{"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":"Gene Munster Believes It's Different This Time","slug":"gene-munster-believes-it-s-different-this-time","published_at":"2026-06-26T09:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/gene-munster-believes-it-s-different-this-time","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM9653359736.mp3","audio_url":"https://traffic.megaphone.fm/RRM9653359736.mp3","summary":"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 company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami are joined by Gene Munster, Managing Partner at Deepwater Asset Management, for a wide-ranging conversation recorded as the market sold off into the close — and as the guys sign off from their current studio one last time. They open on Micron's blowout quarter and the 16 strategic five-year customer agreements that have it up 20%, debating whether the historic boom-and-bust cyclicality is finally being priced out of memory. From there, Gene makes his case that the AI trade is still in the \"second inning,\" walking through AGI, the gap between hype and adoption, the threat cheap open-source models out of China pose to model pricing, and why he thinks Google has gotten the best return on its AI investment so far. The group also digs into Apple's pricing power as memory costs spike — and the 2019 upgrade-cycle scare that still haunts the bulls — before closing on the SpaceX IPO one week in, the Tesla–SpaceX roll-up bet, and the state of robotaxi and full self-driving. Articles Referenced Why aren’t more companies adopting AI? (FT) Fatal Tesla Crash Into Texas Home Now Under Federal Safety Investigation (WSJ) —FOLLOW USYouTube: @RiskReversalMediaIn…","meta_description":"Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of million…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3032,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/gene-munster-believes-it-s-different-this-time/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/gene-munster-believes-it-s-different-this-time.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}