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
  • The App That’s Changing How a Generation Invests with Wealthfront CEO David Fortunato

    The App That’s Changing How a Generation Invests with Wealthfront CEO David Fortunato
    Mar 19 2026
    Dan Nathan and Guy Adami host David Fortunato, CEO of Wealthfront, on the RiskReversal Podcast to discuss Wealthfront’s evolution from its 2010-era launch through years in private markets to its recent IPO and first public-company reporting. Fortunato recounts his path from the financial-crisis period to joining Kaching (which became Wealthfront), and explains key learnings: clients want to delegate investing, tactical allocation rarely delivers alpha, and systematic tax-loss harvesting can materially improve after-tax outcomes, later expanded via direct indexing. He describes Wealthfront’s younger, growing client base, referral-led acquisition, and focus on ease of use and peace of mind, plus products like a portfolio line of credit and a growing home-lending opportunity driven by lower acquisition costs through automation. Fortunato outlines how AI and technology support planning tools like Path, and says public-company visibility helps build awareness and trust. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    29 m
  • Bill Capuzzi & Tom Sosnoff: The Men Behind The Curtain

    Bill Capuzzi & Tom Sosnoff: The Men Behind The Curtain
    Mar 16 2026
    Guy & Dan set you up for this week in markets, after the break Bill Capuzzi (CEO of Apex Fintech Solutions) & Tom Sosnoff (CEO of LossDog) join the pod. The guys describe Apex’s role as core market infrastructure serving nearly 40 million accounts, the global growth and rising sophistication of retail options trading, AI’s impact on fraud reduction and operational friction, Sosnoff’s new venture Lossdog and AI focus, and both critique prediction markets’ fee structure, conflicts, and looming regulatory reconciliation. Show Notes US intervention in oil futures would be ‘biblical disaster’, CME warns (FT) Schwab CEO Says Markets-Savvy Gen Z Joins Dip-Buying Frenzy (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    1 h y 15 m
  • Bubbles as a Feature, Not a Bug with Carlyle's Jason Thomas

    Bubbles as a Feature, Not a Bug with Carlyle's Jason Thomas
    Mar 13 2026
    Dan Nathan and Guy Adami welcome Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, to discuss why equities often react far less to geopolitical risk than to financial shocks, and how a “security premium” is emerging as policymakers prioritize reliable energy supplies, potentially boosting demand via stockpiling. Thomas explains how markets adapted to tariffs after an initial shock, but argues wars are harder to “end” because multiple parties must agree. They explore a richly valued dollar, limited alternatives driving central banks and investors toward gold, and why supply-chain invoicing reinforces dollar dominance. Thomas expects S&P 500 concentration—largely tied to data centers and the Mag 7—to drive diversification toward equal-weight, small/value, and “old economy” industries amid shifting energy-transition timelines and rising defense needs. They also examine AI’s capex-revenue gap, hyperscaler valuation challenges from heavy infrastructure spending, and argue systemic-risk fears around private credit are overstated versus other leverage risks. Show Notes Bubbles as a Feature Not a Bug (Carlyle) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    44 m
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