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Feb 2024
1h 6m

Funders & Founders with Rick Heitzmann &...

RiskReversal Media
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Yesterday
"The Market Will Never Go Down Again"
Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses lower on signs the Strait of Hormuz remains open during a ceasefire. They debate whether investors are conditioned to buy dips even ... Show More
38m 50s
Apr 17
How The SPX Reaches Mike Wilson's 7,800 Target
Dan Nathan and Guy Adami welcome Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson back to the Risk Reversal Podcast to discuss his career at the firm and his current market outlook. Wilson argues markets have largely priced in bad news and likely put in the year’s lows n ... Show More
45m 28s
Apr 15
Does The Future Hold More Downside For Oracle?
Dan Nathan and Guy Adami discuss major tech themes and trades, focusing on dispersion in mega-cap tech and the recent underperformance and rebounds of the “Mag 7.” They examine Microsoft’s AI positioning and Azure deceleration amid ongoing capacity and power constraints, contrast ... Show More
27m 40s
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