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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
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- Today57 min
America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company
Guy Adami and Dan Nathan are back with a packed episode covering the biggest market moves of the week. They kick things off with Broadcom's post-earnings selloff, a two-plus trillion dollar company that dropped over 16% after missing on key AI revenue targets and what it signals about how quickly the market punishes misses at elevated valuations, even when the underlying metrics aren't bad. From there, Guy and Dan dig into the broader AI trade, single-stock volatility versus a VIX sitting below 16, and what the repeal of the pattern day trading rule could mean for retail momentum names going forward. They also touch on Google's surprising resilience on a rough day for semis, why the market may be coming around to it as a long-term AI winner, and what a potential SpaceX IPO could mean for capital rotation across the tech landscape. After the break, Guy Adami sits down with Brian Paes-Braga, Executive Co-Chairman and CEO of Metals Royalty Company (Nasdaq: TMCR), to discuss one of the most urgent and underreported stories in markets today: America's critical mineral crisis. China controls 19 of 20 critical minerals essential to the modern economy, and the U.S. is decades behind. Brian breaks down why rare earths and critical minerals are a national security issue, how the mining industry was quietly offshored while no one was paying attention, and why the race to secure supply chains may mirror the shale revolution that transformed American energy dominance. They also dig into how the Metals Royalty Company is positioning itself as an alternative capital provider for mining projects across the U.S., Canada, and Latin America and why this could be one of the biggest investment themes of the next decade. Show Notes Op-Ed: America’s mineral awakening – onshoring supply chains, rebuilding industry, and the race for mineral independence (Mining.com) —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.
- Yesterday40 min
Lawrence McDonald: How To Listen When Markets Speak
Danny Moses interviews Larry McDonald on how several prior calls played out, including regulatory relief for banks, a rotation into hard assets and energy, and AI-linked nuclear exposure via NUKZ. McDonald argues the economy is increasingly K-shaped: wealthy consumers benefit from higher money-market yields and AI CapEx, while consumer-facing companies like McDonald’s, Home Depot, and retailers weaken, pushing money into crowded tech trades. They discuss risks from massive AI/space IPOs entering indexes, the “dark side” of passive investing, and the potential for an inflation rebound driven by oil, summer demand, and Middle East disruptions, which could spur rotation from tech into commodities. McDonald outlines constraints from rising debt interest costs, a stagflation risk, a plan to force banks to buy Treasuries, and opportunities in gold miners and uranium amid looming supply deficits, plus election-driven value setups in Brazil. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed 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 this content. 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 'On The Tape' 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 days ago1h 0m
A VC's Playbook For Investing in the AI Bubble with Jeff Richards
Dan Nathan welcomes Notable Capital partner Jeff Richards to discuss how public-market concentration and multiple expansion in mega-cap tech are influencing private-market valuations. Richards explains Notable’s evolution from GGV Capital and its investments across AI and software, then argues that AI adoption is accelerating rapidly, citing publicly reported Anthropic run-rate growth and broad “token path” benefits for infrastructure and select software. He highlights cybersecurity as a key beneficiary as agents increase enterprise risk and could drive continued growth for leaders like CrowdStrike and Palo Alto, while noting stretched valuations and advising patience for pullbacks. The conversation covers Google’s equity raise and Berkshire’s participation, Microsoft’s questions beyond Azure, and why Richards recently bought Meta. They address enterprise “sticker shock” for AI usage, the shift to measuring output, SaaS durability vs. internal builds at startups, talent-driven M&A, rising VC interest in robotics, and potential IPO demand for SpaceX, Anthropic, and OpenAI amid signs of frothy market behavior. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
- 4 days ago37 min
The Tokenmaxxing Party Is Over and No One Wants to Admit It
Dan Nathan and Guy Adami open with promotion of their new interview series Standing Table (episodes with Anthony Scaramucci, Rick Heitzmann, and SoFi’s Liz Thomas) and note a recent RiskReversal conversation with Dan Niles about investing in a market bubble. They discuss eased geopolitical rhetoric heading into Memorial Day, crude around $88, lower yields, and the S&P 500 at all-time highs, while warning that valuation measures (Buffett indicator, CAPE) and consumer stress signals (high auto payments, elevated gas/insurance costs, rising credit card delinquencies) are flashing red. They review sharp pullbacks in Costco and Walmart as valuation-driven despite decent quarters, then turn to a rebound and potential rotation into software (IGV) and cybersecurity. They highlight rising AI token consumption pricing, “token maxing,” and reports that Amazon, Microsoft, and Uber are pulling back after blowing through AI budgets, framing it as an IPO-era monetization issue. They close on Dell’s blowout AI server results and parabolic stock move, cautioning about margins, valuation, and broader crash risk, referencing Andrew Ross Sorkin’s comments on the inevitability of future market crashes. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
