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. — 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

RiskReversal Pod is a business podcast hosted by Unknown Host, with 1,000 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts RiskReversal Pod, a business show with 1,000 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #299

  Danny Moses: How Scott Bessent Just Tied the Fed's Hands

  Aug 24, 20261h 8m

  Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Warsh ahead of Jackson Hole and a potential September hike. They connect rising yields, debt/deficits, inflation pressures, dollar/yen dynamics, and Bank of Japan policy to higher market volatility, tighter funding conditions, and renewed interest in gold, while noting capital may favor high-grade corporates over Treasuries. They review Walmart’s earnings beat but same-store-sales miss and valuation-driven selloff as a consumer and defensives litmus test. Looking ahead, they frame Nvidia, Salesforce, and CrowdStrike earnings as key narrative tests for AI demand, software AI strategy, and cybersecurity, and they flag scrutiny around Carvana’s loan sales and potential related-party buyers. —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.

  ListenShow Notes
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  Episode #298

  Former Twitter CEO Dick Costolo on Elon's Chainsaw, The AI IPO Landscape, and Life After The Bird App

  Aug 21, 20261h 40m

  WATCH 'The Dick & Paul Show' on YouTube: https://youtu.be/LtLBhBp5T40 This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: https://Fidelity.com/TraderPlus Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Dan Nathan sits down with Paul Costolo, former CEO of Twitter and current VC. They start with Dick's early comedy days (Second City alongside Steve Carell, two SNL auditions that didn't pan out) and his stint writing for HBO's Silicon Valley, before diving into his path from founding FeedBurner to running Twitter through its IPO — including candid stories about the culture shift from private to public company life, and a surreal late-night run-in with Jack Dorsey in Paris in the middle of Elon Musk's takeover drama. From there they get into Dick's venture firm, 01 Advisors, and his thesis on investing in the AI "enablement layer" (the infrastructure sitting above the models) rather than chasing the flashiest apps. Dick shares his read on today's eye-popping valuations — including Stripe's $7 billion acquisition of OpenRouter and a leaked investor letter claiming "the singularity happened on New Year's Day" — and gives his predictions for the coming wave of AI IPOs, arguing Anthropic and SpaceX are well positioned while OpenAI could face a tougher road given its executive turnover and messaging challenges. They close by talking about prediction markets (and the striking gap between how well people think they're doing on platforms like Kalshi versus reality), before wrapping up with a plug for Dick's own podcast, the Dick and Paul Show. —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.

  ListenShow Notes
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  Episode #297

  The AI Price War Nobody Saw Coming with FirstMark's David Waltcher

  Aug 19, 202646 min

  Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and AI. They compare the consumer-to-SaaS shift, the post-2021 “SaaSpocalypse,” and how public markets can overreact to AI narratives, using Salesforce as a system-of-record case study. Waltcher argues many incumbents will prove durable due to switching costs, ecosystems, and trust, while M&A is accelerating amid volatile publics, strong buyers, and fast-growing AI businesses, citing deals like Stripe–OpenRouter and interest in Workday. The conversation turns to Chinese and open models driving token cost deflation and model routing, and to rising security threats, including agent-related incidents, fueling demand. Waltcher highlights FirstMark investments Onyx (agent security), Nebulock (agentic threat hunting), and Tracebit (assume-breach deception), and says innovation risk is highest if recession or a market crash hits, not from AGI timing debates. —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.

  ListenShow Notes
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  Episode #296

  Peter Boockvar: Inflation Is The Core Disease

  Aug 17, 202634 min

  Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Checkout The Boock Report: https://boockreport.com/about/ Dan Nathan and Guy Adami are joined by Peter Boockvar, CIO at OnePoint BFG Wealth Partners, to unpack recent inflation data and why yields remain resilient, with the curve steepening as the two-year dips while the 10-year holds around 4.65%. Boockvar argues the Fed must weigh PPI alongside CPI, noting persistent producer pressures and limited pass-through that squeezes margins and hiring, contributing to weak consumer confidence and “running to stand still” wages. They discuss why the S&P 500 continues to levitate, attributing much of earnings and market leadership to massive AI CapEx spending and its spillovers into financials. The conversation previews key retail earnings (Home Depot, Lowe’s, Target, TJ Maxx, Walmart) and highlights strong energy stocks amid high gasoline prices and inventory drawdown risks. They also debate U.S.-China AI competition, pressure on OpenAI/Anthropic business models, and Japan’s yen intervention, rising odds of a BOJ rate hike, and potential repatriation flows. —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.

  ListenShow Notes
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  Episode #295

  Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug

  Aug 14, 202655 min

  Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the 2008 housing crash, for a deep dive into where markets stand heading into year-end. They break down new Fed chair nominee Kevin Warsh's "immaculate economy" problem, why passive fund flows are quietly the most powerful force in the market, and the hedge-fund blowup that briefly rattled the S&P. From there, Dan and Vincent get into the real meat of the episode: the new wave of GPU-backed financing deals from Nvidia, Apollo, and Blackstone, why Vincent thinks the AI trade is less a Ponzi scheme and more a "debt-infield CapEx initiative," and where the credit risk is really hiding. They also debate capital availability, return on invested capital, which software names survive the AI shakeout, and whether this all ends up looking more like the dot-com bust or the GFC. Plus: an unprompted case for why Vincent should be the next GM of the Mets. —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.

  ListenShow Notes

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