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
Dec 20, 2023 • 54min
Of Mega Trends and VC Men | Okay, Computer.
Josh Wolfe and Rick Heitzmann discuss investing in private tech, the IPO market, sectors that could see a wave of money, the AI bubble, economic headwinds, and their geopolitical outlook for 2024 including the disarray in US politics and the China/Taiwan situation.
Dec 19, 2023 • 42min
Stock Market Rally Parties On | MRKT Call
The podcast discusses the ongoing stock market rally, crude oil trade ideas, and the importance of consolidation and backfilling in technical analysis. They caution about potential risks in the stock market rally, analyze buying underperforming stocks, and explore the concept of total adjustable market. They also discuss FXI levels, FedEx earnings report, and the impact of the economy on the transports sector.
Dec 18, 2023 • 55min
Cascading Optimism
John Brignola, guest from LBC Credit, joins On The Tape to discuss the private credit market. Topics include cascade of optimism, Fed officials' inflation warning, Jamie Dimon's economic storm calls, homebuilders, M&A rush, Liz's 2024 outlook, and opportunities in private credit. John shares insights on the evolution of private credit, M&A environment, regulations, and concerns about the space.
7 snips
Dec 15, 2023 • 45min
Don’t Look Back in Anger
Financial analysts Dan Nathan, Guy Adami, Danny Moses, and Current CEO Stuart Sopp discuss the Fed meeting and stock market highs, expectations for 2024, market rotation, energy challenges, Fed's impact on gold, Bitcoin and currencies, S&P 500 earnings, interest rate-sensitive stocks, banks' performance, sentiment indicators, and even share their NFL and soccer game picks.
5 snips
Dec 14, 2023 • 44min
Fed Preps For Rate Cut Shift | MRKT Call
Market analyst Dan Nathan, stock trader Guy Adami, and market strategist Liz Young discuss the Fed's preparation for a rate cut shift, the impact of yields and inflation, small caps, XLE, Toll Brothers, and earnings insight in this engaging podcast.
Dec 13, 2023 • 28min
That's The Way Tech Goes, But Don’t Forget It Goes The Other Way Too | Okay, Computer.
Deirdre Bosa, CNBC journalist and tech expert, discusses big tech headlines including Oracle sinking on earnings, the potential broadening of the Big Tech Rally in 2024, and Google's delayed Gemini Gains. The podcast also covers tech regulation, the private tech market, and recent funding rounds for AI startups.
Dec 12, 2023 • 40min
Inflation Cools, Energy M&A Update + Dan's Bitcoin Trade! | MRKT Call
The hosts discuss inflation and its impact on the labor market and sectors. They also analyze recent market reactions and the Federal Reserve meeting. They explore the correlation between TLT and equity market performance and discuss potential trade opportunities. Concerns over sentiment readings and geopolitical factors are discussed, as well as the Federal Reserve's job and market conditions. The impact of gas prices, the weakening dollar, and the sell-off in yields on the stock market is also mentioned.
Dec 11, 2023 • 1h 3min
The Higher Stocks Rise the Harder They Fall with Jeff Toporek of FD Stonewater
Dan Nathan, Guy Adami, and Liz Young discuss bond volatility, stock market inconsistencies, geopolitical risk, and investor appetite for M&A. They interview Jeff Toporek about interest rate volatility, credit lending, corporate logistics, inflation, China risk, and commercial real estate. They also touch on active vs. passive investing.
4 snips
Dec 8, 2023 • 1h 4min
Gold's Love Has Come Along and a Conversation with RBC's Lori Calvasina
Lori Calvasina of RBC shares her stock market outlook including seasonality changes and rate cut impacts. Small caps vs. mega-cap growth stocks and her bold S&P 500 target of 5,000. The conversation also explores crude oil, China, gold market, Bank of Japan/Yen, and unemployment. Additionally, discussions on Cerevel options trading surge, Tesla labor problems, GameStop's investment policy, and NFL picks for the week.
Dec 7, 2023 • 55min
S&P Knock Knock Knockin’ on 4800's Door | MRKT Call
Dan Nathan, Guy Adami, and Liz Young discuss topics such as AI competition, upcoming earnings reports, labor market analysis, and the current state of the market. They also engage in a casual chat about athletic wear, workouts with a Peloton treadmill, and share amusing stories. Additionally, the podcast covers discussions on Broadcom stock, a Yankees trade, boat captains, and a FactSet free trial.
