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
Jan 12, 2024 • 58min
Bearish American Idiots with Dan Greenhaus of Solus Alternative Asset Management
Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, joins Dan Nathan, Guy Adami, and Danny Moses to discuss bullish market outlook for 2023, the importance of PCE vs CPI to the Fed, yield curve inversion, stock market predictions, energy industry challenges, Bitcoin ETF approval, Hertz selling one-third of EV fleet, labor market analysis, Calstrs CIO stepping down, and NFL playoff predictions.
Jan 10, 2024 • 54min
OnlyDans Tech Talk with Satori Fund’s Dan Niles | Okay, Computer.
Tech investor Dan Niles joins Dan Nathan for an entertaining episode. They discuss 2024 stock market outlook, mega-cap tech impact, Apple, Nvidia, Tesla, the AI Gold Rush, Meta, Amazon, Chinese Internet Stocks, Texas Instruments, and Biotech Stocks.
Jan 9, 2024 • 43min
A Tale of Two Weeks in the Stock Market | MRKT Call 1/9/24
Earnings preview expert, John Butters, joins Dan Nathan and Guy Adami to discuss negative catalysts for SPX, earnings insight for 2023 Q4, and underperformance of S&P 500 companies. They also analyze the tech sector, Apple stock resilience, and the breakout potential of crude oil.
Jan 8, 2024 • 1h 1min
Small Caps Hold the Key and a Conversation with Astera Capital's Kenny Chung
On this episode, Kenny Chung of Astera Capital Partners discusses China's credit market and opportunities in Asia. The hosts also cover stock market volatility, jobs, energy sector, big banks' earnings, and China-Taiwan tensions.
Jan 5, 2024 • 49min
Great Market Expectations
In this episode, the hosts discuss Fed rate cut expectations and the surprising performance of healthcare stocks. They also cover Apple downgrades, Walgreens as a buying opportunity, and the Fed's repo market. Other topics include JPMorgan's rise, US money supply shrinking, shipping stocks, crude oil, and bank earnings preview.
Jan 3, 2024 • 26min
Everything Old is New Again with Deirdre Bosa | Okay, Computer.
Tech-focused expert Deirdre Bosa discusses topics such as tech stocks starting the year off in the red, Apple's downgrade at Barclay's, the ad model of mega-cap tech companies, rising LinkedIn ad prices, OpenAI's revenue, the AI hype train, the IPO market, and Canva's stock sale.
Jan 2, 2024 • 39min
New Year, New Rally? | MRKT Call
Discussion on year-end forecasts for the stock market in 2024, speculation on the impact of yields on stocks and the yield curve, concerns over China's economic slowdown, analysis of politics and a Pfizer trade, and discussion on recent market movement and the importance of being contrarian.
Dec 29, 2023 • 49min
Nothing Changes on New Year’s Day
The hosts reflect on the stock market's biggest headlines of 2023 and make predictions for 2024. They discuss energy potentially outperforming in 2024, the impact of the upcoming election on the markets, and sentiment indicators. They also share NFL game predictions and express gratitude to their audience and sponsors.
Dec 28, 2023 • 36min
Trading the TLT + Crude, Dollar & Gold Chart Check | MRKT Call
Dan Nathan, Guy Adami, and Carter Worth analyze macro charts for 2023 and 2024, focusing on TLT and trading options. They discuss the relationship between the S&P 500 and 10-year treasury yield, speculate on potential market corrections, and talk about the movements of the dollar, gold, and oil. They express frustration with gold's current level and believe oil will be a top performing asset in 2024. They also discuss their beliefs in gold, Q4 earnings, and their plans for tactical positioning in 2024.
Dec 27, 2023 • 34min
He Who Forgets Will Be Destined to Remember with Deirdre Bosa | Okay, Computer. Podcast
Tech journalist and analyst Deirdre Bosa joins Dan Nathan to discuss key tech trends of 2023, including generative AI, fast fashion's environmental impact, the potential of digital ads, the future of social media, and the performance of tech stocks in the market rally.
