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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:
    MKT Call 8/9/22: Stocks vs. Commodities, Inflation Preview & Chips Crumble Aug 09, 2022
    Show notes

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


    • JPMorgan’s Mako Kolanovic advising it’s time to trim stocks and buy commodities
    • Micron’s warning sending shivers around the semi space
    • Key CPI report on Wednesday
    • Bitcoin and Ethereum catching a bid
    • Coinbase earnings on Tuesday after the bell




    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




    The Price is Wrong with Vincent Daniel and Porter Collins, plus a Conversation With Brady Cobb and Emily Paxhia Aug 05, 2022
    Show notes

    See full show notes and transcript here


    Guy and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss the Fed pivot (1:58), their big takeaway from earnings season (4:40), concerns in the credit market (5:46), big tech earnings (19:12), the HKD IPO phenomenon (23:01), banks performing poorly (29:55). Later, Danny sits down with cannabis advocate and operator Brady Cobb and Emily Paxhia of Poseidon Investment Management and talk about the shift happening around the cannabis space (43:20), updates in the Safe Banking Act (54:28), and marijuana’s potential impact on alcohol sales (1:05:48).


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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


    MKT Call 8/3/22: Yield Curve Inversion Deepens & Stocks That Are Bottoming Aug 03, 2022
    Show notes

    On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:


    • The yield curve inversion deepening
    • OPEC+ agreeing to a modest increase in oil production
    • Two fintech stocks are surging (PayPal, Robinhood)
    • Groups of stocks that may be bottoming (Biotech, Software, Retail)
    • Revisiting Carter’s CAT & AMD calls


    ----


    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, tastytrade, and is powered by 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





    MKT Call 8/2/22: World Watches Taiwan & Bond Market Volatility Explodes Aug 02, 2022
    Show notes

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


    • House Speaker Nancy Pelosi’s visit to Taiwan
    • VIX explained – why it’s remained low in spite of heightened headwinds
    • What recent economic and earnings data say about the Fed’s next move
    • The bond market’s recession indicator spells trouble for the markets
    • Chaos in the bond market
    • Oil rebound incoming?
    • Gold hits one-month highs




    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


    Trading Spaces 7/29/22: Market Wrap With Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC Jul 30, 2022
    Show notes

    Friday afternoon into the close, Guy, Dan, and Danny were joined by Jim Chanos of Kynikos Associates and Deirdre Bosa of CNBC for a LIVE conversation about the markets, Fed, Tech earnings, and what to expect in the coming weeks.


    Follow On The Tape

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    Running on Empty with David Rosenberg of Rosenberg Research Jul 29, 2022
    Show notes

    Guy, Dan and Danny discuss the market’s reaction to this week’s Fed meeting (3:30), whether we will see a rate cut (8:04), big tech earnings (12:00), what banks are saying about the economy (14:14), Walmart’s warning (17:53), and Meta’s quarter (24:41). Later, Dan sits down with David Rosenberg of Rosenberg Research, to talk about recession indicators (33:19), why David thinks we have seen the last rate hike of the cycle (37:44), cracks in the housing market (54:04), and why the worst is not over (1:01:27).


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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


    MKT Call 7/28/22: Recession Watch, Fed Recap, and Apple Earnings Preview Jul 28, 2022
    Show notes

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



    • How the markets are reacting to the Fed rate hike
    • A negative GDP print signaling a recession
    • Aaron Rodgers’ hair
    • What Dan says could make SNAP double
    • Apple earnings preview
    • Factset earnings insight
    • Read Liz’s note on the Fed meeting



    Sign up for our emails


    ----


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

    ----


    Watch all of our videos on YouTube

    Follow us on Twitter @MKTCall

    Follow Dan Nathan @RiskReversal on Twitter

    Follow @GuyAdami on Twitter

    Follow us on Instagram @RiskReversalMedia

    Like us on Facebook @RiskReversal




    Okay, Computer 7/27/22: Fixing What Sucks with Lux Capital’s Josh Wolfe Jul 27, 2022
    Show notes

    Access our show notes and transcripts here

    Dan and Rick Heitzmann talk with Lux Capital’s Co-Founder & Managing Partner Josh Wolfe about the venture capital industry’s transformation in New York City over the past two decades (2:19), whether major venture capital firms will start going public (11:01), where Lux Capital is seeing the best investing opportunities amid industry turmoil (14:33), the fallout from the intensifying ideological fight between the U.S. & China (23:24), why soaring inflation may trigger an “Occupy Fed” movement (), the “new, new normal” coming for workers as the economy slows down (29:58), where the stock market will go from here (38:22), and how Elon Musk has turned Tesla into a religion (45:36).


    ----


    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 7/26/22: Fed Meeting & Big Tech Earnings Kick Off Jul 26, 2022
    Show notes

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


    • Bill Ackman's thread on the Fed
    • Will we see another leg lower in the broader markets?
    • The bond market's recession indicator spells trouble for the markets
    • Walmart's warning and what it means for retail
    • Microsoft and Alphabet (Google) earnings on tap



    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


    Preview of the Market’s Week Ahead and an Interview with Cormac Kinney of Diamond Standard Jul 25, 2022
    Show notes

    On this bonus episode of “On The Tape,” Guy and Dan reflect on what’s been a volatile few months for the markets (1:30), and preview the big week for earnings (Apple, Amazon, Alphabet, Microsoft, and Meta) ahead (14:20). Later, they go “Off The Tape” with Cormac Kinney, founder of Diamond Standard, and discuss his background in innovation (22:00), diamonds as inflation hedges (35:00), tokenized commodities (37:20), and his path to an ETF (46:20).

    See 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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