RiskReversal Pod

RiskReversal Pod

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David Rosenberg: The AI "Mania" Is More Extreme Than 1999

Checkout David's Book: https://www.amazon.com/dp/1997701774?lv=shuf&channelId=500&plpRedirect=mhFallback Checkout Rosenberg Research: https://www.rosenbergresearch.com Subscribe to our Substack: http://riskreversal.substack.com On the RiskReversal Podcast, Dan Nathan interviews D ...  Show more

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David Rosenberg: The AI "Mania" Is More Extreme Than 1999

Checkout David's Book: https://www.amazon.com/dp/1997701774?lv=shuf&channelId=500&plpRedirect=mhFallback Checkout Rosenberg Research: https://www.rosenbergresearch.com Subscribe to our Substack: http://riskreversal.substack.com On the RiskReversal Podcast, Dan Nathan interviews D ...  Show more

Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now

Dan Nathan welcomes Deirdre Bosa to the Okay, Computer podcast to discuss her upcoming daily Yahoo Finance show, “Deirdre Bosa Live,” launching November 9 and airing weekdays 1–2 PM PT. They dig into how Microsoft has shifted Copilot toward a model-agnostic approach—routing tasks ...  Show more

Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal

CHECKOUT CALEB'S SUBSTACK: investopedia.substack.com/t/caleb-silvers-signal It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushing higher. Risk Reversal’s Dan Nathan drops in wi ...  Show more

If Not Now, Then When Will These AI Companies Go Public?

Dan Nathan and Guy Adami reunite to preview the week, focusing on two late-week tech stories: a Nikkei report that Apple may have cut iPhone 18/18 Pro component orders, and market volatility sparked by questions around OpenAI’s revenue figures, including debate over annual run-ra ...  Show more

Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to ena ...  Show more