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RiskReversal Pod: Daily Summaries Delivered
by RiskReversal Media
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. 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago47 min
Why The AI Bubble Isn’t Dot-Com 2.0 with David Steinberg, Zeta Global Founder & CEO
Dan Nathan hosts David Steinberg, CEO and founder of Zeta Global, for a wide-ranging conversation recorded after Zeta Live in New York, where Steinberg says the event drove $10 of business for every dollar spent last year and expects 12–14x this year. Steinberg explains Zeta’s 2017 decision to re-architect its platform with proprietary data and AI native to the application layer, a bet he says paid off after ChatGPT made AI a boardroom priority; he cites growth from $283M trailing revenue at the 2021 IPO to about $1.8B this year and strong ROI metrics for clients. He describes intent-driven marketing built on a large opted-in data cloud, expansion into Dynamic Enterprise Intelligence, and the launch of Athena evolving into Athena OS for enterprise-wide use cases. They discuss announcements including making Athena headless and integrated with major models, a custom chip strategy, recent acquisitions like SensorAI for agentic commerce, and a partnership with Palantir Foundry tied to speed, ontology, data sovereignty, and Zeta Gov/FedRAMP. The conversation also covers public-market repricing, valuation multiples, key SaaS KPIs, and the outlook for frontier vs open models and an emerging agentic internet. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 2 weeks ago36 min
AI’s Credit Problem Is Here: Meta, CoreWeave & SpaceX CDS Spike
Dan Nathan and Guy Adami “bookmark” a pivotal week heading into major tech earnings, a Fed meeting, and the midterms, noting the S&P’s resilience near highs despite sharp damage in former leaders like semis and select tech. They argue money isn’t leaving equities but rotating into defensives such as staples, utilities, healthcare, defense, software, and especially cybersecurity (Palo Alto, CrowdStrike, Zscaler), while discussing how 10-year yields around 5% and shifting bond-market dynamics affect rate-sensitive stocks and tech financing. They focus on AI-driven CapEx, negative free cash flow at Meta, dilution via a new share class, and rising CDS levels (including CoreWeave and Meta) as potential warning signs. They also cover weakening AI sentiment via chip-equipment weakness, questions around Anthropic/OpenAI IPO readiness amid decelerating growth, crude oil strength tied to geopolitics, and puzzling gold weakness despite the macro backdrop. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 2 weeks ago36 min
Cameron Dawson: Americans Have Never Been This All-In on Stocks
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE Guy Adami interviews Cameron Dawson of NewEdge Wealth about growing scrutiny of the AI trade, arguing hyperscalers’ AI CapEx is diluting legacy high ROIC businesses and that “neo cloud” returns may not clear a higher cost of capital, potentially pressuring ROIC further. They discuss why markets are reacting now, tying it to both AI revenue-growth deceleration and a broader shift in risk appetite as higher rates drive rotations into defensives (utilities, staples, insurance) and away from cyclicals like banks. Dawson breaks down bank cyclicality across lending, investment banking, and trading, noting weak IPO/issuance signals despite still-healthy loan fundamentals. They debate whether falling yields reflect attractive rates or AI fundamentals, implications for earnings revisions and wealth effects in an “over-equitized” household sector, rising CCC spreads and private-credit concerns, subdued gold after a blow-off top, and Dawson’s view that higher rates are here to stay. Show Notes (Golden) Eye of the Bondholder (NewEdge) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 2 weeks ago37 min
The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock
Dan Nathan hosts Damien Lewke, CEO and founder of AI-native cybersecurity company Nebulock. Lewke recounts his career from nation-state defense at Northrop Grumman to CrowdStrike, Palo Alto Networks, MIT research in NLP, and leading AI detections at Arctic Wolf. They discuss how the threat surface has expanded with distributed environments and how the ChatGPT moment accelerated both defensive usability and offensive capability. Lewke explains Nebulock’s “hunt-first” mission to give any team machine-speed detection and response, positioning it across converging markets like SIEM, MDR, AI SOC, and insider threat/UEBA. The conversation covers enterprise AI adoption, supply-chain risk, investor perceptions following “Mythos” breach disclosures and agent security as insider risk. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 3 weeks ago28 min
