Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading beh...
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Sep 28, 2026 · 23:58
Tonight we're at Hunt and Fish Club talking with Anthony Scaramucci. Most people know him for his famous two weeks in the Trump White House, but he's so much more than that. He's…
Sep 28, 2026 · 21:06
Today we're doing lunch at Manhatta, towering 60 stories above the financial district. Joining us is Rick Heitzmann, co-founder and partner at one of New York's most influential…
Sep 28, 2026 · 24:57
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss historic moves in U.S. Treasuries, with yields jumping 20…
Sep 25, 2026 · 1:33:02
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Sep 23, 2026 · 39:26
Dan Nathan sits down with Fahad Hassan and David Cusatis, co-founders of Range, an AI-native wealth management platform that just crossed $1 billion in assets under management.…
Sep 18, 2026 · 54:28
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Sep 17, 2026 · 37:11
TRY NOW: Rosenberg Research Free Trial Dan Nathan and Guy Adami welcome David Rosenberg of Rosenberg Research to discuss his new global macro multi-asset ETF, ROSY, built from…
Sep 14, 2026 · 34:35
Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Watch Danny's Interview with Cameron Dawson: https://www.youtube.com/watch?v=zh-wizTNeC0 Guy hosts Danny…
Sep 11, 2026 · 32:36
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, for a deep dive into Apple's foldable iPhone Duo launch and what it means for AAPL — plus a…
Sep 9, 2026 · 21:12
Watch MRKT Call on our YouTube Channel: https://www.youtube.com/riskreversalmedia SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami break…
Sep 7, 2026 · 36:44
Dan Nathan and Guy Adami break down a wild week of macro data and single-stock news heading into the Fed's September meeting. They dig into the surprisingly strong August jobs…
Sep 4, 2026 · 1:40:43
Go checkout The Dick & Paul Show on YouTube Dan Nathan interviews Paul Kedrosky about the AI-driven surge in non-residential fixed investment and why today’s data-center buildout…
Sep 2, 2026 · 48:29
Dan Nathan interviews Phill Rosen, CEO/CTO and co-founder of Astraeus, an AI infrastructure company for wealth management. Rosen recounts his path from college dropout to fintech…
Aug 31, 2026 · 37:02
Guy Adami and Dan Nathan open by recounting a fan’s Guy-themed T-shirt sighting on CNBC’s Fast Money, then discuss Fed Chair Kevin Warsh’s Jackson Hole remarks as largely status…
Aug 28, 2026 · 1:00:25
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet:…
Aug 26, 2026 · 1:17:50
Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging look at…
Aug 24, 2026 · 1:08:15
Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling,…
Aug 21, 2026 · 1:40:21
WATCH 'The Dick & Paul Show' on YouTube: https://youtu.be/LtLBhBp5T40 This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s…
Aug 19, 2026 · 45:42
Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and…
Aug 17, 2026 · 33:45
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Checkout The Boock Report: https://boockreport.com/about/ Dan Nathan and Guy Adami are…
Aug 14, 2026 · 54:47
Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the…
Aug 13, 2026 · 37:00
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack:…
Aug 12, 2026 · 37:05
Dan Nathan and Guy Adami dig into the biggest story in markets: Nvidia's roundtable with Wall Street's top financiers — Jensen Huang, David Solomon, Jon Gray, and Stephen…
Aug 10, 2026 · 48:05
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami speaks with Jim Swartwout, CEO of Prosperum Fintech Holdings about Swartwout's…
Aug 7, 2026 · 1:07:20
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.Try Fidelity’s most powerful trading experience yet:…
Aug 6, 2026 · 34:38
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack:…
Aug 5, 2026 · 44:25
Dan Nathan hosts Amish Jani, co-founder and partner at FirstMark Capital, to discuss his tech investing career and why AI represents the fastest, largest technological sea change…
Aug 4, 2026 · 21:01
In this episode we’re at The Dead Rabbit, grabbing a pint with serial entrepreneur and operator, Bill Harris, best known as an early CEO of PayPal. Bill is a veteran FinTech…
Aug 3, 2026 · 52:29
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami is joined by Peter Boockvar, CIO of OnePoint BFG Financial, to break down the…
Jul 31, 2026 · 42:41
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jul 29, 2026 · 37:21
Dan Nathan sits down with Adam Nelson, fintech-focused VC partner, to break down why stablecoins and tokenized real-world assets are set to reshape the financial system. They…
Jul 27, 2026 · 28:33
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Danny Moses discuss rising global yields and stress points in markets,…
