Episodios

  • Built for the AI Boom: Lemonade Is Racing Ahead of Old Insurance with CEO Daniel Schreiber

    Built for the AI Boom: Lemonade Is Racing Ahead of Old Insurance with CEO Daniel Schreiber
    Oct 23 2025
    Dan Nathan hosts Daniel Schreiber, CEO and co-founder of Lemonade, on the Risk Reversal Podcast. Schreiber shares his journey from law to entrepreneurship, ultimately founding Lemonade alongside Shai Wininger. Schreiber elaborates on Lemonade's unique approach to the insurance industry, leveraging AI to streamline operations, improve underwriting, and reduce costs. Highlighting the company's growth and success, Schreiber emphasizes the strategic importance of acquiring young customers and the immense potential within the insurance market. He also touches on the significant role of AI in transforming the industry and discusses the broader implications of AI for the future. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    45 m
  • What Are We Doing When The Fed Slashes Rates with Vincent Daniel, Porter Collins and Danny Moses

    What Are We Doing When The Fed Slashes Rates with Vincent Daniel, Porter Collins and Danny Moses
    Oct 20 2025
    Dan Nathan, Guy Adami, Danny Moses, Vincent Daniel, and Porter Collins delve into the upcoming week in finance, focusing on earnings reports and the anticipated Consumer Price Index (CPI) release. They discuss notable companies such as Netflix, Taiwan Semi, and Tesla, analyzing their performance and potential market impact. The conversation covers inflation's structural issues, policy drivers, and CPI's influence on market volatility. AI and its implications for companies like Google and Tesla are debated, along with predictions on the Fed's actions and housing market trends. The podcast closes with reflections on potential market risks and the overarching influence of AI investments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    25 m
  • What Are We Doing If The Financial Levee Breaks with Vincent Daniel, Porter Collins and Danny Moses

    What Are We Doing If The Financial Levee Breaks with Vincent Daniel, Porter Collins and Danny Moses
    Oct 17 2025
    WHAT ARE WE DOING? “Contrarians At The Gate”: https://whatarewedoingonthedesk.substack.com/ This is a loaded RiskReversal Podcast featuring Guy Adami, Dan Nathan, Danny Moses, Vincent Daniel, and Porter Collins discussing the current state of the financial markets amid various economic conditions. They touch on topics such as the strength of the broader market, the influence of passive investing, the effects of potential government shutdowns, and significant geopolitical tensions with China. Comparisons are made to the 1999 market, with discussions on valuations and technological advancements. The group also delves into the AI boom, its economic implications, and the potential risks of a financial bubble. Additionally, they talk about the performance of gold, the repercussions of a weakening labor market, and the impact of monetary policies. The conversation rounds off with a look at specific companies and sectors, anticipation of upcoming earnings reports, and a critical view of the Federal Reserve’s actions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    46 m
  • Who Is The Sucker At The Poker Table Right Now?

    Who Is The Sucker At The Poker Table Right Now?
    Oct 14 2025
    In this episode of the RiskReversal podcast, Guy Adami and Liz Thomas of SoFi discuss the market's response to recent political developments, with a focus on the significant market sell-off and subsequent bounce-back. They analyze the fragility of the market, particularly in high-risk assets like meme stocks and cryptocurrency. The conversation also explores the role of algorithmic trading in market volatility, the dynamics of the bank earnings season, and expectations for the financial sector amid recent capital market activities. They delve into the impacts on regional banks versus larger financial institutions, discussing the influence of a steepening yield curve and M&A activity. The podcast also touches on the complexities of current asset class relationships, unexpected market behaviors, and the significance of gold as a safe-haven asset. A brief discussion on the implications of the government shutdown for economic data releases and federal monetary policy rounds out the episode. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    31 m
  • Knock-On Effects: How Hidden Risks Could Blindside Investors

    Knock-On Effects: How Hidden Risks Could Blindside Investors
    Oct 13 2025
    In this episode, Dan Nathan and Guy Adami break down a dramatic week in the markets, spotlighting the volatility surge driven by surprise tariff headlines and shifting macro risks. They dig into the growing dangers of passive investing, the outsized impact of the “Magnificent 7” on everyday portfolios, and why even small CapEx pullbacks in Big Tech could ripple across the market. The hosts also examine gold’s frenzy (fueled by retail and historic central bank buying) and debate whether recent sell-offs foreshadow a broader reset, and warn that rising tariffs, weak consumer signals, and struggling IPOs could all spell trouble ahead. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    26 m
  • Danny Moses: Canaries In The Gold Mine

    Danny Moses: Canaries In The Gold Mine
    Oct 10 2025
    Guy Adami and Danny Moses discuss a variety of topics impacting the stock market and economy. They start by drawing parallels between the current market situation and past events, such as the late '90s dot-com bubble and the 2008 financial crisis. They highlight the rise of AI and its resemblance to the internet boom, expressing concerns over vendor financing and unsustainable company valuations. The conversation shifts to the potential impact of a weakening U.S. dollar and the significant role of gold, as central banks accumulate it to hedge against economic instability. They also touch on the fragility of the Japanese yen and its economic implications. Passive investing's influence on market behavior is examined, and the potential for sectors like healthcare and energy to offer value is discussed. The episode concludes with an analysis of current trends in sports gambling markets and NFL game predictions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    38 m
  • Party Like It’s 1999? Paul Tudor Jones Flags Euphoria in Today’s Markets

    Party Like It’s 1999? Paul Tudor Jones Flags Euphoria in Today’s Markets
    Oct 7 2025
    Guy Adami and Liz Thomas explore historical market trends, comparing the current market environment to the late 1990s, and debate the potential for continued market rallies. The conversation shifts to potential impacts of a government shutdown, the significance of technical analysis in the absence of economic data, and the influence of international markets. They also examine recent developments in Japan's economy and the potential implications for global markets. The episode concludes with a discussion on regional bank M&A activity and its implications for the broader financial sector. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    25 m
  • Wall Street’s Bubble Trouble: From Nvidia to Bitcoin

    Wall Street’s Bubble Trouble: From Nvidia to Bitcoin
    Oct 6 2025
    Dan Nathan and Guy Adami discuss the current market situation amid a government shutdown and the ongoing AI investment trends. They explore topics such as market complacency, valuations, and the potential impact of geopolitical issues. The duo also debates the decision between investing in the stock market or opting for a 4% CD, given the market's all-time highs. They analyze the recent performance of Bitcoin, gold, and crypto markets, and their implications on the broader financial landscape. Additionally, they touch on concerns around the AI investment bubble, technological commoditization, and global trade tensions, specifically regarding Nvidia and Huawei's AI developments. Story Links AI investors are in for a rude awakening (The Guardian) The AI capex endgame is approaching (FT) What if we're wrong? (Axios) Jeff Bezos hails AI boom as ‘good’ kind of bubble (FT) Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell (MarketWatch) AI startup valuations raise bubble fears as funding surges (Reuters) This Is How the AI Bubble Will Pop (Derek Thompson) James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    27 m