On The Tape with Danny Moses

RiskReversal Media
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8 snips
Dec 3, 2025 • 36min

JB Mackenzie: "I Have A Prediction To Make"

JB Mackenzie, Vice President and GM of Futures at Robinhood, shares insights into the exciting world of prediction markets. He discusses Robinhood's innovative approach to engaging retail investors with unique financial products and the shift from futures to event contracts. The conversation touches on the end of quantitative tightening by the Federal Reserve and explores the implications for market dynamics. JB elaborates on the importance of liquidity and the competitive landscape in prediction markets, while giving a glimpse into upcoming trends and sports betting examples.
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11 snips
Nov 26, 2025 • 44min

Dan Nathan & Guy Adami: Goldilocks Has Arrived At The Thanksgiving Table

Danny Moses, a seasoned trader and host, joins Dan Nathan and Guy Adami to explore the latest market trends. They discuss the potential 'Goldilocks' scenario with easing rates and the resilience it may bring. The group analyzes the volatility within 'The Magnificent Seven' tech stocks, Nvidia's struggles, and rising competition from AI chip makers like Google. They dive into healthcare's resurgence, the impact of geopolitical tensions on chip production, and the nuanced dynamics in the private credit market. The conversation also touches on Bitcoin's recent challenges and wraps up with some light-hearted NFL picks.
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11 snips
Nov 19, 2025 • 37min

WAWD? “Getting Our Ducks In A Row” with Vincent Daniel & Porter Collins

Porter Collins, an experienced investor and market commentator, and Vincent Daniel, a market analyst and investor, join in for a deep dive into current market dynamics. They discuss the sustainability of AI investments, debating market narratives and quality stock picks amidst oversaturation. The duo analyzes Bitcoin's role amidst cryptocurrency volatility and reasons for gold's strength as a hedge against rising debt. They also explore risks in private credit and evaluate offshore energy opportunities, balancing insights with some NFL predictions.
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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.
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17 snips
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.
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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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