RiskReversal Media

In this episode of the Risk Reversal podcast, host Dan Nathan talks with New York Times columnist and DealBook editor Andrew Ross Sorkin about his new book “1929: Inside the Greatest Crash in Wall Street History,” detailing the lead‑up, key figures and aftermath of the 1929 crash. The conversation draws parallels between the 1920s mania and today’s market dynamics—covering “democratizing finance,” Federal Reserve policies, mounting debt and the relevance of past crisis‑management playbooks.

In this episode of OK Computer, Dan Nathan and venture partner Rick examine why 2024 could see a wave of multibillion‑dollar AI IPOs—from OpenAI to SpaceX and Stripe—highlighting a resilient economy, easing inflation and rates, and the power‑law dynamics that may support $3 trillion of public‑market capital for AI‑driven unicorns. They also discuss how venture capital, public markets, and AI‑enhanced software tools are reshaping investment strategies and the broader tech ecosystem.

In this episode of the Risk Reversal Podcast, hosts Dan Nathan and Guy D’Amato debut a limited‑series segment called “He Said, She Said,” featuring Wall Street Skinny co‑founders Kristen Kelly and Jen Saarbach. They preview the upcoming bank‑earning season, debate the shape of the yield curve, and highlight how Kelly and Saarbach turn complex market analysis into fun, easily digestible insights for listeners.

two sentences.In the Risk Reversal podcast, Morgan Stanley’s chief U.S. equity strategist Mike Wilson explains that the market has already priced in the Fed’s unexpected liquidity easing, Treasury‑supply dynamics, and the limited rebound of crypto‑sensitive assets, while emphasizing the Fed’s focus on funding the deficit over inflation and the resulting modest bond‑market volatility. He adds that a tight labor market, modest but persistent inflation, AI‑driven productivity gains, and a low equity‑risk premium keep the S&P 500 fairly valued in 2026, even as potential deflationary forces loom on the horizon.

two sentences.Tech investor Deirdre Bosa and VC Jeff Richards break down the 2026 tech landscape, from CES’s AI and robotics buzz and the shifting performance of the “Mag 7” giants to the rise of Chinese autonomous‑ride players and the evolving role of platforms like X. They then dive into four key risks—metaverse‑style over‑investment, U.S. compute‑power limits, China’s hardware moat, and the uncertain business model of OpenAI—offering investors a concise roadmap for navigating the next wave of tech capital.

In this episode of the Risk Reversal Podcast, Dan and Nathan tackle listener questions in their annual mailbag, covering topics like market volatility, potential ETF winners for 2026, and the future of companies like Uber and gold mining stocks. With an insightful discussion on economic trends and investment strategies, this episode offers valuable perspectives for investors looking ahead.

In this episode of the Risk Reversal Podcast, guests Steph Guild and Steve Quirk from Robinhood discuss market trends and investment strategies leading up to 2026, including the potential growth of event contracts and the importance of stock picking. They analyze how retail investors are navigating market volatility and share insights on sectors poised for growth amid changing economic conditions.

Join Dan Nathan and Liz Thomas in this episode of the Risk Reversal Podcast as they sit down with mentalist Oz Pearlman to discuss his journey from Wall Street to performing for the world's most influential figures. Oz shares insights from his new book, "Read Your Mind," revealing practical strategies for success and the importance of perseverance in achieving one's goals.

In this episode, Dan Ives and Dan Nathan discuss the evolving landscape of the AI revolution, phasing through its challenges and opportunities as investors anticipate future trends in technology. Joined by Adam Singolda, they delve into the impact of AI on advertising and journalism, highlighting how advancements such as LLMs could redefine engagement and monetization in the digital space.

In this episode of the Risk Reversal podcast, Elizabeth Thomas shares her insights on the 2026 market outlook, discussing the potential risks and rewards for investors amidst current market conditions. With a focus on historical trends and key sectors, she emphasizes the importance of strategizing while acknowledging the uncertain economic landscape, especially in relation to gold, small caps, and market dynamics.

In the MRKT Call for December 22nd, Guy Adami and Dan Nathan discuss key market trends and predictions, focusing on the latest developments in stocks like Oracle, Nvidia, and Tesla, and how external factors are influencing their performances. The duo also highlights Fidelity's new trading platform, Fidelity Trader Plus, which offers customizable tools for traders on the go.

In this episode of the Risk Reversal Podcast, Dan Niles discusses the looming challenges that could impact Nvidia's stock, emphasizing the misconception that all companies will succeed in the AI race. He warns investors to consider the fundamentals and historical parallels, suggesting that not every player will emerge victorious in this rapidly evolving landscape.

In this video, the team discusses how cooler-than-expected inflation data and strong earnings from Micron have lifted stocks higher, with notable market dynamics at play. They delve into the implications of this CPI print, explore Micron's impressive revenue guidance, and debate potential market trends in light of upcoming economic indicators, all while providing insights into investor sentiment.

In this market call presented by Robin Hood, the hosts discuss the shaky sentiment around the AI sector, spotlighting stocks like Oracle and Nvidia amid concerns of increased scrutiny on capital expenditures. They analyze current market trends, share personal trading insights, and emphasize the importance of critical thinking in investment strategies.

In this episode of the Risk Reversal Podcast, Jim Lanzone, CEO of Yahoo, discusses the challenges and strategies involved in revitalizing the iconic brand since his arrival in 2021. He shares insights on leveraging AI, enhancing user engagement across Yahoo's various properties, and the critical role of media operations in building trust and fostering a strong relationship with users.

