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Oct 2021
1h 1m

Ode to the Mets: A Conversation with Vin...

RiskReversal Media
About this episode
Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top pick ... Show More
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OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear
Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between CEO Sam Altman and CFO Sarah Frier, whose candid comments about the company's financials are raising eyebrows. Dan and Guy unpack wh ... Show More
35m 19s
Apr 27
How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda
Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. Nathanson explains why Google and Meta became a hedge against cord-cutting-driven ... Show More
1h 16m
Apr 24
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point
Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heavy and free cash flow falls. They note extreme momentum in semis (r ... Show More
38m 8s
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