{"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":"How To Trade Volatile Markets with Dan Greenhaus","slug":"how-to-trade-volatile-markets-with-dan-greenhaus","published_at":"2026-03-27T09:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/how-to-trade-volatile-markets-with-dan-greenhaus","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM6533037123.mp3?updated=1774575031","audio_url":"https://traffic.megaphone.fm/RRM6533037123.mp3?updated=1774575031","summary":"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 dollar firming, and crude in the mid-$90s, while stressing how difficult it is to “trade geopolitics.” Greenhaus argues markets may be underpricing escalation risk but notes the U.S. is less oil-intensive, so higher gasoline hurts sentiment more than GDP, with tax-bill refunds partly offsetting pump prices and a lasting geopolitical premium likely keeping oil above prior lows. They debate recession calls, citing payment networks’ commentary that consumer health remains solid, and discuss why headline inflation may rise while core inflation moves little, making Fed hikes unlikely as long-term inflation expectations stay anchored. They also address tight credit spreads, AI-driven capex concentration, tech valuation compression, layoffs, and private credit concerns, arguing losses are not yet systemic and gates are disclosed, while advising caution and sometimes doing nothing amid exogenous uncertainty. Show Notes Debt Service Payments Rising (The Daily Spark) Private credit is looking shakier (Axios) Checkout Rosenberg Research —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3752,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/how-to-trade-volatile-markets-with-dan-greenhaus/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/how-to-trade-volatile-markets-with-dan-greenhaus.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}