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 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 USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Episodes
Mentioned books
Sep 8, 2025 • 31min
Markets & The Fed Entering Uncharted Territories
Liz Young Thomas, an investment strategist at SoFi, shares her expertise on market trends and economic indicators. They discuss the fallout from a disappointing jobs report and its implications for the Federal Reserve's rate cuts. The conversation touches on the delicate balance between unemployment rates, inflation, and market sentiment. They explore the role of small-cap stocks and the evolving significance of gold in today's economy. Additionally, Liz shares humorous anecdotes about kombucha and reflects on community spirit during a recent fundraising event.
19 snips
Sep 5, 2025 • 47min
Rebecca Patterson: Hidden Dangers With Stocks At All-Time Highs
Rebecca Patterson, a Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, dives into the complexities of today's markets. She explores the implications of high stock prices, the impact of a weakening dollar, and the influence of geopolitical issues on stability. Patterson also discusses diversified investment strategies, emphasizing sectors like defense and utilities. The conversation touches on AI's role in the job market and the necessity of planning for economic tail risks.
Sep 4, 2025 • 36min
Peter Boockvar: Can the Fed Calm Investors Before It’s Too Late?
Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report, shares captivating insights on the economy. He discusses how labor market trends may influence the Fed's interest rate decisions and the implications of Google's recent legal challenges on the tech landscape. Peter also explores the tug-of-war between gold and Bitcoin as safe-haven assets and reflects on the current concert ticket market, revealing consumer behavior and pricing dynamics. His expertise offers a unique lens on financial market activities.
11 snips
Sep 3, 2025 • 33min
What's The Vibe As Stocks Dip & Yields Rip?
The hosts explore why major market indexes are down, focusing on September's notorious volatility. They discuss rising long-term Treasury yields and their impact on high-valuation tech stocks. Insights into upcoming job reports and U.S. tariff decisions reveal how geopolitical tensions affect global markets. They highlight underperforming companies like Nvidia and Microsoft while connecting cultural events to economic realities. The conversation wraps up with an analysis of interest rates and their implications for banks and overall economic growth.
6 snips
Sep 2, 2025 • 15min
Sneak Peek: Tom Lee Joins The Master Investor Podcast with Wilfred Frost
Dan and Guy chat with Wilfred Frost about the latest trends in financial markets, including M&A activities and the forecasted revival of IPOs. Wilfred shares insights from his interview with Tom Lee, focusing on macroeconomic shifts and the role of technology like AI and blockchain in the evolving financial landscape. The importance of personal relationships within media and impactful interviews also take center stage, along with discussions on the Federal Reserve's independence and the future of cryptocurrency.
Aug 29, 2025 • 38min
No Bounce, No Bueno: Hidden Cracks in Bitcoin & the “Risk On” Facade
The S&P 500 hits record highs while the VIX indicates low volatility, stirring excitement in the market. Nvidia’s earnings spark a debate on growth in tech stocks like Microsoft and Salesforce. The Federal Reserve faces pressure on interest rates amid discussions of its independence. Bitcoin's rocky journey raises concerns about its stability and market correlation. Meanwhile, playful banter entwines sports jerseys with financial trends and pop culture, adding fun to the serious world of economics.
Aug 28, 2025 • 41min
RePocolypse Now Redux with The Wall Street Skinny
Kristin Kelly and Jen Saarbach, co-founders of The Wall Street Skinny, dive into the complexities of Wall Street dynamics. They discuss the Federal Reserve's independence and political influences on monetary policy, raising concerns about future market repercussions. The rise of SPACs is also on the table, offering insights into their speculative nature and challenges for retail investors. Finally, they touch on the potential for a financial crisis linked to monetary strategies and the evolving role of generative AI in the market.
Aug 27, 2025 • 40min
Peter Boockvar: The Stocks That Win In A Weak Dollar World
In this discussion, Peter Boockvar, CIO at Bleakley Financial Group and editor of The Boock Report, shares his insights on today’s financial landscape. He analyzes the implications of ongoing tensions between the White House and the Fed, particularly regarding interest rates. Peter highlights investment strategies linked to a weak dollar, emphasizing gold, agricultural stocks, and energy firms. The conversation also dives into the geopolitical tech rivalry with China and the challenges of generative AI, revealing a complex interplay of economic factors.
Aug 26, 2025 • 29min
Stocks & Yields Have A "Relationship Problem"
The discussion dives into Jerome Powell's hints at a potential rate cut due to a cooling labor market. The hosts analyze the resilience of the stock market, spotlighting tech giants like Nvidia as key market movers. They also explore the intricate ties between government actions and private investments, particularly with Intel. The conversation highlights how rising global bond yields create tension with stock prices, delving into inflation's ongoing influence on Fed policies. It's a compelling look at the current economic landscape and investor sentiment.
10 snips
Aug 25, 2025 • 32min
The Market Hears What It Wants From J-Powell
The podcast explores the market's upbeat reaction to Fed Chair Powell's recent address. Discussions revolve around the mixed signals from the labor market and inflation risks. Analysts dive into how different sectors, particularly tech and gold, are responding to economic shifts. They highlight notable performances, like Nvidia's amidst geopolitical uncertainties. Insights on potential market corrections and the dynamic impacts of currency fluctuations add depth to the conversation. The balancing act of navigating these trends is key for investors right now.
