Dan Niles: This Isn't the Top, It's a Speed Bump
Dan Nathan hosts Dan Niles of Niles Investment Management on the Risk Reversal podcast to discuss a rallying market amid a 5% 10-year yield, rising global rates, and negative September seasonality ahead of the midterms. Niles argues AI-driven data-center spending has powered 2024 returns, but warns…
Republican districts are becoming more competitive
September 18, 2026, 10AM: New reporting from The New York Times reveals districts Trump carried by double-digits are now more competitive. Plus, Congressmen Josh Gottheimer and Mike Lawler are calling the warning from a former Anthropic employee "a five alarm security risk." And, New England Patrio…
The AI Trying to Replace Your Financial Advisor with Fahad Hassan and David Cusatis
Dan Nathan sits down with Fahad Hassan and David Cusatis, co-founders of Range, an AI-native wealth management platform that just crossed $1 billion in assets under management. Fahad and David built Range without any traditional finance background, starting from a simple frustration: the old 1% AUM…
The AI Tool That Contradicts the President
October 1st, 10am: The Trump administration's new AI tool rollout, and how it's undercutting some of the president's own political statements. Then, Trump is in Texas touting the economy as the "are you better off now" question turns brutal for Republicans, and Senate Republicans fall short on a la…
Trading From The Short Side with Danny Moses, Vincent Daniel & Porter Collins
Go follow the 'What Are We Doing' Substack: https://whatarewedoingonthedesk.substack.com/
LIVE from the HOOD Summit in Houston: Dan Nathan hosts as the guys walk through the short seller's checklist: short interest, valuation, cost to borrow and, most importantly, a real catalyst. They explain why…
Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline …
If Not Now, Then When Will These AI Companies Go Public?
Dan Nathan and Guy Adami reunite to preview the week, focusing on two late-week tech stories: a Nikkei report that Apple may have cut iPhone 18/18 Pro component orders, and market volatility sparked by questions around OpenAI’s revenue figures, including debate over annual run-rate calculations and…
SHAKING THE LEAVES OFF THE MONEY TREE
It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushing higher. Risk Reversal’s Dan Nathan drops in with what to watch and listen for as the stock market inches higher on weak breadth and hopes tha…
Shaking The Leaves Off The Money Tree | Investopedia x RiskReversal
CHECKOUT CALEB'S SUBSTACK: investopedia.substack.com/t/caleb-silvers-signal
It’s the most critical week of the year as investors face a wave of earnings reports and the latest inflation reading with bond yields and oil prices pushing higher. Risk Reversal’s Dan Nathan drops in with what to watch a…
Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now
Dan Nathan welcomes Deirdre Bosa to the Okay, Computer podcast to discuss her upcoming daily Yahoo Finance show, “Deirdre Bosa Live,” launching November 9 and airing weekdays 1–2 PM PT. They dig into how Microsoft has shifted Copilot toward a model-agnostic approach—routing tasks to the most cost-e…
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