RiskReversal Pod

Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild

Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2

Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Podcast Episode #1

U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas

Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios

The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis

Range, a wealth management platform, leverages AI to disrupt the traditional financial advisory industry by replacing opaque, high-fee models with automated, efficient, and transparent services. By targeting high-net-worth individuals, the platform manages over $1 billion in assets while charging significantly less tha...

Dan Niles: This Isn't the Top, It's a Speed Bump

David Rosenberg: "The Fed Just Made a Policy Mistake"

Danny Moses: Debt, Gold & the Fed... What's Really Driving Markets?

Gene Munster: iPhone Duo Could Be Apple's Biggest Hit Since AirPods

Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call

The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In

Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure

The current surge in AI-related capital expenditure represents a systemic risk reminiscent of historical infrastructure bubbles, fueled by the dangerous intersection of loose credit, government policy, and speculative real estate. Hyperscalers and their financial partners are increasingly relying on off-balance-sheet f...

Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus

Wealth management firms face significant operational inefficiencies due to fragmented data silos and legacy technology stacks, which hinder the adoption of modern AI tools. Astraeus addresses these challenges by consolidating disparate data sources into a unified, audit-ready environment that enables deterministic AI a...

Wall Street Isn't Buying Kevin Warsh's Tough Talk

Imran Khan Isn't Worried About Nvidia's "Circular" Deals

Deus Ex Machine, AI & Data with FirstMark's Matt Turck

The current venture capital landscape is defined by a "hyper power law" dynamic, where unprecedented capital concentration flows into AI-native companies and hyperscalers like Microsoft, Google, and Nvidia. While enterprise AI adoption remains in its early stages, the shift toward agentic workflows and recursive self-i...

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

Ex-Twitter CEO gave Musk the Bird, 01A AI investments & IPO Landscape

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

The rapid advancement of artificial intelligence is fundamentally reshaping venture capital strategies in enterprise software and security. While the industry initially prioritized "token maxing," a shift toward efficient, task-specific model routing is emerging, as smaller, cost-effective models often prove sufficient...