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.