- mehrmals pro WocheErscheinungsrhythmus
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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.
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The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Folgen
Dan Ives: How to Survive AI’s Volatile "Air Pockets"
Dan Nathan hosts Dan Ives to discuss a sharp Nasdaq and semiconductor selloff, shifting AI leadership, and how investors should navigate violent drawdowns. Ives explains his move from Wedbush to the new Yorkville Ives “modern merchant bank,
If Big Tech Is Selling Stock and Debt, Why Are You Buying?
In a solo Monday edition of the RiskReversal Podcast, Dan Nathan recaps a volatile week marked by major tech earnings, a Fed decision and press conference, rising yields, and looming catalysts including the election and the October jobs rep
Finding The Best Stocks In The Market with Josh Brown
Josh Brown, CEO of Ritholtz Wealth Management and co-host of The Compound and Friends, joins Dan Nathan for a wide-ranging conversation recorded on a volatile morning for AI stocks. They dig into why Josh calls this “the age of AI” rather t
Why The AI Bubble Isn’t Dot-Com 2.0 with David Steinberg, Zeta Global Founder & CEO
Dan Nathan hosts David Steinberg, CEO and founder of Zeta Global (https://www.zetaglobal.com/), for a wide-ranging conversation recorded after Zeta Live in New York, where Steinberg says the event drove $10 of business for every dollar spen
AI’s Credit Problem Is Here: Meta, CoreWeave & SpaceX CDS Spike
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Dan Nathan and Guy Adami “bookmark” a pivotal week heading into major tech earnings, a Fed meeting, and the midterms, noting the S&P’s resilience near
Cameron Dawson: Americans Have Never Been This All-In on Stocks
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive
The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock
Dan Nathan hosts Damien Lewke, CEO and founder of AI-native cybersecurity company Nebulock. Lewke recounts his career from nation-state defense at Northrop Grumman to CrowdStrike, Palo Alto Networks, MIT research in NLP, and leading AI dete
Nothing Matters in the Market Until It Does with Mike Tracey
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami welcomes Mike Tracey, Vice President of Risk at Apex Fintech Solutions, to discuss how credit and debt markets are increasingly driving equit
David Rosenberg: The AI "Mania" Is More Extreme Than 1999
Checkout David's Book: https://www.amazon.com/dp/1997701774?lv=shuf&channelId=500&plpRedirect=mhFallback Checkout Rosenberg Research: https://www.rosenbergresearch.com Subscribe to our Substack: http://riskreversal.substack.com On the RiskR
Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now
Dan Nathan welcomes Deirdre Bosa to the Okay, Computer podcast to discuss her upcoming daily Yahoo Finance show (https://finance.yahoo.com/technology/ai/articles/deirdre-bosa-partners-yahoo-finance-204102466.html?guccounter=1&guce_referrer=
Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal
CHECKOUT CALEB'S SUBSTACK: https://investopedia.substack.com/t/caleb-silvers-signal It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushin
If Not Now, Then When Will These AI Companies Go Public?
Dan Nathan and Guy Adami reunite to preview the week, focusing on two late-week tech stories: a Nikkei report that Apple may have cut iPhone 18/18 Pro component orders, and market volatility sparked by questions around OpenAI’s revenue figu
Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive
Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Go follow the 'What Are We Doing' Substack: https://whatarewedoingonthedesk.substack.com/ LIVE from the HOOD Summit in Houston: Dan Nathan hosts as the guys walk through the short seller's checklist: short interest, valuation, cost to borro
Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami welcomes back Michelle Meyer, Chief Economist at Mastercard, to dig into what Mastercard's data is saying about the American consumer heading i
Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild
Live from the HOOD Summit in Houston, Guy & Dan sit down with Robinhood's Steph Guild, Porter Collins, Vincent Daniel to make sense of a market sitting near record highs despite a war, $95 oil and a 10-year yield pushing past 5%. The panel
Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Podcast Episode #1
Tonight we're at Hunt and Fish Club talking with Anthony Scaramucci. Most people know him for his famous two weeks in the Trump White House, but he's so much more than that. He's the founder of SkyBridge Capital, a fixture on Wall Street, a
Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2
Today we're doing lunch at Manhatta, towering 60 stories above the financial district. Joining us is Rick Heitzmann, co-founder and partner at one of New York's most influential early stage venture firms, First Mark Capital. Rick has been e
U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss historic moves in U.S. Treasuries, with yields jumping 20 bps in two days, the 5-year above 5%, and the average Treasury
Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive
The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis
Dan Nathan sits down with Fahad Hassan and David Cusatis, co-founders of Range (https://discover.range.com/), an AI-native wealth management platform that just crossed $1 billion in assets under management. Fahad and David built Range witho
Dan Niles: This Isn't the Top, It's a Speed Bump
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive
David Rosenberg: "The Fed Just Made a Policy Mistake"
TRY NOW: Rosenberg Research Free Trial (https://hub.rosenbergresearch.com/free-trial?utm_source=catchall&utm_medium=landing_page&utm_campaign=trialform_general) Dan Nathan and Guy Adami welcome David Rosenberg of Rosenberg Research to discu
Danny Moses: Debt, Gold & the Fed... What's Really Driving Markets?
Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Watch Danny's Interview with Cameron Dawson: https://www.youtube.com/watch?v=zh-wizTNeC0 Guy hosts Danny Moses on the RiskReversal Podcast, recorded on September 11,
Gene Munster: iPhone Duo Will Be A Category Killer & Meta Muse Will End The Algo
Dan Nathan is joined by Gene Munster (https://x.com/munster_gene?lang=en), Managing Partner at Deepwater Asset Management, for a deep dive into Apple's foldable iPhone Duo launch and what it means for AAPL — plus a broader tour through the
Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call
Watch MRKT Call on our YouTube Channel: https://www.youtube.com/riskreversalmedia SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ (http://riskreversal.substack.com/) Dan Nathan and Guy Adami break down the top market headli
The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In
Dan Nathan and Guy Adami break down a wild week of macro data and single-stock news heading into the Fed's September meeting. They dig into the surprisingly strong August jobs report and what it means for a Fed already boxed in by political
Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure
Go checkout The Dick & Paul Show on YouTube (https://www.youtube.com/channel/UC6mtvBoze8zQDxP3o-Ne7yA) Dan Nathan interviews Paul Kedrosky (https://paulkedrosky.com/) about the AI-driven surge in non-residential fixed investment and why tod
Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus
Dan Nathan interviews Phill Rosen, CEO/CTO and co-founder of Astraeus (https://www.astraeuswealth.com/), an AI infrastructure company for wealth management. Rosen recounts his path from college dropout to fintech builder, including Orchard
Wall Street Isn't Buying Kevin Warsh's Tough Talk
Guy Adami and Dan Nathan open by recounting a fan’s Guy-themed T-shirt sighting on CNBC’s Fast Money, then discuss Fed Chair Kevin Warsh’s Jackson Hole remarks as largely status quo, with the S&P 500 near all-time highs and the VIX around 1
