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RiskReversal Pod — 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.

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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.

Latest Episodes:

Is Apple On The Edge of AI Glory? Deirdre Bosa Talks AI Hardware | Okay, Computer. Jan 17, 2024

Show notes

Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year

Topics

Tech’s Recent Rally (1:00)
Years of Efficiency For Tech Companies (5:30)
The Year of AI Hardware (7:30)
Apple As A Sneaky AI Play?
Apple Offers Rare iPhone 15 Discount in China Amid Demand Fears
Samsung Places AI at Forefront as 2024 Phone Launches Kick Off
Rabbit R1 & Humane’s Ai Pin
Chip Makers As 2024 Bellwether (15:00)
Databricks CEO: Every Organization we’ve Talked to has a Mandate to use New A.I. tools
Beware Private Equity Takeovers (20:15)
What Dan & Deirdre are Focused on (23:45)

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View our show notes here

Learn more about Ro body: ro.co/okay

Learn more about Current: current.com

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

The State of the Housing Market with Ivy Zelman Jan 15, 2024

Show notes

On this episode of “On The Tape,” Danny Moses is joined by Ivy Zelman of Zelman & Associates, who called the housing bust in 2008, for a conversation about the current state of the housing market.

Timecode Topics:

Intro (0:00)
How the pandemic changed the housing market (3:00)
Price inflation (7:00)
Mortgage rates & how fluctuating interest rates impact the housing sector (10:30)
Housing inventories (15:00)
Quantitative easing (18:35)
The rental market (20:10)
Ivy’s top ideas (25:15)

Ivy Zelman’s Stock Disclosures:

BZH, CCS, HOV, KBH, LEN, MDC, MHO, MTH, PMH, TOL & TMHC r

Stock Ownership:

Analyst: No

Analyst’s Family: No

Analyst’s Firm: No

Investment Banking Client: No

Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services.

DFH:

Stock Ownership:

Analyst: No

Analyst’s Family: No

Analyst’s Firm: No

Investment Banking Client: Yes

Other Conflicts: Yes – Zelman has received compensation for products or services other than investment

banking services.

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Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

—

Check out our show notes here

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 on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Young @LizYoungStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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.

Bearish American Idiots with Dan Greenhaus of Solus Alternative Asset Management Jan 12, 2024

Show notes

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, joins Dan Nathan, Guy Adami, and Danny Moses this week to give his 2024 stock market outlook.

Topic Timecodes:

Dan’s bullish 2023 call (4:00)
What matters more to the Fed: PCE vs CPI (7:00)
The yield curve (11:15)
Making stock market predictions (15:30)
Energy (23:00)
Bitcoin ETF approval (32:00)
Coinbase (34:00)
After Big Tesla Bet, Hertz Selling One-Third of EV Fleet (38:15)
The Labor Market (47:00)
Calstrs CIO Stepping Down & Private Credit (49:40)
Danny’s NFL Picks (53:30)

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Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

—

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

—

Check out our show notes here

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 on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Young @LizYoungStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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.

OnlyDans Tech Talk with Satori Fund’s Dan Niles | Okay, Computer. Jan 10, 2024

Show notes

Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks

Topic Timecodes:

Dan’s thought process on the markets (3:00)
Interest rates & earnings impact on mega-cap tech (5:15)
Apple (9:25)
Nvidia (14:00)
Tesla (17:45 )
The AI Gold Rush (23:00)
Meta (32:45)
Amazon (36:15)
Chinese Internet Stocks (39:40)
Texas Instruments (43:20)
Biotech Socks (47:45)

--

View our show notes here

Learn more about Ro body: ro.co/okay

Learn more about Current: current.com

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

A Tale of Two Weeks in the Stock Market | MRKT Call 1/9/24 Jan 09, 2024

Show notes

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, January 9th. John Butters joins the show to preview 2023 Q4 earnings.

Timecodes

0:00 - Negative Catalysts for SPX

7:00 - Yields, FedFunds Tracker

10:30 - Earnings Insight

24:20 - NDX Whip Around

31:45 - Crude Oil & Macro Outlook

37:20 - Gold & The Mag7

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MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi

Watch MRKT Call LIVE at 1pm M-TH on YouTube

Sign up for our emails

Follow us on Twitter @MRKTCall

Follow @GuyAdami on Twitter

Follow @CarterBWorth on Twitter

Follow us on Instagram @RiskReversalMedia

Like us on Facebook @RiskReversal

Watch all of our videos on YouTube

Small Caps Hold the Key and a Conversation with Astera Capital's Kenny Chung Jan 08, 2024

Show notes

On this episode of On The Tape, Dan Nathan and Liz Young discuss stock market volatility, jobs, the energy sector and big banks kicking off earnings season. Later, Dan and Guy Adami sit down with Kenny Chung of Astera Capital Partners for a conversation about China’s credit market.

