On The Tape with Danny Moses

RiskReversal Media
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4 snips
Oct 7, 2025 • 51min

Michael Lewis Q&A with Danny Moses, Vincent Daniel & Porter Collins

Renowned author Michael Lewis, known for works like The Big Short and Moneyball, joins Danny Moses, Vincent Daniel, and Porter Collins for an insightful conversation on the financial crisis's lasting impacts. They delve into the differences between his book and its film adaptation, exploring themes of risk and moral hazard in today’s markets. The discussion covers the evolving role of the Fed, the potential for future crises, and the importance of incentives. Plus, Michael offers advice to young writers navigating the age of AI.
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Oct 1, 2025 • 39min

Sonali Basak: iCapital Chief Investment Strategist Makes Podcast Debut

Sonali Basak, Chief Investment Strategist at iCapital and former Bloomberg anchor, makes her podcast debut. She reflects on her journey from media to finance, emphasizing investor education. Sonali shares insights on the current state of the Fed's policies and both equity and fixed income markets. She discusses the evolving K-shaped economy and the impact of AI on labor. They also delve into private market strategies and the importance of diligent fund selection in a shifting economic landscape.
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15 snips
Sep 24, 2025 • 39min

Meredith Whitney: Avocado Toast With A Side of Wage Garnishment

Meredith Whitney, founder of Meredith Whitney Advisory Group and renowned financial analyst, shares her insights on the sluggish housing market and the financial challenges facing Gen Z and Millennials. She explains how seniors are stalling home sales by tapping into home equity, while rising student loans may shrink younger generations' spending power. The discussion includes private credit's rise, implications for companies like Rocket Mortgage, and the potential effects of new wage garnishment policies. Whitney wraps up with her successful investment strategies and forecasts for the economic landscape.
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13 snips
Sep 17, 2025 • 38min

Keith McCullough: Skate To Where The Market Is Going

Danny welcomes Keith McCullough, Founder of Hedgeye and former Yale hockey captain. Keith shares how his disciplined sports background shaped his finance career. He discusses the quad system for understanding economic phases and market analysis, emphasizing current bullish views on small-cap stocks. The conversation dives into his shift from hedge funds to creating independent insights and highlights Hedgeye's community initiatives, like supporting local youth sports. Keith offers a refreshing blend of investment strategy and social responsibility.
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7 snips
Sep 11, 2025 • 46min

Robinhood: Viva Las Vegas with Vincent Daniel, Porter Collins & JB Mackenzie

Join JB Mackenzie, VP at Robinhood, Porter Collins, and Vincent Daniel from Seawolf Capital as they dive into financial innovations at the Robinhood Summit 2025 in Las Vegas. They discuss event contracts and AI's impact on trading. JB emphasizes rapid product development and engaging customers in a fast-evolving market. The conversation also touches on stock market dynamics, the shift towards retail investor participation, and strategies for navigating financial complexities. Plus, enjoy lively NFL Week Two predictions and insights on market trends!
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Sep 3, 2025 • 37min

Ryan Glasspiegel: Views From The Front Office

Ryan Glasspiegel, a media and entertainment reporter at Front Office Sports, dives into the thrilling nexus of sports, business, and media. He discusses the explosive growth of legalized sports betting and its impact on franchise valuations. Ryan offers insights into how tech giants like Amazon are reshaping sports broadcasting, and the implications of evolving media rights deals. The conversation also touches on the challenges of new gaming regulations and the innovative shifts in the creator economy influencing content distribution in sports.
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21 snips
Aug 27, 2025 • 52min

Vincent Daniel and Porter Collins: WAWD? Contrarians At The Gate

Porter Collins and Vincent Daniel, both general value investors at Seawolf 2.0, share their insights on navigating the financial landscape. They unveil their new Substack newsletter aiming to create engaging content for investors. The duo discusses the Federal Reserve's influence on the economy, sporting event contracts’ rise, and the evolving cannabis investment landscape. They also explore promising energy investments like uranium, while critiquing government interventions in capitalism. Their contrarian approach emphasizes a thoughtful investment strategy amid political dynamics.
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40 snips
Aug 20, 2025 • 48min

Bob Elliott: Uncensored, Unlimited & "Nonconsensus"

Bob Elliott, co-founder and CEO of Unlimited, discusses his impressive journey from leading investment research at Bridgewater Associates to creating innovative ETFs using machine learning. He shares insights on the 2008 financial crisis, current macroeconomic issues like Federal Reserve actions, and global economic conditions in places such as Japan and China. Elliott dives into topics like the implications of oil prices, the role of gold, and Bitcoin’s dual identity as a risky asset and potential safe haven. He emphasizes the value of diversification and the future of hedge fund replication through technology.
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Aug 13, 2025 • 40min

Phil Rosen: Market Facts Can Be Stranger Than Fiction

Phil Rosen, co-founder and editor-in-chief of Opening Bell Daily, shares his unique journey from travel blogging to finance. He emphasizes the importance of data-driven analysis in journalism and discusses the challenges young investors face today. Phil unpacks the investment potential of Bitcoin amid a devaluing dollar and critiques traditional media's portrayal of market dynamics. With insights on navigating retail investing and the risks in cryptocurrency, he encourages a cautious yet optimistic approach to modern investment opportunities.
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10 snips
Aug 6, 2025 • 47min

James Lavish: Bitcoin Maxi Meets Bitcoin Mini

James Lavish, co-founder of the Bitcoin Opportunity Fund and former Wall Street trader, shares insights on macroeconomic challenges like unsustainable debt and the vulnerability of fiat currencies. He discusses Bitcoin's evolution as a potential safe haven and contrasts it with gold amidst rising inflation. Lavish explores the implications of cryptocurrency regulation and emphasizes the importance of stablecoins. He also highlights strategic hedging techniques in Bitcoin investments and reflects on the future of digital currencies.

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