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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:
    Okay, Computer 11/2/22: Outlier People Create Outlier Returns: A Conversation with GGV Capital’s Jeff Richards Nov 01, 2022
    Show notes

    Dan talks with Jeff Richards, GGV Capital Managing Partner, about Big Tech’s ugly third quarter (1:00), Jeff’s bullishness on cloud infrastructure (5:00), how startups and small businesses are adapting to rising interest rates (10:30), finding silver linings in the outlook for 2023 (14:10), if Mark Zuckerberg’s enormous bet on the metaverse will break Meta (20:00), how much longer the valuation reset for private companies will last (30:00), and why Jeff thinks Elon Musk will turn Twitter into a much better product 12 months from now (33:45).


    ----


    Check out our show notes and transcript here


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    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 11/1/2022: Good News = Bad News for the Stock Market; 2023 Energy Outlook Nov 01, 2022
    Show notes

    On this episode of MRKT Call Dan Nathan and Guy Adami discuss:


    - What economic data out Tuesday means for the Fed

    - Good news = bad news for the stock market

    - Gold on its longest losing streak ever

    - Chinese equities rallying on reopening rumors

    - Why Guy likes Alibaba for a bigger breakout


    Later, Matthew Hagerty, FactSet's Senior Energy Strategy Analyst, joins to give his outlook for the energy space, and stocks that could benefit from volatility.


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

    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


    Earnings, Fed and Jobs Preview, plus an Interview with Drew Schardt of Hamilton Lane Oct 31, 2022
    Show notes

    Guy and Dan discuss Mike Wilson of Morgan Stanley seemingly turning less bearish (1:00), recap of tech earnings last week (3:30), this week’s Fed Meeting, and Chinese equities (9:20). The co-hosts go “Off The Tape” with Drew Schardt, Head of Global Investment Strategy at Hamilton Lane, and talk about the credit market (14:10), who a Hamilton Lane client is (21:00), private market valuations (25:30), the retail investor (32:00), opportunities in the market (38:50), his view on the macro environment (41:00).


    Check out our show notes and transcript here


    ----

    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


    It’s the Time of the Season Oct 28, 2022
    Show notes

    Guy, Dan, and Danny discuss Meta’s unmitigated earnings disaster (3:00), analysts changing their tune on mega-cap tech (10:00), big reports coming next week (14:15), the beginning of the Fed pivot (18:45), opportunities in the market (26:50), Guy gives an impromptu ROTT (31:40), Elon Musk buying Twitter (40:05), instant reaction to Amazon sinking 20% on earnings (49:35), and Danny’s NFL picks (52:05).


    Check out our show notes and transcript here


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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


    MRKT Call 10/25/22: Stocks Surge Ahead of Big Tech Earnings Oct 25, 2022
    Show notes

    Today at 1 pm, Guy Adami and Dan Nathan will discuss:


    - Stocks rallying ahead of big tech earnings

    - Fed meeting preview next week

    - Update on Dan's dollar trade

    - What to expect from Microsoft, Alphabet, Visa and Texas Instruments when they report after the close


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


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


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Like us on Facebook @RiskReversal

    Subscribe to our YouTube page


    Okay, Computer 10/24/22: Tech-A-Palooza Earnings Week with Gene Munster of Loup Ventures Oct 24, 2022
    Show notes

    Dan Nathan interviews Gene Munster, co-founder and managing partner at Loup Ventures, to discuss Snap cratering on its earnings report (1:00), whether we will see a Tesla relief rally (8:35), Microsoft and Alphabet kicking off big tech earnings this week (13:00), why Meta has the most upside potential relative to big tech (20:00), what to expect from Apple’s report (23:15), and why Gene thinks Amazon is the wild card of the group (28:00).


    ----

    Check out 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


    Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler Oct 21, 2022
    Show notes

    Guy, Dan and Danny discuss feeble moves in the stock market (1:00), how Dan Benton’s 20 rules for tech investing can relate to Tesla (13:00), Ally Financial’s earnings showing auto loans slowing (20:50), an update in the Cannabis space (23:22), Liz Truss resigning as UK prime minister (25:00), risks lurking in the stock market (27:36), and Danny’s NFL picks (34:20). The co-hosts interview Michael Kantrowitz, Chief Investment Strategist & Head of Portfolio Strategies at Piper Sandler, and talk about his HOPE call for the economic cycle (44:38), what would make the Fed pivot (50:33), his outlook for 2023 (53:00), what precedes a recession (1:03:53), and what would change his thesis (1:10:45).

    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


    Fast Money Meets Fast Politics with Molly Jong-Fast Oct 19, 2022
    Show notes

    Dan Nathan is joined by his “On The Tape” co-host Guy Adami to discuss the current stock market environment (1:40), Netflix transitioning to an ad-supported network (8:30), and Tesla earnings (11:30). Later, Dan and Guy interview Molly Jong-Fast, host of the Fast Politics podcast, and talk about how she got into podcasting (18:30), the state of American politics (29:25), inflation (36:37), and Elon Musk (46:51).


    ----


    Check out 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


    MKT Call 10/18/22: The State of the Global Economy Oct 18, 2022
    Show notes

    On this episode of MKT Call, Guy Adami, Dany Moses and Liz Young discuss:

    • Goldman CEO David Solomon calling for a recession
    • Volatility remains elevated despite the recent rally
    • Gary Cohn says "we're going to have to see job destruction" for inflation relief
    • Sifting through the noise in the UK
    • Financials earnings roundup
    • Tesla earnings preview


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


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


    We’re on social:

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Like us on Facebook @RiskReversal

    Subscribe to our YouTube page


    What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital Oct 18, 2022
    Show notes

    Danny is joined by his “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Mike Wilson’s bullish note (3:30), earnings season kicking off (9:30), Tesla volatility (20:10), and their favorite investment ideas in the market right now (28:00). Later, Dan and Guy interview Adam Demuyakor, Founder and Managing Partner of Wilshire Lane Capital, and talk about his background on Wall Street (38:35), why he started Wilshire Lane Capital (41:10), how he looks at proptech (43:00), advice he is giving to his portfolio companies about the macro environment (52:40), and his philanthropic efforts (57:12).

    Check out our show notes and transcript here


    ----

    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


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