{"podcast":{"title":"RiskReversal Pod","slug":"riskreversal-pod-1366742","podcast_index_feed_id":1366742,"rss_url":"https://feeds.megaphone.fm/RRM5151570998","website_url":"https://riskreversal.com/","image_url":"https://megaphone.imgix.net/podcasts/ca19feda-9d80-11eb-b14a-370397312000/image/d97c0647b679fdf2b4fe26069b6b2fc1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"RiskReversal Media","episode_count":1006,"summary":"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…","last_synced_at":"2026-07-29T18:22:38.474904+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742"},"episode":{"title":"Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry","slug":"coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry","published_at":"2026-05-06T09:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM8115868999.mp3?updated=1778031737","audio_url":"https://traffic.megaphone.fm/RRM8115868999.mp3?updated=1778031737","summary":"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 main-stage interview with new CEO Sanoke Viswanathan. They discuss a potential “SaaS apocalypse” narrative versus the value of closed, reliable data systems like FactSet, then shift to markets: software’s technical setup, Oracle’s overshoots, and an explosive semiconductor/memory rally (SOXX at highs) featuring sharp moves in Intel, Micron, Western Digital, Seagate, and SanDisk. They flag frothy private-market AI valuations (OpenAI, Anthropic, SpaceX), risks of double/triple ordering and eventual margin deterioration, and cite Palantir’s weak post-earnings price action as a possible “fever break.” They also cover energy (Devon, OIH vs XLE), macro/valuation concerns, and weakening signals from Visa/Mastercard and banks. They promote the new YouTube dinner-series “Standing Table,” sponsored by Apex Fintech Solutions. Show Notes Watch our pod with Dan Benton: ⁠https://youtu.be/ijtHKlDYvO03⁠ Watch the trailer for 'Standing Table': ⁠https://youtu.be/JymGJWG98r0 —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media","meta_description":"Dan Nathan and Guy Adami broadcast from FactSet’s FOCUS Conference in Austin, highlighting FactSet’s AI innovations, its partnership with Risk Reversal Me…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2875,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/riskreversal-pod-1366742/coming-into-focus-crude-oil-hot-inflation-and-a-wall-of-worry.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}