RiskReversal Pod

RiskReversal Media
undefined
11 snips
Nov 23, 2023 • 1h 8min

Markets? We Just Disagree. Plus an Interview with Liz Ann Sonders of Charles Schwab

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the podcast to discuss stock market strategists, analyst earnings estimates, valuations, the rolling recession, the Fed put, energy space, sectors to watch, and growth vs. value.
undefined
Nov 22, 2023 • 49min

Satya’s OpenAI Arms for Altman | Okay, Computer.

In this episode, Dan Nathan and Deirdre Bosa discuss the OpenAI shakeup and Satya Nadella's appearance on CNBC. They also talk about the risks to Microsoft and the OpenAI board opening talks for Sam Altman's return. Later, Dan sits down with Matt Turck to discuss the implications of the OpenAI drama and the shift in corporate reputation. They also touch on opportunities for public companies and the outlook for Google.
undefined
Nov 21, 2023 • 46min

Bearish-to-Bullish Reversals + S&P 500 Chart Check | MRKT Call

Dan Nathan, Guy Adami, and Carter Worth discuss topics such as adding futures to trading strategies, the implications of the Microsoft and OpenAI partnership, strategies for buying gold, bullish reversals in the market, analysis of recent stock performance, and the potential levels the S&P 500 may reach by 2024.
undefined
Nov 20, 2023 • 46min

A December to Remember with Liz Young of SoFi

Financial analyst Liz Young joins Dan Nathan to discuss moves in stocks and yields, Powell's shift on growth, retail earnings, and S&P 500 technicals. Later, Guy Adami shares insights on Microsoft's importance, Elon Musk's take on Open AI, Nvidia earnings, and the impact of Musk's tweet controversy on Tesla stock.
undefined
Nov 17, 2023 • 1h 10min

The Games People Play in Markets with CME Group CEO Terry Duffy

"The Games People Play in Markets" features CME Group CEO Terry Duffy. They discuss panic buying triggered by rate cut expectations, the promise of a soft landing, being a market pundit, IPO spinoff talk around SpaceX’s Starlink, and Danny’s NFL picks. Terry Duffy shares his take on risk management, innovation for new products, the importance of rigor, the retail trader, and his expectations for the stock market in 2024.
undefined
Nov 15, 2023 • 23min

Whizzing Around the Nasdaq with Guy Adami | Okay, Computer.

Financial expert Guy Adami joins the podcast to talk about investors piling into risky assets, Nvidia's impressive market cap growth, the semiconductor and software stocks, the digital ad space, FinTech stocks, and Tesla/EVs.
undefined
Nov 14, 2023 • 32min

The Rip Your Face Off Rally + Trading the S&P 500 Futures | MRKT Call

Financial analyst and trader Dan Nathan, hedge fund manager Danny Moses, and stock trader Guy Adami discuss market trends, reactions to CPI data, impact of treasury auctions, market rallies and fluctuations, and the health of the retail industry in an entertaining podcast.
undefined
Nov 13, 2023 • 1h 2min

A Momentary Lapse of Reason with Liz Young and Ali Meli of Monachil Capital Partners

Ali Meli of Monachil Capital Partners discusses the recent rally, the Biden-Xi meeting, diverging rate-cut forecasts, consumer sentiment, sectors for focus, his background, lessons from the banking crisis, unrealized losses on bank balance sheets, potential for a soft landing, getting balance in the economy, market opportunities, and the unstable balance sheet of the Federal Reserve.
undefined
Nov 10, 2023 • 1h 33min

Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz

Helima Croft, an expert on oil prices, joins the hosts to discuss the latest decline in oil prices, geopolitical impacts on the energy market, the Trump Administration's impact on OPEC, and what the price of oil is telling her about the market. The chapter also covers topics such as housing, the IPO market, Tesla running out of buyers, and Danny's NFL picks. Later in the podcast, the hosts are joined by Art delaCruz of Team Rubicon to discuss his background serving in the military and the important mission behind Team Rubicon.
undefined
Nov 8, 2023 • 57min

Party on GARP with Deirdre Bosa, Joe Marchese, and Richard Betts | Okay, Computer. Podcast

Joe Marchese and Richard Betts, co-CEOs of CKBG, discuss the origins of their tequila business, the challenges of building a luxury consumer products brand, and Richard Vadz's journey in the tequila and wine industries. They also touch on the importance of sales and marketing in the liquor business and their plans to scale their impact through the Comeos Foundation.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app