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.
—
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.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
Episodes
Mentioned books
Mar 27, 2026 • 1h 3min
How To Trade Volatile Markets with Dan Greenhaus
Dan Greenhaus, chief strategist at Solus Alternative Asset Management and seasoned market strategist. He talks about trading amid Middle East tensions, rising oil and yields, and why geopolitics is hard to trade. He covers consumer resilience, inflation dynamics, tight credit spreads, AI-driven capex risks, private credit worries, and when it may be best to sit tight.
Mar 25, 2026 • 51min
Jeff Richards: These Are The Only Software Stocks Worth Owning Right Now
Jeff Richards, managing partner at Notable Capital and software/AI investor, joins to map where enterprise AI and software collide. He discusses Claude/Cowork’s breakout forcing product rethink, how model advances challenge horizontal software, rising private AI spend with consumption pricing, cloud and GPU demand, and why public SaaS valuations look shaky despite accelerating enterprise AI interest.
Mar 24, 2026 • 8min
Stocks Fail To Build On Monday's Momentum
Markets pull back as oil rebounds and geopolitical tensions heat up. Discussion covers big banks navigating private-credit stress and limits on redemptions. Tech moves dominate: Apple revamps Siri, Meta pushes AI across its workforce, and major funding and bets swell around OpenAI. Lawmakers press to curb AI chip exports amid national security concerns.
Mar 23, 2026 • 36min
Nobody Is Blinking & That’s The Problem with Peter Boockvar
Peter Boockvar, CIO and macro/fixed-income strategist, offers concise market perspective. He explains why stocks lag amid Middle East shock. He outlines rising global yields, critical 10-year thresholds that could pressure markets, and risks in private credit and housing. He assesses fading AI/mega-cap leadership, gold’s volatile consolidation, and how sustained high oil could raise recession odds.
Mar 20, 2026 • 52min
The End of Easy Money with George Noble
George Noble, veteran investor and commentator known for blunt market views, shares big-picture warnings about passive investing, price discovery, and eroding confidence in institutions. He flags bond mispricing, potential violent reversals, and fiat-driven asset gains. He also recommends owning gold and some oil, favors active management and rotation, and describes his idea-focused investor conference.
Mar 19, 2026 • 29min
Not All Millennials Are FOMOing Into Markets with Wealthfront CEO David Fortunato
David Fortunato, CEO of Wealthfront and longtime product leader in automated investing. He talks about building systematic tax-loss harvesting and direct indexing. He explains why younger investors prefer delegation and ease of use. He describes portfolio lending, home-finance expansion, and how AI powers planning tools like Path.
Mar 16, 2026 • 1h 15min
Bill Capuzzi & Tom Sosnoff: The Men Behind The Curtain
Tom Sosnoff, entrepreneur and trading-platform founder now launching LossDog with an AI focus. Bill Capuzzi, CEO of Apex Fintech Solutions running core market infrastructure for millions of retail accounts. They discuss retail options sophistication and global growth. They explore AI for fraud reduction, operational friction, and product design. They critique prediction markets’ fee structures and regulatory tensions.
Mar 13, 2026 • 44min
Bubbles as a Feature, Not a Bug with Carlyle's Jason Thomas
Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, offers macro and market perspective in this lively discussion. He covers why equities shrug off geopolitical shocks, a rising security premium in energy and stockpiling, a strong dollar driving gold demand, S&P concentration spurring flows into equal-weight and old-economy names, and the AI capex versus revenue puzzle.
Mar 11, 2026 • 21min
Selling Software Until No One Is Left To Buy It
They dig into persistent software weakness versus semiconductor strength and recent rotation back to AI and semis. Conversation spotlights concentration risks in a few mega-cap software names and why one big cloud name has not bounced. They debate a valuation-sensitive data-analytics story and preview an infrastructure name’s earnings amid OpenAI data-center questions. They warn shallow selloffs may be feeding speculative dip-buying.
5 snips
Mar 9, 2026 • 32min
Credit Isn't A Problem... Until It Is
Jen Sauerbach, contributor at The Wall Street Skinny who analyzes labor markets and private credit risks. They cover rising credit stress in banks and private credit. They discuss sticky inflation, a softening labor market with layoffs, oil and Middle East shocks complicating policy, and why current conditions echo 2008.
