Dan Nathan hosts Dan Ives, Global Head of Tech Research at Wedbush, on the Risk Reversal Podcast. They discuss Ives' new AI innovation ETF, its dynamic components, and investor skepticism. Ives addresses his recent appointment as chairman of a crypto treasury company tied to Worldcoin, emphasizing future authentication technology. The conversation also covers Tesla's potential in robotics and autonomous driving, with Ives expressing cautious optimism. They delve into Google’s AI advancements impacting its legal battles and analyze the mixed performance of major tech stocks. Ives highlights the importance of focusing on data and long-term investment opportunities amidst market noise.
Show Notes
What The Hell Is Cloud? (YouTube)
Dan Ives Clothing Collab
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1:01:50
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1:01:50
Is This Just The Start For Market Euphoria?
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Dan Nathan & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, September 11th.
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47:38
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47:38
The Mag7 Is No Longer The Mag7 with Robinhood's Steph Guild & Michael Obucina
Dan Nathan, Steph Guild, and discuss a wide range of topics affecting the current market environment. They start by celebrating the success of the Hood 2025 event and welcome the large audience. Discussion topics include the remarkable 22% aftermarket rise in Oracle's stock, the broader implications for AI-related stocks, and the sentiment in the options market. They also touch on IPO market trends, regulatory environment changes, and the impact of potential rate cuts by the Federal Reserve. Specific focus is given to various sectors such as regional banks, defense technology, and homebuilders. Additionally, the conversation extends to macroeconomic factors including tariffs, inflation, yield curves, and the ongoing geopolitical risks. The episode wraps up with insights on future market expectations, potential corrections, and the sentiment surrounding cryptocurrencies and gold. Throughout, the hosts provide detailed analysis and potential investment strategies, emphasizing the importance of informed decision-making in a volatile market.
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1:01:18
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1:01:18
The Case for "Buying Boring" When Tech Gets Expensive
In the latest RiskReversal Podcast, Dan Nathan and Peter Boockvar, CIO at OnePoint BFG Wealth Partners, delve into a gamut of financial topics. They discuss the recent August jobs data and changing dynamics within the S&P 500, including the addition of Robinhood and AppLovin. They analyze the impact of these changes on index funds, noting the risks of high valuations. The conversation then shifts to notable movements and future prospects of major tech stocks like Nvidia, Tesla, Microsoft, and others amidst increasing competition and investment in AI. Peter shares contrarian investment ideas in non-cyclical consumer non-durable stocks such as Conagra and Nestle, highlighting their defensive nature and potential dividends. The dialogue concludes with a broader discussion on economic data, inflation, and potential Fed rate cuts, emphasizing the market's readiness for various scenarios.
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32:25
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32:25
Markets & The Fed Entering Uncharted Territories
Guy Adami and Liz Thomas discuss the immediate market reactions following a disappointing August jobs report. They delve into the implications of this data, including the anticipated rate cuts by the Federal Reserve and the potential impact on the labor market and inflation. The conversation covers historical context, the roles of small-cap stocks, the influence of federal policies, and the reactions of various sectors, including gold and healthcare. They also touch on the global economic outlook, the potential for a recession, and personal anecdotes. The episode emphasizes the complex interplay between economic indicators, market performance, and policy decisions.
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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.
We break down the most important market moving headlines to help listeners make better informed investing decisions.
Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.
Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else.
For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform.
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