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    Business

    RiskReversal Pod

    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 US

    YouTube: @RiskReversalMedia

    Instagram: @riskreversalmedia

    Twitter: @RiskReversal

    LinkedIn: RiskReversal Media

    The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.

    Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it’s advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

    Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

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    Latest Episodes:
    Adami Raised A Cain, an Interview with Katie Stanton of Moxxie Ventures, and CNBC’s Melissa Lee Oct 08, 2021
    Show notes

    Guy, Dan and Danny discuss the whipsaw price action in the stock market (2:32), the Facebook saga (7:28), and Danny “Rips off the Tape” on geopolitical risks (18:35). Dan sits down with Katie Stanton of Moxxie Ventures and talks about the state of VC (24:21). Later, Dan and Guy are joined by CNBC Fast Money host Melissa Lee to talk about her new documentary “Generation Gamble.” (49:52)


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    See what adding futures can do for you at cmegroup.com/onthetape.


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    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.



    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Ode to the Mets: A Conversation with Vinny Daniel & Porter Collins, Plus an Interview with Anastasia Amoroso of iCapital Network Oct 01, 2021
    Show notes

    Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56).


    More information on some of the topics referenced in this episode:


    • The Big Short
    • Stock Market’s September Slump Exposes Messy Underside
    • Stagflation fears intensify in signs of slowing growth
    • Dollar hits one-year high as traders anticipate US interest rate rises
    • Bed Bath & Beyond Tumble Shows Risks of Chasing Meme Stocks
    • Surging Treasury yields batter ARK fund amid broad tech selloff
    • Stats on Seasonality
    • A Breakout Year for Cryptocurrency Performance and Adoption


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    See what adding futures can do for you at cmegroup.com/onthetape.


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    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    He Who Forgets Will Be Destined To Remember Sep 24, 2021
    Show notes

    We’re excited to introduce the newest podcast to our RiskReversal Media family, Breaking Even with Ned Michaels. Catch a sneak peek at the top of this episode and subscribe to it in your favorite podcast store.


    This week Guy, Dan, and Danny discuss the stock market sell-off and subsequent rally (5:30), they read mean tweets from listeners (15:00), and Danny gives his NFL pick of the week (20:15). The co-hosts go threading and ROTTing on Evergrande with Sahil Bloom, writer of the Curiosity Chronicle newsletter (23:15). Later, they interview financial journalist Bethany McLean to discuss Wall Street fraud (43:00).


    More information on some of the topics referenced in this episode:


    • Stock Rally Erases Monday Slide With Bulls Betting on Growth
    • Fed Tees Up Taper and Signals Rate Rises Possible Next Year
    • House includes cannabis banking measure in defense bill
    • Sahil Bloom’s thread on Evergrande
    • Is Enron Overpriced?
    • The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron
    • All the Devils Are Here: The Hidden History of the Financial Crisis
    • Shaky Ground: The Strange Saga of the U.S. Mortgage Giants
    • Saudi America: The Truth About Fracking and How It's Changing the World
    • "He's Full of Shit": How Elon Musk Gambled Tesla to Save SolarCity"
    • Capitalisn’t Podcast


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    See what adding futures can do for you at cmegroup.com/onthetape.


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    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page



    An Investor Named Suh with Special Guest Ndamukong Suh Sep 17, 2021
    Show notes

    Guy, Dan, and Danny discuss increasing calls for a stock market correction (7:17), China’s Evergrande crisis (15:18), and Dan does an impromptu “Rip Off The Tape” on the Wall Street Journal’s Facebook investigation (27:40). The co-hosts interview lobbyist Brady Cobb on what new developments in the SAFE Banking Act mean for Cannabis (32:56). Later, they are joined by investor, all-pro NFL defensive lineman, and Super Bowl champion Ndamukong Suh of the Tampa Bay Buccaneers (43:08).


    More information on some of the topics referenced in this episode:


    Morgan Stanley’s Mike Wilson calls for a 10% correction


    Fed presidents dump shares and apologize for the 'appearance' of conflicts of interest after big trades in companies like Apple and Tesla


    Evergrande’s Woes Fuel Selloff in Chinese Property Shares


    The Facebook Files: A Wall Street Journal Investigation


    House Could Vote On Psychedelics Research For Military And Marijuana Banking As Part Of Defense Bill


    Suh Family Foundation


    Stash Partners with the Suh Family Foundation and Big Yard Foundation to Launch Financial Literacy Summer Program


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    See what adding futures can do for you at cmegroup.com/onthetape.