Jul 24, 2026 · 54:37
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jul 23, 2026 · 33:39
Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. series on AI investing. They dig into the circular…
Jul 21, 2026 · 26:05
Today we’re in the East Village, having cocktails at Please Don’t Tell - one of the most iconic cocktail bars in New York City. PDT is currently run by award-winning bartender…
Jul 20, 2026 · 35:36
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without…
Jul 17, 2026 · 48:24
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jul 16, 2026 · 46:39
Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and…
Jul 15, 2026 · 35:22
Dan Nathan and Guy Adami host Ben Emons of FedWatch Advisors to discuss shifting Fed communication under Kevin Warsh, including a push away from strong forward guidance like…
Jul 13, 2026 · 30:40
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss recent “momentum on, momentum off” volatility, with…
Jul 10, 2026 · 1:10:08
Dan Nathan sits down with Peter Boockvar (CIO, One Point BFG Wealth Partners) and Louis-Vincent Gave (CEO, Gavekal) to break down the AI arms race, the dollar's structural…
Jul 8, 2026 · 26:53
Dan Nathan and Guy Adami open the podcast by framing the day’s key market story as sharp weakness and heightened volatility in memory, chips, and semi equipment, citing rapid…
Jul 7, 2026 · 23:04
For today’s episode, we look back at our conversation with Jenny Just and Matt Hulsizer at Apex’s Ascend Innovation Summit. Jenny and Matt are co-founders of PEAK6 Investments.…
Jul 1, 2026 · 1:12:30
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jun 29, 2026 · 43:11
Dan Nathan and Guy Adami break down a market caught in the late stages of euphoria. They dig into Micron's record-high run and the broader memory-stock mania—and ask the…
Jun 26, 2026 · 50:32
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jun 25, 2026 · 42:12
Find James Lavish's SubStack Here: https://www.jameslavish.com/ Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today!…
Jun 24, 2026 · 55:19
Dan Nathan and Guy Adami open by focusing on heightened volatility in the NASDAQ and semiconductors after the SOXX hit an all-time high then fell 7%, alongside a 10% overnight…
Jun 23, 2026 · 24:30
In New York, pizza is not just food - it’s part of the city’s DNA. And that story runs deep in Brooklyn where working class immigrant neighborhoods helped shape the pizza we know…
Jun 22, 2026 · 1:02:06
Dan Nathan and Guy Adami host a special Risk Reversal episode with guest Danny Moses to discuss the latest Fed meeting under Kevin Warsh, emphasizing peak hawkish messaging,…
Jun 19, 2026 · 50:25
Is the AI trade a bubble? Imran Khan — founder of Proem Asset Management, former Snap executive, and the banker behind the Alibaba and Mercado Libre IPOs — isn't convinced. Dan…
Jun 17, 2026 · 43:41
Dan Nathan welcomes Current co-founders Stuart Sopp and CTO Trevor Marshall to discuss Current’s business momentum, the fintech landscape, and the evolving AI build-out. Sopp…
Jun 15, 2026 · 58:49
Dan Nathan and Guy Adami break down a historic market week, headlined by SpaceX's blockbuster IPO and Kevin Warsh's first meeting as Fed Chair. Elon priced the deal himself at…
Jun 12, 2026 · 54:21
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jun 11, 2026 · 21:32
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here:…
Jun 10, 2026 · 58:27
Dan Nathan is joined by Dan Ives of Wedbush Securities for a wide-ranging look at the AI trade, fresh off Ives' trip to Apple's WWDC. They dig into whether Apple has finally…
Jun 9, 2026 · 19:43
Today we dine at Minetta Tavern with a very special guest - Bill Capuzzi. Bill has spent decades in financial services, holding leadership roles across firms like Pershing. As…
Jun 8, 2026 · 1:17:26
Guy Adami and Dan Nathan break down a strange Friday tape: a strong jobs report that sent stocks lower as the market prices out rate cuts — and even flirts with hikes. They dig…
Jun 5, 2026 · 57:10
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The…
Jun 4, 2026 · 55:39
Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, AI-driven market leadership, and lessons from prior tech…
Jun 4, 2026 · 40:10
Danny Moses interviews Larry McDonald on how several prior calls played out, including regulatory relief for banks, a rotation into hard assets and energy, and AI-linked nuclear…
Jun 3, 2026 · 1:00:48
Dan Nathan welcomes Notable Capital partner Jeff Richards to discuss how public-market concentration and multiple expansion in mega-cap tech are influencing private-market…
Jun 1, 2026 · 37:19
Dan Nathan and Guy Adami open with promotion of their new interview series Standing Table (episodes with Anthony Scaramucci, Rick Heitzmann, and SoFi’s Liz Thomas) and note a…
May 28, 2026 · 45:53
