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Michael Green: Has Passive Investing Crossed The Rubicon? | On The Tape
Mike Green returns to On The Tape discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volatility/trend strategies drove historic inflows and that markets had largely priced in fear vi
Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry
Dan Nathan and Guy Adami broadcast from FactSet’s FOCUS Conference in Austin, highlighting FactSet’s AI innovations, its partnership with Risk Reversal Media, and Dan’s upcoming main-stage interview with new CEO Sanoke Viswanathan. They dis
Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.
Join the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Guy Adami and Danny Moses open with a brief New York Giants aside before turning to markets, focusing on Jerome Powell’s final Fed press conference as Chair, his plan to
David Rosenberg Isn’t Drinking The “AI Productivity” Kool-Aid
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: https://www.Fidelity.com/TraderPlus Fidelity Investments and Risk Reversal are not affiliated.
OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear
Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between CEO Sam Altman and CFO Sarah Frier, whose candid comments about the company's financials are
How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda
Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson (https://www.moffettnathanson.com/), on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. Natha
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point
Dan Nathan and Peter Boockvar (https://x.com/pboockvar) discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heav
Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb
Dan Nathan interviews Wedbush's Dan Ives (https://x.com/DivesTech) on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WWDC, Apple’s still-unclear AI strategy, and why Apple’s installed
"The Market Will Never Go Down Again"
Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses lower on signs the Strait of Hormuz remains open during a ceasefire. They debate whether inv
How The SPX Reaches Mike Wilson's 7,800 Target
Dan Nathan and Guy Adami welcome Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson (https://www.linkedin.com/in/mike-wilson-85233a28a/) back to the Risk Reversal Podcast to discuss his career at the firm and his current market outlo
