The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors.
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ShareManage episode 473698861 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Dan Nathan is joined by Parshv Shah, Portfolio Manager at Kingdon Capital Management, on the RiskReversal podcast. They discuss the impact of generative AI on the stock market, particularly focusing on tech stocks and hyperscalers like Google, Amazon, and Microsoft. The conversation covers the shifts in market sentiment, the performance and future outlook for companies like Nvidia, Dell, and Adobe, and the role of AI in cybersecurity. They also explore the implications of custom silicon and agent technology on consumer internet companies, featuring insights into the challenges and opportunities these innovations present for various tech sectors.
—
FOLLOW US
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Instagram: @riskreversalmedia
Twitter: @RiskReversal
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RiskReversal Pod
1 Money For Nothing And Your Chips For Free with Imran Khan 51:18
51:18 
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Play Later Play Later Lists Like LikedDan Nathan and Imran Khan explore the pitfalls of excessive capital in companies, emphasizing that true innovation comes from solving problems, not just spending money. They discuss lessons from tech leaders like Scott McNealy and the impact of platform shifts - such as the internet, mobile apps, and now AI - on value creation. The conversation highlights key growth areas including digital workforce, transportation, space, fintech, and healthcare, and stresses the importance of execution, leadership, and finding idiosyncratic investment opportunities in tech’s next decade. Checkout Imran's Podcast on Apple or Spotify Follow Imran on Twitter: https://x.com/dottkhan — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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RiskReversal Pod
1 How AI Is Reshaping the Tech Power Rankings with Rishi Jaluria 40:43
40:43 Play Later Play Later Lists Like Liked40:43
Play Later Play Later Lists Like LikedDan Nathan hosts Rishi Jaluria, Managing Director of Software Equity Research at RBC Capital Markets, on the Risk Reversal Podcast to discuss the latest Q1 earnings, AI advancements, and broader market themes. They delve into Microsoft's innovative AI strategies and their significant investments in OpenAI. The conversation highlights the importance of long-term perspectives in evaluating AI monetization and market impacts. Rishi shares insights on the enthusiasm surrounding Oracle's cloud infrastructure (OCI) and its role in the AI landscape, as well as analysis on companies like Salesforce, HubSpot, and MongoDB in the context of their AI and growth strategies. The podcast also explores macroeconomic factors, market sentiments, and the potential implications of geopolitical developments on software businesses. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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RiskReversal Pod
Dan Nathan and Guy Adami host the Wednesday edition of the RiskReversal Podcast, focusing on multiple aspects of the financial markets. They discuss the importance and history of the morning market call, recent developments in U.S.-China trade relations, and their implications on the stock market. The hosts highlight the state of the energy sector and its unexpected resurgence. They also analyze inflation data, future interest rate projections, and the impact of geopolitical tensions on market stability. Noteworthy stock performances, including Oracle and Adobe, are examined in the context of the ongoing AI boom and market expectations. The episode delves into consumer data, valuation metrics, and the potential impact of economic policies on future market behavior. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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1 WWDC Disappointment: Is Apple Rotten to the Core with Gene Munster 33:50
33:50 Play Later Play Later Lists Like Liked33:50
Play Later Play Later Lists Like LikedDan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic projections. They also explore the impact of AI, regional banks’ underperformance, and consumer credit. Additionally, they examine the state of the energy sector and the potential for oil price movements. After the break, Gene Munster of Deepwater Asset Management joins to discuss the recent Apple WWDC event, focusing on its less impressive hardware announcements and the introduction of new operating system features. They explore Apple's strategic moves related to AI, including the Foundation Model framework aimed at enhancing AI capabilities for developers. The conversation also highlights Apple's efforts to align its devices more closely while addressing the challenges its facing due to competition from OpenAI and regulatory hurdles. Additionally, they touch on Tesla's RoboTaxi initiative and its potential impact on the company's brand and market performance. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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Dan Nathan and Guy Adami delve into US-China trade meetings, the economic slowdown, and the implications of the ongoing tax bill debates. They address the impact of high-profile market voices, such as Jamie Dimon and Paul Tudor Jones, who have raised concerns about market complacency. Discussions also touch on the volatility in the options market, Tesla's Robotaxi event, and the expectations for Apple’s product announcements. The episode closes with a focus on how market participants should navigate these numerous uncertainties. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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1 $TSLA Tanks on Trump-Musk Spat + Where Will Danny Moses Go When The Volcano Blows? 55:51
55:51 Play Later Play Later Lists Like Liked55:51
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1 The Great Wall of Worry: US-China Trade War Risks 31:35
31:35 Play Later Play Later Lists Like Liked31:35
