On The Tape with Danny Moses

RiskReversal Media
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40 snips
Aug 20, 2025 • 48min

Bob Elliott: Uncensored, Unlimited & "Nonconsensus"

Bob Elliott, co-founder and CEO of Unlimited, discusses his impressive journey from leading investment research at Bridgewater Associates to creating innovative ETFs using machine learning. He shares insights on the 2008 financial crisis, current macroeconomic issues like Federal Reserve actions, and global economic conditions in places such as Japan and China. Elliott dives into topics like the implications of oil prices, the role of gold, and Bitcoin’s dual identity as a risky asset and potential safe haven. He emphasizes the value of diversification and the future of hedge fund replication through technology.
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Aug 13, 2025 • 40min

Phil Rosen: Market Facts Can Be Stranger Than Fiction

Phil Rosen, co-founder and editor-in-chief of Opening Bell Daily, shares his unique journey from travel blogging to finance. He emphasizes the importance of data-driven analysis in journalism and discusses the challenges young investors face today. Phil unpacks the investment potential of Bitcoin amid a devaluing dollar and critiques traditional media's portrayal of market dynamics. With insights on navigating retail investing and the risks in cryptocurrency, he encourages a cautious yet optimistic approach to modern investment opportunities.
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10 snips
Aug 6, 2025 • 47min

James Lavish: Bitcoin Maxi Meets Bitcoin Mini

James Lavish, co-founder of the Bitcoin Opportunity Fund and former Wall Street trader, shares insights on macroeconomic challenges like unsustainable debt and the vulnerability of fiat currencies. He discusses Bitcoin's evolution as a potential safe haven and contrasts it with gold amidst rising inflation. Lavish explores the implications of cryptocurrency regulation and emphasizes the importance of stablecoins. He also highlights strategic hedging techniques in Bitcoin investments and reflects on the future of digital currencies.
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Jul 23, 2025 • 44min

Michael A. Gayed: "Few" Have More Passion For Markets

Michael A. Gayed, founder of the Lead Lag Report and creator of the Free Markets ETF, shares his insights on how deregulation impacts various sectors. He discusses the significance of current economic factors like the Japanese yield curve and the US debt. Michael reflects on his personal journey shaped by his father and his new health regimen. He dives into the evolving landscape of market strategies, the potential for increased volatility, and the roles of banks and alternative assets like crypto and gold in this dynamic economy.
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Jul 16, 2025 • 46min

Cameron Dawson: Where Is My Mind?

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her insightful perspective on the US economy and stock market. They discuss the influence of the Federal Reserve and the impact of tariffs on investment strategies. Cameron dives into market valuations, the importance of large-cap stock buybacks, and the wealth effect on investor behavior. Additionally, they explore the role of Bitcoin as a hedge against currency debasement, emphasizing the evolving dynamics of the market and the shrinking supply of equities.
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29 snips
Jul 9, 2025 • 43min

Luke Gromen: Black Diamond Markets & The Avalanche of Worry

Luke Gromen, founder of Forest for the Trees, shares his macroeconomic insights and market predictions. He anticipates a positive outlook for risk assets in late 2025 due to deregulation and a weakening dollar. Gromen discusses how gold and Bitcoin could thrive amidst market volatility and explores the implications of a declining dollar on global dynamics. He highlights the Federal Reserve's policies and geopolitical tensions, while expressing cautious optimism for the second half of the year despite looming short-term challenges.
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17 snips
Jul 2, 2025 • 36min

Adam Parker: Margin Expansion = Multiple Expansion

Adam Parker, Founder and CEO of Trivariate Research, shares his keen insights on the current financial landscape. They dive into the impacts of US dollar weakness and the promising margin expansion in tech and healthcare. Adam highlights financial services stocks as attractive investments. The conversation also explores AI's potential to enhance productivity and its implications for various sectors. Additionally, discussions on energy markets, oil demand forecasts, and the evolving role of Bitcoin in the investment landscape add to the intrigue.
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11 snips
Jun 25, 2025 • 48min

Porter Collins & Vincent Daniel: What Are We Doing? Learning To Fly!

In this engaging discussion, Porter Collins and Vincent Daniel, both former partners of Danny Moses with deep expertise in financial markets, dive into the current state of the energy sector and specific investment opportunities like Fannie Mae and Tesla. They analyze macroeconomic factors affecting market volatility, including the Federal Reserve's actions. The duo also explores the rising significance of AI and uranium, while unpacking the implications of stablecoins and the evolving dynamics of the consumer credit market.
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9 snips
Jun 18, 2025 • 46min

Lawrence McDonald: Risks, Myths and Investment Opportunities

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.
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7 snips
Jun 11, 2025 • 42min

Dennis DeBusschere: 22V’s Investing Playbook, Victory & Volatility

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.

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