RiskReversal Pod
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
Show episodes
Dan Nathan is joined by Imran Khan, CIO and founder of Proem Asset Management. They delve into key topics affecting the market such as the impact of geopolitics on investment processes, the concentration in the S&P 500, and future opportunities in 2025. Imran also shares insights on deregulation, trade wars, and corpor
Dan and Guy delve into the valuation of AI startups and companies, featuring a comprehensive discussion on Alex Karp's new book and the current state of generative AI investments. The conversation then shifts to the public market, focusing on fluctuating valuations and the recent performance of major indices like the S
Guy Adami and Liz Thomas discuss the relatively quiet financial markets of the week. They delve into personal anecdotes to highlight how calmer periods can still lead to significant market movements. The conversation explores the performance of the S&P 500, bond market fluctuations, and the impact of macroeconomic data
Guy Adami and Dan Nathan are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. They delve into Stephanie's insights on the economy, market outlook, and sector-specific predictions for the coming year. Stephanie also shares her experiences working with Jim Cramer and offers a deta
Dan Nathan and Rick Heitzmann, Founder and CEO of FirstMark Capital, discuss the latest trends in generative AI, CapEx spending in public and private markets, and market cap accrual. They delve into the impact of these trends on companies like Microsoft, Google, Amazon, NVIDIA, and Meta, emphasizing the role of open-s
Dan and Guy welcome Jeff Richards, Managing Partner at Notable Capital, for an in-depth conversation on tech trends and market movements. The discussion covers Q4 results, the performance and future outlook of major tech players like NVIDIA, Google, Meta, and Microsoft, and the evolving landscape of generative AI. Jeff
