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.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
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.
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.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
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.
Episodes
Mentioned books
Oct 7, 2026 • 49min
Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Danny Moses, Vincent Daniel, and Porter Collins are Seawolf Capital co-founders and former FrontPoint portfolio managers featured in The Big Short. Live from Houston, they unpack the short seller’s checklist, catalysts, borrow costs, risk management, and options versus stock shorts. They debate Carvana, Tesla, FICO, meme stocks, gold, Bitcoin, and finding opportunities in a market that keeps climbing.
6 snips
Oct 5, 2026 • 28min
Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer
Michelle Meyer, Mastercard’s chief economist and a leading analyst of consumer behavior, returns to examine why Americans keep spending despite gloomy sentiment and mortgage rates above 7%. She discusses the K-shaped economy, wages versus inflation, diesel prices, Mastercard’s holiday forecast, and how AI is changing shopping habits. She also previews the labor-market signals and AI investment trends shaping the 2027 outlook.
Oct 2, 2026 • 47min
Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild
Steph Guild, Robinhood’s chief investment officer, joins Big Short strategists Porter Collins and Vincent Daniel for a lively market debate. They examine narrow market breadth, lofty yields, energy’s comeback, Latin American opportunities, and private credit risks tied to AI spending. The panel also tackles Nvidia’s customer financing, gold and Bitcoin, job disruption, cybersecurity, agentic trading, and AI’s potential to transform healthcare.
Sep 28, 2026 • 24min
Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Podcast Episode #1
Anthony Scaramucci, SkyBridge Capital founder and restaurateur, reflects on his Wall Street roots and Hunt & Fish Club revival. He talks about inflation, U.S. debt and the wealth gap. He explores Bitcoin as labor protection, culture and mentorship, and America's shifting opportunity landscape.
Sep 28, 2026 • 21min
Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2
Rick Heitzmann, co-founder and partner at First Mark Capital and Yankees part-owner, shares stories from investing in Pinterest, Airbnb and DraftKings. He talks trend-spotting and 10-year thesis investing. Conversation jumps to sports betting, prediction markets and integrity in sports. They also dig into NYC restaurant culture, AI and digital health, plus the rise of women’s sports and merch culture.
Sep 28, 2026 • 25min
U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas
Liz Young Thomas, a SoFi financial strategist and market commentator, joins a wide-ranging discussion on historic Treasury volatility and a possible new inflationary regime. They explore why AI and mega-cap tech are defying higher rates, how to balance growth with Treasuries, gold, and commodities, and whether oil and war could spark recession. Banking pressures, gold’s outlook, and midterm-election volatility round out the conversation.
32 snips
Sep 25, 2026 • 1h 33min
Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios
Jim Chanos, famed short seller and Enron skeptic, joins Gary Marcus, a psychologist, AI researcher, and author. They explore AI’s shaky technical moats, hallucinations, token price wars, and the economics of data centers. The conversation examines Oracle’s financing, NVIDIA’s advantage, IPO risks, late-1990s tech parallels, agentic AI security threats, regulation, surveillance, and possible doomsday scenarios.
Sep 23, 2026 • 39min
The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis
Fahad Hassan, Range co-founder and CEO, and David Cusatis, its co-founder and chief AI architect, discuss building an AI-native alternative to traditional wealth management. They explore Rye, an AI agent for complex financial tasks, Meta Muse’s agentic software, the threat to legacy tools like Salesforce, and whether automated advice can safely challenge Schwab, Vanguard, and the 1% fee model.
Sep 18, 2026 • 54min
Dan Niles: This Isn't the Top, It's a Speed Bump
Dan Niles, founder of Niles Investment Management and a veteran technology analyst, examines rising yields, market fragility, and September’s seasonal risks. He explores whether AI spending is hitting its first speed bump, from data-center restrictions and falling model prices to open-source competition and dot-com-style backlogs. Niles also weighs likely AI winners, Microsoft’s distribution edge, Google’s comeback, and Apple’s potential foldable-iPhone boom.
Sep 17, 2026 • 37min
David Rosenberg: "The Fed Just Made a Policy Mistake"
David Rosenberg, economist and founder of Rosenberg Research, discusses his new ROSY global macro ETF and upcoming book, Bear in the Bull Ring. He challenges the Fed’s hawkish response to an oil-driven shock, questions the strength of the labor market, and warns that rate hikes could spark recession. He also explores stretched valuations, AI concentration, and mounting private-credit stress.
