On The Tape with Danny Moses

RiskReversal Media
undefined
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!
undefined
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.
undefined
11 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.
undefined
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.
undefined
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.
undefined
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.
undefined
Jul 23, 2025 • 44min

Michael A. Gayed: "Few" Have More Passion For Markets

Michael A. Gayed, founder of the Lead Lag Report and creator of the Free Markets ETF, shares his insights on how deregulation impacts various sectors. He discusses the significance of current economic factors like the Japanese yield curve and the US debt. Michael reflects on his personal journey shaped by his father and his new health regimen. He dives into the evolving landscape of market strategies, the potential for increased volatility, and the roles of banks and alternative assets like crypto and gold in this dynamic economy.
undefined
Jul 16, 2025 • 46min

Cameron Dawson: Where Is My Mind?

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her insightful perspective on the US economy and stock market. They discuss the influence of the Federal Reserve and the impact of tariffs on investment strategies. Cameron dives into market valuations, the importance of large-cap stock buybacks, and the wealth effect on investor behavior. Additionally, they explore the role of Bitcoin as a hedge against currency debasement, emphasizing the evolving dynamics of the market and the shrinking supply of equities.
undefined
29 snips
Jul 9, 2025 • 43min

Luke Gromen: Black Diamond Markets & The Avalanche of Worry

Luke Gromen, founder of Forest for the Trees, shares his macroeconomic insights and market predictions. He anticipates a positive outlook for risk assets in late 2025 due to deregulation and a weakening dollar. Gromen discusses how gold and Bitcoin could thrive amidst market volatility and explores the implications of a declining dollar on global dynamics. He highlights the Federal Reserve's policies and geopolitical tensions, while expressing cautious optimism for the second half of the year despite looming short-term challenges.
undefined
17 snips
Jul 2, 2025 • 36min

Adam Parker: Margin Expansion = Multiple Expansion

Adam Parker, Founder and CEO of Trivariate Research, shares his keen insights on the current financial landscape. They dive into the impacts of US dollar weakness and the promising margin expansion in tech and healthcare. Adam highlights financial services stocks as attractive investments. The conversation also explores AI's potential to enhance productivity and its implications for various sectors. Additionally, discussions on energy markets, oil demand forecasts, and the evolving role of Bitcoin in the investment landscape add to the intrigue.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app