RiskReversal Pod Podcast Por RiskReversal Media arte de portada

RiskReversal Pod

RiskReversal Pod

De: RiskReversal Media
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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 Economía Finanzas Personales Política y Gobierno
Episodios
  • SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan

    SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan
    Apr 2 2026
    Dan Nathan hosts CNBC’s Morgan Brennan on the RiskReversal Podcast to discuss her path from music and anthropology to Forbes during the 2009 crisis and then CNBC, and how breaking news—an on-pad SpaceX explosion in 2016 and later Trump’s defense-focused tweets—pulled her into covering space and defense tech. They explore NASA’s Artemis program and its refocus on beating China to the moon, arguing public-private partnerships, new contracting models, and rocket reusability have dramatically improved economics, enabling smaller firms to execute NASA missions at a fraction of past costs. The conversation covers how space and defense investing is shaped by demand signals, milestone-driven public comps, venture and private-equity capital, and a potential SpaceX IPO where Starlink’s recurring revenue is central, alongside Starship’s promise. They also discuss deconsolidation, dual-use tech, autonomous systems, changing Pentagon dealmaking, and the growing intersection of industrial policy, national security, supply chains, and resources. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    48 m
  • AI, DeFi & The Great Convergence with Galaxy's FinTech Guru Joe Armao

    AI, DeFi & The Great Convergence with Galaxy's FinTech Guru Joe Armao
    Apr 1 2026
    Galaxy holds a financial interest in HYPE, BTC, ETH, and SOL. Galaxy regularly engages in buying and selling these assets, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in these assets. If the value of such assets increases, those vehicles may benefit, and Galaxy’s service fees may increase accordingly. For more information, please refer to Galaxy’s public statements and filings. Cryptocurrencies, including HYPE, BTC, ETH, and SOL, are inherently volatile and risky and ultimate market movements may not align with this statement. For Galaxy’s full social media disclaimer, please visit: ⁠https://www.galaxy.com/social-disclaimer/ Dan Nathan hosts Joe Armao, fund manager of the Galaxy FinTech Fund, who recounts his path from Blackstone through the financial crisis to long/short investing at Senator, where he pushed into fintech and digital assets. They discuss a shift from recent market tailwinds to a more mixed macro backdrop, consumer resilience despite energy shock concerns, and a rotation-driven, choppier “stock picker’s market.” Armao outlines risks in private credit and gating, expects pockets of pain rather than systemic crisis, and emphasizes active balance-sheet work. On crypto, he describes Galaxy’s “great convergence” thesis: prices may lag even as blockchain infrastructure adoption accelerates via stablecoins, tokenization, and 24/7 rails for payments and trading. He explains DeFi concepts, Uniswap governance tokens, Hyperliquid’s revenue-driven token buybacks and leveraged perps, and why tokenizing blue-chip equities could expand global distribution and enable always-on markets. Armao argues AI and blockchain are now mission-critical to fintech investing and create dispersion suited to long/short strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    54 m
  • What Makes the White House Blink First: Rising Rates or Sinking Stocks?

    What Makes the White House Blink First: Rising Rates or Sinking Stocks?
    Mar 30 2026
    Guy Adami and Dan Nathan break down a market that looks calm on the surface but is flashing serious warning signs underneath. The real pressure point isn't the stock market — it's the bond market, where rising yields and an incoming Fed chair are setting up a test few are prepared for. The duo cover the stagflation setup quietly taking shape, the silent destruction in mega-cap tech (Microsoft, Nvidia, Meta), and why weakness in financials — with nearly $2 trillion in private credit exposure — may be the most underappreciated risk in the market right now. As Pete Townshend once said: "No one respects the flame quite like the fool who's badly burned." Guy and Dan think a lot of people are about to find out what that means. Show Notes An Invisible Bottleneck: A Helium Shortage Threatens the Chip Industry (NYT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    31 m
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