Podcast appearances and mentions of dan nathan

Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its potential impacts on various industries. Jim also provides insights into specific companies like MicroStrategy and CoreWeave and highlights the implications of excessive reliance on subprime loans in companies like Carvana. The discussion expands to macroeconomic issues, such as the Chinese economy and its trade relationships with the U.S., and the speculative nature of current market conditions. The episode concludes with a look at retail investment behavior and the potential risks in the crypto market. Articles Referenced - Credit Market's Reality Check Follows Decade of Loose Lending (Bloomberg) - The American and Chinese Economies Are Hurtling Toward a Messy Divorce (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan hosts Rishi Jaluria from RBC Capital on the 'Okay, Computer' podcast, discussing the recent downturn in software stocks amid a contrasting performance in the semiconductor sector. Rishi attributes the decline to the rise of AI and its transformative impact on software companies. The conversation covers the uncertain future of enterprise software, with examples like Salesforce and Oracle experiencing significant drops. They explore how AI adoption could drive margin expansion across various industries, including retail and oil and gas. Finally, the potential of companies like Microsoft and HubSpot to leverage AI for growth is considered, along with the future role of AI leaders OpenAI, Anthropic, and Google in shaping the tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, February 5th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

The President doubles down calls for Republicans to 'nationalize' America's elections, Trump's promised manufacturing boom is looking more like a retreat, and Sen. Rand Paul (R-KY) joins Stephanie to discuss concerns over ICE's aggressive tactics as the government's top immigration officials are set to testify before his committee next week. Jeff Mason, Leigh Ann Caldwell, James Sample, Dan Nathan, Bharat Ramamurti, Sen. Ran Paul, and Scott Galloway join The 11th Hour this Tuesday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, February 4th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textJen Saarbach & Kristen Kelly join the guys to discuss the decline in the US dollar, market sentiment and Gen Z's proclivity for gambling.Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 3rd. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami break down the market moves following Kevin Warsh's Federal Reserve Chair appointment, the shocking gold selloff, silver's collapse, and why Bitcoin can't break out despite the crypto-friendly administration. After the break, Jen Saarbach & Kristen Kelly join the guys to discuss the decline in the US dollar, market sentiment and Gen Z's proclivity for gambling. Checkout these articles mentioned Hedge Funds Are Back on Top After a Long ‘Alpha Winter' (WSJ) Companies rush to refinance as credit looks good (Axios) Gen Z is playing the economy like a casino (Axios) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, February 2nd. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the RiskReversal Podcast, Dan Nathan and Guy Adami host Jurrien Timmer, Director of Global Macro Research at Fidelity Investments. The discussion reflects on the October 2023 market scenario when the 10-year yield reached 5% and the S&P 500 declined by 10%. Jurrien discusses the current bond market's stability, the geopolitical factors influencing gold prices, and the stock market's concentration risks with a focus on the Magnificent Seven (Mag 7) tech stocks. The conversation also covers interest rate risks, economic policies, and the potential implications of Japan's bond market volatility on global markets. Ian provides insights into valuation models, diversification strategies, and the AI boom's speculative nature, highlighting the need for careful portfolio management in a high-valuation environment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, January 29th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

The White House adjusts its response to the killing of Alex Pretti in Minnesota, a growing number of Republicans voice concerns over Trump's immigration crackdown, and Trump visits Iowa to promote his economy as he tells Iowans, "we've got to win the midterms." David Noriega, Jeff Mason, Kyle Stokes, Rep. Jason Crow, Dan Nathan, Scott Lincicome, and Cardinal Blase Cupich join The 11th Hour this Tuesday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Nathan is joined by Steve Milunovich, a tech investor and retired sell-side analyst from Merrill Lynch. The discussion delves into the parallels between the AI boom and the dotcom era, touching on technological waves from the 1980s to the present. Milunovich highlights similarities such as early-stage winners, heavy capital expenditures, and the emergence of application layers later on. They also discuss the circular financing in the tech industry and potential risks, including heavy reliance on significant players like Nvidia and issues surrounding supply constraints. The conversation explores the broader implications of AI across various industries, including financial institutions and industrials, and considers the timeline for wider adoption and monetization of AI technologies. The dialogue is framed by historical context, with references to past tech bubbles, network effects, and the potential for new winners in unexpected sectors. Show Notes AI: The Wrong Kind of Bubble (Breadcrum.vc) Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers (CNBC) AI productivity is about to become visible and investable (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, January 28th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, January 27th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami and Dan Nathan break down the biggest week of earnings season 2026, featuring high-stakes reports from Boeing, Microsoft, Texas Instruments, Apple, SanDisk, Western Digital, Exxon, and Chevron. Plus, Jen Saarbach and Kristin Kelly join for "He Said She Said" to analyze Japan's historic bond market crisis and the Netflix-Warner Bros-Paramount M&A saga. