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RiskReversal Pod

RiskReversal Media
Federal Reserve
Inflation
NVIDIA
Artificial Intelligence
S&P 500
Gold
Bitcoin
Tariffs
Labor Market
Interest Rates
Openai
China
Microsoft
Consumer Spending
Oracle
Market Volatility
Apple
Private Credit
Stock Market
Earnings Reports

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

PublishesDailyEpisodes996Founded6 years ago
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BusinessNewsBusiness NewsInvesting

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Latest Episodes

Dan Nathan sits down with Peter Boockvar (CIO, One Point BFG Wealth Partners) and Louis-Vincent Gave (CEO, Gavekal) to break down the AI arms race, the dollar's structural decline, and where the smart money is rotating next.

They dig into China's "T... more

Dan Nathan and Guy Adami open the podcast by framing the day’s key market story as sharp weakness and heightened volatility in memory, chips, and semi equipment, citing rapid reversals in names like Micron and Applied Materials and opaque guidance fr... more

For today’s episode, we look back at our conversation with Jenny Just and Matt Hulsizer at Apex’s Ascend Innovation Summit.

Jenny and Matt are co-founders of PEAK6 Investments. In 2012, they purchased the company that became Apex and helped shape it... more

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem ... more

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Recent Guests

James Lavish
Bitcoin-focused investor and writer of The Informationalist
Bitcoin Opportunity Fund / The Informationalist (JamesLavish.com)
Episode: James Lavish Gives Us His "Strategy" for Trading These Markets
James Gettinger
Co-founder, Managing Partner of Gutter Capital
Gutter Capital
Episode: Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger
Dan Teran
Co-founder, Managing Partner of Gutter Capital
Gutter Capital
Episode: Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger
Ilir Sela
Founder and CEO of Slice
Slice
Episode: Ilir Sela at Grimaldi's Pizzeria | Standing Table #5
Bill Capuzzi
CEO of Apex Fintech Solutions
Apex Fintech Solutions
Episode: Bill Capuzzi at Minetta Tavern | Standing Table #4
Jim Brooks
CEO of Team Rubicon
Team Rubicon
Episode: The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here
Brian Paes-Braga
Executive co-chairman and CEO of The Metals Royalty Company
The Metals Royalty Company
Episode: America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company
Larry McDonald
Author and market commentator; founder of Bear Traps Report
Bear Traps Report
Episode: Lawrence McDonald: How To Listen When Markets Speak
Joe LaVornia
Former advisor, economist, strategist on Wall Street
SMBC or similar firm (as described)
Episode: The Tokenmaxxing Party Is Over and No One Wants to Admit It

Hosts

Guy Adami
Co-host of the show; long-time market commentator with a focus on contrarian perspectives and macro themes.
Dan Nathan
Co-host and primary interviewer with a background in finance and market analysis; known for direct, skeptical questioning and deep-dive discussions.

Reviews

4.7 out of 5 stars from 1.4k ratings
  • Investor

    Great show. I listen to a lot of podcasts - for some reason the volume on your show is low and hard to hear despite putting my earphones on high

    Apple Podcasts
    4
    Blessed Taco
    United States2 months ago
  • Always the same

    These guys always say the same thing. It’s always negative…always doom and gloom. These guys have been negative for the past few years while the stock market has exploded higher. Now that the market is pulling back, they’re ecstatic, but if you followed their advice the past few years you would have missed out on massive gains. Always being negative hurts their credibility. If they were sometimes optimistic, their negative views at times would be more meaningful.

    Apple Podcasts
    1
    Truth value
    United States3 months ago
  • Jim Chanos’ interview?

    Came here for an interview to catch up on Jim Chanos’ perspectives. But my ears were assaulted by ramblings and interruptions by the hosts. Never again…

    Apple Podcasts
    1
    Beantown Billy Goat
    United States4 months ago
  • Right?

    Hey Dan Nathan, perhaps stop punctuating virtually every other darn sentence with: “Right?” Such an annoying verbal tic. Excruciating

    Apple Podcasts
    2
    JGKny
    United States4 months ago
  • I take it back

    Earlier I gave a 5 star review when I first heard earlier podcasts. I gave up on risk reversal due to Dan Nathan . He does not allow guests to elaborate . To impart their wisdom. He is a poor interviewer in my opinion .

    Apple Podcasts
    2
    Eddo's IPOD
    United States4 months ago

Listeners Say

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

Guest selections often generate valuable perspectives on AI, ETFs, and market structure.
Listeners praise practical market insights and interesting topics, though some feel interviews can be fast-paced.
Guests are consistently high-caliber and bring strong domain expertise.
The show balances contrarian takes with accessible explanations of complex ideas.

Chart Rankings

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

Apple Podcasts
#86
United States/Business/Investing
Apple Podcasts
#62
Canada/Business/Investing
Apple Podcasts
#119
United Kingdom/Business/Investing
Apple Podcasts
#174
Canada/Business
Apple Podcasts
#66
France/Business/Investing
Apple Podcasts
#185
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Gene Munster Believes It's Different This Time
Q: Is the AI era just hype, or is the brain of AI growing?
Gene argues that the brain of AI—driven by hardware like Micron/NVIDIA, data center build-out, and hyperscalers—will continue to grow, and that as hallucinations decline and adoption broadens, the true transformative potential will become more evident, though timing remains uncertain.
Gene Munster Believes It's Different This Time
Q: Who do you think has done the best job at leveraging AI so far?
Gene points to Google as the standout due to its integrated approach to AI across infrastructure (cloud) and applications (search), strong scale, and ability to monetize AI effectively, while noting uncertainty about where the biggest upside can come from beyond Google.
The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex
Q: What makes SpaceX's IPO structure historically significant?
The combination of a megacap valuation with a very small free float and unique governance elements creates a new benchmark for how large listings can be priced and how they interact with retail demand and future IPO expectations.
Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!
Q: What is your take looking at this market move with SpaceX's IPO and the AI landscape?
The guests discuss SpaceX's IPO as a watershed event that will influence how AI-native companies go public, with a focus on pricing strategy, private capital dynamics, and the broader implication for retail investors and the willingness of founders to pursue public markets.
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Q: Is there a risk that AI PR issues and job-displacement concerns could weigh on tech stocks, and how should investors think about this?
Dan Nathan and Dan Ives discuss that the PR narrative around AI is a major risk, potentially more than the technology itself. They stress the importance of regulatory and societal acceptance, and note that positive adoption in data centers and enterprise use cases will matter more than headlines about layoffs.

Audience Metrics

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Frequently Asked Questions About RiskReversal Pod

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

Markets and technology are analyzed through a contrarian lens with a focus on macro trends, AI-driven capital expenditure, and earnings dynamics. Episodes frequently feature renowned finance professionals and AI/tech investors, offering actionable trade ideas, portfolio considerations, and long-horizon perspectives on megacaps, AI infrastructure, and market structure. A notable strength is the blend of deep-dive guest interviews and host-led discussions that illuminate how headlines translate into trading signals, often challenging conventional wisdom. This show is likely to appeal to informed listeners who want nuanced views from seasoned market veterans and exposure to frontier tech perspectives, with recurring attention to AI, ETFs, and ... 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. The Compound and Friends
3. The Master Investor Podcast with Wilfred Frost
4. The Real Eisman Playbook
5. Ask The Compound

How many episodes of RiskReversal Pod are there?

RiskReversal Pod launched 6 years ago and published 996 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. James Lavish
2. James Gettinger
3. Dan Teran
4. Ilir Sela
5. Bill Capuzzi
6. Jim Brooks
7. Brian Paes-Braga
8. Larry McDonald

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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