RiskReversal Pod

• Josh Brown on Trump, Tariffs & Where Investors Go From Here

  Dan Nathan is joined by Josh Brown, CEO of Ritholtz Wealth Management, to examine the impact of recent market movements, institutional money, and the evolving economic landscape under the current administration. They delve into the specifics of the stock market downturn, the implications of recent tariffs, and the potential for recession. Josh shares his approach to tactical shifts, the importance of a rules-based strategy, and how his firm is managing client portfolios through volatility. The conversation also touches on the resilience of various market sectors, the challenges of globalization, and the long-term outlook for investors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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• Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley

  Dan Nathan and Deirdre Bosa, the CNBC host of Tech Check, discuss the evolution of the AI sector on the Risk Reversal Podcast. They examine the transition from AI foundation models to 'rappers' and now to AI native applications. Deirdre elaborates on the booming private market for AI app companies in contrast to the stalling public markets. The conversation highlights companies like Any Sphere’s Cursor and examines the differing cost structures and monetization strategies between AI infrastructure firms and app-based companies. They also touch on the dynamics of AI in the Chinese market, the potential for strategic mergers and acquisitions, and the missed opportunities by tech giants like Apple. The episode concludes with a focus on the emerging concept of 'vibe coding,' where AI handles the technical coding while developers focus on higher-level design and functionality. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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• What Q1 Taught Us: Tariffs, Stagflation & The Market Reset

  Guy Adami and special guest Danny Moses discuss the significant market volatility of the first quarter of 2025 and its implications. They delve into topics such as deregulation, tariffs, and their impact on the U.S. and European stock markets. The conversation also covers the potential for stagflation, the importance of upcoming job reports, and the rising delinquency rates in various credit sectors. They touch upon the political dynamics between the private sector and government, including Mark Zuckerberg's attempts to influence U.S. policies. Additionally, they examine the semiconductor industry's performance and the strategic moves by companies like Nvidia and SoftBank. The episode wraps up with a look at Tesla's volatile stock performance and its polarizing influence on investors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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• Tech Wrecked: Who Leads The S&P 500 Higher Next?

  Dan Nathan and Guy Adami discuss the current state of the stock market, including significant movements in the VIX, treasury yields, and the recent CoreWeave IPO. The conversation covers the impact of tariffs, the upcoming jobs report, and the broader economic implications. They delve into detailed analysis of market trends, the performance of leading stocks like Nvidia, and the influence of geopolitical actions on financial markets. The pod also previews upcoming earnings reports, investor sentiment, and critical guidance expected from major companies like JP Morgan. Additionally, they discuss Elon Musk's financial comments and their potential repercussions on Tesla's stock. The episode provides a comprehensive look at the factors influencing market volatility and economic stability. Further Reading Harley-Davidson Wants Payback if Europe Targets Its Bikes (WSJ) Musk Says DOGE Role Is Costing Him as Tesla Shares Slump (Yahoo) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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• The Normalcy Trade With The Abnormal Brian Belski

  Dan Nathan and Guy Adami are joined by Brian Belski, Chief Investment Strategist at BMO Capital Markets. The discussion covers a wide range of topics, including Belski's bullish outlook on the S&P 500, with a price target of 6,700. They delve into the dynamics of the secular bull market, cyclical trends, and the path to normalcy in market returns. Belski shares his views on the impact of geopolitical events, trade tariffs, and sector-specific performances, particularly in technology and financials. The conversation also touches on consumer sentiment, the role of AI, and the implications of monetary policy on market behavior. Belski emphasizes the importance of a diversified investment strategy and the potential opportunities in small and mid-cap banks. The episode provides a comprehensive overview of current market conditions, offering valuable insights for investors navigating these uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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