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Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb
Episode 249
Dan Nathan interviews Wedbush's Dan Ives on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WW…
4 months, 1 week ago
"The Market Will Never Go Down Again"
Episode 248
Dan Nathan and Guy Adami discuss an unusually persistent market rally, with a “sea of green” pushing the S&P 500 to new highs as crude oil reverses l…
4 months, 1 week ago
How The SPX Reaches Mike Wilson's 7,800 Target
Episode 247
Dan Nathan and Guy Adami welcome Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson back to the Risk Reversal Podcast to discuss his career at…
4 months, 2 weeks ago
Does The Future Hold More Downside For Oracle?
Episode 246
Dan Nathan and Guy Adami discuss major tech themes and trades, focusing on dispersion in mega-cap tech and the recent underperformance and rebounds o…
4 months, 2 weeks ago
Mission Impossible: Finding Value In A Volatile Market
Episode 245
Dan Nathan and Guy Adami discuss a volatile Friday session after a hotter-than-expected CPI, with software making multi-year lows while semiconductor…
4 months, 2 weeks ago
Liz Ann Sonders: The Stock Market Isn’t A Casino
Episode 244
Guy Adami welcomes Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging conversation on the state of modern markets. Fr…
4 months, 3 weeks ago
Sam Altman’s MisAI-lignment of OpenAI’s Financial Reality with Gene Munster
Episode 243
Dan Nathan and Gene Munster of Deepwater Asset Management discuss tech stocks heading into Q1 earnings, focusing on why Google and Broadcom outperfor…
4 months, 3 weeks ago
The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call with CNBC's Deirdre Bosa & Rowspace's Michael Manapat
Episode 242
The IPO floodgates are opening — and AI is driving the wave.
Dan Nathan sits down with CNBC anchor and tech columnist Deirdre Bosa to break down the …
4 months, 3 weeks ago
The $39 Trillion Warning Markets Are Ignoring
Episode 241
Danny Moses returns to the Risk Reversal Podcast with a stark warning: the tools that bailed us out in 2008 and COVID won't work this time. With U.S.…
4 months, 4 weeks ago
SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan
Episode 240
Dan Nathan hosts CNBC’s Morgan Brennan on the RiskReversal Podcast to discuss her path from music and anthropology to Forbes during the 2009 crisis a…
4 months, 4 weeks ago