A Look Back at 2025: Great Guests, Volatile Markets and Everything In Between

Dec 24, 2025

Get ready for a whirlwind recap of 2025! Danny dives into market volatility, from equity declines to the gold boom. The year was packed with insights from guests like Michael Lewis and Jim Chanos, discussing everything from tariff impacts to tech stock predictions. Plus, hear how AI mania influenced market shifts and the drama of crypto volatility. Danny rounds it all off with his NFL picks as the season nears its climax. A riveting look at financial highs and lows, with a sprinkle of sports fun!

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INSIGHT

Early 2025 Market Rotation

2025 began with a sharp market rotation: S&P down, Nasdaq down, bonds rallied amid risk-off moves.
Dollar weakness and an 18% gold surge signaled investor concerns about policy and currency debasement.

INSIGHT

Tariffs, China And Global AI Realization

Tariff rhetoric and China questioning U.S. AI dominance pushed the dollar down and boosted gold and Chinese stocks.
Investors began to realize AI product development and gains were global, not solely U.S.-centered.

ANECDOTE

Guests Back China, Gold And Energy

Danny notes recurring guest Porter Collins and Vincent Daniel bought Chinese stocks like Alibaba, which jumped over 50% in Q1.
He recounts guests urging allocations to gold and energy as part of their Q1 positioning.

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Happy Holidays! In this abbreviated episode of On the Tape, host Danny Moses recaps significant events of 2025, including notable market changes and notable guest appearances. As always, we wrap with Danny's picks for the NFL as the season enters week 17.

ABOUT THE SHOW

For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

Follow Danny on X: @dmoses34

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