# RiskReversal Pod

Page: https://stenobird.com/podcast/riskreversal-pod-1366742
Text version: https://stenobird.com/podcast/riskreversal-pod-1366742.md
RSS feed: https://feeds.megaphone.fm/RRM5151570998
Official site: https://riskreversal.com/
Author: RiskReversal Media
Episodes: 1006

## Resource

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 behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisab…

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742
Markdown: https://stenobird.com/podcast/riskreversal-pod-1366742.md

## Episodes
- [Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital](https://stenobird.com/podcast/riskreversal-pod-1366742/stablecoins-tokenization-the-future-of-banking-with-adam-nelson-of-firstmark-capital) — 2026-07-29T09:00:00+00:00
- [Danny Moses: Gold's Make or Break Moment is Here](https://stenobird.com/podcast/riskreversal-pod-1366742/danny-moses-gold-s-make-or-break-moment-is-here) — 2026-07-27T09:00:00+00:00
- [Cameron Dawson: Change (In the House of AI)](https://stenobird.com/podcast/riskreversal-pod-1366742/cameron-dawson-change-in-the-house-of-ai) — 2026-07-24T09:00:00+00:00
- [Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout](https://stenobird.com/podcast/riskreversal-pod-1366742/rick-heitzmann-the-gray-area-deals-funding-the-ai-buildout) — 2026-07-23T09:00:00+00:00
- [Jeff Bell & Richard Betts at Please Don't Tell | Standing Table](https://stenobird.com/podcast/riskreversal-pod-1366742/jeff-bell-richard-betts-at-please-don-t-tell-standing-table) — 2026-07-21T08:00:00+00:00
- [The AI Scarcity Myth Is Breaking](https://stenobird.com/podcast/riskreversal-pod-1366742/the-ai-scarcity-myth-is-breaking) — 2026-07-20T09:00:00+00:00
- [Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build](https://stenobird.com/podcast/riskreversal-pod-1366742/jim-chanos-the-math-ain-t-mathing-for-the-ai-data-center-build) — 2026-07-17T09:00:00+00:00
- [Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets](https://stenobird.com/podcast/riskreversal-pod-1366742/vincent-daniel-porter-collins-how-seawolf-capital-navigates-choppy-markets) — 2026-07-16T14:34:00+00:00
- [The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors](https://stenobird.com/podcast/riskreversal-pod-1366742/the-parabolic-seven-the-ibm-warning-sign-with-ben-emons-of-fedwatch-advisors) — 2026-07-15T09:00:00+00:00
- [Second-Half Market Outlook & Playbook with Liz Thomas](https://stenobird.com/podcast/riskreversal-pod-1366742/second-half-market-outlook-playbook-with-liz-thomas) — 2026-07-13T09:00:00+00:00
- [China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar](https://stenobird.com/podcast/riskreversal-pod-1366742/china-enters-the-data-center-ai-profits-walk-out-with-louis-vincent-gave-peter-boockvar) — 2026-07-10T11:11:00+00:00
- [Patient Equity Capital is a Virtue](https://stenobird.com/podcast/riskreversal-pod-1366742/patient-equity-capital-is-a-virtue) — 2026-07-08T09:00:00+00:00
- [Jenny Just & Matt Hulsizer at Ascend Innovation Summit  |  Standing Table](https://stenobird.com/podcast/riskreversal-pod-1366742/jenny-just-matt-hulsizer-at-ascend-innovation-summit-standing-table) — 2026-07-07T09:00:00+00:00
- [David Rosenberg: "There Are No More Bears Left" In This Market](https://stenobird.com/podcast/riskreversal-pod-1366742/david-rosenberg-there-are-no-more-bears-left-in-this-market) — 2026-07-01T09:00:00+00:00
- [Bull Markets Die on Euphoria. Are We Finally There?](https://stenobird.com/podcast/riskreversal-pod-1366742/bull-markets-die-on-euphoria-are-we-finally-there) — 2026-06-29T09:00:00+00:00
- [Gene Munster Believes It's Different This Time](https://stenobird.com/podcast/riskreversal-pod-1366742/gene-munster-believes-it-s-different-this-time) — 2026-06-26T09:00:00+00:00