Dan Nathan hosts David Schamis (CEO, Hyperliquid Strategies) and Jeroen Nieuwkoop (COO, Hyperliquid Strategies) to explain Hyperliquid, a three-and-a-half-year-old L1 blockchain…
May 28, 2026 · 38:19
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the Boock Report: https://boockreport.com On this…
May 26, 2026 · 24:39
Today, we’re back on Wall Street and dining at Harry’s, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin…
May 25, 2026 · 49:35
Guy Adami and Dan Nathan discuss an S&P 500 pressing all-time highs amid sticky inflation, a 10-year yield around the mid-4% range, and low near-term volatility despite an…
May 22, 2026 · 54:11
Brian Belski joins Dan Nathan to break down why he still sees the S&P 500 moving higher — but warns a correction may come first. Belski explains why this is now an…
May 20, 2026 · 1:10:26
Dan Nathan sits down with Lux Capital partner Shahin Farshchi and AI investor Ann Bordetsky from the RBC Private Tech Conference to explore what comes after ChatGPT — and where…
May 18, 2026 · 59:12
In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami discuss Friday's stock sell-off, geopolitical tensions, oil and the AI mania. Later, they sit down with…
May 15, 2026 · 36:54
Anthony Scaramucci joins Guy Adami for a wide-ranging conversation on everything from Dante’s Inferno and human nature to Bitcoin, risk-taking, wealth, and the future of money.…
May 14, 2026 · 1:08:24
This episode might work better visually! Click here to watch on YouTube: https://youtu.be/F6p1s00YIck Carter Worth is BACK with the WAWD Substack boys for another edition of…
May 13, 2026 · 1:13:03
At RBC Capital Markets’ Private Tech Conference, Dan Nathan interviews RBC analysts Brad Erickson, Rishi Jaluria, Matt Swanson, and Matt Hedberg on Q1 earnings and AI’s impact…
May 11, 2026 · 24:56
Guy Adami and Liz Thomas discuss the April jobs report, noting payrolls rose about 115,000 versus expectations near 65,000, with unemployment steady at 4.3% and back-to-back…
May 8, 2026 · 50:55
Mike Green returns to On The Tape discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volatility/trend strategies drove…
May 6, 2026 · 47:55
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…
May 4, 2026 · 26:54
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…
May 1, 2026 · 46:00
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…
Apr 29, 2026 · 35:19
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…
Apr 27, 2026 · 1:16:19
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…
Apr 24, 2026 · 38:08
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…
Apr 22, 2026 · 58:22
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…
Apr 20, 2026 · 38:50
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…
Apr 17, 2026 · 45:28
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…
Apr 15, 2026 · 27:40
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…
Apr 13, 2026 · 31:02
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…
Apr 10, 2026 · 42:16
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…
Apr 8, 2026 · 36:41
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…
Apr 6, 2026 · 1:00:01
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…
Apr 3, 2026 · 44:11
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…
Apr 2, 2026 · 47:42
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…
Apr 1, 2026 · 54:26
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…
Mar 30, 2026 · 31:13
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 —…
Mar 27, 2026 · 1:02:32
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…
Mar 25, 2026 · 51:13
Dan Nathan and Jeff Richards (Managing Partner at Notable Capital) discuss shifting AI narratives and market crosscurrents, focusing on OpenAI, Anthropic (which Notable backs),…
Mar 24, 2026 · 8:19
MRKT Matrix - Tuesday, March 24th S&P 500 falls, giving back chunk of Monday’s rally as oil prices rebound, Iran war continues (CNBC) Jamie Dimon says Iran war makes Middle East…
Mar 23, 2026 · 36:29
Dan Nathan and Peter Boockvar discuss why equities have been slow to react to a widening Middle East conflict even as oil and other commodities jump, arguing markets often assume…
Mar 20, 2026 · 51:37
Guy Adami interviews investor George Noble about truth-telling, integrity, and eroding confidence in institutions and markets. They discuss trading realism (being right even 25%…
Mar 19, 2026 · 28:48
Dan Nathan and Guy Adami host David Fortunato, CEO of Wealthfront, on the RiskReversal Podcast to discuss Wealthfront’s evolution from its 2010-era launch through years in…
Mar 16, 2026 · 1:14:31
Guy & Dan set you up for this week in markets, after the break Bill Capuzzi (CEO of Apex Fintech Solutions) & Tom Sosnoff (CEO of LossDog) join the pod. The guys describe Apex’s…
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Your podcast? Get the Podli badge for your site