In this episode of the Okay Computer podcast, Dan Nathan interviews Ed Elson, host of the Prof G Markets podcast, exploring the challenges Gen Z investors face in today's volatile market environment. They discuss Ed's journey into podcasting, the impact of generational perspectives on investing, and the allure of risky financial products that often prey on younger investors seeking quick wealth.

In this video, market analysts Dan Nathan and Guy Adami dissect the latest November jobs data and its implications for the stock market, comparing current trends to historical patterns. They also explore the interconnectedness of economic indicators such as inflation, the dollar's strength, and commodity prices, emphasizing the complexities and potential risks facing investors today.

In this episode of the Risk Reversal podcast, hosts G Swizzle and Elizabeth Thomas discuss the recent Federal Reserve announcement to purchase $40 billion in treasuries, analyzing its implications for the market and the mixed signals it sends regarding future rate cuts and inflation. They also delve into the performance of Bitcoin amid shifting investor sentiments, upcoming economic indicators, and the evolving landscape of the AI revolution as it enters its fourth year.

In this video, market analysts discuss the continued pressures facing Bitcoin and AI stocks as 2025 draws to a close, highlighting market volatility and contrasting performances across various sectors. They delve into trading strategies, market trends, and the implications of year-end trading dynamics, emphasizing the interplay between tech stocks and overall market performance.

In this episode of the Risk Reversal Podcast, Louis Vincent-Gave, CEO of Gavcale, discusses the significant shift in the global economic landscape, where China is emerging as a formidable competitor to the U.S. He highlights the consequences of the U.S.-China trade war and the advancements China's industries have made, redefining the competition dynamics and emphasizing the need for U.S. investors to reevaluate their perspectives on the Chinese market.

In this episode of the Risk Reversal Podcast, host Dan Nathan welcomes back Luke Roman, who shares his insights on the recent shifts in the macroeconomic landscape, particularly the implications of rising debt and the role of gold as a potential hedge against monetary policies. They discuss the interplay between the US dollar, Japanese economic conditions, and current market behaviors, emphasizing how these dynamics may influence future financial stability and investment strategies.

In this video, financial experts discuss the recent actions taken by the Federal Reserve, including their sudden decision to purchase $40 billion in treasuries, signaling a shift in monetary policy just months after reducing their balance sheet. The panel expresses concerns about the implications of this pivot on market stability, inflation, and the overall economic outlook as they explore the balance between combating inflation and supporting growth.

Join G Swizzle and Elizabeth Thomas G from SoFi on the Risk Reversal Podcast as they dive into the complexities of the current bond market and upcoming economic shifts expected in 2026. The hosts discuss topics like Federal Reserve rate cuts, consumer spending trends, and potential market impacts of political changes, all while addressing the intriguing dynamics of various sectors.

In this episode of the Market Call, the hosts discuss the recent downturn in stocks ahead of the upcoming Fed meeting, emphasizing market concerns surrounding retail, energy, and consumer staples. They also analyze key earnings reports, including Adobe, and delve into market volatility, bond yields, and the implications of Fed chair Jerome Powell's potential legacy amid shifting economic conditions.

In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami welcome back Michael Kantrowitz, chief investment strategist at Piper Sandler, to discuss the nuances of the economy and why he believes the "recession" is already over. Kantrowitz shares his insights on key economic indicators, including housing, orders, profits, and employment, while challenging common narratives about market performance in the context of a K-shaped economy.

In this video, the hosts discuss Bitcoin's recent price movements and its correlation with broader market trends, exploring whether the cryptocurrency has reached a key level of support. They also analyze upcoming economic events, particularly the Federal Reserve's influence on market dynamics and the potential impact of Japan's changing monetary policy on U.S. markets.

In this episode of the Risk Reversal Podcast, Alex Sherman, CEO of Bluefish, discusses the transformative impact of AI on e-commerce and marketing strategies, emphasizing how brands must adapt to the new agentic internet. He shares insights from Bluefish's recent report on Black Friday shopping trends, highlighting how AI is reshaping consumer interactions and affecting brand visibility in unprecedented ways.

In this episode of MRKT Call, hosts Swizzle, Dan, and Nathan dive into current market trends, discussing everything from energy stocks and Bitcoin to tech giants like Microsoft and Apple. Joined by Obi from Robin Hood, they share insights on Spotify Wrapped music lists, the VIX's recent movements, and potential trading strategies ahead of the upcoming Fed meeting.

In this market call, the hosts discuss the rebound of stocks after a tumultuous Monday, highlighting insights from renowned market analyst Katie Stockton. They delve into various financial topics, including the outlook for Bitcoin, crude oil, and consumer spending, while emphasizing the importance of current market trends and economic indicators.

In this episode of the Risk Reversal Podcast, hosts Guyadami and Elizabeth Thomas discuss the potential impact of Japan's financial situation on global markets, particularly focusing on rising interest rates and the appreciation of the yen. They analyze how these dynamics could influence the U.S. bond market and equity markets, emphasizing the interconnectedness of global economies and the implications for investors.

In this market call, the hosts discuss recent market trends, highlighting a flat S&P performance despite volatility in technology stocks and cryptocurrencies. They also analyze upcoming earnings reports from significant companies like Salesforce and CrowdStrike while emphasizing the importance of sector rotation and investor sentiment.