RiskReversal Pod

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

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

Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins

Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer

Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild

Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2

Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Podcast Episode #1

U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas

Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios

The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis

Range, a wealth management platform, leverages AI to disrupt the traditional financial advisory industry by replacing opaque, high-fee models with automated, efficient, and transparent services. By targeting high-net-worth individuals, the platform manages over $1 billion in assets while charging significantly less tha...

Dan Niles: This Isn't the Top, It's a Speed Bump

David Rosenberg: "The Fed Just Made a Policy Mistake"

Danny Moses: Debt, Gold & the Fed... What's Really Driving Markets?

Gene Munster: iPhone Duo Could Be Apple's Biggest Hit Since AirPods

Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call

The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In

Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure

The current surge in AI-related capital expenditure represents a systemic risk reminiscent of historical infrastructure bubbles, fueled by the dangerous intersection of loose credit, government policy, and speculative real estate. Hyperscalers and their financial partners are increasingly relying on off-balance-sheet f...

Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus

Wealth management firms face significant operational inefficiencies due to fragmented data silos and legacy technology stacks, which hinder the adoption of modern AI tools. Astraeus addresses these challenges by consolidating disparate data sources into a unified, audit-ready environment that enables deterministic AI a...

Wall Street Isn't Buying Kevin Warsh's Tough Talk

Imran Khan Isn't Worried About Nvidia's "Circular" Deals