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Send us a textThis week on He Said, She Said, CNBC Fast Money stars, Guy Adami and Dan Nathan together with Kristen and Jen from The Wall Street Skinny dive into one of the most overlooked market shocks of the year: a massive, seven standard deviation move in the Japanese bond market. Jen breaks down why the long-assumed era of low inflation and easy monetary policy in Japan may be ending—and what that means for global markets. From failed bond auctions to yield curve dislocations, this is a masterclass in sovereign debt and fiscal risk with insights that apply far beyond Japan.The group also debates Netflix's all-cash bid for Warner Bros. Discovery, and why shareholders seem so uneasy about it. Kristen explains the counterintuitive math behind why switching from a stock deal to an all-cash offer actually hurts Netflix's earnings per share, why Wall Street hates uncertainty, and why shareholders have reason to be skeptical M&A won't destroy shareholder value. After all the same Warner Brothers was the target of the catastrophic 2000s AOL-Time Warner merger that is the poster child for M&A gone bad?Finally, the gang touches on gold, silver shortages, and the deeper themes driving flight to hard assets. From gold coins in safes to astrology readings in St. John, it's a whirlwind of macro, M&A, and mayhem—with plenty of jokes (and Dutch oven references) along the way.Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, January 26th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami are joined by David Rosenberg, founder and president of Rosenberg Research. The discussion covers Rosenberg's past market predictions, his outlook for 2025-2026, and his insights on various economic themes. Rosenberg reflects on his bearish stance on US equities and bullish view on long-term treasuries, analyzing key trends like inflation, the impact of tariffs, and the strength of the US dollar. The conversation also touches on the influence of AI-related investments in the market, the economic implications of stock market performance, and the potential for recession given current employment and income data. Rosenberg emphasizes the importance of understanding market cycles and the significant role of investor behavior. The episode concludes with his views on gold prices, central bank policies, and possible future economic scenarios. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

On tonight's Nightcap: The President posts that a “framework of a future deal” on Greenland has been reached, and walks back his threats of new tariffs. Then, the administration reportedly begins arresting immigrant in Maine in an operation that was intended to target the Somali community. Plus, the Pentagon orders active-duty military police soldiers to prepare for possible deployment to Minneapolis. David Rohde, Evan McMorris-Santoro, Dan Nathan, and Ahmed Baba join The 11th Hour this Wednesday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, January 22nd. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Deirdre Bosa discuss recent advancements in AI-driven coding tools like Replit and Claude Cowork, sharing personal experiences and their potential to disrupt traditional software development. They elaborate on conversations with Amjad Masad of Replit and Aaron Levie of Box about the future of AI in software. The discussion also touches on the US-China AI rivalry, with CEOs from major tech companies urging policy support to compete with China's subsidized AI ecosystem. The conversation highlights concerns over software disruption, the impact of AI on the software market, and geopolitical implications for AI innovation. After the break, Dan chats with Gene Munster, Managing Partner at Deepwater Asset Management, discuss the current state and future trends in AI-related investments as of 2026. Gene shares his perspectives on the AI market's evolution over recent years, particularly focusing on key players like Nvidia and the dynamics around training versus inference. They talk about the impact of recent developments in coding assistants like Claude from Anthropic and its implications for the technology sector. The conversation also covers the valuation and growth prospects of major tech firms including Google, Apple, Microsoft, Amazon, and Meta, highlighting their individual strategies and market performance. The dialogue underscores a cautious optimism in the AI sector, with a focus on how technological advancements and market sentiment will influence investment decisions. Links Watch Dee's Convo with Replit's CEO: https://www.youtube.com/watch?v=GOa3SfkQ0vE Watch Dee's Convo with the CEO of Box: https://www.cnbc.com/video/2024/11/12/box-ceo-trumps-deregulation-could-spark-a-tech-supercycle.html —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, January 21st. