On The Tape with Danny Moses

RiskReversal Media
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Oct 22, 2025 • 45min

Jeff deGraaf: The Market That Continues To Defy Gravity

Jeff deGraaf, founder of Renaissance Macro Research, discusses his insights on financial markets with a focus on macroeconomic conditions. He shares his career journey, highlighting key moments leading to the 2007-08 crisis. The conversation dives into sector trends like private equity and small caps, as well as technical analysis of gold's recent surge. Jeff evaluates potential bubbles and the implications of Federal Reserve policies on current market dynamics. He also shares RenMac's strategic approaches to investing and market research.
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17 snips
Oct 15, 2025 • 34min

Dennis DeBusschere: Taking A Victory Lap Through The K-Shaped Economy

Dennis DeBusschere, President of 22V Research and a former macro strategist, dives into the complexities of the K-shaped economy. He explores the volatile Fed policies, examines AI's impact on market momentum, and shares insights from his recent trip to China, highlighting their push for tech self-sufficiency. DeBusschere analyzes labor market trends, the implications of rate cuts, and sector performance, emphasizing how these factors influence investor sentiment. Expect intriguing predictions and a candid outlook on inflation and credit market challenges!
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Oct 8, 2025 • 41min

Shana Sissel: The Queen of Alternatives and Perseverance

Shana Sissel, the CEO and founder of Banríon Capital Management, delves into her extensive 25-year finance career and the challenges of launching her firm. She discusses the vital role of alternative investments and how her platform aids advisors in navigating this complex landscape. Additionally, Shana shares insights on current market valuations, central bank policies, and the evolving behavior of retail investors shaped by economic trends. Her determination and passion for educating investors shine throughout the conversation.
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14 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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