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RiskReversal Pod

RiskReversal Media
Federal Reserve
Inflation
Nvidia
S&P 500
Artificial Intelligence
Gold
Tariffs
Bitcoin
Microsoft
Labor Market
China
Interest Rates
Openai
Consumer Spending
Apple
Oracle
Tesla
Investment Strategies
Stock Market
Market Volatility

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

PublishesDailyEpisodes987Founded6 years ago
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Latest Episodes

Dan Nathan and Guy Adami host a special Risk Reversal episode with guest Danny Moses to discuss the latest Fed meeting under Kevin Warsh, emphasizing peak hawkish messaging, reduced forward guidance (including questioning the dot plot), and the marke... more

Is the AI trade a bubble? Imran Khan — founder of Proem Asset Management, former Snap executive, and the banker behind the Alibaba and Mercado Libre IPOs — isn't convinced. Dan Nathan sits down with Imran to pressure-test the bear case, from Nvidia's... more

Dan Nathan welcomes Current co-founders Stuart Sopp and CTO Trevor Marshall to discuss Current’s business momentum, the fintech landscape, and the evolving AI build-out. Sopp announces an $80 million Series E at a $1.5 billion valuation led by Spring... more

YouTube

Dan Nathan and Guy Adami break down a historic market week, headlined by SpaceX's blockbuster IPO and Kevin Warsh's first meeting as Fed Chair. Elon priced the deal himself at $135, and the stock popped to a ~$2.2 trillion valuation—instantly the 6th... more

YouTube

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Recent Guests

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
Jeff Richards
Partner at Notable Capital, formerly GGV Capital
Notable Capital
Episode: A VC's Playbook For Investing in the AI Bubble with Jeff Richards
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
Jeroen Nieuwkoop
COO at Hyperliquid
Hyperliquid
Episode: The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
David Schamus
CEO of Hyperliquid Strategies
Hyperliquid Strategies / Atlas Merchant Capital
Episode: The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
Liz Thomas
Market and investment guru; guest on Standing Table
SoFi (former), BNY Mellon (former), CNBC/Bloomberg appearances
Episode: Liz Thomas at Harry's | Standing Table #3

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 States3 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 States3 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.

Talking Points

Recent interactions between the hosts and their guests.

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.
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Q: What was your take on Apple's WWDC and the AI strategy, in terms of Gemini, on-device AI, and the fall launch?
Dan Ives argues Apple finally has a platform to build developers' apps around Gemini, with on-device AI as a differentiator. He emphasizes that monetization will depend on developer adoption and the integration of AI into services and hardware, with investors needing to see real consumer traction.
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Q: Give us the macro, what does SpaceX/XAI mean for tech at a time when Anthropic and OpenAI are listed and could be trillion-dollar IPOs?
Dan Ives explains SpaceX as a data AI play tied to Musk, with a multi-year horizon where SpaceX, XAI, and related AI infrastructure will influence data centers and hyperscalers. He notes valuation challenges but sees substantial optionality if execution aligns with ambitious AI data initiatives.
Peter Boockvar Gives Us His "Boock Report" On The Markets
Q: Why is gold discussed as a liquidity and diversification tool in this environment?
Gold is viewed as a hedge and liquidity asset that benefits from shifts away from the dollar and from central-bank diversification, especially when real rates rise and liquidity conditions tighten, even as it can be sensitive to liquidity-driven moves.
Peter Boockvar Gives Us His "Boock Report" On The Markets
Q: What happens to equities if the war ends and AI demand surges subside?
If the war ends, there could be a reallocation where commodities stay bid due to replenishment needs and supply tightness, while tech may normalize; different sectors would likely lead at different times, creating a more mixed market with a renewed focus on fundamentals and earnings power.

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 Real Eisman Playbook
4. The Master Investor Podcast with Wilfred Frost
5. Animal Spirits Podcast

How many episodes of RiskReversal Pod are there?

RiskReversal Pod launched 6 years ago and published 987 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. Bill Capuzzi
2. Jim Brooks
3. Brian Paes-Braga
4. Larry McDonald
5. Jeff Richards
6. Joe LaVornia
7. Jeroen Nieuwkoop
8. David Schamus

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