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 28, 2025 • 41min
RePocolypse Now Redux with The Wall Street Skinny
Kristin Kelly and Jen Saarbach, co-founders of The Wall Street Skinny, dive into the complexities of Wall Street dynamics. They discuss the Federal Reserve's independence and political influences on monetary policy, raising concerns about future market repercussions. The rise of SPACs is also on the table, offering insights into their speculative nature and challenges for retail investors. Finally, they touch on the potential for a financial crisis linked to monetary strategies and the evolving role of generative AI in the market.
Aug 27, 2025 • 40min
Peter Boockvar: The Stocks That Win In A Weak Dollar World
In this discussion, Peter Boockvar, CIO at Bleakley Financial Group and editor of The Boock Report, shares his insights on today’s financial landscape. He analyzes the implications of ongoing tensions between the White House and the Fed, particularly regarding interest rates. Peter highlights investment strategies linked to a weak dollar, emphasizing gold, agricultural stocks, and energy firms. The conversation also dives into the geopolitical tech rivalry with China and the challenges of generative AI, revealing a complex interplay of economic factors.
Aug 26, 2025 • 29min
Stocks & Yields Have A "Relationship Problem"
The discussion dives into Jerome Powell's hints at a potential rate cut due to a cooling labor market. The hosts analyze the resilience of the stock market, spotlighting tech giants like Nvidia as key market movers. They also explore the intricate ties between government actions and private investments, particularly with Intel. The conversation highlights how rising global bond yields create tension with stock prices, delving into inflation's ongoing influence on Fed policies. It's a compelling look at the current economic landscape and investor sentiment.
10 snips
Aug 25, 2025 • 32min
The Market Hears What It Wants From J-Powell
The podcast explores the market's upbeat reaction to Fed Chair Powell's recent address. Discussions revolve around the mixed signals from the labor market and inflation risks. Analysts dive into how different sectors, particularly tech and gold, are responding to economic shifts. They highlight notable performances, like Nvidia's amidst geopolitical uncertainties. Insights on potential market corrections and the dynamic impacts of currency fluctuations add depth to the conversation. The balancing act of navigating these trends is key for investors right now.
Aug 22, 2025 • 41min
Playing Dangerous Games with Stuart Sopp, CEO of Current
Stuart Sopp, CEO and co-founder of Current, shares his insights on the financial struggles faced by U.S. consumers, particularly those in the gig economy. He delves into the impact of tariffs on major retailers and how they affect spending. The conversation highlights the economic divide, emphasizing housing affordability issues for young renters. Sopp also explores emerging investment opportunities amid inflation, the risks of stablecoins, and the evolving role of AI in financial services.
Aug 21, 2025 • 34min
Meet The New Boss, Same As The Old Boss
Market volatility steals the spotlight as the hosts dive into the implications of recent Federal Reserve minutes. They analyze retail earnings, spotlighting Target's struggles versus Walmart's success. Inventory management and corporate governance issues at Target come under scrutiny. The discussion expands to tariffs, geopolitical events, and insights on stocks like Palantir. Anticipation builds around Fed Chair Powell's upcoming Jackson Hole speech as they explore the effects of inflation and key economic indicators on market sentiment.
Aug 20, 2025 • 33min
Stocks Are Getting Schnockered At The AI Party
Liz Thomas, Head of Investment Strategy at SoFi, shares her insights on the shifting landscape of the stock market. She discusses recent earnings from major retailers and the influence of the Kansas City Fed Symposium. The conversation highlights stock market concentration, especially in mega-cap tech. Liz also dives into the resilience of retail traders amidst volatility and the potential for Fed rate cuts as economic dynamics evolve. Overall, it's a lively analysis of navigating the ups and downs of today's investment climate.
Aug 19, 2025 • 29min
Peter Boockvar: Are Central Banks Losing Grip?
Peter Boockvar, CIO of OnePoint BFG Wealth Partners, brings sharp insights on the shifting dynamics of central banks. He dives into the potential fallout from the Jackson Hole Fed meeting and discusses how tariffs are reshaping inflation, particularly in the used car and construction markets. Their chat navigates rising global interest rates, especially in Japan, and the evolving role of AI in enhancing productivity amidst fierce competition from Chinese firms. Retailers are dissected for their adaptation strategies in this challenging economic landscape.
7 snips
Aug 18, 2025 • 38min
Gene Munster: AI CapEx Spending Can't Stop, Won't Stop
Gene Munster, managing partner at Deepwater Asset Management, discusses the explosive growth in tech capital spending, expected to hit $300 billion next year. He draws parallels between today’s AI boom and the late 90s tech explosion. The conversation highlights Nvidia's pivotal role amid U.S.-China tensions, along with upcoming Apple launches and the prospects for major IPOs in AI. Munster emphasizes the critical nature of monitoring capital expenditures as indicators of future market performance.
Aug 15, 2025 • 39min
Neil Dutta on Housing, The Consumer & AI Fueled Growth
Neil Dutta, Partner and Head of Economic Research at Renaissance Macro Research, shares his insights on the U.S. housing market and the labor dynamics shaping it. He delves into the effects of high mortgage rates and weak demand on construction. The conversation shifts to AI's role in potentially boosting GDP, while echoing concerns about its investment momentum. Dutta also outlines the Federal Reserve’s priorities on inflation versus employment and emphasizes defensive market strategies amid current economic uncertainties.