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, January 20th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this episode of 'He Said, She Said', Guy Adami, Kristen Kelly & Jen Saarbach dive into the theme of unintended consequences. The discussion begins with Jerome Powell's saga and its implications on the Fed's independence and market reactions, highlighting potential political maneuvers and their backfires. Transitioning to monetary policy, they analyze the complexities of interest rate decisions and the perceptions of Fed control over the yield curve. Shifting to consumer finance, they debate the Biden administration's proposal to cap credit card rates and its potential repercussions on the economy. Corporate drama takes center stage with an in-depth analysis of the bidding war for Warner Brothers, involving Netflix, Paramount, and regulatory hurdles, likened to a real-life 'Succession'. They conclude by addressing headlines about Blackstone's housing market involvement and the impact on prices, underscoring the intricate web of economic policies and market behaviors. The episode wraps with discussions on gold and silver markets, oil prices, and the weakening US dollar, showcasing the multifaceted landscape of global finance.Timecodes00:00 - Jerome Powell and the Federal Reserve06:55 - Credit Card Rates13:10 - Media Mergers and Industry Drama21:00 - Real Estate MarketShop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Andrew Ross Sorkin joins Dan Nathan on the RiskReversal Podcast to dig into his new book, 1929: Inside the Greatest Crash in Wall Street History and How It Shattered a Nation, and what the lessons of the 1920s mean for today's stock market, Fed policy, and AI bubble talk. They connect the dots between the roaring '20s and 2026: meme stocks like GameStop and AMC, crypto manias, “democratizing finance,” tariffs, Federal Reserve debates, margin debt, and how political power shapes Wall Street from Hoover and Roosevelt to the current administration. Follow our boy Bill on Instagram —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan sits down with FirstMark Capital co-founder Rick Heitzmann and Jesse Chasse from RBC Capital Markets to unpack why 2026 is the first year VCs feel truly bullish again, as resilient growth, easing rates, and maturing AI set the stage for a new tech cycle. They dig into how AI-powered startups are disintermediating legacy SaaS names, why 80-90% of venture returns still come in the public markets, and what it takes to build the next Pinterest, Shopify, DraftKings, or Airbnb. The conversation covers AI's impact on white-collar jobs, the shift from infrastructure to application-layer winners, and what the coming wave of marquee IPOs means for valuations, scarcity, and whether we're in a bubble or a genuine AI-driven supercycle. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Join Kalshi Today: http://kalshi.com/r/MOSESDanny and Dan Nathan hit bank earnings and why mega money-center banks look “priced to perfection,” what tightening net interest margins andinvestment banking fees signal for the broader tape, and how concentrated S&P 500 earnings and capex in the “Mag 7” create hidden risks. They run through why equal-weight indices, energy and materials could be “sponge worthy” winners if leadership broadens, and why Danny is leaning into gold, silver, miners, and an under-owned energy sector as structural plays. The conversation also tackles the proposed 10% credit-card rate cap and its real implications for banks, Amex, Capital One, Visa/Mastercard, buy-now-pay-later names like Affirm, and the stressed U.S. consumer in a K-shaped economy living with years of cumulative inflation. Danny breaks down Japan's yen, carry trades, and what rising JGB yields might mean for Treasuries and global risk assets, before wrapping with thoughts on DraftKings, prediction markets, select stock ideas, and his NFL playoff picks.--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. Hosted on Acast. See acast.com/privacy for more information.

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Check out the 'WAWD' Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan & Danny Moses break down the top market headlines and bring you stock market trade ideas for Tuesday, January 13th Show Notes Extreme Weight of AI (Apollo) Rosie's Tweet (X) Follow Doug on Twitter (X) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami host a special edition of the RiskReversal Podcast where they introduce a new segment called 'He Said, She Said,' featuring Jen Saarbach and Kristen Kelly of 'The Wall Street Skinny.' The episode explores the upcoming bank earnings, focusing on major money centers and investment banks like JPMorgan, Goldman Sachs, Wells Fargo, and Morgan Stanley. Discussions include the impact of recent economic data, monetary policies, and fiscal initiatives on market dynamics. They delve into specifics like price-to-tangible book ratios, interest rates, and debt issuance calendars. The hosts and guests share insights into the current market sentiment, the role of inflation, expenses in the banking sector, and the broader economic implications. The episode also highlights the importance of storytelling and clarity in financial education and market analysis. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Send us a textThis episode marks the launch of a special new collaboration between The Wall Street Skinny and Risk Reversal Media. We're bringing together the stars of CNBC's Fast Money, RiskReversal, On the Tape, and O.K. Computer: Dan Nathan and Guy Adami, with Wall Street experts Kristen Kelly and Jen Saarbach for the first installment of a fresh take on market expertise, financial storytelling, and real-time debate.What begins as a reunion between longtime friends quickly becomes the foundation for something bigger. Kristen and Jen reflect on their paths from Wall Street — across investment banking, sales & trading, and the financial crisis — to building The Wall Street Skinny, a platform focused on making finance accessible without dumbing it down. Dan and Guy share lessons from years of market commentary, media, and live television, setting the stage for a collaboration rooted in chemistry, trust, and curiosity.Together, the