{"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":"OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear","slug":"openai-s-cfo-just-said-something-sam-altman-didn-t-want-you-to-hear","published_at":"2026-04-29T09:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/openai-s-cfo-just-said-something-sam-altman-didn-t-want-you-to-hear","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM3075130499.mp3?updated=1777399838","audio_url":"https://traffic.megaphone.fm/RRM3075130499.mp3?updated=1777399838","summary":"Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between CEO Sam Altman and CFO Sarah Frier, whose candid comments about the company's financials are raising eyebrows. Dan and Guy unpack what $120 billion in fresh capital, massive enterprise contracts, and a web of vendor financing really mean for the AI trade — and whether the whole ecosystem is as solid as it looks. From there, the conversation widens to the broader hyperscaler picture: which companies are spending big on AI infrastructure, which ones (like Apple) are quietly waiting it out, and what upcoming earnings from the biggest names in tech could reveal about whether the AI build-out is paying off. The guys also touch on Microsoft's setup heading into earnings and where the stock might be headed. Show Notes OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media","meta_description":"Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between CEO Sa…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2119,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/openai-s-cfo-just-said-something-sam-altman-didn-t-want-you-to-hear/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/openai-s-cfo-just-said-something-sam-altman-didn-t-want-you-to-hear.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}