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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
  • Rebecca Patterson: Hidden Dangers With Stocks At All-Time Highs

    Rebecca Patterson: Hidden Dangers With Stocks At All-Time Highs
    Sep 5 2025
    Dan Nathan and Guy Adami welcome Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discuss a range of topics, including the current state of the stock and bond markets, the implications of a weakening dollar, and the ongoing impact of geopolitical and policy issues on market stability. Rebecca also shares insights into her diversified investment strategies, emphasizing sectors like global defense and utilities. The conversation shifts to the role of AI in the future job market and corporate strategies, along with a critical look at potential scenarios involving the U.S. Federal Reserve's independence and its implications for both inflation and economic policy. They conclude with a discussion on the importance of planning for tail risks in today's volatile economic environment. Show Notes Will Artificial Intelligence Do More Harm Than Good for U.S. Growth? (CFR) Master Investor Podcast with Wilfred Frost (PodBean) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    47 m
  • Peter Boockvar: Can the Fed Calm Investors Before It’s Too Late?

    Peter Boockvar: Can the Fed Calm Investors Before It’s Too Late?
    Sep 4 2025
    Dan Nathan hosts Peter Boockvar from OnePoint BFG Wealth Partners on the Risk Reversal Podcast. They discuss key topics including recent Peter Lynch-inspired investment picks, labor market data ahead of the August jobs report, and economic implications of Google's recent legal developments. Peter Boockvar provides insights into the labor market's current state, the potential for Fed interest rate cuts, and the possible impacts on the broader economy. The conversation also highlights the response to economic policies, the performance and projections for gold and Bitcoin, and the concert ticket market dynamics through Peter's live Nation concert experience. The podcast concludes with a detailed discussion on Google's market position and the potential ramifications of regulatory decisions on both Google and Apple. Show Notes Checkout The Boock Report: https://boockreport.com/ Behind This Season’s Bumper Earnings: Job Cuts, Price Hikes, Glum Workers (WSJ) Timecodes 0:00 - Labor & The Fed 9:15 - 30-Yr Yield Concerns 13:30 - Gold & BTC 18:55 - Earnings Read 23:15 - Live Nation 28:50 - Google Ruling —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    36 m
  • What's The Vibe As Stocks Dip & Yields Rip?

    What's The Vibe As Stocks Dip & Yields Rip?
    Sep 3 2025
    Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global markets. The hosts also speculate on the upcoming jobs report and its potential revisions, the state of confidence in U.S. economic data, and the impact of geopolitical tensions involving China, Russia, and India. Additionally, the podcast highlights the underperformance of key stocks like Nvidia, Taiwan Semiconductor, and Microsoft, and discusses the broader economic implications for sectors such as shipping and banking. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    33 m
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