Nov 24
Cautionary Tales: Oracle, Meta & the Unseen Risks of AI Mania
On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmar ... Show More
28m 5s
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness.
Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Nov 2023
Sports Podcasting On A National Level
“Think of our NFL network, it’s 38 podcasts. To source 38 podcasts, you don’t want eight different publishers and 38 different onboarding calls and invoices - it can be a nightmare. So for us, we like to just make it as easy for an advertiser as possible to activate with those mi ... Show More
44m 24s
On this episode of “On The Tape,” Tony Dwyer of Canaccord Genuity joins Dan, Danny, and Guy to discuss comparisons to catastrophes (3:00), why Tony says it’s all going to be okay (9:30), quantitative tightening explained (12:00), Tony’s market view (16:000), the Fed (21:30), retail stocks getting smoked (27:00), green lights in the market (36:00), odds of a ... Show More