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Sep 2023
56m 58s

Take the Long Way Home with Vincent Dani...

RiskReversal Media
About this episode
On this episode, Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins of Seawolf Capital to discuss scary moves in the bond market (2:00), the fiscal dominance narrative (10:00), volatility (12:00), Fed Chair Jerome Powell’s speech (14:30), crude oil (20:00), market breadth (24:30), the pulse of the consumer (36:00), banks (40:00), gold (46:00 ... Show More
Up next
Sep 4
Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure
Go checkout The Dick & Paul Show on YouTube Dan Nathan interviews Paul Kedrosky about the AI-driven surge in non-residential fixed investment and why today’s data-center buildout resembles prior overbuild cycles like railroads and fiber. Kedrosky argues the current moment is unus ... Show More
1h 40m
Sep 2
Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus
Dan Nathan interviews Phill Rosen, CEO/CTO and co-founder of Astraeus, an AI infrastructure company for wealth management. Rosen recounts his path from college dropout to fintech builder, including Orchard Platform and Even Financial (later MoneyLion Engine), explaining how API-e ... Show More
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Aug 31
Wall Street Isn't Buying Kevin Warsh's Tough Talk
Guy Adami and Dan Nathan open by recounting a fan’s Guy-themed T-shirt sighting on CNBC’s Fast Money, then discuss Fed Chair Kevin Warsh’s Jackson Hole remarks as largely status quo, with the S&P 500 near all-time highs and the VIX around 14 despite potential catalysts like the A ... Show More
37m 2s
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