{"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":"SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan","slug":"spacex-ipo-the-next-frontier-for-a-1-trillion-industry-with-cnbc-s-morgan-brennan","published_at":"2026-04-02T09:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/spacex-ipo-the-next-frontier-for-a-1-trillion-industry-with-cnbc-s-morgan-brennan","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM7084618564.mp3?updated=1775071660","audio_url":"https://traffic.megaphone.fm/RRM7084618564.mp3?updated=1775071660","summary":"Dan Nathan hosts CNBC’s Morgan Brennan on the RiskReversal Podcast to discuss her path from music and anthropology to Forbes during the 2009 crisis and then CNBC, and how breaking news—an on-pad SpaceX explosion in 2016 and later Trump’s defense-focused tweets—pulled her into covering space and defense tech. They explore NASA’s Artemis program and its refocus on beating China to the moon, arguing public-private partnerships, new contracting models, and rocket reusability have dramatically improved economics, enabling smaller firms to execute NASA missions at a fraction of past costs. The conversation covers how space and defense investing is shaped by demand signals, milestone-driven public comps, venture and private-equity capital, and a potential SpaceX IPO where Starlink’s recurring revenue is central, alongside Starship’s promise. They also discuss deconsolidation, dual-use tech, autonomous systems, changing Pentagon dealmaking, and the growing intersection of industrial policy, national security, supply chains, and resources. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media","meta_description":"Dan Nathan hosts CNBC’s Morgan Brennan on the RiskReversal Podcast to discuss her path from music and anthropology to Forbes during the 2009 crisis and th…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2862,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/spacex-ipo-the-next-frontier-for-a-1-trillion-industry-with-cnbc-s-morgan-brennan/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/spacex-ipo-the-next-frontier-for-a-1-trillion-industry-with-cnbc-s-morgan-brennan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}