- [James Lavish Gives Us His "Strategy" for Trading These Markets](https://stenobird.com/podcast/riskreversal-pod-1366742/james-lavish-gives-us-his-strategy-for-trading-these-markets) — 2026-06-25T09:00:00+00:00
- [Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger](https://stenobird.com/podcast/riskreversal-pod-1366742/meet-the-vcs-digging-for-gold-in-the-gutter-with-dan-teran-james-gettinger) — 2026-06-24T09:00:00+00:00
- [Ilir Sela at Grimaldi's Pizzeria | Standing Table #5](https://stenobird.com/podcast/riskreversal-pod-1366742/ilir-sela-at-grimaldi-s-pizzeria-standing-table-5) — 2026-06-23T09:00:00+00:00
- [The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa](https://stenobird.com/podcast/riskreversal-pod-1366742/the-k-is-for-kroger-economy-ai-s-china-problem-with-danny-moses-deirdre-bosa) — 2026-06-22T09:00:00+00:00
- [Imran Khan: The Nvidia Math Says This Isn't A Bubble](https://stenobird.com/podcast/riskreversal-pod-1366742/imran-khan-the-nvidia-math-says-this-isn-t-a-bubble) — 2026-06-19T12:42:00+00:00
- [The SaaSpocalypse Is Looking Like A Bank Run with Current's Stuart Sopp & Trevor Marshall](https://stenobird.com/podcast/riskreversal-pod-1366742/the-saaspocalypse-is-looking-like-a-bank-run-with-current-s-stuart-sopp-trevor-marshall) — 2026-06-17T09:00:00+00:00
- [Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!](https://stenobird.com/podcast/riskreversal-pod-1366742/some-vcs-are-behaving-badly-ann-bordetsky-isn-t-one-of-them) — 2026-06-15T09:00:00+00:00
- [The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex](https://stenobird.com/podcast/riskreversal-pod-1366742/the-1-75-trillion-spacex-ipo-will-test-this-rally-with-liz-thomas-and-bill-capuzzi-ceo-of-apex) — 2026-06-12T09:00:00+00:00
- [Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update](https://stenobird.com/podcast/riskreversal-pod-1366742/warsh-s-first-fed-meeting-spacex-going-public-a-vice-stock-update) — 2026-06-11T09:00:00+00:00
- [OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses](https://stenobird.com/podcast/riskreversal-pod-1366742/onlydans-spacex-ipo-apple-s-ai-dissapointment-tech-s-pr-problem-with-dan-ives-danny-moses) — 2026-06-10T09:00:00+00:00
- [Bill Capuzzi at Minetta Tavern | Standing Table #4](https://stenobird.com/podcast/riskreversal-pod-1366742/bill-capuzzi-at-minetta-tavern-standing-table-4) — 2026-06-09T09:00:00+00:00
- [The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here](https://stenobird.com/podcast/riskreversal-pod-1366742/the-ai-trade-shows-signs-of-weakness-team-rubicon-ceo-jim-brooks-was-here) — 2026-06-08T09:00:00+00:00
- [America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company](https://stenobird.com/podcast/riskreversal-pod-1366742/america-s-trillion-dollar-race-to-catch-chinese-miners-with-brian-paes-braga-founder-ceo-of-the-metals-royalty-company) — 2026-06-05T09:00:00+00:00
- [Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop](https://stenobird.com/podcast/riskreversal-pod-1366742/dan-niles-we-re-100-in-an-ai-bubble-don-t-go-broke-trying-to-call-the-pop) — 2026-06-04T17:17:00+00:00
- [Lawrence McDonald: How To Listen When Markets Speak](https://stenobird.com/podcast/riskreversal-pod-1366742/lawrence-mcdonald-how-to-listen-when-markets-speak) — 2026-06-04T09:00:00+00:00
- [A VC's Playbook For Investing in the AI Bubble with Jeff Richards](https://stenobird.com/podcast/riskreversal-pod-1366742/a-vc-s-playbook-for-investing-in-the-ai-bubble-with-jeff-richards) — 2026-06-03T09:00:00+00:00
- [The Tokenmaxxing Party Is Over and No One Wants to Admit It](https://stenobird.com/podcast/riskreversal-pod-1366742/the-tokenmaxxing-party-is-over-and-no-one-wants-to-admit-it) — 2026-06-01T09:00:00+00:00
