Best RiskReversal Media Podcasts (2025)

1
Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy 49:55

10h ago49:55

49:55

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 th…

1
Flat Friday Caps Magnificent May For Stocks 6:29

3d ago6:29

6:29

MRKT Matrix - Friday, May 30th S&P 500 is flat Friday, but heads for best month since 2023 as investors continue to look past trade policy confusion (CNBC) S&P 500’s Banner Month Faces Off With June’s Lackluster Record (Bloomberg) Bessent Says US-China Talks ‘Stalled,’ Pushes for Trump-Xi Call (Bloomberg) Trump accuses China of violating preliminar…

1
Less Certainty, More Volatility with Michael Contopoulos 44:53

3d ago44:53

44:53

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, an…

1
Tariff Ruling Confusion Mutes Market Gains 6:48

4d ago6:48

6:48

MRKT Matrix - Thursday, May 29th S&P 500 climbs on strong Nvidia earnings, but trade policy confusion caps gains (CNBC) Trump Trade Strategy Roiled by Court Blocking Global Tariffs (⁠Bloomberg⁠) Nvidia Eases Concerns About China With Upbeat Sales Forecast (Bloomberg) U.S. to Revoke Visas of Chinese Students (WSJ) OPEC+’s Real Oil Supply Hikes Could…

1
Tariffs Blocked In Court... What's Next? 32:57

4d ago32:57

32:57

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 …

1
Stocks Sink As Trump Halts China Chip Sales 9:30

5d ago9:30

9:30

MRKT Matrix - Wednesday, May 28th Dow closes more than 200 points lower Wednesday ahead of Nvidia earnings (CNBC) Trump orders US chip designers to stop selling to China ⁠(FT)⁠ Fed worried it could face ‘difficult tradeoffs’ if tariffs reaggravate inflation, minutes show (CNBC) Asia’s $7.5 Trillion Bet on US Assets Is Suddenly Unravelling (Bloomber…

1
Michael Kantrowitz: The "K"antro Shaped Recovery 39:03

5d ago39:03

39:03

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market m…

1
Nvidia Q1 Earnings Preview with Gene Munster 41:09

5d ago41:09

41:09

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. T…

1
Stocks Rally on EU Tariff Delay 8:18

6d ago8:18

8:18

MRKT Matrix - Tuesday, May 27th Dow climbs more than 700 points on EU tariff delay, consumer confidence surge (CNBC) Global Bonds Rally as Japan Looks to Stabilize Its Debt Market (Bloomberg) Investors Pile Into ETFs at Record Pace Despite Market Turmoil (WSJ) All eyes on China restrictions as Nvidia gets set to report results (CNBC) Xi Mulls New M…

1
Market Gaps and Macro Madness 33:13

6d ago33:13

33:13

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,…

1
Stocks Fall On Renewed Tariff Threats 6:39

10d ago6:39

6:39

MRKT Matrix - Friday, May 23rd Stocks fall Friday after Trump threatens new tariffs against the EU and Apple (CNBC) Bessent Sees ‘Several Large’ Trade Deals in Next Few Weeks (Bloomberg) Bitcoin Options Show Bulls Unbowed With Open Interest at Record (Bloomberg) The Bar for Near-Term Rate Cut Is ‘A Little Higher,’ Fed’s Goolsbee Says (Bloomberg) Bi…

1
Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame 1:00:56

10d ago1:00:56

1:00:56

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 const…

1
Stocks Try To Shake-Off Higher Yields 7:28

11d ago7:28

7:28

MRKT Matrix - Thursday, May 22nd Stocks closed little changed on Thursday as yields back off recent highs (CNBC) Dimon Warns of US Stagflation Risk, Says Fed Right to Hold (Bloomberg) Home Sales in April Fell for the Second Straight Month (WSJ) Trump Tax Bill Narrowly Passes House, Overcoming Infighting (Bloomberg) Bitcoin hits new record high abov…

1
Mind The Gaps + Packy McCormick Is Winning The Great Online Game 1:07:50

11d ago1:07:50

1:07:50

Guy Adami and Dan Nathan dive into recent conversations with notable figures in finance and tech, including a detailed discussion on the equity risk premium and bond market. They explore the implications of stagflation in the U.S., fluctuating treasury yields, and the impact of higher interest rates. The conversation covers various market dynamics …

