RiskReversal Pod
1,020 episodes — Page 1 of 21
Danny Moses: How Scott Bessent Just Tied the Fed's Hands
Aug 24, 20261h 8m
Ex-Twitter CEO gave Musk the Bird, 01A AI investments & IPO Landscape
Aug 21, 20261h 40m
The AI Price War Nobody Saw Coming with FirstMark's David Waltcher
Aug 19, 202645 min
Peter Boockvar: Inflation Is The Core Disease
Aug 17, 202633 min
Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
Aug 14, 202654 min
Sonali Basak: Building “The Bridge” Investors Can Walk Across
Aug 13, 202637 min
Nvidia's Backstop Deal Just Made Every Bank a Bag Holder
Aug 12, 202637 min
AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs
Aug 10, 202648 min
Mike Wilson: The AI Trade Has a Breaking Point, We're Just Nowhere Near It
Aug 7, 20261h 7m
Nicole Kagan: Empowering Kalshi Through Research
Aug 6, 202634 min
The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital
Aug 5, 202644 min
Bill Harris at The Dead Rabbit | Standing Table #8
Aug 4, 202621 min
Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds
Aug 3, 202652 min
Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures
Jul 31, 202642 min
Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital
Jul 29, 202637 min
Danny Moses: Gold's Make or Break Moment is Here
Jul 27, 202628 min
Cameron Dawson: Change (In the House of AI)
Jul 24, 202654 min
Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout
Jul 23, 202633 min
Jeff Bell & Richard Betts at Please Don't Tell | Standing Table
Jul 21, 202626 min
The AI Scarcity Myth Is Breaking
Jul 20, 202635 min
Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build
Jul 17, 202648 min
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
Jul 16, 202646 min
The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors
Jul 15, 202635 min
Second-Half Market Outlook & Playbook with Liz Thomas
Jul 13, 202630 min
China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar
Jul 10, 20261h 10m
Patient Equity Capital is a Virtue
Jul 8, 202626 min
Jenny Just & Matt Hulsizer at Ascend Innovation Summit | Standing Table
Jul 7, 202623 min
David Rosenberg: "There Are No More Bears Left" In This Market
Jul 1, 20261h 12m
Bull Markets Die on Euphoria. Are We Finally There?
Jun 29, 202643 min
Gene Munster Believes It's Different This Time
Jun 26, 202650 min
James Lavish Gives Us His "Strategy" for Trading These Markets
Jun 25, 202642 min
Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger
Jun 24, 202655 min
The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa
Jun 22, 20261h 2m
Imran Khan: The Nvidia Math Says This Isn't A Bubble
Jun 19, 202650 min
The SaaSpocalypse Is Looking Like A Bank Run with Current's Stuart Sopp & Trevor Marshall
Jun 17, 202643 min
Ilir Sela at Grimaldi's Pizzeria | Standing Table #5
Jun 16, 202624 min
Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!
Jun 15, 202658 min
The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex
Jun 12, 202654 min
Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update
Jun 11, 202621 min
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Jun 10, 202658 min
Bill Capuzzi at Minetta Tavern | Standing Table #4
Jun 9, 202619 min
The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here
Jun 8, 20261h 17m
America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company
Jun 5, 202657 min
Lawrence McDonald: How To Listen When Markets Speak
Jun 4, 202640 min
A VC's Playbook For Investing in the AI Bubble with Jeff Richards
Jun 3, 20261h 0m
The Tokenmaxxing Party Is Over and No One Wants to Admit It
Jun 1, 202637 min
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop
May 29, 202655 min
Peter Boockvar Gives Us His "Boock Report" On The Markets
May 28, 202638 min
The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
May 27, 202646 min
Liz Thomas at Harry's | Standing Table #3
May 26, 202624 min