RiskReversal Pod

Oz Pearlman, a leading mentalist and author of 'Read Your Mind: Proven Habits for Success,' shares his journey from Wall Street to captivating audiences with mind-reading tricks. He emphasizes the importance of persistence, highlighting his six-year effort to appear on Joe Rogan's show. Oz discusses creating mutually beneficial relationships and overcoming rejection through empathy and the art of performance. He also explores the impact of generative AI on jobs and performs stunning mentalism demonstrations, leaving hosts Dan and Liz thoroughly impressed.

Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the volatile landscape of AI investments and discusses his AI-themed ETF, IVES. He highlights the impact of major tech companies like Microsoft and Google amid market changes. Joining him is Adam Singolda, CEO of Taboola, who shares insights on the ethical implications of AI in journalism and advertising. They explore the innovative Deeper Dive LLM for publishers and the dual paths of AI monetization, raising critical points about publisher rights in the era of AI.

Joining the conversation is Liz Thomas, SoFi's investment strategist and author of the 2026 market outlook. She discusses the potential for market bubbles and reflects on the surprising success of her 2025 predictions. Liz elaborates on sector performance, arguing that small-cap gains may just be a catch-up, not sustainable growth. The conversation shifts to the implications of the yield curve inversion and Japan's economic moves, with Liz emphasizing gold as a pivotal asset for 2026 amid fiscal risks and changing global demand.

Dan Niles, founder of Niles Investment Management, shares insights on AI’s future and market dynamics. He discusses the ‘Swiss army knife’ problem for GPUs, likening them to outdated tools compared to specialized alternatives like TPUs. Niles also highlights OpenAI's funding issues and competitive landscape while exploring China's tech advancements. With a macro outlook for 2026, he cautions about the choppy market and emphasizes the appeal of companies like Cisco despite risks surrounding valuations.

Ed Elson, host of the Prof G Markets and First Time Founders podcasts, shares insights on the challenges Gen Z investors face. He discusses their unique relationship with meme stocks and cryptocurrencies, driven by storytelling and limited economic options. Elson emphasizes the importance of understanding AI's impact on job markets and the need for workers to develop unique human skills. They also explore the balance between hype and practicality in AI investments, highlighting the generational shift in investment strategies.

Liz Thomas, Senior Market Strategist at SoFi, dives into the recent Fed decisions and their market implications, explaining the contrast between dovish actions and hawkish rhetoric. She discusses why Bitcoin hasn’t rallied despite increased liquidity, highlighting factors like leverage unwind and rising yields. Liz also addresses the significance of upcoming jobs data for Fed policies going forward. The conversation culminates in an exploration of the evolving AI landscape, identifying emerging winners and use cases as we head toward 2026.

Louis Vincent-Gave, CEO and founder of Gavekal, offers keen insights into the evolving US-China economic rivalry. He discusses the ramifications of the 2018 semiconductor embargo, showcasing how China rapidly improved its industrial capabilities. The conversation highlights China's advancements in AI, despite ongoing chip restrictions, and the strategic advantages posed by state capitalism. Louis also compares market behaviors in the US and China, revealing a shift in global economic power dynamics and the complexities of future tech competition.

In this intriguing discussion, Luke Gromen, a macro analyst and founder of Forest for the Trees, dives deep into the complexities of fiscal dominance and the current economic landscape. He argues that cash is losing its value while gold is emerging as a vital reserve asset. Gromen highlights Japan's bond market dynamics, the implications of Fed T-bill purchases, and the interplay between currency strength and bond yields. He also reveals how central banks are increasingly shifting reserves into gold, challenging the dollar's supremacy.

Jim Lanzone, the dynamic CEO of Yahoo and former head of Tinder and CBS Interactive, shares insights into Yahoo's remarkable turnaround. He discusses the pivotal moment of Yahoo's 'original sin' that contributed to Google's rise and explores the parallels between the Dot-Com crash and today’s AI surge. Lanzone highlights Yahoo's impressive user reach and advertising strategies while detailing the company's decentralized product teams and upcoming innovations in fantasy sports and AI integrations. His vision for revitalizing Yahoo emphasizes trust in media and historical learnings for future growth.

Liz Thomas, chief economist at SoFi, shares her insights on the bond market’s reaction to rate cuts and forecasts for 2026. She discusses the rising Treasury yields and how Japan impacts global markets. Liz highlights anticipated Fed leadership changes and liquidity risks. The conversation also dives into consumer spending shifts, the recent surge in M&A activity, and the healthcare sector's rotation. Finally, she provides an optimistic outlook for gold, anticipating new highs as demand holds strong.