1
Yield Spike Sparks Sell-Off 7:38

12d ago7:38

7:38

MRKT Matrix - Wednesday, May 21st Dow slides more than 800 points as spiking Treasury yields and deficit fears spur a sell-off (CNBC) Johnson Says Agreement Reached on $40,000 SALT Cap Increase (⁠Bloomberg⁠) Target Cuts Outlook On Shopper Pullback, Hit to Retail’s Sales (Bloomberg) Lowe’s sticks by full-year forecast as sales from home professional…

1
The Retail Read-Through + Practical AI Use Cases with Current CTO Trevor Marshall 1:08:57

12d ago1:08:57

1:08:57

Dan Nathan and Guy Adami discuss major market trends and delve into rising yields, a significant down day for the S&P 500, and recent retail earnings. The conversation highlights key concerns around the tax bill and its potential impacts. The episode features an interview with Trevor Marshall, CTO and Co-founder of Current, who shares insights on t…

1
Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters 43:56

12d ago43:56

43:56

Danny Moses hosts Jack Farley, a podcaster and founder of the Monetary Matters Network. They discuss Jack's experiences growing up during the Global Financial Crisis and his keen interest in the Federal Reserve. Jack shares insights from numerous interviews on short selling and quantitative trading. They explore current market dynamics, with Jack r…

1
S&P 500 Snaps Winning Streak 9:08

13d ago9:08

9:08

MRKT Matrix - Tuesday, May 20th Dow slides more than 100 points, S&P 500 snaps six-day winning run (CNBC) JPMorgan CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse (⁠CNBC⁠) KKR Says Bonds’ Role as Portfolio ‘Shock Absorbers’ Is Eroding (⁠Bloomberg⁠) Citi Sees Weaker Dollar After G-7 Meeting as …

1
From Blue Links to AI Agents: When Will GenAI Go Global with RBC's Brad Erickson & Matt Hedberg 35:27

13d ago35:27

35:27

For Required Conflicts Disclosures, see: https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1. These disclosures are also available by sending a written request to RBC Capital Markets Research Publishing, P.O. Box 50, 200 Bay Street, Royal Bank Plaza, 29th Floor, South Tower, Toronto, Ontario M5J 2W7 or sending an email to …

1
Investors Shake off Moody’s Downgrade 7:59

14d ago7:59

7:59

MRKT Matrix - Monday, May 19th S&P 500 is flat as investors shake off Moody's downgrade (CNBC) Mortgage rates cross back over 7% after U.S. credit downgrade (CNBC) Ray Dalio says the risk to U.S. Treasurys is even greater than what Moody’s is saying (CNBC) BlackRock’s Rick Rieder says this is the ‘sweet spot’ in bonds right now (CNBC) Morgan Stanle…

1
Why Top Strategist Lori Calvasina Remains Constructive on Stocks 38:31

14d ago38:31

38:31

Dan Nathan hosts Lori Calvasina, Managing Director and Head of US Equity Strategy at RBC. They discuss market trends, economic indicators, and the impact of geopolitical events and tariffs on market performance. Lori shares her insights on equity targets, valuation concerns, and the influence of passive investing and institutional behavior. The con…

1
Stocks Cap of A Strong Week 9:25

17d ago9:25

9:25

MRKT Matrix - Friday, May 16th S&P 500 rises as benchmark heads for big weekly gain (CNBC) Signs of a homebuilding slump (Axios) Trump Says US to Set Tariff Rates for Other Nations in Weeks (Bloomberg) Trump Tax Bill Fails in House Panel as GOP Splits on Cost (Bloomberg) Nvidia plans Shanghai research centre in new commitment to China (Financial Ti…

1
Porter Collins & Vincent Daniel: What Are We Doing?? | On The Tape Podcast 51:22

17d ago51:22

51:22

SUBSCRIBE to 'On The Tape' YouTube: http://youtu.be/KGhR4WGAQ6w Apple: http://apple.co/3YGdXr9 Spotify: http://tinyurl.com/3kaxvtsy Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Go…

1
S&P Rises for Fourth Straight Day 9:37

18d ago9:37

9:37

MRKT Matrix - Thursday, May 15th S&P 500 rises for a fourth day, Dow adds 260 points (CNBC) Fed’s Powell cautions about higher long-term rates as ‘supply shocks’ provide policy challenges (CNBC) Dimon Says Recession Remains a Possibility on Tariff Fallout (Bloomberg) Steve Cohen says stocks could retest their April lows, sees a 45% chance of recess…

