Best Risk Reversal Media Podcasts (2025)

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NFL, College Sports & Other Franchises See Private Investment Interest Grow 8:34

Play Pause

6h ago8:34

8:34

Steven Olenick with Mintz says sports holds a $1 to $2 trillion value in the private equity markets. He points to scarcity in opportunities for investment that make sports so lucrative. As markets navigate what Steven calls the "beginning stages" of these investments, he highlights how private equity firms played a role in improving franchises and …

1
Ceasefire remains in place, Diane Keaton dead at 79, Rise in youth vaping, and more 29:10

2h ago29:10

29:10

The ceasefire between Israel and Hamas is holding for a second day. The two sides are now preparing for the exchange of hostages and Palestinian prisoners - set to begin in the coming days. Meanwhile, Palestinians in Gaza are making their way back to what is left of their homes, as they wait for desperately needed aid to arrive. Also: Diane Keaton …

1
Tech Corner: AMAT's Place in China, A.I. Trade 6:37

18h ago6:37

6:37

Applied Materials (AMAT) rallied to 52-week highs in early October, but potential regulatory changes in China could be weighing on the semiconductor manufacturing equipment provider. George Tsilis dives into the company's fundamental and technical picture, providing an in-depth overview of Applied Materials' business and industry trends. ======== S…

1
NVDA & A.I. Infrastructure Demand "Feverish," Health Care Stocks "Economically Insensitive" 8:17

1d ago8:17

8:17

Jed Ellerbroek believes equities remain a better buy than bonds moving forward, as long as investors can stomach volatility. He points to health care stocks as ones that remain "economically insensitive" and cheap compared to their tech peers. That said, Jed still likes A.I. and tech, noting the "feverish" pitch seen in Nvidia (NVDA) and A.I. infra…

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Ceasefire takes hold, postal workers back, Nobel Peace laureate isn’t Donald Trump, and more 28:05

2d ago28:05

28:05

The ceasefire in Gaza is in place. Now, thousands of people are on the move, trying to return to their homes, their lives. Aid groups are ready to bring in as much aid as possible, as soon as possible. And in Israel, the families of hostages are waiting to hear when their loved ones will come home. But still, there is fear and worry the deal won’t …

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Stock Market This Week: Friday Selloff Reverses All-Time Highs, AMD and NVDA Big Moves 3:01

2d ago3:01

3:01

Friday's selling pressure posted the worst day for the S&P 500 (SPX) since April. All 4 major indices erased gains as markets fell on increasing volatility surrounding U.S. and China trade relations. Despite the red arrows, AMD (AMD) managed to post a 30% gain this week and Nvidia (NVDA) touched new all-time highs Friday. Sam Vadas recaps the week.…

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Economic Sentiment Dives as Inflation, Tariffs Weigh on Consumers 6:05

1d ago6:05

6:05

Consumers are bracing for a slowdown in the economy, according to the University of Michigan's October consumer sentiment survey. Joanne Hsu notes that while the latest reading showed little change from September, consumers are increasingly worried about pocketbook issues, including the return of inflation and a weakening labor market. Tariffs are …

1
Friday's Final Takeaways: U.S./China Trade Relations Sour, Government Shutdown Continues 5:04

1d ago5:04

5:04

Jenny Horne and Sam Vadas examine several notable events from Friday's trading session, including a lack of a vote in Congress pertaining to the ongoing government shutdown. But, the biggest item of the day: President Trump's Truth Social post suggesting 'massive' tariff hikes being considered on China. ======== Schwab Network ======== Empowering e…

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AMD's Big Week, Unusual Options Activity 5:28

1d ago5:28

5:28

Rick Ducat and Jenny Horne break down this week's move in AMD (AMD) including Friday's pullback alongside the overall market. Rick points to this week's 30% move as a bullish short-term move, but when compared to chipmaking peers AMD still lagged the overall group. Rick looks at current resistance and support levels forming as shares fall from all-…