- [The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies](https://stenobird.com/podcast/riskreversal-pod-1366742/the-perpetual-future-is-here-with-david-schamis-jeroen-nieuwkoop-of-hyperliquid-strategies) — 2026-05-28T14:04:00+00:00
- [Peter Boockvar Gives Us His "Boock Report" On The Markets](https://stenobird.com/podcast/riskreversal-pod-1366742/peter-boockvar-gives-us-his-boock-report-on-the-markets) — 2026-05-28T09:00:00+00:00
- [Liz Thomas at Harry's | Standing Table #3](https://stenobird.com/podcast/riskreversal-pod-1366742/liz-thomas-at-harry-s-standing-table-3) — 2026-05-26T09:00:00+00:00
- [Microsoft Can't Afford Its Own AI. What Does That Tell Us? + Easterly's Darrell Crate on Structural Volatility](https://stenobird.com/podcast/riskreversal-pod-1366742/microsoft-can-t-afford-its-own-ai-what-does-that-tell-us-easterly-s-darrell-crate-on-structural-volatility) — 2026-05-25T16:24:00+00:00
- [Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s](https://stenobird.com/podcast/riskreversal-pod-1366742/wall-street-bull-brian-belski-sees-correction-before-s-p-run-into-the-8-000s) — 2026-05-22T08:00:00+00:00
- [The Future of AI: Agents, Defense, Space & Trillion-Dollar Startups with Shahin Farshchi & Ann Bordetsky](https://stenobird.com/podcast/riskreversal-pod-1366742/the-future-of-ai-agents-defense-space-trillion-dollar-startups-with-shahin-farshchi-ann-bordetsky) — 2026-05-20T08:00:00+00:00
- [Rick Heitzmann at Manhatta  |  Standing Table #2](https://stenobird.com/podcast/riskreversal-pod-1366742/rick-heitzmann-at-manhatta-standing-table-2) — 2026-05-19T08:00:00+00:00
- [The Future of QQQ: AI, SpaceX IPO & Mag 7 Dominance with Invesco's Brian Hartigan](https://stenobird.com/podcast/riskreversal-pod-1366742/the-future-of-qqq-ai-spacex-ipo-mag-7-dominance-with-invesco-s-brian-hartigan) — 2026-05-18T08:00:00+00:00
- [Bitcoin, Dante’s Inferno & the Future of Money with Anthony Scaramucci](https://stenobird.com/podcast/riskreversal-pod-1366742/bitcoin-dante-s-inferno-the-future-of-money-with-anthony-scaramucci) — 2026-05-15T16:28:00+00:00
- [Bourbon and Charts with Carter Worth](https://stenobird.com/podcast/riskreversal-pod-1366742/bourbon-and-charts-with-carter-worth) — 2026-05-14T09:00:00+00:00
- [The $400 Billion Backlog: RBC's Top Analysts Break Down the AI Trade](https://stenobird.com/podcast/riskreversal-pod-1366742/the-400-billion-backlog-rbc-s-top-analysts-break-down-the-ai-trade) — 2026-05-13T09:00:00+00:00
- [Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Episode #1](https://stenobird.com/podcast/riskreversal-pod-1366742/anthony-scaramucci-at-hunt-fish-club-restaurant-standing-table-episode-1) — 2026-05-12T09:00:00+00:00
- [The Market Doesn't Care About Your Worries Right Now](https://stenobird.com/podcast/riskreversal-pod-1366742/the-market-doesn-t-care-about-your-worries-right-now) — 2026-05-11T09:00:00+00:00
- [Michael Green: Has Passive Investing Crossed The Rubicon?  |  On The Tape](https://stenobird.com/podcast/riskreversal-pod-1366742/michael-green-has-passive-investing-crossed-the-rubicon-on-the-tape) — 2026-05-08T09:00:00+00:00
- [Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry](https://stenobird.com/podcast/riskreversal-pod-1366742/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry) — 2026-05-06T09:00:00+00:00
- [Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.](https://stenobird.com/podcast/riskreversal-pod-1366742/danny-moses-they-shot-3-barrels-into-this-market-it-s-still-swimming) — 2026-05-04T09:00:00+00:00
- [David Rosenberg Isn’t Drinking The “AI Productivity” Kool-Aid](https://stenobird.com/podcast/riskreversal-pod-1366742/david-rosenberg-isn-t-drinking-the-ai-productivity-kool-aid) — 2026-05-01T09:00:00+00:00
