RiskReversal Pod

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

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

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

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

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

Peter Boockvar: Inflation Is The Core Disease

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

Sonali Basak: Building “The Bridge” Investors Can Walk Across

Nvidia's Backstop Deal Just Made Every Bank a Bag Holder

AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs

Mike Wilson: The AI Trade Has a Breaking Point, We're Just Nowhere Near It

Nicole Kagan: Empowering Kalshi Through Research

The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital

Bill Harris at The Dead Rabbit | Standing Table #8

Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds

Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures

Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital

Danny Moses: Gold's Make or Break Moment is Here

Cameron Dawson: Change (In the House of AI)

Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout

Jeff Bell & Richard Betts at Please Don't Tell | Standing Table

The AI Scarcity Myth Is Breaking

Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build

Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets

The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors

Second-Half Market Outlook & Playbook with Liz Thomas

China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar

Patient Equity Capital is a Virtue

Jenny Just & Matt Hulsizer at Ascend Innovation Summit | Standing Table

David Rosenberg: "There Are No More Bears Left" In This Market

Bull Markets Die on Euphoria. Are We Finally There?

Gene Munster Believes It's Different This Time

James Lavish Gives Us His "Strategy" for Trading These Markets

Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger

Ilir Sela at Grimaldi's Pizzeria | Standing Table #5

The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa

Imran Khan: The Nvidia Math Says This Isn't A Bubble

The SaaSpocalypse Is Looking Like A Bank Run with Current's Stuart Sopp & Trevor Marshall

Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!

The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex

Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update

OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses

Bill Capuzzi at Minetta Tavern | Standing Table #4

The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here

America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company

Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop

Lawrence McDonald: How To Listen When Markets Speak