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
Guy Adami and Dan Nathan discuss the potential implications of bank earnings, CPI and PPI data, tech earnings, and geopolitical factors such as tariffs and trade rhetoric. They also touch on the impact of recent Fed decisions, interest rates, and the historical context of current market valuations. —FOLLOW USYouTube: @
Dan and Guy are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors. They explore topics like consumer spending, delinquency rates, job market stability, and the impact of tariffs on the economy. Stephanie shares her optimistic view on U.S. GDP growth, earnings expectations
Dan Nathan hosts Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the Risk Reversal Podcast. The conversation covers a range of topics including Belski's team-focused approach, his updated S&P 500 price target of 6,700, and the factors driving market performance. They discuss key drivers such as the
Dan Nathan is joined by Peter Boockvar, CIO at Bleakly Financial Group, on the RiskReversal Podcast. The discussion covers recent market trends, the impact of tariffs, and the job report from the previous week. Peter provides insights on the gap between economic data and market performance, especially in light of recen
Dan is flying solo to discuss a better-than-expected June jobs report, a strong market performance with the SPX and NDX seeing significant gains, and specific stock performances like Nvidia and Taiwan Semi as major tech leaders. The discussion also includes the impact of Trump's trade deals, geopolitical tensions, and
Dan Nathan and Joe Marchese, General Partner at Human Ventures, discuss the implications of AI on the media and advertising industries. Joe reflects on his trip to Cannes, highlighting the dominance of tech giants like Meta, Amazon, Google, and YouTube in the creative space and the shifting media landscape due to AI. T
