RiskReversal Pod

RiskReversal Media
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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. 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

  1. 6시간 전

    The AI Arms Race: Capital Flows & Billion-Dollar Bluffs with CNBC's Deirdre Bosa + Shanon Murphy of iConnections

    Dan Nathan and Deirdre Bosa discuss recent developments in the tech and AI sectors on the Risk Reversal podcast. Deirdre returns after a three-month maternity leave to a significantly changed market landscape, with the NASDAQ up 14% and the S&P 500 up 10%. The conversation focuses on the rapid growth and potential bubbles in the AI market, including emerging threats from Chinese AI models and the competition between leading tech companies like Nvidia, Google, AMD, and OpenAI. They also explore specific deals, such as Apple's new arrangement with Google to power Siri and Snap's collaboration with Perplexity. The episode touches on the economic impact of AI, the ongoing US-China AI race, and investor sentiments. The upcoming challenges and opportunities in the AI sector, both in the US and China, are considered in-depth, alongside broader market implications. After the break, Dan and Guy are joined by Shanon Murphy, Head of Research at iConnections. Shanon shares her journey from academia to Wall Street, and eventually to iConnections, discussing her unique background in theology and its impact on her approach to behavioral finance. The conversation delves into the iConnections platform, which facilitates connections between asset allocators and capital seekers through innovative technologies, including AI. Shanon provides insights into the significant capital flows observed within the platform, driven by evolving market conditions and strategies. The episode also highlights the platform’s global reach and growing interest in diverse investment opportunities across various regions. Show Notes Deutsche Bank explores hedges for data centre exposure as AI lending booms (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    1시간 6분

  2. 3일 전

    Anastasia Amoroso’s Bold SPX 7000 Call and What Could Derail the Rally

    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/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan and Guy Adami host Anastasia Amoroso, Chief Investment Strategist at Partners Group, on the RiskReversal Podcast. Anastasia discusses her new role at Partners Group, a firm specializing in private markets including private equity, credit, real estate, infrastructure, and royalties. The conversation covers the Federal Reserve's potential rate cuts, the labor market's weakening state, and inflation concerns. Anastasia highlights the increasing adoption and impact of AI on job markets and corporate productivity. The podcast also explores the anticipated capital market activity, the potential for accelerated earnings growth sparked by rate cuts, and the nuanced state of sectors like financials, healthcare, and gold. Anastasia concludes by emphasizing the need to monitor AI-related investments closely and the significance of strategic focus in both private and public markets to navigate 2026's economic landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    37분

  3. 5일 전

    How Brian Belski Will Manage Risk In 2026

    In the latest episode of the RiskReversal Podcast, host Dan Nathan interviews Brian Belski, CEO and CIO of Humilis Investment Strategies. Belski discusses his decision to leave BMO after 35 years to start his own firm focusing on equities and portfolio advisory services. The conversation covers Belski's investment insights, including his emphasis on dividend growth and value investing, and his bullish outlook on sectors such as financials, small-mid caps, and industrials. They also delve into the current state of the market, the potential impact of Fed policies, and the concentration of market performance driven by big tech and AI. Belski shares his broader outlook for 2026, predicting a normalization of returns and highlighting the importance of diversification and earning growth. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    48분

  4. 6일 전

    Is The AI Spending Bus Heading Towards A Cliff?

    In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas delve into various market trends and economic indicators. They discuss the OpenAI and Amazon cloud compute agreement, CapEx spending, and the ISM manufacturing index's recent performance. Moreover, they analyze the bond market's reaction to economic data and the Federal Reserve's policies. The conversation also covers the underperformance of Bitcoin, the housing market's challenges, and the gold market's fluctuations. The episode concludes with insights into Warren Buffett's cash holdings at Berkshire Hathaway and a sports commentary on the recent Green Bay Packers game. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    25분

  5. 11월 3일

    Dan Greenhaus: Pardon The Interruption

    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/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this episode of the RiskReversal Podcast, hosts Guy Adami and Dan Nathan are joined by Dan Greenhaus, the chief economist and strategist at Solus Alternative Asset Management. Returning since his last appearance in July, Dan shares his consistently accurate market predictions, offering insights into the recent earnings season and the broader economic landscape. The discussion covers the impact of company-specific data versus macroeconomic data, consumer behavior, and the role of the Federal Reserve. They also analyze the AI-driven CapEx boom, its implications for various sectors, and how companies are financing this growth. The conversation culminates in reflections on inflation, politics, and the significant economic challenges and opportunities moving into the next year. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    44분

  6. 10월 30일

    Mike Wilson On The Fed's Latest Rate Cut and What's Next In 2026

    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/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Guy Adami and Dan Nathan are joined by Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley. They discuss the complexities of the current market landscape, including key topics such as the impact of the Fed's recent rate cuts, the significance of US-China relations, and the importance of Nvidia in the market. The conversation also delves into the broader economic strategies being employed, including deregulation, the rebalancing of the economy, and the implications of small business growth. Mike shares his thoughts on potential inflation, wage growth, and the future of energy and healthcare sectors. The discussion highlights indicators of potential market corrections, the risks associated with AI investment, and the evolving nature of financial markets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    45분

  7. 10월 28일

    What Wall Street Missed in Friday’s CPI, Fed Moves & China Trade Talks

    Guy Adami and SoFi's Liz Thomas break down the latest market headlines, tackling the fallout from Friday’s CPI report, the Federal Reserve’s upcoming policy moves, and a dramatic correction in gold prices. They discuss the potential end of quantitative tightening (QT) and what it could signal for market liquidity, as well as key earnings from major tech players and big names in energy and healthcare. With U.S.-China trade talks, volatility in focus, and the all-important seasonality window for stocks opening up, Guy and Liz unpack where investors see the biggest opportunities and risks heading into year-end. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    23분

  8. 10월 27일

    It's a Mad, Mad, Mad, Mad Market + AI Enters Its Creativity Era with Gregg Spiridellis

    Dan Nathan and Guy Adami preview the week to come in markets. After the break, Dan sits down with Gregg Spiridellis, co-founder of Spiridellis Bros. Studio and a pioneer in the AI-powered animation space. They dive into how artificial intelligence is transforming content creation, democratizing animation, and reshaping Hollywood’s business models. Gregg shares insights from his decades-long career building viral brands and successful franchises, discusses the opportunities and fears AI brings for artists, and explores why audience engagement now rivals traditional distribution. It’s an eye-opening conversation on creativity, technological change, and the future of digital media. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    56분
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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. 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

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