RiskReversal Pod

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

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

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

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

Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2

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

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 Will Be A Category Killer & Meta Muse Will End The Algo

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

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