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Risk Reversal Media Podcasts

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RiskReversal Pod

RiskReversal Media

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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis ...
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MRKT Matrix

RiskReversal Media

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MRKT Matrix by RiskReversal is your daily dose of the biggest money-making (or losing) stories in the stock market, economy, and tech. In a few minutes, each episode recaps the top business news headlines of the trading session without you having to listen to Guy Adami and Dan Nathan’s voices! From what’s driving the market to breakthroughs in AI, the latest earnings and everything in between, MRKT Matrix cuts through the noise and keeps you up-to-date on the top investing trends you need to ...
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show series
 
MRKT Matrix - Friday, July 11th Dow drops 200 points, S&P retreats from record as Trump escalates trade battles (CNBC) Trump Threatens 35% Canada Tariff, Floats Higher Global Rate (Bloomberg) S&P 500 Earnings Season Update: July 11, 2025 (FactSet) Saudis Lift Oil Output Above Quota in Rare OPEC+ Breach (Bloomberg) BP Flags Hit From Lower Oil, Gas P…
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Dan and Guy are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors. They explore topics like consumer spending, delinquency rates, job market stability, and the impact of tariffs on the economy. Stephanie shares her optimistic view on U.S. GDP growth, earnings expectations, and the performance of vario…
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MRKT Matrix - Thursday, July 10th Dow gains 200 points as traders shake off tariff developments (CNBC) Trump’s 50% Levy on Brazil Shows World Nothing Is Off Limits (Bloomberg) What Division Inside the Fed Means for Future Interest-Rate Cuts (Bloomberg) TSMC Revenue Climbs 39% in Latest Sign of AI Spending Boom (Bloomberg) Delta Gives Upbeat Outlook…
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On this bonus episode of Ropes & Gray’s Insights Lab’s Multidimensional Data Reversion podcast series, Shannon Capone Kirk and David Yanofsky are joined by Michelle DiMartino, a cultural psychologist, to discuss the challenges and human factors involved in AI adoption. Michelle provides insights into the psychological responses to AI, explaining ho…
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This Week’s Featured Interview: Tim Deere-Jones is a UK-based marine biologist, researcher and consultant. He specializes in analysis of the radiation threats to our planet’s waters from a wide range of nuclear sources. Here, he explains the radioactive orange water leak from Sellafield in the UK and the harebrained proposed scheme for excavating a…
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MRKT Matrix - Wednesday, July 9th S&P 500 rebounds after 2 days of losses, Nvidia leads gain as it reaches $4 trillion market value (CNBC) Google’s Unloved Stock Makes It a Big Tech Bargain (WSJ) Tariffs are already squeezing corporate margins, new survey finds (Axios) Two Kevins Battle to Be Next Fed Chair in Trump’s Apprentice-Style Contest (WSJ)…
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Dan Nathan hosts Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the Risk Reversal Podcast. The conversation covers a range of topics including Belski's team-focused approach, his updated S&P 500 price target of 6,700, and the factors driving market performance. They discuss key drivers such as the tax bill, trade deals, and th…
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MRKT Matrix - Tuesday, July 8th S&P 500 struggles for a second day as Trump says no extensions will be granted to Aug. 1 trade deadline (CNBC) U.S.’s Biggest Asian Allies Ready Last-Ditch Trade Appeal to Trump (WSJ) Bank of America raises year-end S&P 500 target to catch up to ‘meteoric run,’ sees little gain from here (CNBC) Goldman Sachs becomes …
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Dan Nathan is joined by Peter Boockvar, CIO at Bleakly Financial Group, on the RiskReversal Podcast. The discussion covers recent market trends, the impact of tariffs, and the job report from the previous week. Peter provides insights on the gap between economic data and market performance, especially in light of recent trade deals and tariffs with…
