RiskReversal Pod

By: RiskReversal Media
  • Summary

  • 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
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Episodes
  • Idle Markets Are The Devil’s Workshop
    Feb 18 2025
    Guy Adami and Liz Thomas discuss the relatively quiet financial markets of the week. They delve into personal anecdotes to highlight how calmer periods can still lead to significant market movements. The conversation explores the performance of the S&P 500, bond market fluctuations, and the impact of macroeconomic data like the CPI print and retail sales reports. They also speculate on the potential consequences of an audit of Fort Knox on the gold market. Both hosts share insights on portfolio diversification strategies, the risks and rewards in the current investment environment, and the significance of key upcoming earnings reports, particularly Walmart's, as a barometer for consumer behavior. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    33 mins
  • Stephanie Link: 2025 Market Outlook & Sectors To Watch
    Feb 14 2025
    Guy Adami and Dan Nathan are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. They delve into Stephanie's insights on the economy, market outlook, and sector-specific predictions for the coming year. Stephanie also shares her experiences working with Jim Cramer and offers a detailed analysis of the current state of various sectors, including financials, industrials, and technology. They discuss the potential impacts of fiscal policies, deregulation, and interest rates on the market, as well as significant market trends such as cybersecurity and AI. The conversation highlights specific stocks like Boeing, Broadcom, and Amazon, underscoring the importance of market structure and individual stock volatility. The episode provides listeners with a comprehensive understanding of the market's potential movements and where to look for investment opportunities. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    39 mins
  • Rick Heitzmann: Why 2025 is the Year of Generative AI Adoption and Innovation
    Feb 13 2025
    Dan Nathan and Rick Heitzmann, Founder and CEO of FirstMark Capital, discuss the latest trends in generative AI, CapEx spending in public and private markets, and market cap accrual. They delve into the impact of these trends on companies like Microsoft, Google, Amazon, NVIDIA, and Meta, emphasizing the role of open-source models and competitive pressures. They also explore the IPO backlog, the strategic importance of going public, and the implications for both startups and incumbents. Concluding with the current state of strategic M&A, they provide insights into the evolving regulatory landscape and its potential impact on future deals. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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    37 mins

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