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RiskReversal Pod

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

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

PublishesDailyEpisodes1046Founded6 years ago
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Latest Episodes

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

Dan Nathan and Guy Adami “bookmark” a pivotal week heading into major tech earnings, a Fed meeting, and the midterms, noting the S&P’s resilience near highs des... 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

YouTube

Dan Nathan hosts Damien Lewke, CEO and founder of AI-native cybersecurity company Nebulock. Lewke recounts his career from nation-state defense at Northrop Grumman to CrowdStrike, Palo Alto Networks, MIT research in NLP, and leading AI detections at ... more

YouTube

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

Guy Adami welcomes Mike Tracey, Vice President of Risk at Apex Fintech Solutions, to discuss how credit and debt markets are increasingly driving equity action,... more

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Recent Guests

David Rosenberg
Founder and president of Rosenberg Research
Rosenberg Research
Episode: David Rosenberg: The AI "Mania" Is More Extreme Than 1999
Deirdre Bosa
CNBC tech reporter/co-host of the Okay Computer Podcast
CNBC
Episode: Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now
Caleb Silver
Editor-in-Chief of Investopedia
Investopedia
Episode: Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal
Peter Boockvar
CIO at OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners
Episode: Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar
Danny Moses
Founder of Sea Wolf Capital; featured in The Big Short
Sea Wolf Capital
Episode: Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Porter Collins
Partner at Sea Wolf Capital; co-panelist on short selling
Sea Wolf Capital
Episode: Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Vincent Daniel (Vinny)
Investment professional focusing on short ideas and market structure
Episode: Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Michelle Meyer
Chief Economist at Mastercard
Mastercard
Episode: Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer
Stephanie Guild
Chief Investment Officer at Robinhood
Robinhood
Episode: Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild

Hosts

Dan Nathan
Host of Risk Reversal Podcast
Guy Adami
Co-host / Host of The Risk Reversal Podcast

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 States6 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 States7 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 States7 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 States7 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 States8 months ago

Listeners Say

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

Listeners praise the hosts' market intellect and guest quality.
Feedback highlights strong interview quality when guests are given space to elaborate.
Positive consensus on actionable insights and depth with guests.
Audience values diverse, big-name guests and contrarian viewpoints.
Some reviews note pacing and interruptions as drawbacks.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

David Rosenberg: The AI "Mania" Is More Extreme Than 1999
Q: What similarities do you see between today's AI era and the late 1990s tech bubble?
The bubble is not just about technology; it's about behavior, breadth, and ROI assumptions. While AI is driving capex and profits, the rally is concentrated in a handful of stocks, and the broader market breadth is deteriorating, which historically has preceded sharper pullbacks.
Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild
Q: What is the catalyst that could shift markets in the near term?
A resolution to the war or a meaningful rally in disinflation that could catalyze a flight to quality in bonds, with potential for a tradable mini-boom if inflation cools and rates ease.
The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis
Q: How does Range's pricing and client ownership differ from traditional advisory models?
Range charges a flat-onboarding fee around three thousand dollars with no ongoing 1% AUM; clients stay Range clients rather than being tied to a specific advisor, which helps align incentives and creates more scalable, product-driven governance.
Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios
Q: Is there a realistic path to AI regulation that could curb risk without stifling innovation?
A balanced approach with independent oversight and post-market auditing, potentially modeled after FDA-style frameworks, could help manage risk while preserving beneficial scientific progress, though the panel acknowledges political and international coordination challenges.
Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios
Q: What concerns do you have about VC incentives in AI?
VCs may push for huge capital raises and rapid deployments to secure fees, often betting on the upside of new investments while ignoring the downside risks, which can inflate valuations and delay a proper reckoning of profitability.

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?

A market-forward conversation style blending macroeconomics, AI-driven tech trends, venture investing, and financial markets. Episodes frequently feature veterans from finance, prominent tech and AI investors, and executives from fintech, with deep dives on inflation, capital markets, AI spend, and market structure. Notable is the sustained focus on how AI and hyperscalers reshape investing, combined with practical trading perspectives and contrarian viewpoints that help listeners navigate volatility. This show tends to attract professionals seeking actionable takeaways, a clear stance on complex topics, and access to high-profile guests across finance and technology. Potential listeners who want to understand how AI economics intersect wit... 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 Meb Faber Show - Better Investing
5. The Master Investor Podcast with Wilfred Frost

How many episodes of RiskReversal Pod are there?

RiskReversal Pod launched 6 years ago and published 1046 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. David Rosenberg
2. Deirdre Bosa
3. Caleb Silver
4. Peter Boockvar
5. Danny Moses
6. Porter Collins
7. Vincent Daniel (Vinny)
8. Michelle Meyer

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