- [OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear](https://stenobird.com/podcast/riskreversal-pod-1366742/openai-s-cfo-just-said-something-sam-altman-didn-t-want-you-to-hear) — 2026-04-29T09:00:00+00:00
- [How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda](https://stenobird.com/podcast/riskreversal-pod-1366742/how-ai-is-upending-the-digital-ad-space-with-michael-nathanson-adam-singolda) — 2026-04-27T09:00:00+00:00
- [Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point](https://stenobird.com/podcast/riskreversal-pod-1366742/peter-boockvar-the-ai-semi-trade-is-nearing-an-absolute-exhaustion-point) — 2026-04-24T09:00:00+00:00
- [Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb](https://stenobird.com/podcast/riskreversal-pod-1366742/dan-ives-on-tim-cook-s-surprise-departure-apple-s-ticking-ai-time-bomb) — 2026-04-22T09:00:00+00:00
- ["The Market Will Never Go Down Again"](https://stenobird.com/podcast/riskreversal-pod-1366742/the-market-will-never-go-down-again) — 2026-04-20T09:00:00+00:00
- [How The SPX Reaches Mike Wilson's 7,800 Target](https://stenobird.com/podcast/riskreversal-pod-1366742/how-the-spx-reaches-mike-wilson-s-7-800-target) — 2026-04-17T09:00:00+00:00
- [Does The Future Hold More Downside For Oracle?](https://stenobird.com/podcast/riskreversal-pod-1366742/does-the-future-hold-more-downside-for-oracle) — 2026-04-15T09:00:00+00:00
- [Mission Impossible: Finding Value In A Volatile Market](https://stenobird.com/podcast/riskreversal-pod-1366742/mission-impossible-finding-value-in-a-volatile-market) — 2026-04-13T09:00:00+00:00
- [Liz Ann Sonders: The Stock Market Isn’t A Casino](https://stenobird.com/podcast/riskreversal-pod-1366742/liz-ann-sonders-the-stock-market-isn-t-a-casino) — 2026-04-10T09:00:00+00:00
- [Sam Altman’s MisAI-lignment of OpenAI’s Financial Reality with Gene Munster](https://stenobird.com/podcast/riskreversal-pod-1366742/sam-altman-s-misai-lignment-of-openai-s-financial-reality-with-gene-munster) — 2026-04-08T12:00:00+00:00
- [The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call with CNBC's Deirdre Bosa & Rowspace's Michael Manapat](https://stenobird.com/podcast/riskreversal-pod-1366742/the-ipo-floodgates-are-open-private-equity-s-ai-wake-up-call-with-cnbc-s-deirdre-bosa-rowspace-s-michael-manapat) — 2026-04-06T09:00:00+00:00
- [The $39 Trillion Warning Markets Are Ignoring](https://stenobird.com/podcast/riskreversal-pod-1366742/the-39-trillion-warning-markets-are-ignoring) — 2026-04-03T09:00:00+00:00
- [SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan](https://stenobird.com/podcast/riskreversal-pod-1366742/spacex-ipo-the-next-frontier-for-a-1-trillion-industry-with-cnbc-s-morgan-brennan) — 2026-04-02T09:00:00+00:00
- [AI, DeFi & The Great Convergence with Galaxy's FinTech Guru Joe Armao](https://stenobird.com/podcast/riskreversal-pod-1366742/ai-defi-the-great-convergence-with-galaxy-s-fintech-guru-joe-armao) — 2026-04-01T09:00:00+00:00
- [What Makes the White House Blink First: Rising Rates or Sinking Stocks?](https://stenobird.com/podcast/riskreversal-pod-1366742/what-makes-the-white-house-blink-first-rising-rates-or-sinking-stocks) — 2026-03-30T09:00:00+00:00
- [How To Trade Volatile Markets with Dan Greenhaus](https://stenobird.com/podcast/riskreversal-pod-1366742/how-to-trade-volatile-markets-with-dan-greenhaus) — 2026-03-27T09:00:00+00:00
- [Jeff Richards: These Are The Only Software Stocks Worth Owning Right Now](https://stenobird.com/podcast/riskreversal-pod-1366742/jeff-richards-these-are-the-only-software-stocks-worth-owning-right-now) — 2026-03-25T09:00:00+00:00

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