four dig into the current market backdrop, using upcoming bank earnings as a lens to explore how banks actually make money, why valuation metrics like price-to-tangible-book matter, and where sales & trading, deal activity, and regulation fit into today's cycle. The conversation expands to the Federal Reserve, yield curve dynamics, debt issuance, and how macro forces shape both investor sentiment and bank balance sheets.Beyond markets, the group discusses mentorship, authenticity in finance media, and the power of storytelling — why the right information delivered the right way matters more than ever. They also challenge consensus thinking, highlighting underappreciated risks in bonds, gold, currencies, and the broader macro environment.This inaugural episode sets the tone for an ongoing series built around honest conversation, spirited disagreement, and shared passion for markets. Let us know what topics you'd like us to tackle next week!Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, January 12th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami host Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley. The conversation covers the impact of inflation on stocks, the Federal Reserve's stance on interest rates, and the current state of the employment market. Mike emphasizes the Fed's priority on funding the deficit and job growth over controlling inflation. The discussion includes the role of AI in corporate productivity, sector-specific investment opportunities, and the intricacies of the IPO and M&A markets. Mike also addresses potential deflationary forces, equity risk premiums, and the broader economic implications of industrial and consumer good sectors. Throughout, they highlight the importance of staying tactical and adaptable in investment strategies. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, January 8th Caleb Silver from Investopedia joins to discuss what has the retail community buzzing. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

The latest with Venezuela as President Trump's plan for Venezuelan oil takes shape. Plus, The White House tries to rewrite the events of Jan. 6. And, RFK slashes the  number of vaccines recommended for children. Jeff Mason, Leigh Ann Caldwell, Michael McFaul, Dan Nathan, Stacey Vanek Smith, Jon Meacham, and Dr. Vin Gupta join The 11th Hour this Tuesday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Nathan brings back Deirdre Bosa, anchor of CNBC's Tech Check. to kick off 2026! The episode dives into recent tech highlights from CES, such as Nvidia's ventures into autonomous driving and the latest from Boston Dynamics. They address the evolving AI landscape, including market reactions to companies like Tesla, Waymo, and Baidu. The discussion also covers potential risks in the tech sector, especially in relation to China's growing tech capabilities and geopolitical tensions. After the break, Dan sits down with Jeff Richards, managing partner at Notable Capital, to discuss the exciting landscape of tech investment. They cover a range of topics from the growth and rotation in tech markets, notable trends in private and public tech companies, to the challenges and opportunities in the IPO market. Jeff highlights the rapid adoption of AI across various industries, the significant impact of private tech companies, and the potential for major tech IPOs in the coming years. The conversation also touches on financial market dynamics, the implications of government debt, and the future of tech innovation and investment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, January 7th. Show Notes Michael J. Mauboussin's Website (Books) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, January 6th. Fund managers prepare for ‘reckoning' in US tech sector: https://www.ft.com/content/48d9c100-0ec6-4edf-9395-eb44879ea5c6?desktop=true&segmentId=d8d3e364-5197-20eb-17cf-2437841d178a#myft:notification:instant-email:content -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal/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. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, January 5th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this special annual mailbag episode of the Risk Reversal Podcast, Guy Adami and Dan Nathan address questions from listeners and viewers, reflecting on a turbulent 2025 and looking forward to 2026. Topics include market volatility, the impact of AI, and the performance of major tech stocks. The discussion also covers forecasts for companies like Uber, the potential of gold and mining stocks, the future of big cap pharma and biotech, and the outlook for US and international ETFs. Additionally, the hosts share insights on risk management, technical analysis, and trade strategies. They conclude with bold predictions for the next year, including a strong stance on market diversification and the performance of the Knicks in the NBA. Show Notes An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy (Stratechery) Companies Are Outlining Plans for 2026. Hiring Isn't One of Them. (WSJ) Ph.D.s Can't Find Work as Boston's Biotech Engine Sputters (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, December 30th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami host Steph Guild, Chief Investment Officer at Robinhood. Steph discusses her 2026 market outlook, reflecting on tech sector growth, AI developments, and S&P 500 predictions. She emphasizes her cautious approach for the coming year, focusing on diversification and value investing. After the break, Steve Quirk, Chief Brokerage Officer at Robinhood joins the pod. Steve talks about Robinhood's latest offerings, including prediction markets and event contracts, highlighting their rapid growth and retail investor interest. The episode also explores new AI tools