Slušaj RiskReversal Pod podkast

Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout	RiskReversal Pod	33:39
Jeff Bell & Richard Betts at Please Don't Tell \| Standing Table	RiskReversal Pod	26:05
The AI Scarcity Myth Is Breaking	RiskReversal Pod	35:36
Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build	RiskReversal Pod	48:24
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets	RiskReversal Pod	46:39
The Parabolic Seven & The IBM Warning Sign with Ben Emons of FedWatch Advisors	RiskReversal Pod	35:22
Second-Half Market Outlook & Playbook with Liz Thomas	RiskReversal Pod	30:40
China Enters the Data Center, AI Profits Walk Out — with Louis-Vincent Gave & Peter Boockvar	RiskReversal Pod	70:08
Patient Equity Capital is a Virtue	RiskReversal Pod	26:53
Jenny Just & Matt Hulsizer at Ascend Innovation Summit \| Standing Table	RiskReversal Pod	23:04
David Rosenberg: "There Are No More Bears Left" In This Market	RiskReversal Pod	72:30
Bull Markets Die on Euphoria. Are We Finally There?	RiskReversal Pod	43:11
Gene Munster Believes It's Different This Time	RiskReversal Pod	50:32
James Lavish Gives Us His "Strategy" for Trading These Markets	RiskReversal Pod	42:12
Meet The VCs Digging for Gold in the Gutter with Dan Teran & James Gettinger	RiskReversal Pod	55:19
Ilir Sela at Grimaldi's Pizzeria \| Standing Table #5	RiskReversal Pod	24:30
The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa	RiskReversal Pod	62:06
Imran Khan: The Nvidia Math Says This Isn't A Bubble	RiskReversal Pod	50:25
The SaaSpocalypse Is Looking Like A Bank Run with Current's Stuart Sopp & Trevor Marshall	RiskReversal Pod	43:41
Some VCs Are “Behaving Badly”, Ann Bordetsky Isn't One of Them!	RiskReversal Pod	58:49
The $1.75 Trillion SpaceX IPO Will Test This Rally with Liz Thomas and Bill Capuzzi, CEO of Apex	RiskReversal Pod	54:21
Warsh's First Fed Meeting, SpaceX Going Public & A Vice Stock Update	RiskReversal Pod	21:32
OnlyDans: SpaceX IPO, Apple's AI Dissapointment & Tech's PR Problem with Dan Ives & Danny Moses	RiskReversal Pod	58:27
Bill Capuzzi at Minetta Tavern \| Standing Table #4	RiskReversal Pod	19:43
The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here	RiskReversal Pod	77:26
America's Trillion-Dollar Race to Catch Chinese Miners with Brian Paes-Braga, Founder/CEO of The Metals Royalty Company	RiskReversal Pod	57:10
Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop	RiskReversal Pod	55:39
Lawrence McDonald: How To Listen When Markets Speak	RiskReversal Pod	40:10
A VC's Playbook For Investing in the AI Bubble with Jeff Richards	RiskReversal Pod	60:48
The Tokenmaxxing Party Is Over and No One Wants to Admit It	RiskReversal Pod	37:19
The Perpetual Future Is Here with David Schamis & Jeroen Nieuwkoop of Hyperliquid Strategies	RiskReversal Pod	45:53
Peter Boockvar Gives Us His "Boock Report" On The Markets	RiskReversal Pod	38:19
Liz Thomas at Harry's \| Standing Table #3	RiskReversal Pod	24:39
Microsoft Can't Afford Its Own AI. What Does That Tell Us? + Easterly's Darrell Crate on Structural Volatility	RiskReversal Pod	49:35
Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s	RiskReversal Pod	54:11
The Future of AI: Agents, Defense, Space & Trillion-Dollar Startups with Shahin Farshchi & Ann Bordetsky	RiskReversal Pod	70:26
Rick Heitzmann at Manhatta \| Standing Table #2	RiskReversal Pod	21:06
The Future of QQQ: AI, SpaceX IPO & Mag 7 Dominance with Invesco's Brian Hartigan	RiskReversal Pod	59:12
Bitcoin, Dante’s Inferno & the Future of Money with Anthony Scaramucci	RiskReversal Pod	36:54
Bourbon and Charts with Carter Worth	RiskReversal Pod	68:24

Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout

RiskReversal Pod

33:39

Jeff Bell & Richard Betts at Please Don't Tell | Standing Table

RiskReversal Pod

26:05

The AI Scarcity Myth Is Breaking

RiskReversal Pod

35:36

Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build

RiskReversal Pod

48:24