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
27 snips
Jan 9, 2026 • 53min
Mike Wilson's 2026 Market Outlook
Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley, dives deep into the market outlook for 2026. He discusses how the Fed prioritizes job growth and funding the deficit over inflation control. The role of AI in corporate productivity is also explored, along with sector-specific investment opportunities, particularly in cyclicals and mid-caps. Wilson tackles the dynamics of IPOs, M&A in biotech, and the current state of energy and housing, emphasizing the need for tactical adaptability in investment strategies.
30 snips
Jan 7, 2026 • 1h 39min
The Tech Investor's Guide To 2026 with Deirdre Bosa and Jeff Richards
Deirdre Bosa, an anchor at CNBC's Tech Check and a savvy tech journalist, teams up with Jeff Richards, managing partner at Notable Capital, to explore the dynamic world of technology and investment. They discuss CES highlights, including Nvidia's push for autonomous vehicles and Boston Dynamics' advancements. The duo dives into the evolving landscape of AI, potential risks tied to China's tech growth, and the shifting dynamics in private versus public tech markets. They also forecast the future of IPOs and the influential role of private companies in shaping AI adoption across industries.
13 snips
Dec 31, 2025 • 52min
RiskReversal Mailbag: Your Most Prescient Questions Answered!
In a riveting mailbag session, the hosts tackle market volatility and the impact of AI, offering intriguing insights on Uber's future and autonomous strategies. They dissect gold's fundamentals versus miners and share ETF picks for 2026. With a keen eye on healthcare and pharma, discussions on potential M&A emerge. The conversation also touches on macro risks, technicals, and effective risk management strategies. To cap it off, bold predictions for the Knicks and market dynamics build anticipation for the upcoming year.
Dec 29, 2025 • 1h 13min
From Meme Stocks to Event Contracts: What's In Store For $HOOD in 2026 with Steph Guild & Steve Quirk
Steph Guild, Chief Investment Officer at Robinhood, shares her cautious market outlook for 2026, focusing on diversification and tech sector growth. She also highlights the potential of value stocks like Gap and Lululemon amid affordability themes. Joining her is Steve Quirk, Chief Brokerage Officer, who discusses Robinhood's latest offerings, including prediction markets and AI tools for improved trading strategies. Together, they explore how these innovations meet growing customer demand and enhance community engagement among investors.
Dec 26, 2025 • 52min
Where Oz My Mind? Trying Tricks and Spinning with Oz Pearlman
Oz Pearlman, a leading mentalist and author of 'Read Your Mind: Proven Habits for Success,' shares his journey from Wall Street to captivating audiences with mind-reading tricks. He emphasizes the importance of persistence, highlighting his six-year effort to appear on Joe Rogan's show. Oz discusses creating mutually beneficial relationships and overcoming rejection through empathy and the art of performance. He also explores the impact of generative AI on jobs and performs stunning mentalism demonstrations, leaving hosts Dan and Liz thoroughly impressed.
Dec 23, 2025 • 56min
The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda
Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the volatile landscape of AI investments and discusses his AI-themed ETF, IVES. He highlights the impact of major tech companies like Microsoft and Google amid market changes. Joining him is Adam Singolda, CEO of Taboola, who shares insights on the ethical implications of AI in journalism and advertising. They explore the innovative Deeper Dive LLM for publishers and the dual paths of AI monetization, raising critical points about publisher rights in the era of AI.
17 snips
Dec 22, 2025 • 35min
2026 Market Outlook: The Show Must Go On with SoFi's Liz Thomas
Joining the conversation is Liz Thomas, SoFi's investment strategist and author of the 2026 market outlook. She discusses the potential for market bubbles and reflects on the surprising success of her 2025 predictions. Liz elaborates on sector performance, arguing that small-cap gains may just be a catch-up, not sustainable growth. The conversation shifts to the implications of the yield curve inversion and Japan's economic moves, with Liz emphasizing gold as a pivotal asset for 2026 amid fiscal risks and changing global demand.
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.
