pandemic, the yield curve's impact, and investor sentiment. They examine growth concerns, inflation risks, and potential impacts of fiscal policies and government spending. Mike Wilson shares insights on sectors like tech, industrials, and energy, and highlights the importance of watching labor market data and bond market

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22:32

The Killer AI Device is Already in 2 Billion Pockets

RiskReversal Pod ·

2024/06/26

CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any rush to go public (18:00)?Articles Mentioned Apple’s AI killer is... the iPhone (TechCheck) Businesses Want Slower AI Models—And That Might Hurt Nvidia

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40:26

Tom Lee’s ‘Everlong’ SPX Target

RiskReversal Pod ·

2024/06/24

Dan Nathan returns from his grand European tour and joins Guy Adami to discuss current market trends. They explore the implications of recent activities in the SPX, including divergences between the market cap weighted and equal weight indices, and delve into Tom Lee's bullish 15,000 S&P 500 prediction by 2030. Other topics include Nvidia's recent insider selling patterns and the potential influence on stock performance, FedEx's upcoming earnings as a potential market indicator, and the impact of AI

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875 results

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