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RiskReversal Pod

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

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

PublishesDailyEpisodes1020Founded6 years ago
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InvestingBusinessBusiness NewsNews

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Latest Episodes

Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Wars... more

WATCH 'The Dick & Paul Show' on YouTube: youtu.be/LtLBhBp5T40

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.

Try Fidelity’s most powerful trading experience yet: Fidelity.com/TraderPlus more

YouTube

Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and AI. They compare the consumer-to-SaaS shift, the post-2021 “SaaSpocalyp... more

Learn more about Astraeus Wealth Management: astraeuswealth.com/partner-with-us

Checkout The Boock Report: boockreport.com/about/

Dan Nathan and Guy Adami are joined by Peter Boockvar, CIO at OnePoint BFG Wealth Partners, to unpack r... more

YouTube

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Recent Guests

Sonali Basak
Chief Investment Strategist at iCapital
iCapital
Episode: Sonali Basak: Building “The Bridge” Investors Can Walk Across
Jim Swartout
CEO of Prosperum Fintech Holdings
Prosperum Fintech Holdings
Episode: AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs
Jay Jacobs
US Head of Equity ETFs at BlackRock
BlackRock
Episode: AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs
Nicole Kagan
Head of Research at Kalshi
Kalshi
Episode: Nicole Kagan: Empowering Kalshi Through Research
Amish Jani
Co-founder and partner at FirstMark Capital
FirstMark Capital
Episode: The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital
Bill Harris
Serial entrepreneur and operator; early CEO of PayPal; founder of Personal Capital
PayPal, Intuit, Personal Capital
Episode: Bill Harris at The Dead Rabbit | Standing Table #8
Jin Hennig
Managing Director and Global Head of Metals
CME Group
Episode: Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds
Tim McCourt
Senior Managing Director, Global Head of Equities, FX and Alternative Products
CME Group
Episode: Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures
Adam Nelson
Partner at FirstMark Capital, FinTech investments
FirstMark Capital
Episode: Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital

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 1.5k 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 States4 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 States5 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 States5 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 States5 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 States6 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
#96
United States/Business/Investing
Apple Podcasts
#77
Canada/Business/Investing
Apple Podcasts
#181
United Kingdom/Business/Investing
Apple Podcasts
#225
Canada/Business
Apple Podcasts
#122
Australia/Business/Investing
Apple Podcasts
#144
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Nicole Kagan: Empowering Kalshi Through Research
Q: Are you involved in sports contracts as well, or is that mainly a separate process?
Sports contracts exist in Kalshi's universe, but the ideation and origination are typically separate processes, with governance and certification handling the approval flow.
Nicole Kagan: Empowering Kalshi Through Research
Q: What role does compute and AI play in Kalshi's research and product development?
Compute research is central, with forward-looking price curves for compute assets helping firms price risk, plan capacity, and think about supply constraints over time.
Nicole Kagan: Empowering Kalshi Through Research
Q: What was the feedback from the recent research conference, and what's changing next year?
The conference drew heavy institutional interest and demonstrated growing participation; next year is expected to feature more participants and broader research, including insurance-like hedging stories and more industry attendees.
Nicole Kagan: Empowering Kalshi Through Research
Q: How does Kalshi source ideas for new contracts, and what makes a contract serviceable on the platform?
Ideas come from internal teams, external partners, and the user community; a contract must have objective resolution sources, economic justification, and a hedge utility, with existing templates or new rules written to cover edge cases.
Nicole Kagan: Empowering Kalshi Through Research
Q: Let's start with your background. What led you to jump from Bridgewater to Kalshi to start the research?
Nicole describes a path from macro investing at Bridgewater to academic work at Oxford, then returning to the industry with Kalshi to write event-contracts and lead a research function that aims to bring transparent, objective hedging instruments to 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?

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 Real Eisman Playbook
4. The Master Investor Podcast with Wilfred Frost
5. The Meb Faber Show - Better Investing

How many episodes of RiskReversal Pod are there?

RiskReversal Pod launched 6 years ago and published 1020 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. Sonali Basak
2. Jim Swartout
3. Jay Jacobs
4. Nicole Kagan
5. Amish Jani
6. Bill Harris
7. Jin Hennig
8. Tim McCourt

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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