RiskReversal Pod

OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses

Bill Capuzzi at Minetta Tavern | Standing Table #4

The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here

America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company

Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop

The current market environment mirrors the late 1990s internet infrastructure build-out, with artificial intelligence serving as the primary catalyst for a generational investment cycle. While the market is in a bubble, the rapid adoption of "Agentic AI"—which significantly increases compute demand and token generation...

Lawrence McDonald: How To Listen When Markets Speak

A VC's Playbook For Investing in the AI Bubble with Jeff Richards

The Tokenmaxxing Party Is Over and No One Wants to Admit It

The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies

Peter Boockvar Gives Us His "Boock Report" On The Markets

Liz Thomas at Harry's | Standing Table #3

Microsoft Can't Afford Its Own AI. What Does That Tell Us? + Easterly's Darrell Crate on Structural Volatility

Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s

The Future of AI: Agents, Defense, Space & Trillion-Dollar Startups with Shahin Farshchi & Ann Bordetsky

The Future of QQQ: AI, SpaceX IPO & Mag 7 Dominance with Invesco's Brian Hartigan

Market participants face heightened volatility driven by geopolitical tensions, rising interest rates, and the rapid expansion of AI-related capital expenditure. The QQQ ETF remains a central vehicle for growth exposure, despite significant concentration in a few dominant technology firms like Nvidia. Brian Hartigan, G...

Bitcoin, Dante’s Inferno & the Future of Money with Anthony Scaramucci

Bourbon and Charts with Carter Worth

The $400 Billion Backlog: RBC's Top Analysts Break Down the AI Trade

The Market Doesn't Care About Your Worries Right Now

Michael Green: Has Passive Investing Crossed The Rubicon? | On The Tape

Passive investing has fundamentally altered market dynamics, creating a self-reinforcing cycle of capital flows that decouples stock performance from underlying business fundamentals. This shift is most visible in the semiconductor and data center sectors, where index-driven demand fuels speculative manias. Index provi...