RiskReversal Pod

RiskReversal Media
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Jun 5, 2025 • 30min

Trust, Safety & Uber’s Trojan Horse: Can Tesla Catch Up to Waymo with Deirdre Bosa

In this discussion, Deirdre Bosa, the tech-savvy host of CNBC's Tech Check, joins to explore the future of autonomous vehicles, particularly Tesla's upcoming Robotaxi event. They dive into the crucial aspects of trust and safety in self-driving tech versus traditional ridesharing. The talk also highlights the fierce competition between Tesla and Waymo, along with broader implications for AI advancements. Additionally, the duo examines the rising intrigue around meme stocks and market trends in the generative AI space.
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Jun 4, 2025 • 30min

The Great Wall of Worry: US-China Trade War Risks

Trade negotiations and rising tariffs between the U.S. and China take center stage, highlighting their effects on the market. The hosts dive into the implications of national debt and inflation from ongoing trade tensions. They discuss the performance of major tech stocks like CrowdStrike and Apple, analyzing their valuations amid market uncertainty. With insights on economic indicators, such as non-farm payrolls and CapEx spending, the conversation wraps up with predictions on how upcoming reports might sway market trends.
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Jun 3, 2025 • 1h 1min

Agentic Disruption & The Race For Robotaxi Supremacy With Mike Dempsey of Compound VC

Mike Dempsey, an investor at Compound VC with expertise in disruptive technologies, dives into the evolving landscape of generative AI and autonomy. He outlines his transition from hedge funds to early-stage investing, emphasizing a research-driven approach. The discussion touches on significant investments like Wave in autonomous driving, contrasts between public and private market strategies, and the impact of major players like Tesla and Waymo. Dempsey also reflects on challenges faced by companies in AI as market dynamics shift.
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Jun 2, 2025 • 50min

Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy

In this engaging discussion, Sarah Levy, CEO of Betterment, shares her journey leading the wealth management company that manages $56 billion in assets. She dives into the transformative role of automation and AI in finance, promising enhanced efficiency and compliance. Sarah also discusses Betterment's growth strategy, recent acquisitions, and their mission to democratize financial advice. Emphasizing long-term diversification and tax optimization, she highlights the importance of financial literacy for empowering a broader range of customers.
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May 30, 2025 • 44min

Less Certainty, More Volatility with Michael Contopoulos

Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares his expert insights on navigating today's unpredictable market. He discusses the challenges of market volatility, the influence of tariffs, and the implications of changing interest rates. The conversation touches on potential stagflation and the role of AI in productivity shifts. Contopoulos emphasizes understanding macroeconomic factors and examines gold's status as a hedge against uncertainty, while critiquing the focus on major tech stocks in investment strategies.
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13 snips
May 29, 2025 • 32min

Tariffs Blocked In Court... What's Next?

A recent court ruling has deemed certain tariffs illegal, prompting an analysis of the potential fallout on the market and the administration's response. The hosts delve into President Trump's trade policies and their varied impacts across sectors. Nvidia's earnings take center stage, highlighting its effect on tech stock sentiment. The complexities of trade tensions with China, as well as insights on Salesforce and Best Buy, are discussed. Upcoming economic reports, particularly the jobs number, signal the need for investor caution amid shifting financial landscapes.
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May 28, 2025 • 41min

Nvidia Q1 Earnings Preview with Gene Munster

Gene Munster, Managing Partner at Deepwater Asset Management, shares his insights on NVIDIA's upcoming earnings and its AI dominance. He discusses OpenAI's notable acquisition of Jony Ive, along with the potential for innovative non-screen devices. The conversation shifts to Google’s advancements in AI-driven search and Tesla's recent challenges with deliveries amid stiff competition from BYD. Munster emphasizes the importance of long-term investment strategies while navigating the current tech landscape, filled with growth potential and market uncertainties.
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May 27, 2025 • 32min

Market Gaps and Macro Madness

The hosts dive into the idea of a four-day work week while discussing the impact of geopolitical events on market dynamics. They analyze the fluctuations of major companies like Nvidia and Tesla, as well as the implications of the Treasury Department's decision to discontinue the penny. The conversation explores the bond market, gold, and Bitcoin's performance, alongside the resurgence of tech acquisitions. With a focus on economic indicators and trade negotiations, listeners gain insights into navigating the current financial landscape.
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11 snips
May 23, 2025 • 60min

Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame

Dan Nathan interviews Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley, who offers insights into market trends and economic policies. They discuss the intricacies of trade and tariffs, predicting a volatile yet constructive market outlook for the second half of the year. The conversation examines the implications of supply constraints, the impact of AI on market dynamics, and the complexities within the bond market. Wilson also explores the notion of rolling recessions and compares strategies of hedge funds and retail investors, highlighting adaptability in trading.
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May 22, 2025 • 1h 7min

Mind The Gaps + Packy McCormick Is Winning The Great Online Game

Packy McCormick, the mastermind behind the Not Boring newsletter and investor at Not Boring Capital, dives into the thrilling world of technology and innovation. He explores how private tech firms are poised to disrupt the market, with a spotlight on Tesla’s self-driving revolution and the electrification trend. The conversation also delves into the dynamics of generative AI, the rise of decentralized finance through stable coins, and the future of startups inspired by Elon Musk. McCormick's insights reveal a landscape ripe for transformation.

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