1
S&P 500 Falls 2.7% On Renewed China Tariff Threats 5:10

1d ago5:10

5:10

MRKT Matrix - Friday, October 10th Market sell-off on Trump’s China tariff threat (CNBC) Wall Street’s momentum into next week gets spoiled by tariff concerns, with earnings looming (CNBC) CPI inflation report will be released by Labor Department, while other data is delayed by shutdown (CNBC) Americans Are Falling Behind on Their Car Payments (WSJ…

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Overlooked Stock: SERV Slides Following UBER Eats and 7-Eleven Rally 4:37

1d ago4:37

4:37

Serve Robotics (SERV) recently saw a strong rally after tagging Uber Technologies (UBER) and 7-Eleven as new partners but gave back most of that rally Friday due to the tariff-induced sell-off. George Tsilis talks about the growth potential for the upcoming robotics delivery company, if it can overcome headwinds in its financials. ======== Schwab N…

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Government Shutdown Hitting Airlines as Traffic Controllers are Absent 6:56

1d ago6:56

6:56

Hospitality and airlines are being hit by the government shutdown. “Government shutdowns are never good for airlines,” Steven E. Orr says, especially because of the loss of flight controllers. The threats around backpay are also concerning him. However, he does see some tailwinds: jet fuel costs have dropped, for one. ======== Schwab Network ======…

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Playing the "Trump Trade:" Staying "Hypersensitive" to A.I. & Volatile Movers 6:58

2d ago6:58

6:58

Matt Tuttle sees Friday's sell-off as a buying opportunity for investors. He urges everyone to focus on President Trump and the fields he's focused on to see what the next potential movers are, seen through government stakes in companies like Intel (INTC), MP Materials (MP) and Lithium Americas (LAC). Matt still sees upside in the A.I. trade as wel…

1
Bitcoin's "Discounted" Value? Ray Salmond Sees Potential in Crypto Pullback 8:53

1d ago8:53

8:53

Markets sold off on Friday after President Trump hinted at a big tariff hike against China. Cryptocurrencies like Bitcoin and Ethereum also slid on the headlines, but Ray Salmond sees opportunity in the pullback. He explains why crypto may be trading at a "discount." ======== Schwab Network ======== Empowering every investor and trader, every marke…

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Top 10% of Households are Creating 50% of Domestic Consumption 6:30

1d ago6:30

6:30

Nancy Davis and Joe Hegener discuss the Michigan Consumer Sentiment report, which was slightly better than expected though still moving lower. Joe notes that half of all domestic consumption is being done by the top 10% of households, income-wise. He calls this concerning for democracy and the economy and discusses the difficulty the rest of the U.…

1
Sissel: Current Sell-Off "Buying Opportunity," MRVL & LDOS Top Picks 8:26

1d ago8:26

8:26

Shana Sissel believes headline-driven market sell-offs, like Friday's surrounding President Trump's tariff threat against China, are buying opportunities. Sell-offs tied to sustained economic weakness are a different picture in Shana's book. She highlights ways investors can protect themselves against volatility if those situations occur. She later…

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Private Equity Showing Reasons for Caution 6:20

1d ago6:20

6:20

Jeff Weniger notes “deterioration” in private equity valuations and what it can tell us about public markets. He explains how firms may be pushing these private equity holdings into 401(k)s and how that could affect retirement planning. He also muses on whether the Fed is seeing something “we don’t see” yet as private equity financial giants like A…

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October Prime Days Boosts Amazon, AMZN Stock Growth Leans on AWS 9:36

1d ago9:36

9:36

Sentiment for Amazon (AMZN) has improved, says Likefolio's Megan Brantley, who points out rising trends in the ecommerce giant. The company's October Prime Days offered a leg up for Amazon and its customers a chance to get ahead on the holiday shopping season. However, Megan sees AWS cloud being Amazon's leading growth driver. As she points out, AW…

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APLD Muscles Through Market Sell-Off After Earnings 5:12

1d ago5:12

5:12

Applied Digital (APLD) showed a strong green shoot during Friday's market sell-off. As George Tsilis notes, the data center and cooling tech company posted an earnings beat that impressed the Street. Even as financials improve, George points out that the company remains unprofitable even as A.I. infrastructure sees more demand. ======== Schwab Netw…

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How Sports Leagues are Using AI for Optimal Scheduling 6:05

