RiskReversal Pod

Cameron Dawson: Americans Have Never Been This All-In on Stocks

The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock

Nothing Matters in the Market Until It Does with Mike Tracey

David Rosenberg: The AI "Mania" Is More Extreme Than 1999

The current economic landscape is defined by a bifurcated market and the risks of a consumer-led recession, as the AI-driven "mania" creates extreme concentration that masks underlying fragility. While inflation remains a concern, it is largely a supply-side phenomenon driven by energy shocks rather than systemic deman...

Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now

Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal

If Not Now, Then When Will These AI Companies Go Public?

Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar

Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins

Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer

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