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RiskReversal Pod

RiskReversal Pod

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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
  • Danny Moses: Goldilocks Has Arrived At The Thanksgiving Table

    Danny Moses: Goldilocks Has Arrived At The Thanksgiving Table
    Nov 26 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 and Guy Adami welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and potential reshuffling within 'The Magnificent Seven' tech stocks and the implications for the broader market. The episode also highlights the private credit market's sketchy valuations, the Federal Reserve's position on potential rate cuts, and the dynamics within the cryptocurrencies market, including Bitcoin and its associated treasury companies. Finally, they touch on their favorite NFL picks for the week's slate. Show Notes On The Tape Feed (Apple | YouTube) WAWD (Substack) Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium (YouTube) Google Further Encroaches on Nvidia’s Turf With New AI Chip Push (The Information) OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates (FT) Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    46 m
  • The Numbers Are Not What They Seem...

    The Numbers Are Not What They Seem...
    Nov 25 2025
    In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas from SoFi discuss various financial market trends leading into Thanksgiving week. They also touch on the Packers football game which will be played at 1 pm ET on Thursday. They talk about the recent rally in the S&P 500, attributing it to possible Fed rate cuts and positive job numbers. Liz highlights the Fed's stance on unemployment and its implications for future rate decisions. The conversation also covers the CPI, GDP data, consumer spending, and signs of economic stress like rising delinquency rates. They discuss sector-specific trends, focusing on healthcare and energy markets, and explore the potential impact of geopolitical events on big cap pharma stocks. Additionally, they touch upon the dynamics of the yen carry trade, the significance of Bitcoin movements, and oil prices' role in economic forecasts. The episode concludes with Thanksgiving well-wishes and reflections on their collaboration and friendship. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    24 m
  • Cautionary Tales: Oracle, Meta & the Unseen Risks of AI Mania

    Cautionary Tales: Oracle, Meta & the Unseen Risks of AI Mania
    Nov 24 2025
    On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmart and the overall health of the consumer amidst rising delinquency rates. The conversation extends to macroeconomic indicators, including the CME Fed Watch tool and rate cut expectations, as well as insights from industry leaders like Harvey Schwartz of the Carlyle Group. The hosts also explore the implications for companies like Oracle, Intel, and Dell in the current economic climate. Show Notes Checkout Wilf's Podcast —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    28 m
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