On The Tape with Danny Moses

Herb Greenberg, a seasoned financial journalist with over 50 years of experience, shares his fascinating journey from aspiring disc jockey to Wall Street guru. He discusses the importance of independent research and skepticism in investment, revealing how he spots red flags in companies before others do. The conversation touches on the challenges faced in today's financial media landscape and the evolving role of social media. Greenberg also highlights his insights on specific companies and the currents of the market, along with his recent move to a new platform to better engage with investors.

Jim Chanos, a trailblazing short seller from Chanos & Company and Yale professor, discusses market pitfalls and the importance of forensic accounting while sharing his experiences with notorious fraud cases like Enron. He emphasizes how narratives influence investor perceptions today. Later, former golfer and broadcaster Ned Michaels offers a sneak peek into the 2025 Masters, analyzing key players and the unique atmosphere of Augusta, blending sports insights with captivating personal anecdotes.

Carter Braxton Worth, founder of Worth Charting, joins financial experts Vincent Daniel and Porter Collins for a deep dive into stock market dynamics. They explore the impending 'Liberation Day' and its potential effects on stocks like NVIDIA and Tesla. The trio discusses the merger reshaping the mortgage market, alongside trends in energy and consumer stocks. With a focus on technical analysis versus fundamentals, they share insights on trading strategies, emphasizing the importance of timing in market volatility. Cheers to a blend of bourbon and market wisdom!

Ivy Zelman, Founder and Executive VP of Zelman Associates, is a leading voice in the housing sector, celebrated for her market predictions. In this discussion, Ivy reflects on her journey from Wall Street analyst to housing expert. She shares her insights on the 2008 financial crisis, challenges in affordability, and current market dynamics. The conversation highlights builder strategies, rising costs, and her new memoir 'Gimme Shelter,' emphasizing the importance of independent research in navigating the complexities of the housing market.

Luke Gromen, founder and president of Forest For The Trees, shares his expertise on macroeconomic shifts and market analysis. He discusses the impact of post-2020 fiscal policies on inflation and debt dynamics in the U.S. Gromen emphasizes gold's potential resurgence as a neutral reserve asset amid global tensions, contrasting it with Bitcoin's role. The conversation also touches on the Federal Reserve's challenges and the need for strategic flexibility in investing. Tune in for valuable insights on navigating today's complex economic landscape.

In this engaging discussion, macro strategist James Aitken, founder of Aitken Advisors and former UBS and AIG expert, shares insights from his unique financial journey. He reflects on transitioning from trading to advising, emphasizing the shift in market focus from Wall Street to Main Street. Aitken delves into risks moving from banks to private credit, the implications of government policies on market dynamics, and the roles of gold and cryptocurrency amid current economic uncertainties. Their chat also includes memorable golf stories against the backdrop of Ireland's economy.

Michael Lewis, bestselling author of 'Liar's Poker' and 'The Big Short', engages in a fascinating dialogue about his experiences during the financial crisis and the impact of high-frequency trading. He shares insights from writing 'Flash Boys' and examines the predatory nature of modern sports gambling, particularly its effects on youths. Lewis also critiques government inefficiencies and offers a glimpse into his upcoming works on civil servants. The conversation touches on the biography challenges of figures like Elon Musk and Sam Bankman-Fried, highlighting complex narratives in finance.

Isaac Boltansky, Director of Policy Research at BTIG, shares his insights on the evolving political landscape and its impact on financial markets. He discusses the looming government shutdown and its potential effects on Fannie Mae and Freddie Mac, emphasizing cautious optimism for their future. The conversation also dives into the regulatory challenges in the banking sector and the gambling industry, particularly regarding March Madness. Boltansky stresses the importance of federal oversight in maintaining financial stability amid these changes.

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Substack author, shares his keen insights on market dynamics. He discusses a potential shift from the 'Magnificent Seven' tech stocks to opportunities in emerging markets, particularly in China, and attractive commodity trades. The conversation also touches on the evolving role of gold, the influence of the Federal Reserve on long-term rates, and the impact of tariffs on supply chains. Boockvar highlights the resilience of retail investors and explores the booming online gambling sector.

Porter Collins and Vincent Daniel, former partners at Seawolf Capital, share their contrarian investment insights and portfolio management techniques. They discuss how Trump's policies have shaped their strategies, explore the nuances of emerging markets, and debate the resilience of gold and energy sectors. The trio also reflects on their long history in finance, highlighting how political events and influential figures like Elon Musk impact market dynamics. Their lively banter and disagreements offer a unique glimpse into the world of investing.