RiskReversal Pod
1,045 episodes — Page 1 of 21
Cameron Dawson: Americans Have Never Been This All-In on Stocks
Oct 23, 202636 min
The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock
Oct 21, 202637 min
Nothing Matters in the Market Until It Does with Mike Tracey
Oct 19, 202628 min
David Rosenberg: The AI "Mania" Is More Extreme Than 1999
Oct 16, 20261h 14m
Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now
Oct 14, 202633 min
Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal
Oct 13, 202648 min
If Not Now, Then When Will These AI Companies Go Public?
Oct 12, 202638 min
Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar
Oct 9, 202644 min
Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Oct 7, 202649 min
Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer
Oct 5, 202628 min
Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild
Oct 2, 202647 min
U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas
Sep 28, 202624 min
Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios
Sep 25, 20261h 37m
The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis
Sep 23, 202639 min
Dan Niles: This Isn't the Top, It's a Speed Bump
Sep 18, 202654 min
David Rosenberg: "The Fed Just Made a Policy Mistake"
Sep 17, 202636 min
Danny Moses: Debt, Gold & the Fed... What's Really Driving Markets?
Sep 14, 202634 min
Gene Munster: iPhone Duo Will Be A Category Killer & Meta Muse Will End The Algo
Sep 11, 202632 min
Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call
Sep 9, 202621 min
The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In
Sep 7, 202636 min
Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure
Sep 4, 20261h 40m
Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus
Sep 2, 202648 min
Wall Street Isn't Buying Kevin Warsh's Tough Talk
Aug 31, 202637 min
Imran Khan Isn't Worried About Nvidia's "Circular" Deals
Aug 28, 20261h 0m
Deus Ex Machine, AI & Data with FirstMark's Matt Turck
Aug 26, 20261h 17m
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