All Episodes
RiskReversal Pod — 1,000 episodes · page 1 of 10
David Rosenberg: The AI "Mania" Is More Extreme Than 1999
Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now
Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal
If Not Now, Then When Will These AI Companies Go Public?
Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar
Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Consumers Feel Awful But Keep Spending with Mastercard's Chief Economist Michelle Meyer
Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild
Anthony Scaramucci at Hunt & Fish Club Restaurant | Standing Table Podcast Episode #1
Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2
U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas
Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios
The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis
Dan Niles: This Isn't the Top, It's a Speed Bump
David Rosenberg: "The Fed Just Made a Policy Mistake"
Danny Moses: Debt, Gold & the Fed... What's Really Driving Markets?
Gene Munster: iPhone Duo Will Be A Category Killer & Meta Muse Will End The Algo
Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call
The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In
Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure
Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus
Wall Street Isn't Buying Kevin Warsh's Tough Talk
Imran Khan Isn't Worried About Nvidia's "Circular" Deals
Deus Ex Machine, AI & Data with FirstMark's Matt Turck
Danny Moses: How Scott Bessent Just Tied the Fed's Hands
Ex-Twitter CEO gave Musk the Bird, 01A AI investments & IPO Landscape
The AI Price War Nobody Saw Coming with FirstMark's David Waltcher
Peter Boockvar: Inflation Is The Core Disease
Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
Sonali Basak: Building “The Bridge” Investors Can Walk Across
Nvidia's Backstop Deal Just Made Every Bank a Bag Holder
AI Is Rewiring Retail Investing with Jim Swartwout & Jay Jacobs
Mike Wilson: The AI Trade Has a Breaking Point, We're Just Nowhere Near It
Nicole Kagan: Empowering Kalshi Through Research
The AI "FOMO Feeding Frenzy" with Amish Jani of FirstMark Capital
Bill Harris at The Dead Rabbit | Standing Table #8
Cracks Everywhere: Japanese Yen, AI Stocks & US Bonds
Warsh Out in Bonds + CME Group's Tim McCourt on Single Stock Futures
Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital
Danny Moses: Gold's Make or Break Moment is Here
Cameron Dawson: Change (In the House of AI)
Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout
Jeff Bell & Richard Betts at Please Don't Tell | Standing Table
EThe AI Scarcity Myth Is Breaking
Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors
Second-Half Market Outlook & Playbook with Liz Thomas
China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar
Patient Equity Capital is a Virtue
Jenny Just & Matt Hulsizer at Ascend Innovation Summit | Standing Table
David Rosenberg: "There Are No More Bears Left" In This Market
Bull Markets Die on Euphoria. Are We Finally There?
Gene Munster Believes It's Different This Time
James Lavish Gives Us His "Strategy" for Trading These Markets
Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger
Ilir Sela at Grimaldi's Pizzeria | Standing Table #5
The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa
Imran Khan: The Nvidia Math Says This Isn't A Bubble
The SaaSpocalypse Is Looking Like A Bank Run with Current's Stuart Sopp & Trevor Marshall
Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!
The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex
Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses
Bill Capuzzi at Minetta Tavern | Standing Table #4
The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here
America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop
Lawrence McDonald: How To Listen When Markets Speak
A VC's Playbook For Investing in the AI Bubble with Jeff Richards
The Tokenmaxxing Party Is Over and No One Wants to Admit It
The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies
Peter Boockvar Gives Us His "Boock Report" On The Markets
Liz Thomas at Harry's | Standing Table #3
Microsoft Can't Afford Its Own AI. What Does That Tell Us? + Easterly's Darrell Crate on Structural Volatility
Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s
The Future of AI: Agents, Defense, Space & Trillion-Dollar Startups with Shahin Farshchi & Ann Bordetsky
The Future of QQQ: AI, SpaceX IPO & Mag 7 Dominance with Invesco's Brian Hartigan
Bitcoin, Dante’s Inferno & the Future of Money with Anthony Scaramucci
Bourbon and Charts with Carter Worth
The $400 Billion Backlog: RBC's Top Analysts Break Down the AI Trade
The Market Doesn't Care About Your Worries Right Now
Michael Green: Has Passive Investing Crossed The Rubicon? | On The Tape
Coming Into FOCUS: Crude Oil, Hot Inflation, and a Wall of Worry
Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.
David Rosenberg Isn’t Drinking The “AI Productivity” Kool-Aid
OpenAI's CFO Just Said Something Sam Altman Didn't Want You to Hear
How AI Is Upending The Digital Ad Space with Michael Nathanson & Adam Singolda
Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point
Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb
"The Market Will Never Go Down Again"
How The SPX Reaches Mike Wilson's 7,800 Target
Does The Future Hold More Downside For Oracle?
Mission Impossible: Finding Value In A Volatile Market
Liz Ann Sonders: The Stock Market Isn’t A Casino
Sam Altman’s MisAI-lignment of OpenAI’s Financial Reality with Gene Munster
The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call with CNBC's Deirdre Bosa & Rowspace's Michael Manapat
The $39 Trillion Warning Markets Are Ignoring
SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan
AI, DeFi & The Great Convergence with Galaxy's FinTech Guru Joe Armao