RiskReversal Pod

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

Go checkout The Dick & Paul Show on YouTube Dan Nathan interviews Paul Kedrosky about the AI-driven surge in non-residential fixed investment and why today’s data-center

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

Dan Nathan interviews Phill Rosen, CEO/CTO and co-founder of Astraeus, an AI infrastructure company for wealth management. Rosen recounts his path from college dropout to

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

Guy Adami and Dan Nathan open by recounting a fan’s Guy-themed T-shirt sighting on CNBC’s Fast Money, then discuss Fed Chair Kevin Warsh’s Jackson Hole remarks as largely

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

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity’s most powerful trading experience yet: https://www.fidelity.com

Deus Ex Machine, AI & Data with FirstMark's Matt Turck

Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging lo

Danny Moses: How Scott Bessent Just Tied the Fed's Hands

Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signal

Ex-Twitter CEO gave Musk the Bird, 01A AI investments & IPO Landscape

WATCH 'The Dick & Paul Show' on YouTube: https://youtu.be/LtLBhBp5T40 This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try F

The AI Price War Nobody Saw Coming with FirstMark's David Waltcher

Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, secur

Peter Boockvar: Inflation Is The Core Disease

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Checkout The Boock Report: https://boockreport.com/about/ Dan Nathan and Guy Adam

Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug

Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who cal

Sonali Basak: Building “The Bridge” Investors Can Walk Across

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthe

Nvidia's Backstop Deal Just Made Every Bank a Bag Holder

Dan Nathan and Guy Adami dig into the biggest story in markets: Nvidia's roundtable with Wall Street's top financiers — Jensen Huang, David Solomon, Jon Gray, and Stephen

AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami speaks with Jim Swartwout, CEO of Prosperum Fintech Holdings about Swart

Mike Wilson: The AI Trade Has a Breaking Point, We're Just Nowhere Near It

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.Try Fidelity’s most powerful trading experience yet: https://www.fidelity.com/

Nicole Kagan: Empowering Kalshi Through Research

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthe

The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital

Dan Nathan hosts Amish Jani, co-founder and partner at FirstMark Capital, to discuss his tech investing career and why AI represents the fastest, largest technological se

Bill Harris at The Dead Rabbit | Standing Table #8

In this episode we’re at The Dead Rabbit, grabbing a pint with serial entrepreneur and operator, Bill Harris, best known as an early CEO of PayPal. Bill is a veteran Fi

Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami is joined by Peter Boockvar, CIO of OnePoint BFG Financial, to break dow

Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures

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 investo

Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital

Dan Nathan sits down with Adam Nelson, fintech-focused VC partner, to break down why stablecoins and tokenized real-world assets are set to reshape the financial system.