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.
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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
Aug 28, 2024 • 40min
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Gene Munster, founder and partner of Deepwater Asset Management, shares his expertise on the tech market's latest trends. He dives into NVIDIA's upcoming earnings report and analyzes the intense competition in the AI landscape among giants like Google and Microsoft. The discussion highlights Apple's anticipated product launch and its potential impacts on consumer interest. Additionally, Munster addresses Tesla's struggles in the evolving electric vehicle market and the challenges of meeting rising demand amid changing consumer preferences.
Aug 26, 2024 • 32min
As Good As It Gets For The Stock Market?
Market dynamics are shifting as the hosts discuss Federal Reserve strategies and the anticipation of interest rate cuts. They emphasize the need to focus on defensive stocks like utilities and healthcare amidst rising gold prices and a falling dollar. NVIDIA's earnings report is highlighted for its potential impact on the tech sector and investor sentiment. The conversation also explores the contrasting performances of semiconductors versus software companies, suggesting careful strategies as the market braces for upcoming volatility.
Aug 23, 2024 • 51min
Market’s Fair Warning with Peter Boockvar
Peter Boockvar, a financial expert from Bleakley Financial Group, dives into market volatility and economic indicators. He discusses the impact of Japan's monetary policies on global markets and highlights the state of the U.S. consumer amid rising debt. The conversation branches into the influence of AI investments by tech giants and explores potential stock picks in agriculture, energy, and sports gambling. It's a riveting analysis of current economic turbulence and the prospect of future quantitative easing and tightening.
Aug 21, 2024 • 46min
Dan Niles On Mag7 Guidance + Nvidia Earnings Preview | Okay, Computer.
Dan Niles, founder of Niles Investment Management, shares his insights on the macroeconomic landscape and the Federal Reserve's impact on the market. He discusses the potential for a soft landing in the U.S. economy and the crucial metrics of unemployment and inflation. The conversation dives into the tech sector's 'Magnificent Seven,' particularly highlighting AI investments and earnings trends for companies like NVIDIA and Apple. Niles also analyzes the cyclical nature of tech upgrades and the evolving behavior of consumers amid economic uncertainty.
Aug 19, 2024 • 32min
What Markets Want To Hear Out Of Jackson Hole
The hosts dive into the upcoming Jackson Hole meeting, discussing its implications for market volatility and investor expectations. They analyze the job market, retail trends, and the potential for interest rate cuts. The conversation shifts to the sustainability of tech stock gains amidst economic data concerns. Currency movements, particularly the yen's strength and gold prices, are explored, alongside the contrasting interests between traditional and digital investments. Overall, it's a deep dive into current economic challenges and future market potentials.
Aug 16, 2024 • 44min
The Market’s Wonderwall with Stuart Sopp, Co-Founder and CEO of Current
Stuart Sopp, co-founder and CEO of Current, shares keen insights on consumer market resilience and financial health. He discusses the implications of impending Federal Reserve interest rate decisions and the role of AI in business efficiency. Despite economic challenges, Sopp highlights significant growth metrics for Current's customers. The conversation also addresses inflation's impact, evolving consumer behaviors, and innovative banking strategies, particularly focusing on how technology enhances financial accessibility and performance in today's turbulent market.
4 snips
Aug 14, 2024 • 34min
Being Human in the Age of AI with Joe Marchese | Okay, Computer.
Joe Marchese, a General & Build Partner at Human Ventures, discusses the crucial link between human attention and generative AI. He critiques the over-reliance on algorithms in branding, arguing for the necessity of consumer trust. Joe highlights the economic effects of AI on companies like NVIDIA and Meta, and emphasizes the challenges startups face in building credibility. The conversation also tackles the evolving nature of advertising, the future of media, and the risks of brand erosion due to performance marketing.
Aug 12, 2024 • 38min
The Other Side of Growth
Dan Nathan, a market analysis expert, Guy Adami, a seasoned financial strategist, and Liz Young Thomas, an economic forecaster, tackle the latest market volatility and economic outlook. They investigate the impacts of key data releases like PPI and CPI on investor sentiment and potential rate cuts. The trio dives into the performance of major retailers and the 'Mag Seven' tech stocks, while discussing recession probabilities and increased activist investor activity. They wrap up with insights on small caps and inflation ahead of the Jackson Hole symposium.
Aug 9, 2024 • 1h 6min
Stormy Monday & A Conversation With Dennis Debusschere of 22V Research
Dennis Debusschere, President and Chief Market Strategist at 22V Research, shares his insights on the current labor market and consumer confidence. The discussion highlights the complexities of private credit and its effects on the economy. They explore volatile stock market valuations, the future of oil and commodities, and the impact of regional banks. The conversation also touches on the tech sector's unpredictability, providing listeners with a detailed look at the investment landscape's risks and opportunities amidst economic uncertainty.
Aug 7, 2024 • 42min
A Couple of Talking Heads on GenAI, Crypto & The State of Fintech with Trevor Marshall
Trevor Marshall, CTO at Current and a specialist in technology and finance, joins to dissect the latest trends in generative AI and fintech. He dives into the pivotal role of machine learning in enhancing customer service and fraud prevention. The discussion highlights market dynamics like the yen carry trade's effects on crypto and tech stocks. Trevor also explores the competitive cloud landscape, touches on Nvidia's significance in AI, and navigates the evolving future of consumer credit and financial solutions.
