Podcast Episodes
Back to SearchDeirdre Bosa: You Can't Ignore How Little China Spends on AI CapEx
Episode 177
Dan Nathan and Deirdre Bosa, CNBC's Tech Check host, delve into key topics around AI technology and investments. They discuss the growing influence of Chinese open-source AI models and compare US and…
Published on 7 hours ago
Momentum Over Logic: Why Chasing Stocks Works in This Market
Episode 176
In this episode of the RiskReversal Podcast, Guy Adami is joined by Liz Thomas from SoFi to discuss the potential end of the government shutdown and its market implications. They explore how the mark…
Published on 1 day, 7 hours ago
The AI Arms Race: Capital Flows & Billion-Dollar Bluffs with CNBC's Deirdre Bosa + Shannon Murphy of iConnections
Episode 175
Dan Nathan and Deirdre Bosa discuss recent developments in the tech and AI sectors on the Risk Reversal podcast. Deirdre returns after a three-month maternity leave to a significantly changed market …
Published on 2 days, 7 hours ago
Anastasia Amoroso’s Bold SPX 7000 Call and What Could Derail the Rally
Episode 174
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/trading/trading-platforms?i…
Published on 5 days, 7 hours ago
How Brian Belski Will Manage Risk In 2026
Episode 173
In the latest episode of the RiskReversal Podcast, host Dan Nathan interviews Brian Belski, CEO and CIO of Humilis Investment Strategies. Belski discusses his decision to leave BMO after 35 years to…
Published on 1 week ago
Is The AI Spending Bus Heading Towards A Cliff?
Episode 172
In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas delve into various market trends and economic indicators. They discuss the OpenAI and Amazon cloud compute agreement, CapEx spend…
Published on 1 week, 1 day ago
Dan Greenhaus: Pardon The Interruption
Episode 171
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/trading/trading-platforms?i…
Published on 1 week, 2 days ago
Mike Wilson On The Fed's Latest Rate Cut and What's Next In 2026
Episode 170
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/trading/trading-platforms?i…
Published on 1 week, 6 days ago
What Wall Street Missed in Friday’s CPI, Fed Moves & China Trade Talks
Episode 169
Guy Adami and SoFi's Liz Thomas break down the latest market headlines, tackling the fallout from Friday’s CPI report, the Federal Reserve’s upcoming policy moves, and a dramatic correction in gold p…
Published on 2 weeks, 1 day ago
It's a Mad, Mad, Mad, Mad Market + AI Enters Its Creativity Era with Gregg Spiridellis
Episode 168
Dan Nathan and Guy Adami preview the week to come in markets. After the break, Dan sits down with Gregg Spiridellis, co-founder of Spiridellis Bros. Studio and a pioneer in the AI-powered animation …
Published on 2 weeks, 2 days ago