Nothing Matters in the Market Until It Does with Mike Tracey
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami welcomes Mike Tracey, Vice President of Risk at Apex Fintech Solutions, to discuss how credit and debt markets are increasingly driving equity action, with bond volatility and elevated yields pressuring the AI CapEx trade now funded more by debt. They examine revenue-whisper risk around OpenAI and Anthropic and describe Oracle as a tracking stock for OpenAI expectations, given its dependence on data-center buildouts. Despite the S&P 500 near highs and a VIX around 16, they argue dispersion and rotation are masking risk and that investors should watch more targeted measures like VXN and SMH volatility. The conversation highlights cybersecurity as a major “unknown unknown,” the fragility of hyperscaler CapEx “sanctity,” gold’s appeal amid persistent deficits, uninspiring Bitcoin flows, risks from short-vol positioning, and potential market impacts from midterm-election surprises and Middle East escalation feeding into inflation, yields, and corporate debt. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 3 weeks ago1h 14m
David Rosenberg: The AI "Mania" Is More Extreme Than 1999
Checkout David's Book: https://www.amazon.com/dp/1997701774?lv=shuf&channelId=500&plpRedirect=mhFallback Checkout Rosenberg Research: https://www.rosenbergresearch.com Subscribe to our Substack: http://riskreversal.substack.com On the RiskReversal Podcast, Dan Nathan interviews David Rosenberg (aka Rosie) about the CPI report, Fed policy, and what Rosenberg views as an AI-driven market “mania” and one-trick-pony economy. Rosenberg says the latest core CPI print is disappointing but argues inflation is being driven largely by energy-related supply shocks, with weakening real wages, slowing real spending, cracking housing, stable money growth, and range-bound inflation expectations. He warns the Fed’s hawkish pivot risks a consumer-led recession, and highlights extreme market concentration, deteriorating breadth, negative equity risk premium, and heavy household equity exposure as signs of fragility reminiscent of 1999. The conversation also covers AI capex crowding out broader investment, cracks in credit-sensitive sectors, and Rosenberg’s new book, Bear in the Bull Ring, whose proceeds he donates to charity. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 3 weeks ago34 min
Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now
Dan Nathan welcomes Deirdre Bosa to the Okay, Computer podcast to discuss her upcoming daily Yahoo Finance show, “Deirdre Bosa Live,” launching November 9 and airing weekdays 1–2 PM PT. They dig into how Microsoft has shifted Copilot toward a model-agnostic approach—routing tasks to the most cost-effective models amid open-source commoditization—while also launching its Maia 300 custom AI chip to manage supply and spending uncertainty. The conversation touches on Meta’s product-driven resurgence, enterprise adoption dynamics, and investor concerns about AI infrastructure capex and debt. They compare emerging personal AI assistants (Muse, Instinct, and OpenAI “Dot”), emphasizing utility, branding, and trust/security as prerequisites for broader adoption, with Apple and identity layers like 1Password seen as potential catalysts. They close on China’s low-cost, high-volume token usage pressuring global pricing and shaping open-source competition. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
- 3 weeks ago48 min
Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal
CHECKOUT CALEB'S SUBSTACK: investopedia.substack.com/t/caleb-silvers-signal It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushing higher. Risk Reversal’s Dan Nathan drops in with what to watch and listen for as the stock market inches higher on weak breadth and hopes that there are still leaves on the money tree for the AI buildout. Plus, the bull market turns four this week and history teaches us that they’ve been running longer and stronger in recent history, but the older they get, the harder the gains. And, the new price tag on the “American Dream,” tops $5.3 million, but most households are trapped in an under-funded reality. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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About RiskReversal Pod
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. 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 advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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