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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:
    MRKT Call: S&P Flirts With Key Level & Tesla Hits The Skids Apr 20, 2023
    Show notes

    Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 20th.


    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 Dan Nathan @RiskReversal on Twitter

    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


    Okay, Computer: AI Will Choose Your Future with Packy McCormick & Joe Marchese Apr 19, 2023
    Show notes

    Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss investors lining up for Instacart’s private stock (2:00), Netflix’s live ‘Love is Blind’ reunion fiasco (5:00), Nvidia’s double upgrade (13:00), Samsung considering ditching Google Search for Bing (16:30), the Fox/Dominion lawsuit (21:00), and Tesla (25:00). Later, Dan is joined by Joe Marchese of Human Ventures and Packy McCormick of Not Boring for a conversation about why artificial intelligence is the future (32:00), and the Twitter/Substack drama (1:12:30).


    Read Joe’s post: Human Dot AI: How to Think About the Impact of Artificial Intelligence on Brands, Commerce, and Culture


    Read Packy’s post: Intelligence Superabundance


    View our show notes here

    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 Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    MRKT Call: Investors Sour On Stocks Apr 18, 2023
    Show notes

    Dan Nathan and Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, April 18th.


    - Investors most bearish on stocks vs bonds since 2009

    - JPM investor survey

    - Dan's DXY futures trade

    - GS BAC earnings

    - TSLA tough road ahead

    - We take your questions!


    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 Dan Nathan @RiskReversal on Twitter

    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


    Complacency Breeds Failure with Liz Young & a Conversation with Tim McCourt of CME Group Apr 17, 2023
    Show notes

    Dan and Liz Young, head of investment strategy at SoFi, discuss bank earnings (3:00), big tech buybacks (9:00), retail sales (12:00), a new consumer warning sign (14:30), complacency in the market (22:00), whether it's beginning to feel like a bull market (27:00), and earnings this week (33:00). Later, Guy interviews Tim McCourt, Global Head of Financial & OTC Products at CME Group, to discuss the importance of risk management (38:00), how SVB could have used futures to hedge (42:00), CME micro contracts (51:00), and how consumers can use futures in day-to-day life (57:00).


    Read Liz’s latest note


    Dan references this Axios article in the consumer conversation: Charted: Why not go out?


    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.

    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    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


    All Quiet on the Volatility Front with Stephanie Ruhle of MSNBC Apr 14, 2023
    Show notes

    Guy, Dan & Danny discuss when it will be safe to pick stocks again (5:00), bank earnings (6:30), how to protect your portfolio ahead of the next Fed meeting (15:00), no ceiling for the gold market (27:00), recession trends (30:00), and Schwab/Blackstone/Tesla earnings next week (34:30). Later, the co-hosts sit down with Stephanie Ruhle, host of MSNBC’s The 11th Hour, and talk about threading the needle between Wall Street and Main Street (52:00), insider trading in Congress (1:07:00), expressing her views on television (1:10:30), the debt ceiling (1:18:00), and the divide between democrats and republicans (1:25:00).


    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

    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 Liz Young @LizYoungStrat on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    MRKT Call: Something’s Gotta Give Apr 13, 2023
    Show notes

    Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, April 13th.


    - PPI Downside Surprise

    - Liz on CPI

    - Airline stocks sink AAL DAL JETS

    - Dan's bearish options NVDA trade

    - Banks earnings preview WFC JPM

    - We take your questions!

    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 Dan Nathan @RiskReversal on Twitter

    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


    Okay, Computer: Slicing up a SMB Renaissance with Ilir Sela Apr 12, 2023
    Show notes

    Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, chat about AWS numbers decelerating (2:00), problems lurking in big tech names (12:00), Tesla (22:00), and Twitter as a platform (28:00). Later, Dan sits down with Jeff Richards of GGC Capital & Ilir Sela, founder & CEO of Slice, to discuss the pizza industry 🍕 (37:00), changing technologies in the food delivery business (47:00), stepping into the Silicon Valley world (55:00), the value proposition Slice offers to the consumer (1:02:00), competition in the space (1:07:00), and the potential for a small business renaissance in the United States (1:09:00).


    View our show notes here

    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 Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    MRKT Call: Worst Yet to Come For Stocks? Apr 11, 2023
    Show notes

    Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, April 11th.


    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 Dan Nathan @RiskReversal on Twitter

    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


    When Memory Comes for the Markets with Liz Young of SoFi Apr 10, 2023
    Show notes

    Guy, Dan and Liz Young, head of investment strategy at SoFi, discuss the March jobs report (2:00), expectations for bank earnings (17:00), supply chain concerns in the semiconductor space (24:00), Tesla (35:00), and economic data this week (42:00).


    Read: Blackstone takes 36% loss on Santa Ana office sale


    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.

    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    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 Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley Apr 07, 2023
    Show notes

    Guy and Dan are joined by Mike Wilson of Morgan Stanley to discuss the Q1 rally (5:00), complacency in the stock market (10:30), bond market volatility (21:00), his bull/base/bear case price targets (23:00), the banking crisis (34:00), sectors to watch (42:30), and answer listener questions (45:00).


    Watch On The Tape on YouTube:


    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.

    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    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


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