RiskReversal Pod

Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry

Dan Nathan and Guy Adami broadcast from FactSet’s FOCUS Conference in Austin, highlighting FactSet’s AI innovations, its partnership with Risk Reversal Media, and Dan’s upcoming main-stage interview w...

2026-05-06

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Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.

Join the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Guy Adami and Danny Moses open with a brief New York Giants aside before turning to markets, focusing on Jerome Powell’s final Fe...

2026-05-04

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David Rosenberg Isn’t Drinking The “AI Productivity” Kool-Aid

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: www.Fidelity.com/TraderPlus Fidelity Investments and...

2026-05-01

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OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear

Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between CEO Sam Altman and CFO Sarah Frier, whose candid com...

2026-04-29

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How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda

Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. N...

2026-04-27

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Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point

Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they t...

2026-04-24

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Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb

Dan Nathan interviews Wedbush's Dan Ives on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WWDC, Apple’s still-unclear AI strategy, and why Appl...

2026-04-22

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"The Market Will Never Go Down Again"

Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses lower on signs the Strait of Hormuz remains open dur...

2026-04-20

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How The SPX Reaches Mike Wilson's 7,800 Target

Dan Nathan and Guy Adami welcome Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson back to the Risk Reversal Podcast to discuss his career at the firm and his current market outlook. Wilson ar...

2026-04-17

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Does The Future Hold More Downside For Oracle?

Dan Nathan and Guy Adami discuss major tech themes and trades, focusing on dispersion in mega-cap tech and the recent underperformance and rebounds of the “Mag 7.” They examine Microsoft’s AI position...

2026-04-15

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Mission Impossible: Finding Value In A Volatile Market

Dan Nathan and Guy Adami discuss a volatile Friday session after a hotter-than-expected CPI, with software making multi-year lows while semiconductors push to highs, raising the idea that “something’s...

2026-04-13

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Liz Ann Sonders: The Stock Market Isn’t A Casino

Guy Adami welcomes Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging conversation on the state of modern markets. From the casino-like trading environment that has tak...

2026-04-10

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Sam Altman’s MisAI-lignment of OpenAI’s Financial Reality with Gene Munster

Dan Nathan and Gene Munster of Deepwater Asset Management discuss tech stocks heading into Q1 earnings, focusing on why Google and Broadcom outperformed on news of an Anthropic compute deal using Goog...

2026-04-08

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The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call with CNBC's Deirdre Bosa & Rowspace's Michael Manapat

The IPO floodgates are opening — and AI is driving the wave. Dan Nathan sits down with CNBC anchor and tech columnist Deirdre Bosa to break down the biggest stories in tech right now: SpaceX's confid...

2026-04-06

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The $39 Trillion Warning Markets Are Ignoring

Danny Moses returns to the Risk Reversal Podcast with a stark warning: the tools that bailed us out in 2008 and COVID won't work this time. With U.S. debt surging from $35.5T to $39T in just 18 months...

2026-04-03

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SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan

Dan Nathan hosts CNBC’s Morgan Brennan on the RiskReversal Podcast to discuss her path from music and anthropology to Forbes during the 2009 crisis and then CNBC, and how breaking news—an on-pad Space...

2026-04-02

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AI, DeFi & The Great Convergence with Galaxy's FinTech Guru Joe Armao

Galaxy holds a financial interest in HYPE, BTC, ETH, and SOL. Galaxy regularly engages in buying and selling these assets, including hedging transactions, for its own proprietary accounts and on behal...

2026-04-01

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What Makes the White House Blink First: Rising Rates or Sinking Stocks?

Guy Adami and Dan Nathan break down a market that looks calm on the surface but is flashing serious warning signs underneath. The real pressure point isn't the stock market — it's the bond market, whe...

2026-03-30

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How To Trade Volatile Markets with Dan Greenhaus

Dan Nathan and Dan Greenhaus discuss heightened Middle East war risk and how it’s driving market moves, with the S&P 500 down near recent lows, yields near multi-month highs, the dollar firming, and c...

2026-03-27

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Jeff Richards: These Are The Only Software Stocks Worth Owning Right Now

Dan Nathan and Jeff Richards (Managing Partner at Notable Capital) discuss shifting AI narratives and market crosscurrents, focusing on OpenAI, Anthropic (which Notable backs), xAI, Gemini, and Micros...

2026-03-25

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