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RiskReversal Pod

A two-day AI-stock rout left the SOXX down 33-40% from its highs — RiskReversal Pod
7 takeaways: why PEAK6 ran prediction markets 15 years before they had a name, why options still lock out small investors, and Musk's $500B hit
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Today's AI spenders are not the cash-burning dot-com companies, says Zeta Global CEO
8 arguments: why Zeta gave up its profits in 2017 to rebuild around AI, how its marketing work grew into Athena OS, and why it still trades at a 70…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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CNBC's Fast Money traders: if the US won't deter Iran, crude oil needs a risk premium
5 arguments: why energy is an investment rather than a trade, China as the oil market's buyer of last resort, a 3-to-1 setup in bank stocks before…
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Hyperscaler returns may fall below their cost of capital by mid-2027, says Jim Chanos
14 arguments: why he calls AI data centers an equipment leasing business, how Cisco's orders collapsed in 2001, and why he would short Nvidia's…
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"Oracle CDS, it's trading at new highs at 223": MRKT Call on the AI data center build
12 arguments: Why xAI's three-month compute deals worry Nathan, the 50bps jump in the 2-year that stocks have ignored, and why Adami says crude has a…
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Big Short investor: Bessent's "I am the house" is a tell, not a threat
5 arguments: why Japan can sell $1.2T of US Treasuries to defend the yen, what a card-counter's answer to "I am the house" is, and why central banks are…
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Token prices fell 50% as volumes quadrupled — Niles Investment Management
15 calls: Why he still reads this as a speed bump rather than a top, what Texas putting a moratorium on data centers changed for him, and why he thinks…
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Nathan and Adami: a $300B company up 13% in a day is not an efficient market
11 calls: Why they would rather be short Oracle at $143, what a hike this week could do to the 10-year, and the one sector they say is still in play
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Carter Worth: the Fed does nothing next week, and it wouldn't matter much if it did
16 takeaways: The trillion-dollar gain sitting in the Treasury's gold, the sector he would sell outright, and the FICO options trade inside his own ETF
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Guy Adami: Nvidia is putting money on every number at the roulette table, and that fails
13 takeaways: a VIX near 14 against a 25% move in Salesforce, the nine of 18 Fed officials Rosenberg says want to hike into 1.5% growth, and where the…
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Imran Khan: Why Nvidia's circular revenue is already priced in at 15 times, what Jensen is really buying with those checks, and where he…
Why memory's story has gone from a 10 to an 8, what Seoul investors only wanted to ask about, why Salesforce's quarter is better than it reads, and who…
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