like Cortex for customer portfolio management and Robinhood's new social platform aimed at fostering community and idea sharing among investors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=428905629&imm_aid=a&dfid=&buf=99999999 Fidelity Investments and RiskReversal (or 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. SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, December 29th. Show Notes Doug's Post: https://pro.thestreet.com/dougs-daily-diary Mornings With Dave: https://www.rosenbergresearch.com/ -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Liz Thomas welcome Oz Pearlman, a renowned mentalist and author of 'Read Your Mind: Proven Habits for Success.' Pearlman discusses his recent book launch and whirlwind media tour, including appearances on CNBC, CNN, and 'The Joe Rogan Experience'. He delves into his journey from a Wall Street job to becoming a professional mentalist, highlighting the persistence and relentless pursuit of his goals. Pearlman shares insights on achieving success, the importance of mentors, and cultivating mutually beneficial relationships. He also speaks about dealing with hecklers, overcoming rejection, and creating memorable interactions. Additionally, the conversation touches on the implications of generative AI on various professions and the enduring value of human connection. The episode concludes with Pearlman performing mind-blowing tricks, impressing Dan and Liz. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

DOJ says it will release more documents related to the Epstein investigation even as it faces backlash for partial disclosures so far. Plus, Turning Point USA's flagship event puts an unwelcome spotlight on the splits inside MAGA. And, Paramount doesn't back down from the Warner Bros. Discovery rejection as it raises the stakes with a "personal guarantee" form Larry Ellison. Susan Glasser, Peter Baker, Daniella Diaz, Tim Miller, Dan Nathan, Rohit Chopra, and Joseph Kahn join The 11th Hour this Monday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: ⁠⁠⁠⁠⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠⁠⁠⁠⁠ Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC In this episode of 'Okay, Computer' Dan Nathan and Dan Ives, the Global Head of Technology Research at Wedbush Securities, reunite to discuss the resurgence of their podcast and the state of the tech industry. They reflect on past conversations, significant tech changes, and the return of their brand due to popular demand. They delve deeply into the impact of AI on the technology sector, the volatility in the space, and how retail and institutional investors can navigate these changes. Ives highlights his AI-themed ETF, IVES, explaining its investment strategy and evolution. The duo also explores the challenges and opportunities in enterprise software, the performance of tech giants like Microsoft, Google, and Apple, and the significant disruptions brought by AI. Later, Adam Singolda, CEO of Taboola, joins to discuss his company's strategy and the broader implications of AI on journalism and advertising, emphasizing the need for ethical practices in using AI-generated content. The episode provides a comprehensive look at the transformative power of AI and its implications across various tech sectors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Tuesday, December 23rd -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Okay Computer Podcast, host Dan Nathan welcomes Ed Elson, the host of Prof G Markets and the First Time Founders podcast. They discuss the dynamics of hosting versus guesting on podcasts, Ed's journey from being an intern for Scott Galloway to co-hosting podcasts with him, and the evolution of Gen Z's relationship with markets and investing. They delve into the generational differences in economic opportunities, the impact of technological advancements, and the challenges and potentials of AI. The conversation touches on notable trends like meme stocks, cryptocurrencies, and the broader implications of AI on job markets and business. They also explore how the current market is shaped by both hype and practicalities surrounding AI investments. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In this episode of the RiskReversal Podcast, host Dan Nathan and guest Peter Boockvar, CIO at One Point BFG Wealth Partners, speak with Louis Vincent-Gave, CEO and founder of Gavekal, to discuss the evolving economic competition between the US and China. They explore the impact of past trade embargos, particularly the 2018 semiconductor embargo, and China's response which led to significant industrial advancements. The conversation touches on the implications for global markets, US companies, and the strategic shifts in industrial policy. They also delve into the potential outcomes of continued US-China rivalry, including the growing importance of AI technology, state capitalism, and the future role of the US and China in global trade. The episode highlights the complexities and potential shifts in economic power dynamics and the strategic responses required on both sides. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Jim Lanzone (CEO of Yahoo, former CEO of Tinder & CBS Interactive) joins Dan Nathan to pull back the curtain on one of the most fascinating turnaround stories in tech history. With 90% reach across the US internet and profitability that would make most public companies jealous, Jim explains why Yahoo is quietly dominating while the world isn't looking. They discuss the "original sin" deal in 2000 where Yahoo accidentally helped build the Google monopoly, the similarities between the Dot Com crash and today's AI boom, and the exact playbook Apollo is using to revitalize the brand for a potential IPO. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media