RiskReversal Pod

RiskReversal Pod

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Latest Episode

100 Years of Solitude & Alphabet Bonds with The Wall Street Skinny

Go Follow TWSS on Substack In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss significant market movements such as the volatility index breaching 20, the rolling over of bank stocks, and Walmart's rise to an all-time high. They also delve into sec ...  Show more

 . 51min 28sec

All Episodes

100 Years of Solitude & Alphabet Bonds with The Wall Street Skinny

Go Follow TWSS on Substack In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss significant market movements such as the volatility index breaching 20, the rolling over of bank stocks, and Walmart's rise to an all-time high. They also delve into sec ...  Show more

 . 51min 28sec
Dan Ives: The $1 Trillion Buying Opportunity In Tech

Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technologies, and tech stocks like Micr ...  Show more

 . 56min 2sec
What We Learned From The Software Sell-off | He Said, She Said with The Wall Street Skinny

Dan Nathan, Guy Adami, Kristen Kelly and Jen Saarbach discuss the recent happenings in the stock market, with a focus on the significant shift in sentiment towards SaaS companies. They explore how AI investments and the ensuing financial implications are affecting market valuatio ...  Show more

 . 37min 51sec
Jim Chanos: The Bears Are Out Of Hibernation

Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its poten ...  Show more

 . 1h 10min
SaaSpocalypse Now: Picking Up The Pieces with RBC's Rishi Jaluria

Dan Nathan hosts Rishi Jaluria from RBC Capital on the 'Okay, Computer' podcast, discussing the recent downturn in software stocks amid a contrasting performance in the semiconductor sector. Rishi attributes the decline to the rise of AI and its transformative impact on software ...  Show more

 . 39min 36sec