On The Tape with Danny Moses
RiskReversal Media
Welcome to the "On The Tape" podcast, hosted by Danny Moses. 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: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
62 snips
Nov 12, 2025 • 50min
Luke Gromen: Here Comes The Repo Man
Luke Gromen, founder of macro research firm Forest for the Trees, shares insights on the current financial landscape. He discusses the spike in SOFR/SRF rates and how recent repo market stresses echo 2019's turmoil. Gromen highlights the impact of AI on jobs and its sustainability, while emphasizing gold's role as a strategic asset amidst economic uncertainty. He also examines the complexities of US-Japan relations and the geopolitical stakes surrounding rare earth materials, offering a blend of market analysis and foresight.
Nov 5, 2025 • 34min
Ivy Zelman: "The Housing Survey Says..."
Ivy Zelman, founder of Zelman & Associates and renowned housing analyst, dives into the complexities of the housing market. She discusses the persistent affordability challenges and the impact of mortgage rate buy-downs on builders' margins. Ivy sheds light on the late innings of the new home absorption cycle, the varied demand across price points, and the implications of a K-shaped economy on younger buyers. She also warns about potential risks in manufactured housing and emphasizes the importance of proprietary survey data over traditional metrics.
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.
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!
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.
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.
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.
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.
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.
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!