1d ago6:05

6:05

Andy Tabrizi, CEO of Recentive Analytics, discusses how sports leagues are adopting AI. His company helps consolidate data to “forecast what will happen under any given scenario” to assist live event scheduling. This becomes particularly important when different leagues are playing at the same time. Andy also talks about how this impacts the sports…

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Earnings Next Week ‘Make or Break’ for Markets 5:16

2d ago5:16

5:16

Keith Buchanan calls next week a “make or break week” as earnings season begins and big banks give investors an economic picture. Andrew Wang tells investors to watch profit margins as companies navigate inflation and tariffs. They preview catalysts that they see for markets and discuss whether the bull run can continue. ======== Schwab Network ===…

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The Big 3: WULF, APLD, UUUU 14:35

2d ago14:35

14:35

"Nothing's going to stop this train" when it comes to the A.I. trade, says StocksToTrade's Tim Bohen. He offers three stock ideas that he sees as unsung plays in the industry. Tim expects Terawulf (WULF) to gain traction as A.I. infrastructure scales, a need for Applied Digital's (APLD) cooling technology, and Energy Fuels Inc. (UUUU) to pick up th…

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Trump Threatens ‘Massive Increase’ of Tariffs on China; 3%-7% Pullback in Cards 8:51

2d ago8:51

8:51

Tim Davis reacts to stocks falling on President Trump’s comments around China, including threatening a “massive increase” of tariffs. He still sees a lot of momentum in the market but notes upcoming “seasonality” troubles and thinks we could be in for a 3%-7% pullback. He says to keep in mind that the “Fed has our back” as it continues to cut rates…

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"Drug of Monetization:" How Profits Can Accelerate GOOGL Innovation 8:34

2d ago8:34

8:34

Alphabet (GOOGL) has experienced a surge in its stock price after lagging through most of 2025. Wedbush's Scott Devitt adds that Alphabet's backdrop has improved "significantly" from a consumer sentiment and technological standpoint but won't be surprised to see a cooldown in price action. He talks about how the company has become "addicted to the …

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Bulls Show No Signs of Pausing Rally, Disruptions Will Reverse Momentum 7:41

2d ago7:41

7:41

Charles Schwab's Joe Mazzola weighs in on what he sees as a "bifurcated economy" where higher-end consumers are doing well while lower-end Americans appear to struggle. Despite that, Joe doesn't see bullish market moves wavering. That could change if the government shutdown continues longer than investors predict, or if there's any disruption to th…

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China Hits NVDA & QCOM with New Headwinds 7:23

2d ago7:23

7:23

China has launched an investigation into Qualcomm (QCOM) for what it calls a violation of anti-monopoly laws. Jenny Horne explains how it's just the latest development to counter U.S. tech, adding that Nvidia (NVDA) will face tightened restrictions as well. Dan Deming offers an example options trade for Qualcomm as it faces these overseas headwinds…

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Taking Advantage of M&A Deals with Merger Arbitrage 7:44

2d ago7:44

7:44

Roy Behren explains how investors can use merger arbitrage to take advantage of M&A activity, which is expected to rise in the next few years. There has already been more than $3.4 trillion in M&A in 2025. He shows his firm’s fund based around this idea, MERIX, and covers the sectors that he’s watching for potential M&A activity. ======== Schwab Ne…

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Nathan Moser’s Small Cap Picks: PLNT, VCTR & More 5:54

2d ago5:54

5:54

Nathan Moser thinks small caps have a “multi-year move” up ahead. While the government shutdown has paused the IPO market, he expects 2026 to be a “very good year” for them, as well as M&A deals. His picks right now include Planet Fitness (PLNT), Victory Cap (VCTR), and Ligand Pharma (LGND). ======== Schwab Network ======== Empowering every investo…

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Fed Narrows Chair Candidates, Shutdown Continued Into Earnings Season 5:21

2d ago5:21

5:21

The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome P…

1
David Darst Reviews Stock Picking Successes and Names New Favorites 9:56

2d ago9:56

9:56

David Darst looks at the potential Fed Chair nominees and why he thinks Scott Bessent wouldn’t take the position. He looks at historical rate cutting cycles and “fever and fervor” in the markets, particularly in AI. He expects earnings to be a market driver next year. David examines his stock picks from March, including GOLD, EL, and ABBV, and brin…

