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RiskReversal Pod

RiskReversal Media
Nvidia
S&P 500
Microsoft
Federal Reserve
Apple
Tesla
Meta
Venture Capital
Investing
Market Volatility
Iconnections
Labor Market
Earnings Reports
Energy Sector
Commercial Real Estate
Silicon Valley Bank
Bond Market
Healthcare
Pandemic Lockdowns
Macro Economic Factors

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. — FOLLOW ... more

PublishesDailyEpisodes934Founded5 years ago
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Latest Episodes

Dan Nathan and Guy Adami welcome Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, to discuss why equities often react far less to geopolitical risk than to financial shocks, and how a “security premium” is emerging as policym... more

Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, with a brief IGV rebound from late-February lows that has faded as investors return to AI and semis wh... more

Dan Nathan and Guy Adami break down a messy macro picture after the latest nonfarm payrolls miss: a softening labor market, sticky inflation, and an equity tape that still looks oddly calm on the surface. ​They dig into rising credit stress in banks ... more

YouTube

Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, and flows show continued retail buying and complacency even as institutions reduced equity exposure aro... more

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Recent Guests

Dan Benton
Tech investor focused on public and private markets, Substack writer
Independent investor / Substack writer
Episode: Dan Benton's Rules For Tech Investing In 2026
Jen Sarbuck
Co-host of Wall Street Skinny (guest at iConnections)
Wall Street Skinny
Episode: Violent Rotations Brewing Under The Surface + He Said, She Said Live from Miami
Jason Wilk
Founder and CEO of Dave, a fintech company focused on micro-lending and paycheck advances.
Dave
Episode: Dave vs Goliath: How Fintech Challenges The Banking Establishment with Dave CEO Jason Wilk
Evan Karvounis
Crypto enthusiast and investor
Episode: Why VCs Are Betting Billions on AI Labs That Have No Product
Michael Dempsey
Partner at Compound VC
Compound VC
Episode: Why VCs Are Betting Billions on AI Labs That Have No Product
Jim Chanos
Founder of Chanos and Co, a prominent short seller
Chanos and Co
Episode: Jim Chanos: The Bears Are Out Of Hibernation
Jurrien Timmer
Director of Global Macro Research at Fidelity Investments
Fidelity Investments
Episode: Don't Fight The Treasury with Jurrien Timmer, Fidelity's Director of Global Macro
Andrew Ross Sorkin
New York Times bestselling author and editor at large for DealBook
The New York Times
Episode: 1929: Stock Market Mania to Meltdown with Andrew Ross Sorkin
Jen Saarbach
Ex-rate derivatives specialist and co-founder of The Wall Street Skinny.
The Wall Street Skinny
Episode: Introducing 'He Said, She Said' with Kristen Kelly & Jen Saarbach of The Wall Street Skinny

Hosts

Guy Adami
Co-host of the Risk Reversal Podcast with a deep background in market analysis and insights into trading strategies.
Dan Nathan
Co-host of the Risk Reversal Podcast, known for providing market commentary and insights on financial trends and behaviors.

Reviews

4.7 out of 5 stars from 1.4k ratings
  • Great info

    Always interesting and informative.

    Apple Podcasts
    5
    Ravi Sheshappa
    United Statesa month ago
  • Great podcast for understanding the markets!

    Great info, great guests, and great hosts!

    Apple Podcasts
    5
    Katie Jill
    United States2 months ago
  • Listen every week

    OK Computer, Dan and his guests bring something new every week. Dan puts in the work to support his views, and also question his own conviction. This pod helps me question my own conviction and put in the work for myself and my clients. The latest episode with Paul Rabil on the PLL is about so much more than lacrosse. Great job guys!

    Apple Podcasts
    5
    EBHIV
    United States2 months ago
  • Andrew Ross Sorkin 1929

    Excellent Pod on Andrew Ross Sorkin's book 1929.

    Apple Podcasts
    5
    danplans
    United States2 months ago
  • Great pod!!!!

    I love the contrasting ideas that you guys entertain. I love that I can get the underlying themes in the market from your show without following everything on financial media.

    Apple Podcasts
    5
    borbert35
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The range of guests enhances the podcast's credibility and appeal, with listeners often remarking on the expertise shared during interviews.
A mix of positive and negative feedback indicates that while the analytical depth is valued, some listeners feel the hosts maintain overly bearish perspectives on the market.
Listeners appreciate the insightful and educational discussions on market trends and economic issues.
Many find the hosts' chemistry and humor to be a significant attraction, making the content more enjoyable.
Overall, the podcast is considered a must-listen for those wanting to navigate today's complex financial landscape effectively.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Does The Future Freak Cameron Dawson Out Or Is Everything Alright?
Q: So talk to me a little bit about that. This is just a psychology sort of thing. Where do you think investors' heads are at? Are they too much in their heads about what's going on with AI right now?
Cameron Dawson responds that positioning, sentiment, and flows data suggest investors are not overreacting to AI; sentiment has been high, but actual earnings trajectories and intermarket signals (like financials and consumer trends) require closer watching, and the long-term view should account for how AI's impact will unfold across different sectors.
The De-Dollarization Myth with Michael Kao
Q: Are we playing with fire regarding the dollar's weakening against other currencies?
Kao differentiates between currency strength and adoption, asserting that the dollar's adoption remains strong despite relative weakness.
The De-Dollarization Myth with Michael Kao
Q: What is your sense in what's happening here in the precious metals market?
Kao believes there is a legitimate concern about fiat debasement powering the move in precious metals, but cautions against viewing it purely as a shift to a new monetary order.
Dan Ives: The $1 Trillion Buying Opportunity In Tech
Q: Is the market overreacting to AI disruptions in software?
Yes, the sell-off is seen as indiscriminate and flawed. Companies like Salesforce and ServiceNow will ultimately benefit significantly from AI, even if they're facing short-term challenges.
Dan Ives: The $1 Trillion Buying Opportunity In Tech
Q: What are your thoughts on Microsoft's current challenges with Azure and AI products?
Microsoft's slowing Azure growth and disappointing uptake of AI products like Copilot have investors worried. The company is seen as facing significant challenges in monetizing its AI advancements within the market.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About RiskReversal Pod

What is RiskReversal Pod about and what kind of topics does it cover?

Focused primarily on finance and market dynamics, this podcast features insightful discussions about contemporary economic issues, investment strategies, and the behavior of both retail and institutional investors. The hosts often interview industry-leading experts, who provide unique perspectives on market trends, technology's role in finance, and macroeconomic analysis. Noteworthy elements include a contrarian outlook that aims to challenge mainstream financial narratives and an emphasis on educating listeners about the complexities of the markets, allowing them to make more informed investment decisions. This blend of analyses and expert opinions makes the content educational yet accessible, appealing to listeners who seek a deeper under... more

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Which podcasts are similar to RiskReversal Pod?

These podcasts share a similar audience with RiskReversal Pod:

1. On The Tape with Danny Moses
2. MRKT Matrix
3. Odd Lots
4. Masters in Business
5. The Memo by Howard Marks

How many episodes of RiskReversal Pod are there?

RiskReversal Pod launched 5 years ago and published 934 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on RiskReversal Pod?

Recent guests on RiskReversal Pod include:

1. Dan Benton
2. Jen Sarbuck
3. Jason Wilk
4. Evan Karvounis
5. Michael Dempsey
6. Jim Chanos
7. Jurrien Timmer
8. Andrew Ross Sorkin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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