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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

69:43

Marko Kolanovic: The Recession Signal Big Tech Is...

RiskReversal Pod ·

2025/09/26

On the Risk Reversal Podcast, Dan Nathan hosts Marko Kolanovic, former Chief Market Strategist at JP Morgan, to discuss recent market movements and economic trends. They explore the impact of Federal Reserve rate cuts, market reactions to recent economic data, and how seasonal factors and technical aspects could influence market dynamics. The conversation highlights concerns about the sustainability of AI-driven market gains, the concentration of tech stocks, and the potential risks posed by

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48:19

Exploring China's Digital Belt & Road with...

RiskReversal Pod ·

2025/09/24

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the growing U.S.-China tech competition. Louis offers insights into China's rapid industrial advancements, the strategic importance of Taiwan, and the potential future of U.S.-China relations. The discussion also touches on the

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33:04

Peak Uncertainty: Gold, Private Markets and The Chase...

RiskReversal Pod ·

2025/09/23

Guy Adami and Liz Thomas delve into current market trends, including semiconductor news, Apple's near all-time high, and the fluctuating bond market. The conversation transitions to discussions on gold's performance, valuations, and the potential impact on investors. Market strategist Tony Pascarella's stance on holding positions rather than chasing the rally is also highlighted. Further, the duo touches upon the bond market's reaction to Fed rate cuts and the construction employment market's

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37:42

Gene Munster: iPhone Impressions & Nvidia's Cynical...

RiskReversal Pod ·

2025/09/22

Dan Nathan welcomes Gene Munster, founder and managing partner of Deepwater Asset Management. They discuss a range of topics including Apple’s latest iPhone release, consumer reactions, and its implications for the company’s future earnings and margins. The conversation then shifts to Nvidia's $5 billion investment in Intel and its implications in the context of U.S.-China trade relations. Additionally, the duo analyzes Nvidia’s $900 million acquihire move and the broader implications for AI

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49:03

Never Doubt The American Consumer with Michelle...

RiskReversal Pod ·

2025/09/19

In this episode of the Risk Reversal podcast, hosts Dan Nathan and Guy Adami welcome Michelle Meyer, Chief Economist at Mastercard, to discuss her career and economic insights. Meyer shares her journey from Lehman Brothers during the financial crisis to her current role at MasterCard. She reflects on key economic events, the housing market collapse, and the impact of the pandemic. The conversation covers the Federal Reserve’s policies, consumer behavior, the influence of tariffs, and the resilience

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34:50

Rapid Reaction: Fed Delivers Expected Rate Cut

RiskReversal Pod ·

2025/09/17

Dan & Guy deliver a rapid reaction to the Fed's 25bps rate cut on Wednesday. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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37:23

Rate Cut Impacts: Corporate Bonds, Gold & Global Drama

RiskReversal Pod ·

2025/09/17

Guy Adami is joined by Peter Boockvar to discuss the ramifications of the Federal Reserve's interest rate cuts and market trends. The conversation covers factors influencing stock, bond, and metals markets, including the Fed's motives behind rate cuts, the labor market, and inflation dynamics. They delve into political influences within the Fed and the potential for further economic deceleration. Additionally, they examine the global economic landscape, including central bank actions in the UK and

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35:18

$22 Trillion and Counting: How US Tech Giants Just...

RiskReversal Pod ·

2025/09/16

Guy Adami and Liz Thomas bring you an in-depth analysis of the United States stock market hitting an all-time high, bond yields, and anticipated Federal Reserve rate cuts. They explore the likelihood of a 50 basis point cut and the Fed's challenge in explaining such a move. The discussion includes comparisons to last year's market conditions, the labor market, and the importance of the Fed's upcoming economic projections. The hosts also examine regional manufacturing surveys, leading indicators, and

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38:51

Hope Is Not A Strategy with Terry Duffy, CEO of CME...

RiskReversal Pod ·

2025/09/15

Dan Nathan is joined by Danny Moses and Terry Duffy, Chairman and CEO of CME Group, to discuss their partnership and market evolution. They talk about the growth in retail trading, the impact of technological advancements, and CME's new products like futures, event contracts, and binary contracts designed for retail investors. The discussion also covers the significance of risk management tools such as stop-losses, the recent rise in open positions in equity and interest rates at CME, and the

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61:50

Pondering Orbs, Oracle & Palantir with Dan Ives

RiskReversal Pod ·

2025/09/12

Dan Nathan hosts Dan Ives, Global Head of Tech Research at Wedbush, on the Risk Reversal Podcast. They discuss Ives' new AI innovation ETF, its dynamic components, and investor skepticism. Ives addresses his recent appointment as chairman of a crypto treasury company tied to Worldcoin, emphasizing future authentication technology. The conversation also covers Tesla's potential in robotics and autonomous driving, with Ives expressing cautious optimism. They delve into Google’s AI advancements

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47:38

Is This Just The Start For Market Euphoria?

RiskReversal Pod ·

2025/09/11

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeDan Nathan & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, September 11th. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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61:18

The Mag7 Is No Longer The Mag7 with Robinhood's Steph...

RiskReversal Pod ·

2025/09/10

Dan Nathan, Steph Guild, and discuss a wide range of topics affecting the current market environment. They start by celebrating the success of the Hood 2025 event and welcome the large audience. Discussion topics include the remarkable 22% aftermarket rise in Oracle's stock, the broader implications for AI-related stocks, and the sentiment in the options market. They also touch on IPO market trends, regulatory environment changes, and the impact of potential rate cuts by the Federal Reserve

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32:25

The Case for "Buying Boring" When Tech Gets Expensive

RiskReversal Pod ·

2025/09/09

In the latest RiskReversal Podcast, Dan Nathan and Peter Boockvar, CIO at OnePoint BFG Wealth Partners, delve into a gamut of financial topics. They discuss the recent August jobs data and changing dynamics within the S&P 500, including the addition of Robinhood and AppLovin. They analyze the impact of these changes on index funds, noting the risks of high valuations. The conversation then shifts to notable movements and future prospects of major tech stocks like Nvidia, Tesla, Microsoft, and others

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31:08

Markets & The Fed Entering Uncharted Territories

RiskReversal Pod ·

2025/09/08

Guy Adami and Liz Thomas discuss the immediate market reactions following a disappointing August jobs report. They delve into the implications of this data, including the anticipated rate cuts by the Federal Reserve and the potential impact on the labor market and inflation. The conversation covers historical context, the roles of small-cap stocks, the influence of federal policies, and the reactions of various sectors, including gold and healthcare. They also touch on the global economic outlook,

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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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