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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:
    Excuse Me, I Need to do Some Hedging Trades with Jim Chanos. Also, an interview with iConnections co-founder and CEO, Ron Biscardi. Apr 22, 2022
    Show notes

    Guy, Dan, and Danny speak with famed short seller Jim Chanos about why he thinks this market is eerily similar to 2000 and 2001 (1:48), whether a rate shock and bear market is just around the corner (5:35), when investors will know when to get out of Tesla (18:50), successfully shorting Carvana (25:20), and how China’s economic problems aren’t getting enough attention (38:30). Later, Guy and Dan speak with iConnections CEO Ron Biscardi on the post-pandemic future of meetings & events in the investment industry (45:38) digital assets’ rapidly growing role in the world of alternative investments (58:30), and iConnections’s philanthropic efforts to help Ukranians (1:10:43).


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


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    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


    Bonus 4/20 Episode: High Hopes for the Cannabis Space Apr 20, 2022
    Show notes

    On this bonus episode Danny is joined by Brady Cobb to discuss the lack of movement on federal policy reform (00:40), volatility in cannabis stocks (6:12), and what Brady is working on next (21:34).



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    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 4/20/22: All This Nonsense for an Edit Button: Interviews with Alex Roetter of Moxxie Ventures & Jarrod Dicker of The Chernin Group Apr 20, 2022
    Show notes

    Dan interviews Alex Roetter, Moxxie Ventures General Partner & Twitter’s former Senior Vice President of Engineering, about the migration of capital and startups out of Silicon Valley (6:20), developing electric, flying taxis as the president of Kitty Hawk (9:59), how he hired current Twitter CEO Parag Agrawal (14:40), and why he thinks Elon Musk won’t make any meaningful impact on Twitter (21:27). Later, Dan speaks with The Chernin Group’s Jarrod Dicker and they discuss Jarrod’s undying love of Phish concerts (39:15), Twitter’s responsibility to moderate content (48:10), if decentralized social media platforms are feasible (53:17 ), why Jeff Bezos buying the Washington Post brought Jarrod to work at paper, and whether Ethereum will actually get “fixed.” (1:01:57)


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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


    MKT Call 4/19/22: Stocks Rally, Calls for Higher Rate Hikes, Dow Theory Alive & Well, Netflix Earnings Apr 19, 2022
    Show notes

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


    - Stocks rallying for their best day of the month

    - Carter's call to buy REITS over the broad markets

    - Fed's Bullard saying a 75-basis point hike could be an option

    - The classic Dow Theory alive and well

    - Netflix 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


    Hasta La Vista Markets Apr 15, 2022
    Show notes

    Guy, Dan, and Danny discuss disappointing price action from bank earnings (3:53), calls for peak inflation (15:35), finding value in the markets (17:20), Elon Musk making a bid for Twitter (28:16), and Danny “Rips Off the Tape” on treasury market volatility (36:14). Later, Guy and Dan turn the tables on Danny and interview him about his career and role in “The Big Short.”


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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


    Okay, Computer 4/13/22: Elon Needs a Hug and a Conversation with Dan Teran of Gutter Capital Apr 13, 2022
    Show notes

    Dan and Rick discuss the fallout from inflation soaring to a four-decade high (2:03), Elon Musk rattling cages at Twitter (15:06), if the IPO market can recover from a cold start in 2022, if private companies still think it’s worth it to go public (21:05), and whether Philadelphia 76ers fans should “trust the process” as the NBA Playoffs begin. Later, Dan sits down with Dan Teran, co-founder of Gutter Capital, and they talk about his unusual path to entrepreneurship (35:32), selling his company Managed by Q to WeWork at the perfect time (41:31), more founders ditching Silicon Valley (47:45), why gig economy businesses don’t interest him (53:13), and growing unionization pushes at big companies like Amazon and Starbucks (57:08).


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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


    MKT Call: What Could go Right in the Market Apr 12, 2022
    Show notes

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


    • The March CPI report
    • Signs that inflation might be peaking
    • What could go right for the markets
    • Crude oil ripping
    • Key levels for 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


    Inflation is Hard to Kill with Vincent Daniel and Porter Collins Apr 08, 2022
    Show notes

    Guy, Dan, and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss why investors shouldn’t fight the Fed (3:07), where to find value (15:00), reversion of the memes (27:19), the untouchable Elon Musk (33:20), and Danny “Rips Off The Tape” on LIBOR transition to SOFR (40:42). Later, the group answers listener questions (50:00).


    OTT feed title: Bonus Episode: Where to Find Value in a Volatile Market (MKT Call 4/7/22) Apr 07, 2022
    Show notes

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


    • What's behind the volatility
    • How to find value in a turbulent market
    • Which sectors could be "recession-proof"
    • How to navigate the uncertainty around geopolitics


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    Watch the show each week live at 1pm eastern time on Thursdays on OpenExchange.TV.


    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 us on Instagram @RiskReversalMedia

    Like us on Facebook @RiskReversal

    Watch all of our videos on YouTube


    Okay, Computer. 4/6/22: The Edit Button Fixes This with Meltem Demirors and Packy McCormick, plus an Interview with Scott Lynn of Masterworks Apr 06, 2022
    Show notes

    Dan and Packy discuss Elon Musk joining Twitter’s board of directors and his 9.2% stake in the company (1:41). Meltem sounds off with Dan and Packy on a former SEC official calling the bulk of web3 a “scourge & scam” (16:29), Lightning Labs raising $70M to “bitcoinize” the U.S. dollar (20:53), a little covered, but big potential opportunity in web3 right now (24:47), and whether the Tether stablecoin is at risk of a run (28:19). Dan interviews Masterworks founder & CEO Scott Lynn on how inflation is impacting demand and prices for art (45:32), the boom in NFTs and their disruption to the art market (38:00), art becoming a viable asset class with investors (52:12), and whether sanctions against Russia could trigger fire sales of high-value artworks (57:39).


    ----


    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


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