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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. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media Economía Finanzas Personales Política y Gobierno
Episodios
  • The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda

    The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda
    Dec 23 2025
    This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this episode of 'Okay, Computer' Dan Nathan and Dan Ives, the Global Head of Technology Research at Wedbush Securities, reunite to discuss the resurgence of their podcast and the state of the tech industry. They reflect on past conversations, significant tech changes, and the return of their brand due to popular demand. They delve deeply into the impact of AI on the technology sector, the volatility in the space, and how retail and institutional investors can navigate these changes. Ives highlights his AI-themed ETF, IVES, explaining its investment strategy and evolution. The duo also explores the challenges and opportunities in enterprise software, the performance of tech giants like Microsoft, Google, and Apple, and the significant disruptions brought by AI. Later, Adam Singolda, CEO of Taboola, joins to discuss his company's strategy and the broader implications of AI on journalism and advertising, emphasizing the need for ethical practices in using AI-generated content. The episode provides a comprehensive look at the transformative power of AI and its implications across various tech sectors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    56 m
  • 2026 Market Outlook: The Show Must Go On with SoFi's Liz Thomas

    2026 Market Outlook: The Show Must Go On with SoFi's Liz Thomas
    Dec 22 2025
    In this episode of the RiskReversal Podcast, Guy & Liz discuss the potential risks of a market bubble, the validity of 2025 predictions, and the outlook for 2026. Key topics include sector performance, expectations for the small-cap market, and the implications of the yield curve inversion. The episode also highlights the significance of gold and other precious metals in the current economic climate. The discussion covers broader economic factors such as fiscal stimuli and interest rate differentials, particularly in Japan, and their impact on global markets. Read Liz's outlook here: https://www.sofi.com/article/investment-strategy/the-2026-outlook/ Timecodes 0:00 - 2025 Retrospective 5:45 - 2026 Big Picture 11:50 - Small Caps 16:00 - Yield Curve 21:15 - Japan Factor 25:30 - Gold —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    35 m
  • Dan Niles: The "Swiss Army Knife" Problem That Could Kill Nvidia’s Stock

    Dan Niles: The "Swiss Army Knife" Problem That Could Kill Nvidia’s Stock
    Dec 19 2025
    This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan hosts Dan Niles, founder and portfolio manager at Niles Investment Management, on the Risk Reversal Podcast. They review market trends from 2025 and look ahead to 2026, discussing the implications of AI, potential market bubbles, and macroeconomic factors. They examine the challenges for companies like OpenAI, which faces funding and competition issues, and explore the broader market impact of AI and tech investments. They also touch on China’s tech advancements, U.S.-China trade dynamics, and specific company performances including Nvidia, Oracle, Cisco, and Palantir. The conversation concludes with insights into the economic outlook for 2026 in light of inflation trends, fiscal policies, and potential market volatility. Show Notes OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (The Information) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    55 m
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