{"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":"Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s","slug":"wall-street-bull-brian-belski-sees-correction-before-s-p-run-into-the-8-000s","published_at":"2026-05-22T08:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/wall-street-bull-brian-belski-sees-correction-before-s-p-run-into-the-8-000s","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM6334222989.mp3","audio_url":"https://traffic.megaphone.fm/RRM6334222989.mp3","summary":"Brian Belski joins Dan Nathan to break down why he still sees the S&P 500 moving higher — but warns a correction may come first. Belski explains why this is now an earnings-driven market, why the Mag 7 may begin to hand leadership to the other 493 stocks, and what could trigger the next pullback. He also shares his views on AI stocks, SpaceX/OpenAI IPOs, financials, industrials, housing, rates, and why he believes the market could still end the year with “an 8 handle.” Topics include:• Why Brian Belski expects a correction before another rally• The case for S&P 8,000 (and why it won’t be a straight line)• AI enthusiasm, IPO mania & whether we’re in a bubble• Why he’s bullish on financials, industrials & select cyclicals• Treasury yields, housing, Walmart, Deere & the consumer outlook• What could actually trigger the next bear market Timecodes 00:00 Intro + Brian Belski Returns02:00 Inside Belski’s New ETF (HIS) & Stock-Picking Strategy05:45 How Belski Nailed the S&P 7,000 Call08:30 Why 2026 Is an “Earnings-Driven” Market09:45 Why Belski Expects a Market Correction10:45 Mag 7 vs. The Other 493 Stocks14:00 Walmart Warning, Consumer Trends & Retail Risks17:15 Deere, Industrials & Why AI Could Benefit Old Economy Stocks20:00 Why Belski Still Likes Financials Despite Weak Performance21:45 Airlines, FedEx & The Transport Trade24:00 Housing, Homebuilders & What Happens If Rates Fall26:45 Will Treasury Yields Finally Move Lower?31:00 SpaceX, OpenAI & Anthropic IPO Risks33:00 Could AI IPOs Trigger a Market Shake-Up?39:00 The AI Trade: Bubble, Boom or Just Getting Started?44:00 What Wall Street Is Missing in Software & AI45:45 Timing the Next Market Correction48:00 What Could Actually Cause a Bear Market?49:45 Belski’s S&P Outlook: Why He Sees an “8 Handle” This…","meta_description":"Brian Belski joins Dan Nathan to break down why he still sees the S&P 500 moving higher — but warns a correction may come first. Belski explains why t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3251,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/wall-street-bull-brian-belski-sees-correction-before-s-p-run-into-the-8-000s/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/wall-street-bull-brian-belski-sees-correction-before-s-p-run-into-the-8-000s.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}