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ORCL & AMAT Get Price Target Hikes, LEVI Slides on Updated Guidance 5:25

2d ago5:25

5:25

Markets showed green arrows to start Friday's session, though Levi Strauss (LEVI) is being left out of the rally following its earnings and updated guidance. Diane King Hall explains why investors are trimming exposure to the clothing retailer. There are bright spots for tech, with Evercore ISI raising its price target on Oracle (ORCL), while B. Ri…

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Options Corner: GLD 5:59

2d ago5:59

5:59

Gold prices hit all-time highs this week. Rick Ducat looks at correlation studies between gold prices, the S&P 500 (SPX) and the Cboe Volatility Index (VIX) to demonstrate historical patterns. Later, Tom White demonstrates an example trade for the SPDR Gold Trust (GLD) using a call vertical with a more bullish stance. ======== Schwab Network ======…

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Government Shutdown Continues, Fed Chair List Narrows, NVDA's Big Week 10:24

2d ago10:24

10:24

Tom White and Diane King Hall probe investor sentiment as the government shutdown treks on, with no vote scheduled for Friday. As economic data faces delays, the BLS is still expected to release CPI next week. Later, Tom discusses the list of candidates that could be nominated to replace Fed Chair Jerome Powell. Treasury Secretary Scott Bessent say…

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Replacing Powell: Who's Next for Fed Chair? 7:05

2d ago7:05

7:05

Ben Emons stops by the NYSE set to discuss the future of the Federal Reserve. President Trump and Treasury Secretary Bessent have narrowed down a list of candidates to 5 individuals to replace Jerome Powell when his term expires. Candidates include Michelle Bowman, Christopher Waller, Kevin Hassett, Kevin Warsh and Rick Reider. Ben provides thought…

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Freidheim: Tech Innovation Puts Us 'In a World On Track to De-Globalize' 11:02

2d ago11:02

11:02

Isabelle Freidheim joins Morning Movers to provide her perspective on the efficiencies from major tech companies and how it could be breaking down historical trade, leading to a possible "de-globalization." She says it's a structural shift, and continues to see tremendous value in U.S. tech innovation but adds that tariffs accelerated a push toward…

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Chart of the Day: AMAT 'Bull Flag' Pattern 3:22

2d ago3:22

3:22

Semiconductor equipment manufacturer Applied Materials (AMAT) hit 52-week highs earlier this week. Kevin Horner examines the 30-day trading range, highlighting $208 support with $226 upside resistance. On a 2-year chart, Kevin shows the "bull-flag" pattern taking shape and what it means relative to the all-time highs reached back in July of 2024. H…

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Danny Moses: Canaries In The Gold Mine 37:59

2d ago37:59

37:59

Guy Adami and Danny Moses discuss a variety of topics impacting the stock market and economy. They start by drawing parallels between the current market situation and past events, such as the late '90s dot-com bubble and the 2008 financial crisis. They highlight the rise of AI and its resemblance to the internet boom, expressing concerns over vendo…

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#830: Nick Kokonas and Richard Thaler, Nobel Prize Laureate — Realistic Economics, Avoiding The Winner’s Curse, Using Temptation Bundling, and Going Against the Establishment 1:57:50

2d ago1:57:50

1:57:50

Richard H. Thaler is the 2017 recipient of the Nobel Memorial Prize in Economic Sciences for his contributions to behavioral economics and the Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School of Business. He is the New York Times bestselling co-author of Nudge: Improvi…

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Ceasefire signed, Quebec constitution, Blue Jays win, and more 26:42

3d ago26:42

26:42

The hostages aren’t yet home, and the warplanes were still overhead today but finally — after two years — there is hope that the fighting in Gaza may soon be over. Israel and Hamas have signed a ceasefire agreement — intended as the first step to a more lasting peace. We have the details on how the deal was reached, and what happens now. And: Quebe…

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Stock Market Today: NVDA Record, ORCL's New Bulls, DAL Soars 2:04

