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
Episodes
Mentioned books
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.
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.
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.
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.
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.
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.
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.
30 snips
Jun 4, 2025 • 45min
Peter Boockvar: The Canary Is Still Singing
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.
May 28, 2025 • 39min
Michael Kantrowitz: The "K"antro Shaped Recovery
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.
24 snips
May 21, 2025 • 44min
Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters
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.