Play Later Play Later Lists Like LikedGuy Adami and Dan Nathan discuss the current state of trade negotiations, tariffs, and their potential impacts on the market. They delve into the complexities of the U.S.-China trade relationship, the ramifications of increased tariffs on steel, and the ongoing issues of national debt and deficit. The conversation also touches upon market reactions, inflation concerns, and significant market indicators such as non-farm payrolls and CapEx spending. They address key market players like Elon Musk and the influence of geopolitical events on investor sentiment. Additionally, the hosts analyze specific stocks like CrowdStrike and Apple, considering their performance and valuation challenges. The podcast concludes with an outlook on upcoming economic reports and their potential influence on market trends. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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1 Agentic Disruption & The Race For Robotaxi Supremacy With Mike Dempsey of Compound VC 1:02:00
1:02:00 Play Later Play Later Lists Like Liked1:02:00
Play Later Play Later Lists Like LikedDan Nathan welcomes Mike Dempsey of Compound VC on the RiskReversal Podcast to discuss the firm's approach to investing in disruptive tech, including generative AI and autonomy. Mike shares his background from hedge funds to early-stage investing, detailing Compound's research-centric strategy in identifying undervalued tech opportunities. The conversation covers broader market trends, the evolution of AI and its impact on public companies, and the dynamic between private and public investing. They also delve into specific investments like Wave, an autonomous driving tech startup, and potential market impacts from major players like Tesla, Waymo, and emerging competitors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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1 Jamie's Cryin' About The Bond Market + Betterment CEO Sarah Levy 49:55
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Play Later Play Later Lists Like LikedDan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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RiskReversal Pod
1 Less Certainty, More Volatility with Michael Contopoulos 44:53
44:53 Play Later Play Later Lists Like Liked44:53
Play Later Play Later Lists Like LikedDan Nathan and Guy Adami have a detailed discussion with Michael Contopoulos , Deputy Chief Investment Officer at Richard Bernstein Advisors, about the current market landscape. They explore the challenges of market volatility, the impact of tariffs, and interest rates. The conversation touches on the Federal Reserve's potential moves, inflation, and potential stagflation. They also delve into the implications of AI on productivity and employment, the role of private credit markets, and the recent trends in gold prices. The episode emphasizes the importance of understanding macroeconomic factors and market sentiment in navigating the current economic environment. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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Guy Adami and Dan Nathan discuss the recent court ruling deeming tariffs illegal and its potential repercussions on the market. They examine the administration's likely response and reflect on President Trump's handling of trade policies and their impact on various sectors. The hosts then focus on Nvidia's earnings and its significant influence on market sentiment, discussing the broader implications for the semiconductor sector and tech stocks. They also touch on other company performances, including Salesforce and Best Buy, and analyze upcoming economic reports like the jobs number. The episode highlights the complexity of the current financial landscape, emphasizing the importance of staying informed and cautious in light of ongoing trade tensions and economic uncertainties. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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1 Nvidia Q1 Earnings Preview with Gene Munster 41:09
41:09 Play Later Play Later Lists Like Liked41:09
Play Later Play Later Lists Like LikedDan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications for their growth. The duo also evaluate Tesla's challenges amid price wars with BYD and the impact on their delivery numbers and market share. The episode is an in-depth look at current tech trends, market sentiment, and long-term investment strategies. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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RiskReversal Pod
Dan Nathan and Guy Adami kick off the RiskReversal podcast with discussions on the merits of a four-day work week and housekeeping announcements including upcoming guest appearances. The episode covers a range of topics including recent market movements, the impact of geopolitical events on the market, and specific company performances like Nvidia, Salesforce, Tesla, and BYD. Economic data, including the upcoming Fed minutes, GDP, and the PCE inflation reading, is also discussed. The hosts explore the complexities of the bond market, the role of the US dollar, and the geopolitical landscape with a focus on the Ukraine conflict and China. They also touch on gold and Bitcoin's performance in the current market scenario. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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RiskReversal Pod
1 Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame 1:00:56
1:00:56 Play Later Play Later Lists Like Liked1:00:56
Play Later Play Later Lists Like LikedDan Nathan is joined by Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley. They discuss a wide range of topics including market volatility, the impact of different economic policies under the Trump administration, and the future direction of trade, tariffs, and taxes. Mike shares insights from his midyear outlook, predicting a constructive back half of the year despite anticipated volatility. The conversation also touches on the implications of supply constraints, the private economy, and the role of AI in market dynamics. They delve into the complexities of the bond market, the global debt issue, and the potential impact of Japanese yields on US markets. The episode provides a deep dive into the interconnectedness of global financial markets and the strategies investors might consider in navigating the current economic landscape. Checkout the FactSet Earnings Insight Blog: https://insight.factset.com/ — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media…
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