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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:
    BONUS: Tony Dwyer Offers A Pilot’s Perspective On “Landings” Feb 23, 2023
    Show notes

    Tony Dwyer is the Chief Strategist at Canaccord Genuity Group. Tony talks about when it’s time to admit when you’re wrong and what to do about it when that happens (4:00). Let’s talk about rates and their impact on the markets (9:00). The soft landing scenario might be the worst scenario (16:00). What is Tony’s “Earnings Wizard” telling him and Tony’s three things investors should pay attention too (26:00). Should we really expect markets to hit new lows (32:00)?


    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 and transcript 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


    Okay, Computer: Cash Is King, Even In Charity - A Conversation With Jake Wood Feb 22, 2023
    Show notes

    Jake Wood is the founder and CEO of Groundswell – a corporate philanthropy startup launched last year. Given Jake’s background, how can people help after the recent earthquake in Turkey & Syria (5:00)? Why does it seem like natural disasters are happening with more frequency these days (13:00)? Jake tells us what it’s like to run a non-profit startup in Silicon Vally (22:00). Can any tweet about the President be non-political these days (25:00)?


    View our show notes and transcript 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: Just Another Bear Market Rally? Feb 21, 2023
    Show notes

    Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 21st. Matt Hagerty from FactSet talks about the state of natural gas.


    Check out Matt's webinar: advantage.factset.com/2023-oil-webcast


    - Just Another Bear Market Rally?

    - $MS's Wilson Leans Into New Lows $SPX

    - FactSet's Matt Hagerty on the energy trade

    - Tech Rolling Over, $AAPL & $HD Disappoints


    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


    Won’t Get Fooled Again & A Conversation With Bethany McLean Feb 17, 2023
    Show notes

    Dan Nathan, Guy Adami and Danny Moses are asking themselves if they’ll get fooled again (1:00). Never underestimate the U.S. consumer’s desire to spend money (7:00). Escalations with China continue to threaten the economy (9:30). Headlines and technicals aren’t looking great for Tesla (13:45). Is the market finally starting to get sharper (20:30)? The AI Wars are having an impact on margins for Microsoft and Google (23:30). Something wonky is going on in the Japanese bond market (28:05). Bitcoin continues to rally despite no Fed pivot in sight (30:15).


    After the break, Bethany McLean joins the pod to discuss the folly of “experts” and non-economists running the Fed (36:15). The Venn Diagram of Fraudsters and visionaries (58:45). Do you really want to be a contrarian and surround yourself with conflicting ideas (60:15)?


    A Conversation With Bing’s Chatbot Left Me Deeply Unsettled: https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html


    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 us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    MRKT Call: Stocks Not Too Bothered by Higher for Longer Feb 16, 2023
    Show notes

    Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 16th


    - Stock's not bothered by Higher for Longer

    - Liz Young says Same Same, But Different for U.S. consumer

    - #Butters earnings surprise rate Q4

    - Dash for trash rally includes #BTC


    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: Fortune Favors The Persistent With Deirdre Bosa, Meltem Demirors & Trevor Marshall Feb 15, 2023
    Show notes

    Deirdre Bosa is back for another episode of Okay, Computer. Where has D-Bo getting her tech news lately (1:00)? Twitter cuts its Salesforce bill by 75% and Uber shifts to Oracle (5:00). The rules of Chinese operations are ever-changing, when is the risk worth the reward (10:00)? Airbnb reports earnings after the bell on Tuesday (16:00). Activist investors are honing in on Spotify (21:00). After the break, CoinShares Chief Strategy Officer Meltem Demirors and Current CTO Trevor Marshall answer the question, does fortune still favor the brave (28:00)? Trevor is looking at the next iteration of crypto product opportunities (34:00). The crypto industry is begging for regulation, why are U.S. agencies so slow to make it happen (42:00)? Crypto winer has come for the Super Bowl (52:00). Trevor and Dan talk about “Junk Fees” (1:05:00)


    View our show notes and transcript 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: Upside Surprise Feb 14, 2023
    Show notes

    Dan Nathan and Guy Adami break down the top market headlines for Tuesday, February 14th


    - We break down the #CPI Upside Surprise

    - Equity investors starting to get the memo on Rates Higher for Longer...

    - MAGA ( $MSFT, $AAPL, $GOOGL, $AMZN) Waning

    - $VIX $OIL $DXY getting off the mat


    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


    CPI Report Looms & A Chat With Motley Fool’s Ollen Douglass Feb 13, 2023
    Show notes

    Liz Young of SoFi joins Guy and Dan to preview the week ahead in markets. What’s the expectation from Tuesday’s CPI reading (2:00). The balloon story continues, could U.S. companies be forced to pull out of China in the near-term future (8:30)? Beware of possible stagflation and layoffs on the horizon (16:00). Applied Materials and Cisco report this week (22:00). After the break, Ollen Douglass, Managing Partner at Motley Fool Ventures, joins the podcast to discuss his background on accounting and how that knowledge transferred to private investing (30:00). What does Ollen think of the current macroeconomic climate and how is that impacting the VC landscape (46:00)?


    Check out our show notes and transcript 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 us on Instagram @RiskReversalMedia

    Subscribe to our YouTube page


    Fools & Fanatics + A Conversation With Dan Greenhaus Feb 10, 2023
    Show notes

    Hard landing, soft landing, it sounds like a rolling recession to Guy, Dan and Danny (1:00). Traders are placing their bets on The Fed going to 6% (8:00). Danny has a mini-RotT on Robinhood and its latest meme stock debacle (16:00). Microsoft and Alphabet have officially entered the AI chatbot wars (18:30). It’s a bird, it’s a plane, it’s actually a Chinese spy balloon. What does this mean for the state of the U.S.-China relationship (19:50). Guy and Danny offer an update on the gold trade (32:30). Danny lays out his Super Bowl action (34:00). Dan Greenhaus of Solus Alternative Asset Management joins the pod after the break to discuss the politicization of stock buybacks (39:30). Dan outlines how his routine has changed moving from the sell side to the buy side (44:00). How is Dan looking at the contradictory indicators in the market right now (47:00)? How is the Bank of Japan the canary in the coal mine(1:02:15). By definition, does something HAVE to break in the market (1:04:00) for things to get better?


    Check out our show notes and transcript here


    ----

    FactSet Webinar: https://riskreversal.com/factset2023/


    ----

    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


    MRKT Call: A Hot 30 With Guy, Liz & Dan Feb 09, 2023
    Show notes

    Dan Nathan, Guy Adami and Liz Young break down the top market headlines for Thursday, February 9th


    - Liz Young says the future is getting further $TLT

    - Dan's pairs trade $GOOGL & $MSFT

    - Butters on investor response to earnings beats and misses

    - Guy on $ARKK's Top Two


    Watch Our Webinar w/ FactSet Now: https://youtube.com/live/2eeJlyB-o1s


    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


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