    ----

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Alarm Bells Scream in Silence, and a Conversation with Packy McCormick of Not Boring and Scott Lynn of Masterworks Sep 10, 2021
    Show notes

    Guy, Dan and Danny discuss the recent bout of market volatility (3:18), the looming debt ceiling debacle (11:43), cannabis stocks up in smoke (16:10), and Elizabeth Holmes on trial (18:23). Dan and Guy go “Off the Tape” with Packy McCormick of the Not Boring newsletter and Scott Lynn of Masterworks to discuss NFTs vs. Securitized Art (23:10).


    More information on some of the topics references in this episode:


    Investment Banks Turn Sour on U.S. Equity Outlook


    Yellen Triggers Alarm Bells Over Debt Ceiling Cliff


    Rebecca Jarvis’ podcast: 'The Dropout: Elizabeth Holmes on Trial'


    Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou


    Masterworks: Demystifying & Democratizing Art


    Own the Internet: A Bull Case for Ethereum


    Solana Summer: The $21B Blockchain and the Arrow of Time


    Nifty Corporates: VISA, Budweiser, Marvel, and the Positive Sum Corporate NFT Awakening


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    See what adding futures can do for you at cmegroup.com/onthetape.


    ----


    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube channel


    I See Your Cena and Raise You a Suh, and an Interview with Meg Tirrell of CNBC Sep 03, 2021
    Show notes

    Guy, Dan, and Danny discuss the big market moves of the week (2:55), introduce Ned Michaels, a new member of the RiskReversal family (24:03), and interview CNBC’s Meg Tirrell about her documentary “A Race Against COVID-19” (35:24).


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    See what adding futures can do for you at cmegroup.com/onthetape.


    ----

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia


    No Sympathy for the Fed Devils, and an Interview with Rich Greenfield of Lightshed Aug 27, 2021
    Show notes

    Guy, Dan and Danny discuss the everything rally (3:05), Chinese stocks rebounding (13:36), DraftKings’ Simplebet bid (18:04), and bitcoin’s 60% rally off its summer lows (19:57). The co-hosts interview Rich Greenfield of Lightshed Partners (28:06) and talk about his short AMC call (33:11), his venture into the metaverse (41:14), and the streaming wars (45:50).


    Click here for Guy Adami’s favorite Rolling Stones songs.


    ----

    See what adding futures can do for you at cmegroup.com/onthetape.


    ----

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia


    Taper Will Most Definitely Come, and an Interview With Michael Novogratz of Galaxy Digital Aug 20, 2021
    Show notes

    Guy, Dan and Danny discuss risks to the rally (3:06), Nvidia’s massive run (13:12), Robinhood’s earnings (18:56), Michael Burry’s big short on the ARKK ETF (22:41), and Danny “Rips Off The Tape” on used car loans (27:56). The co-hosts interview Mike Novogratz, founder and CEO of Galaxy Digital (37:49), and talk about the state of the markets (40:43), how Mike got into crypto (59:30), bitcoin vs. ethereum (1:11:38), and his work with the Bail Project (1:15:44).


    ----

    See what adding futures can do for you at cmegroup.com/onthetape.


    ----

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia


    A Negative Times a Negative Equals a Positive, Plus an Interview with Brian Kelly of BKCM & CNBC’s Fast Money Aug 13, 2021
    Show notes

    Guy, Dan, and Danny discuss the never-ending market rally (2:25), the debt ceiling controversy (13:14), and AMC’s move into crypto (18:11). The co-hosts interview Brian Kelly, founder of BKCM and CNBC “Fast Money” panelist and talk about what’s driving the recent bitcoin rally (23:25), bitcoin vs. ethereum (33:45), and BK’s take on tether (42:33). They end the interview by going on a trip through the metaverse (44:49).

    Check out BK’s book: The Bitcoin Big Bang: How Alternative Currencies Are About to Change the World

    Dan references this article by Packy McCormick during the bitcoin vs. ethereum discussion: Own the Internet

    ----

    See what adding futures can do for you at cmegroup.com/onthetape.

    ----

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia


    The Meme Stock Machine Becomes a Meme Stock and an Interview with Rick Heitzmann of FirstMark Aug 06, 2021
    Show notes

    Guy, Dan and Danny discuss bond market volatility (1:30), stagflation (19:29), Robinhood’s wild week (20:49), the electric vehicle race (24:52), and crypto regulation (27:30). The co-hosts interview Rick Heitzmann, founder and partner at FirstMark and talk about his early investments in companies like Pinterest and DraftKings (31:05), the new way companies are going public, and how Rick became a venture capitalist.


    ----

    See what adding futures can do for you at cmegroup.com/onthetape.


    ----

    Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow Danny Moses @DMoses34 on Twitter

    Follow us on Instagram @RiskReversalMedia


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