- 1 weeks ago55 min
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop
Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss macro conditions, AI-driven market leadership, and lessons from prior tech cycles. Niles compares the current AI build-out to 1997–1998’s internet infrastructure boom, arguing recent macro scares (tariffs, Iran/oil) created buying opportunities and that a bubble can persist, with further gains likely before a potential 30–50% drawdown next year. He cites a January 30 “agentic AI” step-change increasing token/compute demand, supporting strong CapEx and earnings growth, and notes Nvidia’s growth versus valuation relative to past leaders like Cisco. They debate rising yields, inflation measures, and expectations for a rate-cutting Fed chair (Kevin Warsh). The conversation covers Intel’s potential benefit from agentic shifts, corporate AI cost pressures, likely disruption to software/IT services and knowledge work, Micron’s HBM-driven surge and cyclicality risks, and how major IPOs like SpaceX, OpenAI, and Anthropic could reshape flows and create new short opportunities. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
- 1 weeks ago38 min
Peter Boockvar Gives Us His "Boock Report" On The Markets
Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the Boock Report: https://boockreport.com On this episode of On the Tape, host Danny Moses sits down with returning guest Peter Boockvar — independent economist, market strategist, and CIO at OnePoint BFG Wealth Partners — for a wide-ranging conversation on the forces shaping today's markets. Peter and Danny dig into why yields finally started mattering to equity investors, the self-fulfilling momentum behind the AI trade, and China's rapid rise as a formidable competitor in EVs, robotics, semiconductors, and AI — and what that means for U.S. tech dominance. They also tackle the housing affordability crisis, the Fed's rate path, rising unemployment risk, and whether the U.S. consumer can hold up. Plus, Danny runs Peter through a series of event contract odds — from Fed rate cuts to S&P price targets — for a fast-paced gut-check on where markets are headed. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed 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 this content.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 'On The Tape' 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.
- 1 weeks ago46 min
The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
Dan Nathan hosts David Schamis (CEO, Hyperliquid Strategies) and Jeroen Nieuwkoop (COO, Hyperliquid) to explain Hyperliquid, a three-and-a-half-year-old L1 blockchain built for high-throughput exchange activity and best known for perpetual futures trading. They discuss how Hyperliquid aims to be an “AWS of on-chain trading,” enabling permissionless exchanges like Trade XYZ to list perps on assets such as major U.S. equities, gold, silver, and oil, and why decentralized custody, speed, and UI/UX differentiate it from prior DEXs. They outline HYPE tokenomics, including using ~99% of protocol fees for token buybacks and burns, and define perp pricing via funding rates. The conversation covers U.S. regulatory constraints, Hyperliquid Strategies’ Nasdaq-listed DAT (PURR) formed via reverse merger to provide U.S. access to HYPE exposure, and emerging use cases like pre-IPO perps (e.g., SpaceX) for 24/7 price discovery. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
- 1 weeks ago24 min
Liz Thomas at Harry's | Standing Table #3
Today, we’re back on Wall Street and dining at Harry’s, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin story starts in Wisconsin, but she’s made a name for herself in New York as a trusted market and investment guru. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon, a Portfolio Analyst at Baird, and a Research Analyst at BMO Global Asset Management. Timecodes 00:00 — “Edgy Broads” 00:21 — Welcome to Standing Table at Harry’s on Wall Street 01:24 — Meet SoFi’s Head of Investment Strategy, Liz Thomas 02:24 — From Wisconsin to Wall Street: Liz’s Journey Begins 04:54 — The Mentor Who Changed Liz’s Career Path 06:14 — Guy & Dan Tell the Early Fast Money Origin Story 09:35 — Liz Opens Up About Leaving Everything Behind for NYC 12:31 — Becoming a CNBC Personality & Inspiring Young Women 16:18 — Why Liz Took the Leap from BNY Mellon to SoFi 20:49 — Marriage, Motherhood & Being the Breadwinner 22:21 — Liz’s Mission Supporting Women Through Grace Outreach 23:37 — Liz’s Career Advice: Don’t Wait to Be Noticed Standing Table is made possible through our continued partnership with Apex Fintech Solutions. 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. For more information, visit the Apex Fintech Solutions website: https://apexfintechsolutions.com/ LinkedIn: https://www.linkedin.com/company/apex-fintech/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
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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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