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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:
    Stay Gold, Powell Boy and a Conversation with Chris Bevilacqua of Simplebet Sep 09, 2022
    Show notes

    See our show notes and transcript here


    Guy, Dan, and Danny discuss the changing landscape in the market (3:03), the Bloomberg Global-Aggregate Total Return Index (11:52), key themes at the Code Conference (15:17), crude oil volatility (20:41), why Danny thinks the Fed should stop hiking rates (25:22), and Danny’s NFL picks of the week (35:23). Later, Guy and Danny interview Chris Bevilacqua of Simplebet and talk about the kickoff of the NFL season (42:30), the rapid growth potential for micro and in-play sports betting (45:51), challenges around customer acquisition costs and distribution (50:39), the outlook for legalization in more U.S. states (56:22), the value of sports as a marketing tool for casinos (1:00:40), the push towards a single screen betting experience (1:03:37), and why Danny thinks golf is the dream sport for in-play betting (1:09:36).


    ----

    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 9/7/22: The Curators of Culture Creation: A Conversation with Joe Marchese of Human Ventures Sep 07, 2022
    Show notes

    See our show notes and transcript here


    Episode Description: Dan talks with Joe Marchese, Executive Chairman & Build Partner at Human Ventures, about Snap’s struggles amid an advertising downturn (2:35), unlocking Twitter’s full potential and its brewing courtroom fight with Elon Musk (6:36), Netflix’s make-or-break push into ad-supported subscriptions (9:37), challenges with evaluating the performance of digital ads (18:45), the intensifying competition between Alphabet/Google and Amazon (29:09), if TikTok is the new center of culture creation (34:54), and whether Apple will become a dominant player in the streaming wars and digital advertising (43:40).


    ----

    Background reading for stories discussed in this episode:


    The Information: A Visionary Afloat: Snap CEO Evan Spiegel Helped Create the Social Web as We Know It. Now He’s Sinking Under It.


    The Information: What Snap’s Major Restructuring Means for Creators


    Variety: Netflix Ad Tier Launch Moved Up to November to Get Ahead of Disney+, Streamer Tells Ad Buyers


    FT: Apple plans to double its digital advertising business workforce


    Bloomberg: Why Apple Is Preparing to Let You Subscribe to Your iPhone


    Gavin Baker’s Twitter exchange with Dan on Apple & its digital advertising business

    —-


    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 9/6/22: Yields Surge on Economic Data as Stocks try to Shake Off Losing Streak Sep 06, 2022
    Show notes

    On this episode of MKT Call, Guy Adami and Danny Moses discuss:


    • Strong economic data signaling the Fed will keep hiking
    • Stocks volatile after closing at 6-week lows on Friday
    • Junk loan defaults on the rise
    • Crude’s next move
    • Key levels for gold and the dollar


    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



    September Morn and a Conversation with FactSet CEO Phil Snow Sep 02, 2022
    Show notes

    Episode Description: Guy, Dan, and Danny discuss Danny attending Serena Williams’s US Open upset amid a sea of Wall Street “bro vests” (3:03), if September will be even uglier for the markets after a difficult August (6:24), warning signals from $HYG, $LQD, and the corporate bond market (13:36), the tumble in oil and gas prices (21:37), the impact of the surging U.S. dollar (27:20), the questionable health of U.S. consumers (35:25), and Danny’s ROTT on why Enron & Tesla could end up having similar fates (41:40). Later, Dan & Guy speak with FactSet CEO Phil Snow about the evolution of the financial data industry (54:14) FactSet’s growth strategy and biggest opportunities to expand its business (55:06), how it’s adapting to hybrid working (1:04:57), the war for talent (1:13:28), and how Phil is managing the challenging macro environment for businesses (1:15:34).


    —-----

    A look at oil’s massive long-term support trend line as discussed in the episode


    ----

    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 pag


    Okay, Computer 8/31/22: Of Markets and Megatrends: A Conversation with GGV Capital’s Jeff Richards Aug 31, 2022
    Show notes

    Dan talks with GGV Capital Managing Director Jeff Richards about the tech scene in San Francisco and the Bay Area (1:10), the rise of “quiet quitting” and workplace demands from younger people (4:50), why Jeff thinks it’s still a great time to be a founder (18:18), the current megatrends in tech (21:58), Jeff’s bullishness on SaaS companies (24:46), finding the right time and sweet spot for an IPO (29:01), Jeff’s approach to investing in public markets (41:02), why many small businesses are showing resilience (46:58), and how the 2022 midterm elections may impact the market’s outlook (50:18).


    ----


    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 Cal 8/30/22: When Good News Is Bad News: JOLTS & Consumer Confidence Sink Stocks Aug 30, 2022
    Show notes

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


    • Stocks sliding after JOLTS & consumer confidence data beat expectations
    • Will the VIX break out to 30?
    • Microsoft, Tesla, and Meta putting a drag on the Nasdaq
    • Bonds flirting with a bear market
    • Oil whipsawing lower again
    • Copper on the verge of five straight negative months
    • Bitcoin losing altitude below $20,000


    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 8/29/22: Fresh Pain For Stocks After Jackson Hole, Treasury Yields Leap & Bitcoin Dips Back Below $20,000 Aug 29, 2022
    Show notes

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


    • Stocks slump further in the wake of the Fed's Jackson Hole event
    • U.S. Treasury yields march higher
    • Bitcoin dips back below $20,000
    • Carter & Dan give a fresh update to their Apple trade idea
    • A preview of Best Buy’s earnings and what it may indicate about U.S. consumers


    ----


    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



    LIVE Trading Spaces 8/26/22: Market Sell-Off with Dan Nathan, Guy Adami and Danny Moses Aug 27, 2022
    Show notes

    You are listening to a LIVE audio broadcast - please excuse any audio inconsistencies.


    On this episode of Trading Spaces Guy Adami, Dan Nathan and Danny Moses discuss the stock market sell-off and how to navigate a volatile market environment.


    Follow @tradingspaces

    Follow @onthetapepod


    Hope is a Dangerous Thing with Liz Young of SoFi Aug 26, 2022
    Show notes

    See our show notes and transcript here


    Guy, Dan and Danny are joined by Liz Young, head of investment strategy at SoFi, to discuss summer rally for stocks (4:00), the Fed meeting at Jackson Hole (10:47), young investors (15:40), how the markets could shake out after Jerome Powell’s speech (22:00), student loan forgiveness (26:30), Salesforce and Snowflake earnings (37:43), Liz’s note on what’s happening in China (44:33), Danny’s investor quiz (51:51), and EY from SoFi unplugged (56:27).


    Take the SEC investor quiz


    ----

    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


    MKT Call 8/25/22: Investors Eye Jackson Hole for Market’s Next Move Aug 25, 2022
    Show notes

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


    • Investors watching the Fed’s Jackson Hole event for clues on where the market could head next
    • The S&P 500 entering the worst month of the year on average
    • Salesforce and Snowflake earnings
    • Key levels for 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



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