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MRKT Matrix - Monday, July 7th Dow drops 500 points to fresh low of the day as Trump tariffs rattle markets (CNBC) Trump Sets Aug. 1 Start for Tariffs Ahead of Wednesday Deadline (Bloomberg) Donald Trump threatens extra 10% tariff over ‘anti-American’ Brics policies (Financial Times) Looking Beyond the U.S. for Trade, Canada Begins Shipping Natural…
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Dan is flying solo to discuss a better-than-expected June jobs report, a strong market performance with the SPX and NDX seeing significant gains, and specific stock performances like Nvidia and Taiwan Semi as major tech leaders. The discussion also includes the impact of Trump's trade deals, geopolitical tensions, and sentiment indicators like CNN'…
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Dan Nathan and Joe Marchese, General Partner at Human Ventures, discuss the implications of AI on the media and advertising industries. Joe reflects on his trip to Cannes, highlighting the dominance of tech giants like Meta, Amazon, Google, and YouTube in the creative space and the shifting media landscape due to AI. They explore the challenges pub…
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MRKT Matrix - Thursday, July 3rd Dow rises 350 points, S&P 500 hits fresh record after a better-than-expected June jobs report (CNBC) Hiring Defied Expectations in June, With 147,000 New Jobs (WSJ) Oracle, OpenAI Expand Stargate Deal for More US Data Centers (Bloomberg) Why stablecoins are shifting from crypto fringe to corporate strategy (Financia…
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This Week’s Featured Interview: Dr. Gordon Edwards is a mathematician, physicist, nuclear consultant, and president of the Canadian Coalition for Nuclear Responsibility. He is one of our most cogent thinkers on nuclear issues and he regularly puts together the pieces to give us a clear picture of exactly what is going on, why we should...…
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Dan Nathan is joined by Jeff Richards, managing partner at Notable Capital, to discuss recent trends and insights in the tech and AI investment landscape. They explore the skepticism on Wall Street around AI, contrasting it with the optimism in Silicon Valley. Jeff highlights how major tech companies like Microsoft, Amazon, and Google are investing…
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MRKT Matrix - Wednesday, July 2nd S&P 500 hits new record as Trump announces Vietnam trade deal, gains limited by weak jobs data (CNBC) The private sector lost 33,000 jobs in June, badly missing expectations for a 100,000 increase, ADP says (CNBC) Signs of Euphoria Are Popping Up Everywhere Lately in Markets (Bloomberg) Tesla’s Global Vehicle Deliv…
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Dan welcomes Wilfred Frost, an anchor on Sky News Breakfast Show and contributor to MSNBC, CNBC, and NBC News. The discussion covers Wilfred's recent move back to London, his ongoing projects, including the 'Master Investor' podcast and 'David Frost Versus,' a show based on the renowned interviews conducted by his father, David Frost. They delve in…
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MRKT Matrix - Tuesday, July 1st Dow rallies, S&P 500 is flat as investors rotate out of tech to start new quarter (CNBC) Amazon Is on the Cusp of Using More Robots Than Humans in Its Warehouses (WSJ) Car Sales Hit a Wall as Tariff-Induced Shopping Spree Subsides (Bloomberg) Homes Are Taking Longer to Sell in US Market That Once Flourished (Bloomber…
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MRKT Matrix - Monday, June 30th S&P 500 rises to another record to wrap up second-quarter comeback (CNBC) European Markets Are Becoming Increasingly Difficult to Ignore (Bloomberg) Musk Fumes as Trump Tax Bill Cuts Electric Vehicle Credits (Bloomberg) OpenAI Leadership Responds to Meta Offers: ‘Someone Has Broken Into Our Home’ (Wired) Chanos Warns…
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Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and…
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MRKT Matrix - Friday, June 27th S&P 500 closes at a record Friday, overcoming even more trade angst (CNBC) Core inflation rate rose to 2.7% in May, more than expected, Fed’s preferred gauge shows (CNBC) US Consumer Spending Drops in May, Price Pressures Remain Muted (Bloomberg) US Consumer Sentiment Climbs as Inflation Expectations Improve (Bloombe…
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Dan Nathan and Guy Adami host special guest Jim Chanos on the RiskReversal Podcast. The discussion centers around market speculation, particularly in short selling and the recent trends observed in major indices. Jim comments on the speculative nature of the market post-2021 elections and the cycles of retail trading enthusiasm. They also discuss t…
