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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

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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56:58

Mixed Market Reactions & The Return of Liz Thomas!

RiskReversal Pod ·

2025/08/07

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeDan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, August 7th. More on the VIX: http://vixcentral.com/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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28:35

Meshing The Macro & The Micro with Peter Boockvar

RiskReversal Pod ·

2025/08/05

Guy Adami and Peter Boockvar discuss the impact of tariffs on earnings and market performance, stressing the need to remain unbiased about their benefits or drawbacks. The discussion shifts to declining rig counts and their potential influence on crude oil prices, highlighting U.S. shale production's response to OPEC's quota adjustments. The panel addresses the geopolitical ramifications of U.S. threats to tariff countries buying Russian oil, particularly China and India, noting how these actions

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34:54

Careful What You Wish For: "Screwflation" Risks Ahead

RiskReversal Pod ·

2025/08/04

Dan Nathan and Guy Adam discuss various market dynamics affecting the economy and stock market. They touch on recent job data, surprise tariffs, and speculative moves by the U.S. administration impacting economic stability. The conversation explores potential market reactions to political and economic uncertainties, including possible stagflation and the Federal Reserve's stance on interest rate cuts. Key earnings reports from companies like Microsoft, Meta, Amazon, Palantir, Disney, and McDonald's

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49:33

BK Has Bitcoin His Way, He Rules!

RiskReversal Pod ·

2025/08/01

Dan Nathan and Guy Adami are joined by Brian Kelly, Founder & CEO of BKCM and author of 'The Bitcoin Big Bang.' The episode covers Brian's journey into the world of Bitcoin, starting around 2010, and his significant contributions to the cryptocurrency space. The discussion touches on the current macroeconomic environment, including the implications of trade tariffs, the current state of interest rates, and the potential impact of shifting global currencies such as the Japanese yen and Chinese yuan

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60:02

Powell Not Bullied + FactSet CEO Phil Snow on AI,...

RiskReversal Pod ·

2025/07/31

Dan Nathan and Danny Moses discuss the implications of the recent Federal Reserve meeting led by Fed Chair Powell. They analyze the market reactions, especially the changes in Fed Fund futures, the spike in the dollar, and the impact on equity markets. They also delve into economic indicators, the contradictory elements of Trump's economic policies, and the effects of tariffs on corporate margins and the overall market. Additionally, the podcast shifts focus to individual company performances in Q2

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25:11

3% GDP, Sticky Rates, and a Market on Edge

RiskReversal Pod ·

2025/07/30

Guy Adami and Dan Nathan host the RiskReversal Podcast and discuss various market trends and economic indicators, focusing on recent earnings reports, the Federal Reserve's monetary policies, and geopolitical factors affecting the market. They analyze the implications of Q2 GDP growth, inflation targets, and the potential for interest rate cuts by the Federal Reserve. The conversation covers Fed Chair Powell's upcoming press conference, the impact of tariffs and trade talks with China and other

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27:05

Peter Boockvar: Markets Are Flying In Rarefied Air

RiskReversal Pod ·

2025/07/29

Peter Boockvar of OnePoint BFG Wealth Management joins Dan Nathan for a quick Tuesday edition of the RiskReversal Podcast to discuss Fed Data, Trade Tariffs & Earnings.Follow Peter on X: https://x.com/pboockvar?lang=en Checkout 'The Boock Report': https://peterboockvar.substack.com/ OnePoint BFG Wealth Management: https://www.onepointbfg.com/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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33:11

The Art of the EU Trade Deal

RiskReversal Pod ·

2025/07/28

Dan Nathan and Guy Adami discuss the significant financial events of the final week of July on the RiskReversal Podcast. They cover the performance of the S&P 500 amidst 40% of its companies reporting earnings, upcoming Federal Reserve decisions, GDP data, and the jobs report. The conversation delves into the implications of a new EU-US trade deal with 15% tariffs and its potential drag on global growth. The hosts also explore the market's reaction to recent trade deals, tariff impacts on various

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61:36

Dan Greenhaus: Make Hay While The Sun Shines

RiskReversal Pod ·

2025/07/25

Dan Nathan and Guy Adami are joined by Dan Greenhaus from Solus Alternative Asset Management to discuss the intricacies of the current market trends. The conversation covers a range of topics, including the contentious rally in the S&P 500, the implications of tariffs, and the future of global trade. Greenhaus shares his skepticism about the severity of tariff impacts and delves into the complexities of inflation, interest rates, and the weakening dollar. They also explore the robustness of consumer

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74:05

A Japan Deal Inked + Yext CEO Mike Walrath on AI...

RiskReversal Pod ·

2025/07/23

Dan and Guy discuss the recent announced trade deal with Japan along with earnings to watch out for this week.After the break, Dan Nathan hosts Mike Walrath, CEO and Chairman of the Board of Yext. They discuss Yext's role at the forefront of digital media evolution, especially in the context of generative AI. Mike shares insights from his entrepreneurial journey, including founding and selling companies to Yahoo and Oracle, and his transition from a private market founder to leading a public

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26:37

Should Powell Stay or Should He Go?

RiskReversal Pod ·

2025/07/22

Guy and Dan break down the latest in markets; from the S&P’s post-CPI grind and Fed speculation to dueling headlines on tech investments and earnings season trends. They tackle calls for Jerome Powell’s resignation, discuss the real story behind big tech and AI infrastructure deals, analyze surprising strength in financials, and debate the road ahead for American Express, Google, and GM amid evolving economic headwinds.Spot Commodity Index: https://imgur.com/a/vWJ9eHi —FOLLOW USYouTube:

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43:17

Retail Traders Can't Stop, Won't Stop

RiskReversal Pod ·

2025/07/21

Dan Nathan & Guy Adami discuss how retail traders are dealing with risk, market trends, and the importance of making calculated decisions in uncertain environments. Key market data is discussed, including S&P and NASDAQ volatility, retail investor behavior, and trading volumes. The discussion touches on various economic indicators, earnings reports, and perspectives on market complacency, profitability, and potential market tops. The conversation also includes insights on AI's impact on markets,

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49:04

Dan Niles: Microsoft’s AI Edge & Hidden Risks For...

RiskReversal Pod ·

2025/07/18

Dan Nathan welcomes Dan Niles, founder and portfolio manager at Niles Investment Management. They discuss Niles' approach to investment transparency and review his recent mid-year market update. The conversation covers the U.S.-China race in AI technology, macroeconomic trends, and the impact of tariffs. Niles highlights the performance and strategies of major tech companies including Nvidia, Microsoft, and their implications on the market. They also explore the potential overbuild in AI

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872 results

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