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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 9/28/22: BK’s Big Bang with BKCM’s Brian Kelly & A Conversation with Credit Suisse’s Chris McMillan and Trent Martensen Sep 28, 2022
    Show notes

    Dan talks with Brian Kelly, Founder & CEO of BKCM, about the grim macro outlook for markets (3:09), how higher interest rates are impacting business decisions (7:08), why the Fed and other central banks may not be able to contain inflation (14:02), cryptocurrencies struggling to prove their use cases (22:27), if Bitcoin can still become an alternative investment against inflation (27:09), and how Brian is diversifying BCKM’s portfolio. Later, Dan sits down with Chris McMillan and Trent Martensen, Credit Suisse internet & web3 investment bankers, about creating lasting value within web3 despite the industry’s recent headwinds (39:38), their top takeaways from the crypto-focused Mainnet Conference (46:00), where they’re seeing promising use cases for crypto and web3 technology (49:13), the future of NFTs for creators (53:04), and ​​the impact of web3 industry layoffs and why it could benefit legacy tech companies (59:56).


    —-


    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 9/27: Stock Market Tumbles Since Guy's Been Gone Sep 27, 2022
    Show notes

    On this episode of MKT Call, Guy Adami, Dan Nathan discuss:


    • How the stock market has performed since Guy has been on vacation
    • Key levels for the S&P and Nasdaq
    • Morgan Stanley saying the dollar surge is setting the stage for something to break
    • Next move for crude oil, gold and bitcoin


    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


    MKT Call 9/26: Major Cracks Beneath the Market Surface Sep 26, 2022
    Show notes

    On this episode of MKT Call Dan Nathan and Carter Worth discuss:


    • The dollar ripping
    • Put volume in the S&P 500 at historic highs
    • Cracks beneath the market surface
    • The most important charts to the market
    • Safety sectors showing signs of weakness


    ----


    Watch MKT Call at 1pm M-TH on YouTube


    Sign up for our emails


    ----


    MKT Call is brought to you by our presenting sponsors FactSet and OpenExchange.

    ----


    Follow us on Twitter @MKTCall

    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







    Jay Pow is Flying High Over Wall Street, and We’re All About to Die with Stuart Sopp of Current Sep 23, 2022
    Show notes

    See our transcript & show notes here


    Dan and Danny are joined by Stuart Sopp, CEO of Current, to discuss what the Fed said (2:05), the consumer (5:30), the BOJ intervention (16:15), NYC rents plateauing (19:59), JPMorgan chart on the brink of a breakdown (23:38), turbulence in the markets (23:38), and what the term crypto winter means to Stuart (35:58). Later, Dan and Danny discuss what’s happening in Europe right now (48:23), why you shouldn’t be pressing stocks (51:45), and Danny's NFL picks (55:22).


    ----


    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


    Okay, Computer 9/21/22: Healthcare as a Product, Not a Service with Adrian Aoun, CEO of Forward, and Katie Stanton Sep 21, 2022
    Show notes

    Dan & Moxxie Ventures’ Katie Stanton talk about the softening market finally bringing startups valuations to a “normal” place (1:00), how a gloomy economic outlook is altering the war for talent (5:39), Katie’s tenure so far on the board of Yahoo and CEO Jim Lanzone’s plan for the tech company’s future (8:16), and the risks & benefits of working at a startup versus legacy company (11:24). Later, Dan & Katie have a conversation with Forward’s Founder & CEO Adrian Aoun and discuss Adrian’s remarks at the 2022 Code Conference and his key takeaways from the gathering (19:53), Forward’s push to deliver more healthcare innovation than its rivals (23:40), the challenge of bringing scale to primary care (33:33) why the cost of innovating in healthcare is the industry’s biggest problem (45:11), and Adrian’s experience working with Google co-founder Larry Page (48:12).

    —-


    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 9/20/22: The Moment of Truth for the Market Sep 20, 2022
    Show notes

    On this episode of MKT Call Dan Nathan, Danny Moses and Alfonso Peccatiello discuss:


    • The Fed meeting kicking off
    • Earnings cuts spooking the markets
    • The top macro indicator
    • Why Microsoft is the most important chart in the markets


    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



    Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins Sep 16, 2022
    Show notes

    See our show notes and transcript here


    Dan and Danny discuss the volatile week on Wall Street (2:09), relative strength in energy stocks (8:58), mortgage rates surging (10:48), Adobe’s $20B acquisition of Figma (12:35), the ethereum merge (17:15), stock pickers beating the market (19:40), and Danny’s NFL picks of the week (28:42). Later, listen to a live conversation from the Future Proof Conference in Huntington Beah with Dan, Danny, Vincent Daniel, Porter Collins, and Liz Young on this week’s CPI report slamming stocks (33:45), the employment picture (52:30), consumer debt (56:23), bank stocks (1:00:20), where to be bullish (1:03:48), and what sectors lead to the downside (1:14:54).


    ----

    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


    Okay, Computer 9/14/22: Wake Up in the Market Feeling Like D-Bo with CNBC’s Deirdre Bosa Sep 14, 2022
    Show notes

    Dan talks with Deirdre Bosa, co-anchor of CNBC’s “TechCheck,” about her path to becoming a tech reporter and co-anchoring at CNBC (2:19), what Apple’s Tim Cook, Amazon’s Andy Jassy, and Alphabet’s Sundar Pichai had in common at the Code Conference (4:10), Snap CEO Evan Spiegel’s transparency around the company’s recent challenges (8:55), TikTok’s intensifying pressure on big tech giants (10:34), if BeReal is the next cool social media app (20:10), why more tech CEOs are bringing up “focus” as they navigate an industry downturn (22:28), and if Uber CEO Dara Khosrowshahi can bring the ridesharing company to profitability (25:49).


    —-


    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 8/13/22: Be Careful What You Wish For; CPI Data Slams Stocks Sep 13, 2022
    Show notes

    On this episode of MKT Call, Guy Adami, Dan Nathan discuss:


    • Reaction to this morning’s CPI report
    • What the Fed could do next
    • Stocks getting slammed, yields surging
    • How the dollar and commodities are reading to the hot inflation data
    • Bitcoin and other cryptocurrencies sinking
    • The Nasdaq falling 4%, plus Nvidia, Microsoft and the ARKK ETF all deep in the red
    • Why Dan says Microsoft is the most important chart in the market



    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



    Fed’s Bitter Hands with Peter Boockvar, and a Conversation with Conor Flynn of Kimco Realty Sep 12, 2022
    Show notes

    Guy, Dan, and Bleakley Financial Group CIO Peter Boockvar discuss central banks around the world hiking rates (1:50), Wall Street participants with diverging views on the stock market (6:18), moats around big tech (8:29) and how the market could get out of this period unscathed (14:33).

    Later, Peter talks with Kimco Realty CEO Conor Flynn about his journey into the real estate industry (17:00), transforming Kimco’s portfolio of shopping centers to become more competitive (19:39), why grocery stores are a critical anchor for their properties (20:32), the cities and markets Peter is most bullish on () Kimco’s successful investment in Albertsons (34:28), and how inflation is impacting consumer traffic & purchases (41:00).

    ----

    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


    Previous 1 80 81 82 83 84 104 Next

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