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MRKT Matrix - Thursday, June 26th S&P 500 closes modestly higher, a hair’s breadth away from hitting a new record (CNBC) US GDP Revised Lower as Consumers Slash Recreation Spending (Bloomberg) Trump Pivots to Tax Cuts to Combat Voters’ Economic Anxiety (Bloomberg) Trump Says Three or Four People on List to Replace Fed’s Powell (Bloomberg) US Bank S…
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On this Ropes & Gray podcast, health care partner Michael Lampert and counsel Sam Perrone are joined by litigation & enforcement partner Andrew O’Connor for a two-part discussion, with this first episode focused on recent enforcement activity and broker arrangements in the Medicare Advantage (“MA”) space. They delve into the Oak Street settlement, …
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US BOMBS IRAN NUCLEAR FACILITIES – WE ARE UNOFFICIALLY AT WAR A roundup of what is currently known about last Saturday’s bombing attack by the United States on Iran nuclear facilities at Fordow, Natanz, and Isfahan. Next week will feeature an extensive interview on what level of uranium enrichment Iran has achieved and how close...…
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MRKT Matrix - Wednesday, June 25th S&P 500 ends Wednesday little changed as record high remains in reach (CNBC) Nvidia Ruffles Tech Giants With Move Into Cloud Computing (WSJ) S&P 500 Needs Profit Boom or Fed Cuts to Justify Lofty Levels (Bloomberg) Wells Fargo hikes Microsoft price target, says AI business could reach $100 billion in revenue (CNBC…
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Guy Adami and Dan Nathan host economist David Rosenberg of Rosenberg Research on the RiskReversal podcast to discuss the state of the market, economic conditions, and geopolitical factors. Rosenberg outlines the volatility seen in the S&P 500, emphasizing that recent market moves are sentiment and momentum-driven rather than based on fundamentals. …
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MRKT Matrix - Tuesday, June 24th Dow jumps 500 points, oil prices tank as investors bet Israel-Iran truce will hold (CNBC) Trump-Hailed Truce Falters With Israel Accusing Iran of a Breach (Bloomberg) Jay Powell pushes back on calls for Federal Reserve rate cuts as soon as July (Financial Times) Alphabet Lacks Tesla’s Stock Buzz in Race For Driverle…
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On this episode of the R&G Dugout podcast, Ropes & Gray intellectual property transactions partner and a leader of the firm’s sports industry initiative Erica Han is joined by tax attorneys Gil Ghatan, Kendi Ozmon and Franziska Hertel, who lead the firm’s tax-exempt organizations practice. Together, they discuss the tax implications of the House v.…
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MRKT Matrix - Monday, June 23rd Dow jumps 300 points as oil drops following a restrained retaliation by Iran to U.S. attacks (CNBC) China Rips Trump’s Iran Attack in First Comment Since US Hit (Bloomberg) Firms Wary of Market Chaos Are Selling Debt Before Iran Reacts (Bloomberg) Global Airlines Halt Gulf Flights as War Disruptions Reach Dubai (Bloo…
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On this episode of Ropes & Gray’s Alumni @ RopesTalk podcast, employment, executive compensation, and benefits partner Megan Bisk is joined by alum Dan Krockmalnic, chief operating officer and general counsel at Boston Globe Media. Dan shares his journey from Big Law to his current leadership role, discussing his transition from litigation associat…
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Guy Adami and Dan Nathan discuss upcoming market-moving events such as FedEx and Nike earnings, Fed Chair Powell’s testimony, and critical economic indicators like the PCE inflation reading. The conversation also covers the market's response to escalations in Iran, implications for crude oil prices, and the broader economic impact. The episode outl…
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MRKT Matrix - Friday, June 20th S&P 500 slips a day after holiday as traders weigh next moves by the Fed and Trump (CNBC) Fed Governor Waller says central bank could cut rates as early as July (CNBC) Microsoft Plans to Cut Thousands More Employees (WSJ) The Real Message Andy Jassy Is Sending to Employees on AI (WSJ) Silicon Valley’s ‘Tiny Team’ Era…
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Dan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cu…
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