3d ago2:04

2:04

Markets closed down but certain stocks shined on Wall Street's red session. Marley Kayden talks about Nvidia's (NVDA) rally to all-time highs as the biggest headline of them all. She also mentions Oracle (ORCL) gathering more attention from bulls on the analyst front, along with Delta Airlines (DAL) rallying after an earnings beat. ======== Schwab …

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Thursday's Final Thoughts: Shutdown Hits Air Travel, DAL & PEP Rally on Earnings 5:37

3d ago5:37

5:37

Thursday's session saw some headlines take investor interest, but Marley Kayden and Sam Vadas highlight the ones many may have missed. Among them: the U.S. government shutdown starting to take material effect, especially at domestic airports. They also go over Delta Airlines (DAL) and PepsiCo's (PEP) earnings to explain what they mean for the consu…

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Inflation Hits Wallets: Consumers Shift to Affordable, Healthier Options 8:36

3d ago8:36

8:36

Rogers Healy discusses how inflation is hitting the average American's wallet, particularly with rising grocery costs, which are up over 25% in the past 5 years. He believes this is not just a price problem, but also an income issue, as wage growth lags behind inflation. As a result, Healy sees consumers pivoting to more affordable options, such as…

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Overlooked Stock: Investors See Red Light on RACE Guidance 6:31

3d ago6:31

6:31

Ferrari (RACE) raised its guidance for 2025 but the figure still falls below estimates from the Street. The stock sold off and nearly hit 52-week lows after releasing their target. George Tsilis talks about Ferrari's road ahead to recapture investor interest. He says the company faces a "tricky" situation when it comes to holding strong price point…

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Amplify ETFs Create New Products for Ethereum, Blockchain & Silver Trends 5:46

3d ago5:46

5:46

Christian Magoon, CEO of Amplify ETFs, talks about the new suite of ETFs his company has released to capitalize on trends they see growing in the coming weeks and months. One of those trends: Ethereum, with Christian saying cryptocurrencies will continue their uptrend. He talks about similar ETFs his company created for other blockchain products, a…

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How Does a Stock’s Gains Translate to Index Gains? 8:42

3d ago8:42

8:42

“Market higher, volatility higher” dynamics are unusual, explains Kevin Davitt. “Relatively low vol markets can be the best markets to be short vol,” he adds. He looks at the major indexes and discusses returns, and how they are based on the weighting of stocks within them. He walks through how a stock’s gains translate to an index’s gains for inve…

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Breaking Down Delta Airlines (DAL) Earnings: Normalized Travel? 7:30

3d ago7:30

7:30

Roddy Silk and Kyle Balkissoon dig into Delta Airlines (DAL) earnings. Kyle discusses how airlines are moving towards an “unbundled model” and says Delta is capturing more of the “premium” market. He also argues that Delta stock is cheap right now. Roddy thinks we’re starting to see a “normalization” of travel as corporate demand returns. He also c…

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ETF Income and Risk Management Strategies 8:30

3d ago8:30

8:30

The market is entering a “more speculative” phase of growth as it continues to make highs, argues Matt Kaufman. He covers ETF options for risk management, including offerings from his firm, Calamos. He breaks down how these funds work and highlights tax efficiencies found in ETFs. Matt also talks about Calamos’s work within crypto and Bitcoin ETFs.…

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Stocks Retreat From Record Highs 7:52

3d ago7:52

7:52

MRKT Matrix - Thursday, October 9th S&P 500, Nasdaq retreat from record highs (CNBC) Delta says premium travel is set to overtake coach cabin sales next year (CNBC) Retail investors are back in the market in a big way after summer pause. What they are buying (CNBC) The ‘debasement trade’ is the talk of Wall Street. What is it and is it too late to …

1
Options-Based ETFs Offer Investors Access to More Complicated Markets 7:39

3d ago7:39

7:39

Troy Cates from Neos discusses their options-based ETFs. He talks about how investors are better educating themselves on risks and more complex products. He contrasts active vs passive management strategies. “We look at ourselves as more of a solutions provider,” he explains. ======== Schwab Network ======== Empowering every investor and trader, ev…