RiskReversal Pod

Deirdre Bosa, CNBC correspondent, joins the podcast to discuss Walmart's 'Rom Commerce' play, Apple's lag in generative AI, Nvidia's stagnant performance, China's issues for EV manufacturers, Uber's addition to the S&P 500, and the late bloomers of the 2024 IPO class. Later, Joe Marchese of Human Ventures and Dr. Marcus Collins, marketing professor and best-selling author, discuss culture brand marketing, the Taylor Swift effect, Elon Musk, and the culture surrounding Tesla.

China's debt dilemma, crude trade update, BlackRock's rate-bet warning. Impact of Chinese debt on global economy, potential deflationary readings. Performance of S&P and Nasdaq futures, mega cap tech stock sell-off. Impact of oil prices on energy companies and political figures. Discussion on gold prices and central bank buying. Lessons from recent sell-off in metaverse and AI stocks.

Dr. Arsani William, former clinician turned investor, discusses his background and investment focus at Logos Capital. They also explore the impact of interest rates on biotech stocks, different ways to invest in the sector, and the potential of weight loss drugs. The podcast also covers caution in the market, homebuilders as an indicator of risk appetite, advancements in biotechnology, and opportunities in the pharma industry.

Mike Wilson, market expert and analyst from Morgan Stanley, joins the hosts to discuss the November stock market rally, late-cycle behavior, earnings, the bond market, the worst possible scenario for stocks, the single biggest risk for 2024, what consensus could get wrong next year, sentiment indicators, stock market concentration, M&A, and the appeal of U.S. markets as a safe haven. Later, they discuss the Elon Musk DealBook interview, the meteoric rise in the S&P 500, GM's $10B buyback, M&A, the energy space, JPMorgan survey, LME wins High Court ruling, and Danny's NFL picks.

Video journalist Cleo Abram and Packy McCormick, founder of Not Boring, discuss being creators, the concept of 'Huge If True,' writing in long-form, taking feedback, monetization, subscription models, Bitcoin/Crypto, and the Mag7 stocks.

Topics discussed in the podcast include potential rate cuts, crude oil chart analysis, 10-year yields, oil trade, U.S. Dollar and Gold, Micron's cyclical nature, and experiences with CME Group promotions.

On this episode, Liz Young, Vincent Daniel, and Porter Collins discuss the disconnect between the stock market and the economy, holiday spending, investors hungry for risk, market concentration, upcoming earnings/economic data. They also talk about the state of the market, the precious metals market, current investor/machine mentality, market concentration for hedge funds, stock picking with small and mid-cap names, the energy landscape, Tesla still not trading on fundamentals, and banks getting into private credit.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the podcast to discuss stock market strategists, analyst earnings estimates, valuations, the rolling recession, the Fed put, energy space, sectors to watch, and growth vs. value.

In this episode, Dan Nathan and Deirdre Bosa discuss the OpenAI shakeup and Satya Nadella's appearance on CNBC. They also talk about the risks to Microsoft and the OpenAI board opening talks for Sam Altman's return. Later, Dan sits down with Matt Turck to discuss the implications of the OpenAI drama and the shift in corporate reputation. They also touch on opportunities for public companies and the outlook for Google.

Dan Nathan, Guy Adami, and Carter Worth discuss topics such as adding futures to trading strategies, the implications of the Microsoft and OpenAI partnership, strategies for buying gold, bullish reversals in the market, analysis of recent stock performance, and the potential levels the S&P 500 may reach by 2024.