On The Tape with Danny Moses

Lawrence McDonald, a former distressed credit trader at Lehman Brothers and an insightful author, shares his experiences during the Global Financial Crisis. He discusses the risks of government debt and the implications of high-yield investments. McDonald highlights attractive opportunities in energy, commodities, and hard assets, stressing the potential of sectors like nuclear energy and copper. He also critiques passive investing misconceptions and emphasizes the need for careful market analysis amidst inflationary pressures and geopolitical changes.

Dennis DeBusschere, founder and chief market strategist of 22V Research, offers a deep dive into the current economic landscape. He discusses the resilience of large cap tech stocks amid volatility and the risks associated with tariffs and rising bond yields. Dennis emphasizes the Fed's policies and US debt, while exploring the interconnections of fiscal stimulus and market performance. Notably, he introduces his 'fire and ice regime' approach tailored for adapting to shifting economic conditions, alongside insights on small caps and alternative assets.

In this discussion, Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, shares his sharp market insights and predictions for the tech-heavy 'Mag 7' stocks. They explore the swirling dynamics of interest rates, inflation, and how these factors affect global bond markets. Peter highlights opportunities in energy and retail while considering shifts in consumer spending trends. The conversation also takes a turn into the exhilarating world of horse racing, analyzing strategies ahead of the Belmont Stakes.

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, shares his keen insights on today's bifurcated markets. He discusses the critical factors shaping market movements, including inflation, interest rates, and geopolitical events. Kantrowitz introduces his 'Hope' framework, key to cyclical analysis. The potential impact of AI on financial markets is examined, alongside small-cap stock selection strategies. He emphasizes the importance of quality in investments and weighs the economic implications of a K-shaped recovery.

Jack Farley, a podcaster and founder of the Monetary Matters Network, shares his insights on navigating financial markets shaped by the Global Financial Crisis. He discusses the pivotal role of the Federal Reserve in influencing monetary policy, including interest rates and tariffs. Farley delves into the complexities of short selling, quantitative models, and the importance of foundational research in investing. He reflects on democratizing market information and the challenges faced by hedge funds in today's unpredictable climate, drawing from lessons learned from notable industry figures.

Porter Collins and Vincent Daniel, former partners at Seawolf Capital, bring their finance expertise to the table. They dive into the volatile market landscape, sharing insights on managing personal investments, stock picking, and the importance of liquidity. The discussion also covers gold and Bitcoin as safe havens amidst economic pressures. They spotlight sectors like energy and share specific stock picks like Sable Offshore. Plus, they lighten the mood by discussing sports betting strategies and their predictions for upcoming championships.

Bethany McLean, an investigative journalist famed for exposing Enron’s accounting scandals, shares her insights on pressing topics. She discusses the complexities of private equity's impact on healthcare and the role of Fannie Mae and Freddie Mac in the modern economy. McLean highlights the importance of independent journalism in fostering truth amidst growing cynicism. Furthermore, she delves into OpenAI's evolution, questioning the implications of AI on democracy and governance, while pondering on Warren Buffett's lasting investment legacy.

Dr. Jim Walker is the Chief Economist at Aletheia Capital and founder of Asianomics, renowned for his expertise in Asia-Pacific economics. He discusses the evolution of his research firm and contrasts Austrian and Keynesian economic theories, particularly regarding government interventions. Dr. Walker shares insights on the 1997 Thai baht crisis and current U.S. tariff policies' impacts on global trade. The conversation also touches on geopolitical risks and his passion for horse racing and Scottish football, adding a personal touch to the serious economic analysis.

Michael Green, Chief Strategist for Simplify Asset Management, shares his insights from decades in finance. He recalls pivotal moments like the 1987 stock market crash and stresses the impact of passive investing on market dynamics. The discussion touches on the economic repercussions of Bitcoin versus gold and the dual effects of artificial intelligence on jobs. Green also critiques current economic policies, emphasizing the need for strategic thinking in navigating today's financial landscape.

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.