Cautionary Tales: Oracle, Meta & the Unseen Risks of AI M...

Q: How long is this episode of RiskReversal Pod?

This episode is 28 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on November 24, 2025.

Q: Can I download this RiskReversal Pod episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

On this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss recent market trends and significant movements, focusing on AI stocks like Nvidia and their earnings impacts. They delve into the consumer landscape through the lens of major retailers like Walmart and the overall health of the consumer amidst rising delinquency rates. The conversation extends to macroeconomic indicators, including the CME Fed Watch tool and rate cut expectations, as well as insights from industry leaders like Harvey Schwartz of the Carlyle Group. The hosts also explore the implications for companies like Oracle, Intel, and Dell in the current economic climate. Show Notes Checkout Wilf's Podcast —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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