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
Dec 11, 2023 • 1h 3min
The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater
Dan Nathan, Guy Adami, and Liz Young discuss bond volatility, stock market inconsistencies, geopolitical risk, and investor appetite for M&A. They interview Jeff Toporek about interest rate volatility, credit lending, corporate logistics, inflation, China risk, and commercial real estate. They also touch on active vs. passive investing.
4 snips
Dec 8, 2023 • 1h 4min
Gold's Love Has Come Along and a Conversation with RBC's Lori Calvasina
Lori Calvasina of RBC shares her stock market outlook including seasonality changes and rate cut impacts. Small caps vs. mega-cap growth stocks and her bold S&P 500 target of 5,000. The conversation also explores crude oil, China, gold market, Bank of Japan/Yen, and unemployment. Additionally, discussions on Cerevel options trading surge, Tesla labor problems, GameStop's investment policy, and NFL picks for the week.
Dec 7, 2023 • 55min
S&P Knock Knock Knockin’ on 4800's Door | MRKT Call
Dan Nathan, Guy Adami, and Liz Young discuss topics such as AI competition, upcoming earnings reports, labor market analysis, and the current state of the market. They also engage in a casual chat about athletic wear, workouts with a Peloton treadmill, and share amusing stories. Additionally, the podcast covers discussions on Broadcom stock, a Yankees trade, boat captains, and a FactSet free trial.
Dec 6, 2023 • 59min
Rom Commerce, T-Swift and Personality Cults with Deirdre Bosa, Marcus Collins and Joe Marchese | Okay, Computer.
Deirdre Bosa, CNBC correspondent, joins the podcast to discuss Walmart's 'Rom Commerce' play, Apple's lag in generative AI, Nvidia's stagnant performance, China's issues for EV manufacturers, Uber's addition to the S&P 500, and the late bloomers of the 2024 IPO class. Later, Joe Marchese of Human Ventures and Dr. Marcus Collins, marketing professor and best-selling author, discuss culture brand marketing, the Taylor Swift effect, Elon Musk, and the culture surrounding Tesla.
Dec 5, 2023 • 43min
China's Debt Dilemma + Crude Trade Update | MRKT Call
China's debt dilemma, crude trade update, BlackRock's rate-bet warning. Impact of Chinese debt on global economy, potential deflationary readings. Performance of S&P and Nasdaq futures, mega cap tech stock sell-off. Impact of oil prices on energy companies and political figures. Discussion on gold prices and central bank buying. Lessons from recent sell-off in metaverse and AI stocks.
Dec 4, 2023 • 1h 14min
How Everything Still Turns To Gold + Biotech Investing with Dr. Arsani William
Dr. Arsani William, former clinician turned investor, discusses his background and investment focus at Logos Capital. They also explore the impact of interest rates on biotech stocks, different ways to invest in the sector, and the potential of weight loss drugs. The podcast also covers caution in the market, homebuilders as an indicator of risk appetite, advancements in biotechnology, and opportunities in the pharma industry.
8 snips
Dec 1, 2023 • 1h 9min
Markets are Hard to Handle with Mike Wilson of Morgan Stanley
Mike Wilson, market expert and analyst from Morgan Stanley, joins the hosts to discuss the November stock market rally, late-cycle behavior, earnings, the bond market, the worst possible scenario for stocks, the single biggest risk for 2024, what consensus could get wrong next year, sentiment indicators, stock market concentration, M&A, and the appeal of U.S. markets as a safe haven. Later, they discuss the Elon Musk DealBook interview, the meteoric rise in the S&P 500, GM's $10B buyback, M&A, the energy space, JPMorgan survey, LME wins High Court ruling, and Danny's NFL picks.
Nov 29, 2023 • 58min
A Huge and Not Boring Podcast with Cleo Abram, Packy McCormick and Deirdre Bosa | Okay, Computer.
Video journalist Cleo Abram and Packy McCormick, founder of Not Boring, discuss being creators, the concept of 'Huge If True,' writing in long-form, taking feedback, monetization, subscription models, Bitcoin/Crypto, and the Mag7 stocks.
Nov 28, 2023 • 38min
Crude Oil Chart Looking Bullish + Rate Cuts Coming? | MRKT Call
Topics discussed in the podcast include potential rate cuts, crude oil chart analysis, 10-year yields, oil trade, U.S. Dollar and Gold, Micron's cyclical nature, and experiences with CME Group promotions.
Nov 27, 2023 • 57min
The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins
On this episode, Liz Young, Vincent Daniel, and Porter Collins discuss the disconnect between the stock market and the economy, holiday spending, investors hungry for risk, market concentration, upcoming earnings/economic data. They also talk about the state of the market, the precious metals market, current investor/machine mentality, market concentration for hedge funds, stock picking with small and mid-cap names, the energy landscape, Tesla still not trading on fundamentals, and banks getting into private credit.
