Episodes

  • The Great Wall of Worry: US-China Trade War Risks

    The Great Wall of Worry: US-China Trade War Risks
    Jun 4 2025
    Guy Adami and Dan Nathan discuss the current state of trade negotiations, tariffs, and their potential impacts on the market. They delve into the complexities of the U.S.-China trade relationship, the ramifications of increased tariffs on steel, and the ongoing issues of national debt and deficit. The conversation also touches upon market reactions, inflation concerns, and significant market indicators such as non-farm payrolls and CapEx spending. They address key market players like Elon Musk and the influence of geopolitical events on investor sentiment. Additionally, the hosts analyze specific stocks like CrowdStrike and Apple, considering their performance and valuation challenges. The podcast concludes with an outlook on upcoming economic reports and their potential influence on market trends. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    32 mins
  • Agentic Disruption & The Race For Robotaxi Supremecy

    Agentic Disruption & The Race For Robotaxi Supremecy
    Jun 3 2025
    Dan Nathan welcomes Mike Dempsey of Compound VC on the RiskReversal Podcast to discuss the firm's approach to investing in disruptive tech, including generative AI and autonomy. Mike shares his background from hedge funds to early-stage investing, detailing Compound's research-centric strategy in identifying undervalued tech opportunities. The conversation covers broader market trends, the evolution of AI and its impact on public companies, and the dynamic between private and public investing. They also delve into specific investments like Wave, an autonomous driving tech startup, and potential market impacts from major players like Tesla, Waymo, and emerging competitors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    1 hr and 2 mins
  • Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy

    Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy
    Jun 2 2025
    Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    50 mins
  • Less Certainty, More Volatility with Michael Contopoulos

    Less Certainty, More Volatility with Michael Contopoulos
    May 30 2025
    Dan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity and employment, the role of private credit markets, and the recent trends in gold prices. The episode emphasizes the importance of understanding macroeconomic factors and market sentiment in navigating the current economic environment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    45 mins
  • Tariffs Blocked In Court... What's Next?

    Tariffs Blocked In Court... What's Next?
    May 29 2025
    Guy Adami and Dan Nathan discuss the recent court ruling deeming tariffs illegal and its potential repercussions on the market. They examine the administration's likely response and reflect on President Trump's handling of trade policies and their impact on various sectors. The hosts then focus on Nvidia's earnings and its significant influence on market sentiment, discussing the broader implications for the semiconductor sector and tech stocks. They also touch on other company performances, including Salesforce and Best Buy, and analyze upcoming economic reports like the jobs number. The episode highlights the complexity of the current financial landscape, emphasizing the importance of staying informed and cautious in light of ongoing trade tensions and economic uncertainties. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    33 mins
  • Nvidia Q1 Earnings Preview with Gene Munster

    Nvidia Q1 Earnings Preview with Gene Munster
    May 28 2025
    Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications for their growth. The duo also evaluate Tesla's challenges amid price wars with BYD and the impact on their delivery numbers and market share. The episode is an in-depth look at current tech trends, market sentiment, and long-term investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    41 mins
  • Market Gaps and Macro Madness

    Market Gaps and Macro Madness
    May 27 2025
    Dan Nathan and Guy Adami kick off the RiskReversal podcast with discussions on the merits of a four-day work week and housekeeping announcements including upcoming guest appearances. The episode covers a range of topics including recent market movements, the impact of geopolitical events on the market, and specific company performances like Nvidia, Salesforce, Tesla, and BYD. Economic data, including the upcoming Fed minutes, GDP, and the PCE inflation reading, is also discussed. The hosts explore the complexities of the bond market, the role of the US dollar, and the geopolitical landscape with a focus on the Ukraine conflict and China. They also touch on gold and Bitcoin's performance in the current market scenario. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    33 mins
  • Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame

    Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame
    May 23 2025
    Dan Nathan is joined by Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley. They discuss a wide range of topics including market volatility, the impact of different economic policies under the Trump administration, and the future direction of trade, tariffs, and taxes. Mike shares insights from his midyear outlook, predicting a constructive back half of the year despite anticipated volatility. The conversation also touches on the implications of supply constraints, the private economy, and the role of AI in market dynamics. They delve into the complexities of the bond market, the global debt issue, and the potential impact of Japanese yields on US markets. The episode provides a deep dive into the interconnectedness of global financial markets and the strategies investors might consider in navigating the current economic landscape. Checkout the FactSet Earnings Insight Blog: https://insight.factset.com/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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    1 hr and 1 min
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