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RiskReversal Pod

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

PublishesDailyEpisodes924Founded5 years ago
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Latest Episodes

In this episode of The Risk Reversal Podcast, Dan Nathan and Guy Adami break down the massive rotation rocking the tech sector. Why are investors dumping software darlings like Salesforce, Adobe, and Oracle while Apple hits new highs? The guys debate... more

YouTube

Dan Nathan welcomes Michael Dempsey, partner at Compound VC, for an in-depth discussion on AI, crypto, and technological investing. Returning guest Dempsey shares his insights on historical and emerging trends in AI, highlighting the evolving landsca... more

YouTube

Go Follow TWSS on Substack

In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss significant market movements such as the volatility index breaching 20, the rolling over of bank stocks, and Walmart's rise to an all-time... more

Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technolog... more

YouTube

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Recent Guests

Rishi Jaluria
Managing Director and Head of Software Research at RBC Capital
RBC Capital Markets
Episode: SaaSpocalypse Now: Picking Up The Pieces with RBC's Rishi Jaluria
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
Steve Milunovich
Tech investor and retired sell-side analyst, formerly at Merrill Lynch
Episode: Will The Capital Markets Close on OpenAI? | Steve Milunovich x Okay, Computer.
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
Kristen Kelly
Ex-investment banker 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
Oz Pearlman
Author and mentalist, known for his media appearances and performances
Episode: Where Oz My Mind? Trying Tricks and Spinning with Oz Pearlman
Adam Singolda
CEO and founder of Taboola
Taboola
Episode: The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda
Ed Elson
Host of the Prof G Markets Podcast and First Time Founders Podcast
Prof G
Episode: The Harsh Reality for Gen Z Investors with Ed Elson of Prof G Markets
Louis Gave
CEO and founder of Gavekal, a firm headquartered in Hong Kong.
Gavekal
Episode: Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War

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
  • Keeping it relevant and entertaining

    Dan and Guy have become my go-to source for market insight. Great content from a great team. Keep up the solid work in 2026!

    Apple Podcasts
    5
    Gigabyte Flapjack
    United States2 months ago
  • Awesome Stock Market Pod

    I have been following Risk Reversal pod for about a year now, including the Market Call segment on YouTube. While this pod is incredibly value adding, Dan and Guy do a great job keeping the show light and humorous. The guest speakers are extremely knowledgeable including Liz Thomas (I’m a big fan of Sofi) among others. I particularly find the camaraderie between Liz and Guy hilarious. Absolutely worth the 30-60 min spent.

    Apple Podcasts
    5
    AbhiW@79
    United States2 months ago
  • Awesome podcast

    With multiple guests every week you can learn something new!

    Apple Podcasts
    5
    LT lax 33
    United States2 months ago
  • Great Podcast

    Great podcast! From stock market insights to the guests they bring in it’s always informative and a good listen. I highly recommend!

    Apple Podcasts
    5
    Christoph098
    United States2 months ago
  • Financial talk with class and humility

    Guy and Dan are always easy to listen to and when they drop a pod it’s one of the first things I listen to that day. They can go from macro 3,000 ft topics to the most granular options trades with ease. It’s always a pleasure to hear Guy’s dry humor mixed with godfather references that are sure to put a smile on your face. Keep up the good work fellas.

    Apple Podcasts
    5
    Johnny Eklund
    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.

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.
SaaSpocalypse Now: Picking Up The Pieces with RBC's Rishi Jaluria
Q: How is the hedge fund community responding to the current software market?
Many hedge funds are avoiding software investments until there's more clarity on the risks associated with terminal value.
SaaSpocalypse Now: Picking Up The Pieces with RBC's Rishi Jaluria
Q: What do you think about Microsoft's cloud business and its future growth?
Rishi believes Microsoft is uniquely positioned to leverage AI as a competitive advantage and sustain growth.
100 Years of Solitude & Alphabet Bonds with The Wall Street Skinny
Q: What does the significant issuance of 100-year bonds by Alphabet express?
It indicates that Alphabet anticipates future interest rate increases, hence locking in low rates now while also signaling a cautious view on the long-term corporate bond 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. The Compound and Friends
2. On The Tape with Danny Moses
3. Ask The Compound
4. Animal Spirits Podcast
5. MRKT Matrix

How many episodes of RiskReversal Pod are there?

RiskReversal Pod launched 5 years ago and published 924 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. Rishi Jaluria
2. Jurrien Timmer
3. Steve Milunovich
4. Andrew Ross Sorkin
5. Kristen Kelly
6. Oz Pearlman
7. Adam Singolda
8. Ed Elson

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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