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 22, 2024 • 43min
Dovish Again: What Are We Doing After Powell Speaks?
This episode dives into key themes for the end of the week, breaks down Fed Chair Powell's press conference, examines federal debt levels, discusses gold/bitcoin, explores commercial real estate and financials, looks for single-name value, and analyzes the consumer credit space.
5 snips
Mar 21, 2024 • 55min
The Compound Bros Are Not Afraid of Bear Markets
The podcast discusses Fed rate cuts anticipation, consumer credit state, expensive U.S. Stocks, 401k as savings vehicle, concerns around Nvidia and the AI bubble, and creating financial focused content. It also explores financial innovation, market events, market reaction to rate cuts, inflation perception, market impact, industry disruption, business cycles, market valuation, investment options, education opportunities, market volatility, Nvidia conundrum, and cult-like adoration in the tech industry.
Mar 20, 2024 • 35min
Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast
Topics discussed include Nvidia's growth potential and possible stock pullback, Apple and Alphabet's AI collaboration, Google's Gemini AI, and the impact of a potential TikTok ban on Meta & Snap.
Mar 19, 2024 • 36min
Big Tech Catch-Up Trade | MRKT Call
Dan Nathan and Guy Adami discuss Semi Stocks, Google/Alphabet, Boeing, and implied moves for MU, NKE & FDX. They analyze risk-reward ratios in options trading, risky options strategies, and trade setups. They explore Nike's stock performance and project potential price movements.
Mar 18, 2024 • 37min
Market Madness or Sadness?
Topics discussed include Nvidia's user conference, the Fed meeting, potential Apple/Google AI deal, market predictions, hot CPI and PPI data impact, soaring crude oil prices, rising yields, Fed's actions on inflation, risks of early rate cuts, zero-day options trading, tech shifts from B2B to consumer focus, market sentiment, and investor concerns.
4 snips
Mar 15, 2024 • 1h 8min
Bond Yields Show Me The Way with Caleb Silver of Investopedia
Tesla struggles, market rotation, Microsoft vs. Alphabet, manias in investing, gold miners and commodities, Nvidia conference, upcoming Fed meeting. Caleb Silver from Investopedia discusses investor sentiment, retail trader trends, popular searches, and AI in search.
Mar 13, 2024 • 50min
Tick Tock for TikTok? + Funders & Founders w/ Matt Turck & Florian Douetteau CEO of Dataiku | Okay, Computer.
CNBC’s Deirdre Bosa and Dan Nathan discuss TikTok's potential separation, Perplexity's valuation, and investor behavior post Nvidia's GTC. Matt Turck and Florian Douetteau delve into Enterprise AI's state and globalization impact, emphasizing democratizing data science.
Mar 12, 2024 • 32min
Should Investors Brace for More Stock Market Volatility? | MRKT Call
Exploring trading options with Fidelity, protecting gains with options, analyzing inflation data impact, navigating market volatility, using options to hedge risks, discussing semiconductor stocks performance, utilizing equity options for strategies, exploring collar trading strategy for risk management and potential gains
Mar 11, 2024 • 1h 4min
Beware The Ides of March with Liz Young + "Off The Tape" with Ron Biscardi & Kaitlin Malin of iConnections
The podcast discusses CPI Report expectations, SAHM Rule Recession Indicator, semi stocks, Adobe earnings, Trump's CNBC interview, and the caution around the Ides of March. They also announce an exciting partnership with iConnections and explore key themes in the alternative investment space.
14 snips
Mar 8, 2024 • 1h 23min
Bullish Brian Belski + Melissa Lee’s “Big Shot"
Topics covered in this podcast include stock market sentiment, volatility analysis, price target processes, goldilocks economy, concerns about the markets, inflation and unemployment, tech sector analysis, and background of the guests. They also discuss the documentary 'Big Shot', bear thesis arguments, show preparation, and managing day-to-day activities.
