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
Aug 4, 2025 • 35min
Careful What You Wish For: "Screwflation" Risks Ahead
The discussion kicks off with the intriguing concept of 'screwflation' and its market impacts. Recent job data and surprising tariffs add layers to economic challenges. The speakers dive into the potential for stagflation and analyze major tech earnings, revealing concerns over valuation sustainability. Key companies like Microsoft and Disney are scrutinized for their performance amid fluctuating market conditions. As the conversation unfolds, they underline the significance of upcoming economic indicators and the intricate dance between market reactions and investor sentiment.
Aug 1, 2025 • 50min
BK Has Bitcoin His Way, He Rules!
Brian Kelly, Founder and CEO of BKCM and author of 'The Bitcoin Big Bang,' dives deep into Bitcoin's evolution from his early involvement in 2010. He shares insights on current macroeconomic challenges, including trade tariffs and interest rates, and how they influence cryptocurrency. The conversation highlights the growing role of institutional investors and the significance of stablecoins in the evolving financial landscape. Brian also discusses the regulatory environment and Bitcoin's transformative potential, offering a compelling view of the future of digital assets.
Jul 31, 2025 • 1h
Powell Not Bullied + FactSet CEO Phil Snow on AI, Legacy & Leadership
Phil Snow, CEO of FactSet, shares insights from his nearly 30-year journey in the financial industry. He discusses the transformative power of AI and the importance of company culture in fostering client trust. The conversation dives into the competitive landscape with Bloomberg and how strategic acquisitions have driven FactSet's growth. As he prepares for his transition to new leadership, Phil emphasizes the need for adaptability in a rapidly evolving market and the significance of maintaining strong relationships in the tech-driven finance world.
Jul 30, 2025 • 25min
3% GDP, Sticky Rates, and a Market on Edge
The hosts dive into the shifts in GDP, analyzing a rebound from negative growth. They discuss the Federal Reserve's rate policies and upcoming press conference, highlighting the tensions in trade talks with China. The conversation shifts to recent earnings reports, shedding light on corporate performances amid market volatility. Insights on long-term interest rates and their impact on the banking sector are also explored. With caution permeating the market, they examine inflection points that could dictate future economic outlooks.
Jul 29, 2025 • 26min
Peter Boockvar: Markets Are Flying In Rarefied Air
Peter Boockvar, CIO at OnePoint BFG Wealth Management and author of The Boock Report, dives into the economic landscape with captivating insights. He discusses the implications of recent U.S.-EU trade dynamics on tariffs and growth, and explores how these factors challenge the Federal Reserve's control over inflation. Boockvar also analyzes the latest earnings from major tech firms, comparing high performers like Meta and Microsoft to underwhelming results from others like Google. His sharp observations reveal the complexities of navigating today’s markets.
Jul 28, 2025 • 31min
The Art of the EU Trade Deal
Dan Nathan and Guy Adami dive into the implications of a new EU-US trade deal, discussing how 15% tariffs could impact global growth. They analyze the market's reaction to recent earnings and highlight Nvidia's dealings with China. The conversation also sheds light on Treasury Secretary Yellen's debt strategies and looming interest rate risks. Additionally, they address the market’s high valuation metrics amidst ongoing economic uncertainties and the surprising stock performance of major tech companies like Google.
Jul 25, 2025 • 60min
Dan Greenhaus: Make Hay While The Sun Shines
Dan Greenhaus, a strategist at Solus Alternative Asset Management, shares his insights on current market trends, focusing on the recent S&P 500 rally. He expresses skepticism about tariffs' real impact and discusses inflation, interest rates, and the challenges posed by a weakening dollar. The complexities of consumer spending and the housing market take center stage, while Greenhaus also highlights AI's potential to transform markets. The conversation wraps up with reflections on stock trajectories and the economic hurdles ahead.
Jul 23, 2025 • 1h 14min
A Japan Deal Inked + Yext CEO Mike Walrath on AI Browser Wars & Agentic Assistants
Mike Walrath, CEO and Chairman of Yext, shares his entrepreneurial journey from founding a digital ad exchange to leading a software powerhouse. He discusses the rise of generative AI and its transformative impact on search and advertising landscapes. The conversation highlights Yext’s evolution amidst fragmented digital experiences and the challenges of maintaining brand visibility. Walrath dives into the browser wars and the future of personalized search, emphasizing the balance between competition and collaboration in the evolving tech ecosystem.
Jul 22, 2025 • 26min
Should Powell Stay or Should He Go?
Financial markets are buzzing with post-CPI trends and Fed speculation swirling around Jerome Powell's future. Big tech and AI infrastructure deals are under the microscope as earnings season unfolds. Surprising strength in financials, especially Citi and American Express, raises eyebrows. Additionally, discussions about Google’s and GM's challenges reveal the complexities of navigating a shifting economic landscape. Buckle up for insights into investment strategies and the market dynamics ahead!
Jul 21, 2025 • 41min
Retail Traders Can't Stop, Won't Stop
Dan and Guy dive deep into the world of retail trading, exploring how everyday investors navigate risk amid market volatility. They dissect the behavior of retail investors, their foray into meme stocks, and the signs of complacency that could signal a market shift. The duo analyzes the Federal Reserve's impact on economic conditions and the challenges faced by major firms like NVIDIA and GM. Insights on AI's role in trading and the complexities of semiconductor supply chains add depth to the conversation, making it a must-listen for market enthusiasts.
