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. 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 Harsh Reality for Gen Z Investors with Ed Elson of Prof G Markets

    The Harsh Reality for Gen Z Investors with Ed Elson of Prof G Markets
    Dec 17 2025
    In this episode of the Okay Computer Podcast, host Dan Nathan welcomes Ed Elson, the host of Prof G Markets and the First Time Founders podcast. They discuss the dynamics of hosting versus guesting on podcasts, Ed's journey from being an intern for Scott Galloway to co-hosting podcasts with him, and the evolution of Gen Z's relationship with markets and investing. They delve into the generational differences in economic opportunities, the impact of technological advancements, and the challenges and potentials of AI. The conversation touches on notable trends like meme stocks, cryptocurrencies, and the broader implications of AI on job markets and business. They also explore how the current market is shaped by both hype and practicalities surrounding AI investments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    53 m
  • You Say You Want An AI Revolution with SoFi's Liz Thomas

    You Say You Want An AI Revolution with SoFi's Liz Thomas
    Dec 16 2025
    Guy Adami and Liz Thomas from SoFi discuss the impact of recent Federal Reserve decisions on the market. They analyze the Fed's dovish rate cuts and the implications of its plans to buy $40 billion in treasuries. The conversation shifts to the underperformance of Bitcoin despite expectations for a boost from the Fed's liquidity actions. They explore broader market trends, including the recent Empire Manufacturing Survey's dismal results, and upcoming significant economic data releases such as the unemployment rate and CPI numbers. The episode concludes with insights into the potential future of the AI revolution and its market implications for 2026. Timecodes 0:00 - Fed Speak & BTC 6:15 - Data Talk 13:20 - Jobs/Inflation 19:00 - AI Revolution —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    28 m
  • Louis Vincent-Gave: From Uninvestable to Unflappable: China’s Semiconductor and AI Blitz Is Rewriting the Trade War

    Louis Vincent-Gave: From Uninvestable to Unflappable: China’s Semiconductor and AI Blitz Is Rewriting the Trade War
    Dec 15 2025
    In this episode of the RiskReversal Podcast, host Dan Nathan and guest Peter Boockvar, CIO at One Point BFG Wealth Partners, speak with Louis Vincent-Gave, CEO and founder of Gavekal, to discuss the evolving economic competition between the US and China. They explore the impact of past trade embargos, particularly the 2018 semiconductor embargo, and China's response which led to significant industrial advancements. The conversation touches on the implications for global markets, US companies, and the strategic shifts in industrial policy. They also delve into the potential outcomes of continued US-China rivalry, including the growing importance of AI technology, state capitalism, and the future role of the US and China in global trade. The episode highlights the complexities and potential shifts in economic power dynamics and the strategic responses required on both sides. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    56 m
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