RiskReversal Pod
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 you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
Episodes
June 23, 2025 • 61 mins
Guy Adami and Dan Nathan discuss upcoming market-moving events such as FedEx and Nike earnings, Fed Chair Powell’s testimony, and critical economic indicators like the PCE inflation reading. The conversation also covers the market's response to escalations in Iran, implications for crude oil prices, and the broader economic impact. The episode outlines market dynamics, investor sentiment, and strategic insights amid evolving global...
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June 19, 2025 • 31 mins
Dan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cuts, the impact on GDP and inflation projections, and the broader implications for the...
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June 18, 2025 • 30 mins
Dan and Guy preview the upcoming Fed presser, discuss key developments on bank de-regulation and rising stock prices in the semi-space.
—FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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June 17, 2025 • 47 mins
We welcome back Dan Ives, the Global Head of Technology Research at Wedbush Securities, for his third appearance in three months. Dan discusses his recent visits to the New York Stock Exchange and major calls on tech stocks, especially his bullish stance on Tesla. He introduces his new ETF, the Dan Ives Wedbush AI Revolution ETF, which includes a dynamic list of 30 companies crucial to the AI sector, like Nvidia, Microsoft, and Te...
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June 16, 2025 • 32 mins
Guy Adami and Dan Nathan discuss various market and geopolitical developments such as the ongoing war in the Middle East, its effects on the stock market, crude oil prices, and the Fed's upcoming decisions regarding interest rates. They highlight the complex relationship between geopolitical events, market reactions, treasury yields, and the U.S. dollar. They also discuss the performance of regional banks, tech stocks, and the over...
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June 13, 2025 • 51 mins
Dan Nathan and Imran Khan explore the pitfalls of excessive capital in companies, emphasizing that true innovation comes from solving problems, not just spending money. They discuss lessons from tech leaders like Scott McNealy and the impact of platform shifts - such as the internet, mobile apps, and now AI - on value creation. The conversation highlights key growth areas including digital workforce, transportation, space, fintech,...
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June 12, 2025 • 40 mins
Dan Nathan hosts Rishi Jaluria, Managing Director of Software Equity Research at RBC Capital Markets, on the Risk Reversal Podcast to discuss the latest Q1 earnings, AI advancements, and broader market themes. They delve into Microsoft's innovative AI strategies and their significant investments in OpenAI. The conversation highlights the importance of long-term perspectives in evaluating AI monetization and market impacts.
Rishi s...
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June 11, 2025 • 30 mins
Dan Nathan and Guy Adami host the Wednesday edition of the RiskReversal Podcast, focusing on multiple aspects of the financial markets. They discuss the importance and history of the morning market call, recent developments in U.S.-China trade relations, and their implications on the stock market. The hosts highlight the state of the energy sector and its unexpected resurgence. They also analyze inflation data, future interest rate...
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June 10, 2025 • 33 mins
Dan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic projections. They also explore the impact of AI, regional banks’ underperformance, and consumer credit. Additionally, they examine the state of the energy sector and the potential for oil price movements.
After the break, Gene Munste...
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June 9, 2025 • 35 mins
Dan Nathan and Guy Adami delve into US-China trade meetings, the economic slowdown, and the implications of the ongoing tax bill debates. They address the impact of high-profile market voices, such as Jamie Dimon and Paul Tudor Jones, who have raised concerns about market complacency. Discussions also touch on the volatility in the options market, Tesla's Robotaxi event, and the expectations for Apple’s product announcements. The e...
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June 6, 2025 • 55 mins
Dan Nathan and Guy Adami deliver an update on the spat between Elon Musk and Donald Trump that has sent $TSLA tanking. They also dive into the "All-Important" May jobs report.
Guy Adami welcomes Danny Moses from the On The Tape podcast. They discuss recent trends in the S&P 500, reflecting on its significant rebound since early April, and examine the role of retail flows and earnings in this movement. They also talk about the imp...
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June 5, 2025 • 30 mins
Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into Tesla's upcoming Robotaxi event, comparing its approach to self-driving technology with that of competitors like Waymo. They also cover the role of trust and safety in the adoption of autonomous vehicles and the financial implications for Tesla. Additionally, the conversation shifts to the broader AI landscape, touching on Meta's AI shakeup and strategic moves by co...
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June 4, 2025 • 31 mins
Guy Adami and Dan Nathan discuss the current state of trade negotiations, tariffs, and their potential impacts on the market. They delve into the complexities of the U.S.-China trade relationship, the ramifications of increased tariffs on steel, and the ongoing issues of national debt and deficit. The conversation also touches upon market reactions, inflation concerns, and significant market indicators such as non-farm payrolls and...
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June 3, 2025 • 62 mins
Dan Nathan welcomes Mike Dempsey of Compound VC on the RiskReversal Podcast to discuss the firm's approach to investing in disruptive tech, including generative AI and autonomy.
Mike shares his background from hedge funds to early-stage investing, detailing Compound's research-centric strategy in identifying undervalued tech opportunities. The conversation covers broader market trends, the evolution of AI and its impact on public...
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June 2, 2025 • 49 mins
Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report.
After the break; Dan Nathan and Guy Adami are joined by ...
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May 30, 2025 • 44 mins
Dan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity ...
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May 29, 2025 • 32 mins
Guy Adami and Dan Nathan discuss the recent court ruling deeming tariffs illegal and its potential repercussions on the market. They examine the administration's likely response and reflect on President Trump's handling of trade policies and their impact on various sectors. The hosts then focus on Nvidia's earnings and its significant influence on market sentiment, discussing the broader implications for the semiconductor sector an...
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May 28, 2025 • 41 mins
Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications f...
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May 27, 2025 • 33 mins
Dan Nathan and Guy Adami kick off the RiskReversal podcast with discussions on the merits of a four-day work week and housekeeping announcements including upcoming guest appearances. The episode covers a range of topics including recent market movements, the impact of geopolitical events on the market, and specific company performances like Nvidia, Salesforce, Tesla, and BYD. Economic data, including the upcoming Fed minutes, GDP, ...
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May 23, 2025 • 60 mins
Dan Nathan is joined by Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley. They discuss a wide range of topics including market volatility, the impact of different economic policies under the Trump administration, and the future direction of trade, tariffs, and taxes. Mike shares insights from his midyear outlook, predicting a constructive back half of the year despite anticipated volatility. The conversation also t...
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