Key Insights from the Pod:

Stock market volatility to start the year (3:00)
Broadening of the market rally/Small Caps (6:20)
The December Jobs Report (11:45)
Political uncertainty/2024 election year (14:45)
Crude oil (19:25)
Refilling the U.S. Strategic Petroleum Reserve Puts a Soft Floor Under Prices
Energy stocks (23:45)
Earnings kicking off with big banks (27:00)
Kenny Chung’s background (35:00)
The China credit bubble (38:40)
China’s economy & stock market (42:00)
Opportunities in Asia (48:15)
Volatility in yields (50:45)
China-Taiwan tensions (53:45)
Conflict with consumer products (55:30)

—

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

—

Check out our show notes here

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 on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Young @LizYoungStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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.

Great Market Expectations Jan 05, 2024

Show notes

On this episode of On The Tape, Dan Nathan, Danny Moses & Guy Adami give their biggest takeaways from the first week of the year, discuss Fed rate cut expectations, and preview earnings season.

Key Insights from the Pod:

Intro (1:15)
Fed rate cut expectations (2:30)
CME FedWatch Tool
Fed Sees Rates Staying High for Some Time With Cuts Eyed in 2024
BlackRock’s Lynam Calls Early Credit Drop a ‘Healthy Correction’
Mobileye guiding down (6:45)
Health Care stocks surprising Guy the first week of the year (8:15)
Apple downgrades flying in (11:45)
Why Danny is buying Walgreens (15:50)
What would make Dan buy Apple? (18:00)
The Fed’s repo market (21:40)
JPMorgan’s meteoric rise/Citigroup (28:00)
Why the US money supply is shrinking for the first time in 74 years
Debt to GDP (32:15)
US Debt Clock
Shipping stocks (38:00)
Crude oil (40:00)
Bank earnings preview (43:00)

—

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

—

Check out our show notes here

Learn more about Ro body: ro.co/tape

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 on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Young @LizYoungStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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.

Everything Old is New Again with Deirdre Bosa | Okay, Computer. Jan 03, 2024

Show notes

Dan Nathan and Deirdre Bosa are back with the latest episode of Okay, Computer., discussing what they are focused on in the tech world this year.

Key Insights from the Pod:

Tech stocks starting the year off in the red (1:30)
Apple downgraded at Barclay’s (7:00)
Mega-cap tech’s ad model (10:00)
The Year That Big Tech Remembered Ads Are A Good Business
LinkedIn ad prices rise as advertisers leave Elon Musk’s X
OpenAI’s Annualized Revenue Tops $1.6 Billion as Customers Shrug Off CEO Drama
The AI hype train (19:00)
The IPO market (21:45)
Canva Nears $1 Billion Stock Sale for Employees and Investors, Part of Wave of Private Deals

View our show notes here

Learn more about Ro body: ro.co/okay

Learn more about Current: current.com

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

New Year, New Rally? | MRKT Call Jan 02, 2024

Show notes

Guy Adami and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, January 2nd.

Timecodes

0:00 - 2024 S&P Projections

7:00 - SPX & NDX Futures

14:40 - Nvidia & SMH

17:00 - Apple Downgraded

20:30 - Tesla

23:30 - Yields, TLT

27:15 - China Troubles

30:30 - Oil & Geopolitics

34:15 - Pfizer Trade Update

--

MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi

Watch MRKT Call LIVE at 1pm M-TH on YouTube

Sign up for our emails

Follow us on Twitter @MRKTCall

Follow @GuyAdami on Twitter

Follow @CarterBWorth on Twitter

Follow us on Instagram @RiskReversalMedia

Like us on Facebook @RiskReversal

Watch all of our videos on YouTube

Nothing Changes on New Year’s Day Dec 29, 2023

Show notes

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the stock market’s biggest headlines of 2023 and make predictions for 2024.

Key Insights from the Pod:

Dan highlights the markets this time last year vs. now (2:45)
Danny runs through 2023’s greatest hits (5:00)
Guy discusses what he got wrong this year (7:30)
Dan discusses what he got wrong this year (9:30)
Why energy could outperform in 2024 (13:00)
China (17:00)
Credit (18:50)
Small Caps (22:15)
Sentiment indicators (23:45)
Financial punditry (27:45)
Guy, Dan & Danny discuss how the upcoming election could impact the markets in 2024 (check out this election and the markets chart that Dan referenced) (34:00)
Danny’s NFL picks (44:00)

—

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

—

Check out our show notes here

Learn more about Ro body: ro.co/tape

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 on Twitter or @riskreversalmedia on Threads

—

We’re on social:

Follow @GuyAdami on Twitter

Follow Danny Moses @DMoses34 on Twitter

Follow Liz Young @LizYoungStrat on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

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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