1
Denied Claims, AI Agents, and the Battle to Fix American Healthcare with Sina Chehrazi 48:03

18d ago48:03

48:03

Dan Nathan speaks with Sina Chehrazi, the CEO and founder of Nayya, a company innovating in the employee benefits sector. They discuss diverse topics such as Chehrazi's personal and professional background, the painful complexity of healthcare, and the evolving mission of Nayya. Chehrazi details the company's use of AI and data integration to impro…

1
Rally Stalls After Strong Surge to Start the Week 9:25

19d ago9:25

9:25

MRKT Matrix - Wednesday, May 14th S&P 500 is little changed as traders try to build on strong rebound from April low (CNBC) US Announces More Than $243 Billion in Deals With Qatar (Bloomberg) Trump’s Mideast Visit Opens Floodgate of AI Deals Led by Nvidia (Bloomberg) Bank of America raises price targets on Nvidia, AMD after the pair land Saudi deal…

1
Panic to Policy: Peter Boockvar on the China Trade Deal 50:11

19d ago50:11

50:11

Dan Nathan talks with Peter Boockvar from Bleakley Financial Group about the recent developments in the China-US trade deal and its implications on various markets, including stocks, currencies, and commodities. They delve into the impact of tariff rates, the economic strategies of both countries, and the potential scenarios that could play out ove…

1
Porter Collins & Vincent Daniel: What Are We Doing?? 47:51

19d ago47:51

47:51

Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market enviro…

1
S&P 500 Goes Green For 2025 8:12

20d ago8:12

8:12

MRKT Matrix - Tuesday, May 13th S&P 500 rises, erases loss for 2025, as Nvidia leads tech shares higher (CNBC) JPMorgan Drops US Recession Call After US-China Trade Truce (⁠⁠Bloomberg⁠⁠) Ed Yardeni cuts recession odds and raises S&P 500 target back up to 6,500 on Trump’s tariff rollback (CNBC) Goldman changes tack again, raises 2025 S&P 500 target …

1
Is This Rally Built to Last? 33:21

20d ago33:21

33:21

Guy Adami and Dan Nathan delve into the implications of the U.S.-China tariff negotiations and their impact on the markets, alongside a detailed discussion on the U.S. 10-year Treasury yield and inflation concerns. Key stocks such as Nvidia, Boeing, and UnitedHealth (UNH) are analyzed, with insights into their recent performance and the broader mar…

1
Stocks Soar on Temporary Tariff Cuts 8:27

21d ago8:27

8:27

MRKT Matrix - Monday, May 12th Dow surges more than 1,100 points after China and U.S. agree to temporary tariff cuts (CNBC) Treasury Secretary Bessent says he’s likely to meet with China again in ‘next few weeks’ to work on bigger agreement (CNBC) Expect China to help Trump on fentanyl, TikTok and midterm elections, says Evercore ISI strategist (CN…

1
Palantir: Meme or Maestro? A Conversation with Dan Ives 1:09:27

21d ago1:09:27

1:09:27

Dan Nathan and Dan Ives, Global Head of Technology Research at Wedbush, engage in a detailed discussion on recent tech market dynamics. They reflect on a particularly challenging period in April, marked by falling markets, rising yields, and tariff impacts. They touch on topics like major tech earnings, AI developments, and enterprise spending tren…

1
Investors Remain Cautious Ahead of China Trade Talks 8:28

24d ago8:28

8:28

MRKT Matrix - Friday, May 9th Stocks muted on Friday as traders are cautious ahead of China trade talks (CNBC) Trump Says 80% China Tariff ‘Seems Right,’ Ahead of Talks (Bloomberg) First Chinese freight ship goods hit with Trump’s 145%-plus tariffs arriving at U.S. ports (CNBC) Buy the trade deal expectations, but sell the fact, BofA’s Hartnett say…

1
Dan Benton's Rules For Tech Investing In 2025 1:03:13

24d ago1:03:13

1:03:13

Dan Nathan and Dan Benton discuss tech investing on the RiskReversal Podcast. Benton, CEO at Benton Capital Management and a legendary former technology analyst at Goldman Sachs, shares his experiences from the 90s to the present. They delve into his famous '20 investing rules' for technology, the secular shift towards the internet, and valuation p…

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RiskReversal Media Podcasts

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