{"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":"Microsoft Can't Afford Its Own AI. What Does That Tell Us? + Easterly's Darrell Crate on Structural Volatility","slug":"microsoft-can-t-afford-its-own-ai-what-does-that-tell-us-easterly-s-darrell-crate-on-structural-volatility","published_at":"2026-05-25T16:24:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM2182864928.mp3","audio_url":"https://traffic.megaphone.fm/RRM2182864928.mp3","summary":"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 upcoming Fed meeting and PCE data. They review mixed retail signals (strength at higher-end brands versus Walmart’s margin pressure and a strained lower-end consumer), debate the market’s resilience, and focus on AI: Nvidia’s explosive growth and concerns that soaring usage-based AI costs could challenge the “sanctity” of big-tech CapEx, alongside critiques of Meta layoffs and skepticism about SaaS firms overpromising AI. Guy then interviews Darrell Crate of Easterly, who outlines structural volatility, demographic-driven retirement needs, and hedged equity demand, argues small caps benefit from innovation, and describes Easterly Government Properties as a mission-critical government-lease REIT with an 8% dividend, no canceled leases, a $1.5B pipeline, and potential tailwinds from government efficiency initiatives and GSA changes. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2975,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/microsoft-can-t-afford-its-own-ai-what-does-that-tell-us-easterly-s-darrell-crate-on-structural-volatility/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/microsoft-can-t-afford-its-own-ai-what-does-that-tell-us-easterly-s-darrell-crate-on-structural-volatility.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}