Episodios

  • Fed Stays Steady & The "Sell America" Trade with Peter Boockvar

    Fed Stays Steady & The "Sell America" Trade with Peter Boockvar
    Jun 19 2025
    Dan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cuts, the impact on GDP and inflation projections, and the broader implications for the labor market, housing sector, and global trade. Peter emphasizes the importance of unbiased risk management and offers a nuanced perspective on the potential economic repercussions of current fiscal policies. The episode also explores the role of the Federal Reserve, questioning whether market mechanisms should independently set interest rates. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    32 m
  • All Eyes on Fed Chair Powell

    All Eyes on Fed Chair Powell
    Jun 18 2025
    Dan and Guy preview the upcoming Fed presser, discuss key developments on bank de-regulation and rising stock prices in the semi-space. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    31 m
  • Dan Ives: Apple's Make or Break AI Moment

    Dan Ives: Apple's Make or Break AI Moment
    Jun 17 2025
    We welcome back Dan Ives, the Global Head of Technology Research at Wedbush Securities, for his third appearance in three months. Dan discusses his recent visits to the New York Stock Exchange and major calls on tech stocks, especially his bullish stance on Tesla. He introduces his new ETF, the Dan Ives Wedbush AI Revolution ETF, which includes a dynamic list of 30 companies crucial to the AI sector, like Nvidia, Microsoft, and Tesla. Despite skepticism around high valuations and market digestion, Dan remains optimistic about the transformative potential of AI. The podcast also covers the performance and future prospects of major tech players like Oracle, IBM, Meta, and Apple, as well as the potential for AI-driven growth in the tech sector. Dan highlights the importance of staying adaptable and responsive in the ever-evolving market landscape, offering insights into how his ETF reflects this approach. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    48 m
  • Israel-Iran Conflict Impact On Markets

    Israel-Iran Conflict Impact On Markets
    Jun 16 2025
    Guy Adami and Dan Nathan discuss various market and geopolitical developments such as the ongoing war in the Middle East, its effects on the stock market, crude oil prices, and the Fed's upcoming decisions regarding interest rates. They highlight the complex relationship between geopolitical events, market reactions, treasury yields, and the U.S. dollar. They also discuss the performance of regional banks, tech stocks, and the overall sentiment in the financial markets, with a focus on Microsoft's valuation and Bitcoin's role as a store of value. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    32 m
  • Money For Nothing And Your Chips For Free with Imran Khan

    Money For Nothing And Your Chips For Free with Imran Khan
    Jun 13 2025
    Dan Nathan and Imran Khan explore the pitfalls of excessive capital in companies, emphasizing that true innovation comes from solving problems, not just spending money. They discuss lessons from tech leaders like Scott McNealy and the impact of platform shifts - such as the internet, mobile apps, and now AI - on value creation. The conversation highlights key growth areas including digital workforce, transportation, space, fintech, and healthcare, and stresses the importance of execution, leadership, and finding idiosyncratic investment opportunities in tech’s next decade. Checkout Imran's Podcast on Apple or Spotify Follow Imran on Twitter: https://x.com/dottkhan —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    51 m
  • How AI Is Reshaping the Tech Power Rankings with Rishi Jaluria

    How AI Is Reshaping the Tech Power Rankings with Rishi Jaluria
    Jun 12 2025
    Dan Nathan hosts Rishi Jaluria, Managing Director of Software Equity Research at RBC Capital Markets, on the Risk Reversal Podcast to discuss the latest Q1 earnings, AI advancements, and broader market themes. They delve into Microsoft's innovative AI strategies and their significant investments in OpenAI. The conversation highlights the importance of long-term perspectives in evaluating AI monetization and market impacts. Rishi shares insights on the enthusiasm surrounding Oracle's cloud infrastructure (OCI) and its role in the AI landscape, as well as analysis on companies like Salesforce, HubSpot, and MongoDB in the context of their AI and growth strategies. The podcast also explores macroeconomic factors, market sentiments, and the potential implications of geopolitical developments on software businesses. RBCCM Policies, Disclaimers & Disclosures: https://www.rbccm.com/en/policies-disclaimers.page —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    41 m
  • Stocks Within a Whisker of All-Time Highs

    Stocks Within a Whisker of All-Time Highs
    Jun 11 2025
    Dan Nathan and Guy Adami host the Wednesday edition of the RiskReversal Podcast, focusing on multiple aspects of the financial markets. They discuss the importance and history of the morning market call, recent developments in U.S.-China trade relations, and their implications on the stock market. The hosts highlight the state of the energy sector and its unexpected resurgence. They also analyze inflation data, future interest rate projections, and the impact of geopolitical tensions on market stability. Noteworthy stock performances, including Oracle and Adobe, are examined in the context of the ongoing AI boom and market expectations. The episode delves into consumer data, valuation metrics, and the potential impact of economic policies on future market behavior. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    31 m
  • WWDC Disappointment: Is Apple Rotten to the Core with Gene Munster

    WWDC Disappointment: Is Apple Rotten to the Core with Gene Munster
    Jun 10 2025
    Dan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic projections. They also explore the impact of AI, regional banks’ underperformance, and consumer credit. Additionally, they examine the state of the energy sector and the potential for oil price movements. After the break, Gene Munster of Deepwater Asset Management joins to discuss the recent Apple WWDC event, focusing on its less impressive hardware announcements and the introduction of new operating system features. They explore Apple's strategic moves related to AI, including the Foundation Model framework aimed at enhancing AI capabilities for developers. The conversation also highlights Apple's efforts to align its devices more closely while addressing the challenges its facing due to competition from OpenAI and regulatory hurdles. Additionally, they touch on Tesla's RoboTaxi initiative and its potential impact on the company's brand and market performance. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    34 m
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