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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:
    ”I Love Calamity” - Danny Moses; Interview with Kara Swisher Mar 19, 2021
    Show notes

    Guy, Dan and Danny discuss the state of markets amid the Fed’s commentary (00:55), Lordstown and EV stocks (11:50), gold vs bitcoin (17:23), cannabis companies and regulation (20:21) and fintech companies raising money (26:55).

    Guy and Dan interview Kara Swisher, chatting about her interviewing/career in media (31:22), podcasting, the future of audio and Twitter Spaces vs Clubhouse (41:32). We get Kara’s thoughts on NFTs/crypto (46:12), and the future of tech and tech regulation (53:10).

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

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.



    The Rules of the Game Stopped; Interview with Rebecca Jarvis Mar 15, 2021
    Show notes

    In a bonus episode of On The Tape, Guy, Dan and Danny chat with ABC’s Rebecca Jarvis. We discuss what it’s like to cover business news for a broader audience at ABC. We also learn about her latest project called “GameStopped” that was just released on Hulu, a deep dive with all the key players from the Reddit/GameStop frenzy. The documentary features our very own Danny Moses.

    “GameStopped” Press Release and Trailer

    Rebecca’s podcast: No Limits

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

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


    Selloff, SPACs, Symphonies and Schopenhauer; Interview with Paul Rabil Mar 12, 2021
    Show notes

    Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state of the IPO market (18:06).

    The co-hosts interview Paul Rabil (27:15), founder of the Premier Lacrosse League, chatting about what it’s like to build his league, their commitment to their players, and his philanthropy efforts for students with learning disabilities. He also discusses the future of lacrosse and the importance of finding the right media partners for PLL.

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

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


    “Get me to the Greek”; Interview with Mikel Jollett and a Special OTT Performance Mar 05, 2021
    Show notes

    Guy, Dan and Danny discuss some troubling signs in markets on insider selling, corporate issuance and SPACs (1:48), what this debt level means for taxpayers and bond markets (8:12), Danny’s rant on the BUZZ behind Portnoy’s ETF (16:35) and what defensive stocks/sectors might work in this environment (23:58). The co-hosts interview Mikel Jollett (28:25), creator and frontman of the band The Airborne Toxic Event. We talk about what it’s like to release both a memoir and album (both named Hollywood Park) during the pandemic, his political activism and his musical inspirations. He ends by discussing his favorite venue and he plays us out with a song (1:08:35).

    Follow Mikel Jollett on Twitter and you can buy/download his memoir here.

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

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


    Mo Vol Mo Money Mo Problems with Downtown Josh Brown Feb 26, 2021
    Show notes

    Guy, Dan and Danny discuss this week’s rate-induced market sell-off (0:34), the merging narratives between meme stocks/crypto/Reddit, a closer look at the ETF market through active vs passive funds (10:09). The co-hosts interview CEO of Ritholtz Wealth Management and CNBC Halftime Report contributor Josh Brown (21:59), chatting about his reflections on his birthday, what he makes of the crypto boom and how it ties into behavioral finance. We also talk about Josh’s entry into financial services (41:13) and his experience as a stock market commentator on TV (50:03).

    Josh’s podcast is The Compound Show with Downtown Josh Brown, and his blog is TheReformedBroker.com.

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

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


    Interview with Fast Money Friend Bonawyn Eison Feb 23, 2021
    Show notes

    In a bonus episode of On The Tape, Guy and Dan catch up with fellow CNBC Fast Money Contributor Bonawyn Eison. They chat about their experiences as stock market commentators, Bonawyn speaks about how he found his way on Wall Street and the importance of financial literacy. Oh and by the way, how he got the nickname B-IceBreaker.

    Follow Bonawyn Eison on Twitter @Bonawyn.

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

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.



    ”Battle of The Boomers”; Interview with Crypto Thought Leaders Meltem Demirors and Brian Kelly Feb 12, 2021
    Show notes

    Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39).

    The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility.

    Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.

    Follow Brian Kelly: @BKBrianKelly and BKCM.co

    Crypto Resources from Meltem Demirors @Melt_Dem:

    QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption

    A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way

    Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio

    More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx



    The State of the Millennial Investor; Interviews with Morning Brew’s Alex Lieberman and Dough’s Victor Jones Feb 09, 2021
    Show notes

    In a bonus episode of On The Tape, Guy Adami, Dan Nathan and Danny Moses discuss the speculative fervor enveloping financial markets with stocks at all-time highs, strategists are moving the goalposts and writing new playbooks as corporate treasuries (TESLA) are replacing their cash with Bitcoin, and there seems to be no end to SPAC issuance. The co-hosts interview co-founder and CEO of Morning Brew Alex Lieberman (10:55) to discuss the young business-news reader and the responsibility of Morning Brew in this era of millennial trading. In that vein, they then speak with Dough CEO Victor Jones (32:37) about what the takeaways are from this GME/WSB volatility and what is to come for the brokerage industry.

    Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


    The Big Shorts talk their book Feb 05, 2021
    Show notes

    Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview Danny’s former partners from The Big Short Vincent Daniel and Porter Collins, where they talk about short squeezes, what is to come in retail trading regulation and the behind-the-scenes scoop of The Big Short.

    Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


    Bonus Episode: “This is the Business We’ve Chosen” with Sahil Bloom Feb 02, 2021
    Show notes

    In a bonus episode of On The Tape, Guy Adami and Dan Nathan talk more about the volatility in GameStop, silver and these “meme” stocks and assets. The co-hosts catch up with Sahil Bloom, discussing his latest tweet thread on the silver market and the importance of financial literacy.

    Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.

    Follow the co-hosts:

    Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.

    Follow @GuyAdami on Twitter.

    Follow Danny Moses @DMoses34 on Twitter.


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