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 US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
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
Mentioned books
Dec 19, 2025 • 55min
Dan Niles: The "Swiss Army Knife" Problem That Could Kill Nvidia’s Stock
Dan Niles, founder of Niles Investment Management, shares insights on AI’s future and market dynamics. He discusses the ‘Swiss army knife’ problem for GPUs, likening them to outdated tools compared to specialized alternatives like TPUs. Niles also highlights OpenAI's funding issues and competitive landscape while exploring China's tech advancements. With a macro outlook for 2026, he cautions about the choppy market and emphasizes the appeal of companies like Cisco despite risks surrounding valuations.
Dec 17, 2025 • 53min
The Harsh Reality for Gen Z Investors with Ed Elson of Prof G Markets
Ed Elson, host of the Prof G Markets and First Time Founders podcasts, shares insights on the challenges Gen Z investors face. He discusses their unique relationship with meme stocks and cryptocurrencies, driven by storytelling and limited economic options. Elson emphasizes the importance of understanding AI's impact on job markets and the need for workers to develop unique human skills. They also explore the balance between hype and practicality in AI investments, highlighting the generational shift in investment strategies.
7 snips
Dec 16, 2025 • 28min
You Say You Want An AI Revolution with SoFi's Liz Thomas
Liz Thomas, Senior Market Strategist at SoFi, dives into the recent Fed decisions and their market implications, explaining the contrast between dovish actions and hawkish rhetoric. She discusses why Bitcoin hasn’t rallied despite increased liquidity, highlighting factors like leverage unwind and rising yields. Liz also addresses the significance of upcoming jobs data for Fed policies going forward. The conversation culminates in an exploration of the evolving AI landscape, identifying emerging winners and use cases as we head toward 2026.
16 snips
Dec 15, 2025 • 56min
Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War
Louis Vincent-Gave, CEO and founder of Gavekal, offers keen insights into the evolving US-China economic rivalry. He discusses the ramifications of the 2018 semiconductor embargo, showcasing how China rapidly improved its industrial capabilities. The conversation highlights China's advancements in AI, despite ongoing chip restrictions, and the strategic advantages posed by state capitalism. Louis also compares market behaviors in the US and China, revealing a shift in global economic power dynamics and the complexities of future tech competition.
29 snips
Dec 12, 2025 • 46min
Luke Gromen: Why Cash Is Trash & Gold Is The New King
In this intriguing discussion, Luke Gromen, a macro analyst and founder of Forest for the Trees, dives deep into the complexities of fiscal dominance and the current economic landscape. He argues that cash is losing its value while gold is emerging as a vital reserve asset. Gromen highlights Japan's bond market dynamics, the implications of Fed T-bill purchases, and the interplay between currency strength and bond yields. He also reveals how central banks are increasingly shifting reserves into gold, challenging the dollar's supremacy.
Dec 11, 2025 • 59min
Jim Lanzone - Everything in its Right Place for a Yahoo! Turnaround
Jim Lanzone, the dynamic CEO of Yahoo and former head of Tinder and CBS Interactive, shares insights into Yahoo's remarkable turnaround. He discusses the pivotal moment of Yahoo's 'original sin' that contributed to Google's rise and explores the parallels between the Dot-Com crash and today’s AI surge. Lanzone highlights Yahoo's impressive user reach and advertising strategies while detailing the company's decentralized product teams and upcoming innovations in fantasy sports and AI integrations. His vision for revitalizing Yahoo emphasizes trust in media and historical learnings for future growth.
11 snips
Dec 9, 2025 • 24min
Hawks & Doves with SoFi's Liz Thomas
Liz Thomas, chief economist at SoFi, shares her insights on the bond market’s reaction to rate cuts and forecasts for 2026. She discusses the rising Treasury yields and how Japan impacts global markets. Liz highlights anticipated Fed leadership changes and liquidity risks. The conversation also dives into consumer spending shifts, the recent surge in M&A activity, and the healthcare sector's rotation. Finally, she provides an optimistic outlook for gold, anticipating new highs as demand holds strong.
Dec 8, 2025 • 45min
Steal The Secrets From Wall Street's Top Traders with Robinhood CIO Steph Guild
Join Stephanie Guild, Chief Investment Officer at Robinhood, as she dives into the intricacies of the market. She shares insights on the Federal Reserve's influence, potential for a Santa Claus rally, and the valuation challenges facing tech stocks. With a keen eye on consumer behavior and the risks posed by small businesses, Stephanie warns about the limits of AI spending. The conversation also touches on bond market volatility, investor trends through Robinhood’s user data, and the contrasting prospects for gold versus Bitcoin as safe havens.
Dec 5, 2025 • 48min
HOPE is a Dangerous Thing… In the Stock Market with Michael Kantrowitz
Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, shares his insights on the economy, focusing on his HOPE framework: Housing, Orders, Profits, and Employment. He highlights how low mortgages impact housing affordability and links unemployment trends to home equity growth. The discussion explores the role of credit easing and the connection between inflation concerns and market performance. Kantrowitz presents an outlook for 2026, predicting improved conditions for cyclical sectors despite ongoing uncertainties.
11 snips
Dec 4, 2025 • 37min
Bluefish AI’s Alex Sherman on the Disruption of Agentic AI in Marketing & E-Commerce
Alex Sherman, co-founder and CEO of Bluefish, shares his expertise on AI-driven marketing in e-commerce. He discusses how his company helps brands navigate the changing landscape of AI platforms. The conversation highlights the shift from traditional SEO to AI-driven strategies and the influence of large language models on consumer behavior. Alex also addresses the challenges e-commerce giants face with AI integration, providing insights on how brands must adapt to stay competitive. The potential for future growth in AI marketing is a focal point, making this an enlightening listen for marketers.
