On The Tape with Danny Moses

Ivy Zelman, Founder and Executive VP of Zelman Associates, is a leading voice in the housing sector, celebrated for her market predictions. In this discussion, Ivy reflects on her journey from Wall Street analyst to housing expert. She shares her insights on the 2008 financial crisis, challenges in affordability, and current market dynamics. The conversation highlights builder strategies, rising costs, and her new memoir 'Gimme Shelter,' emphasizing the importance of independent research in navigating the complexities of the housing market.

Luke Gromen, founder and president of Forest For The Trees, shares his expertise on macroeconomic shifts and market analysis. He discusses the impact of post-2020 fiscal policies on inflation and debt dynamics in the U.S. Gromen emphasizes gold's potential resurgence as a neutral reserve asset amid global tensions, contrasting it with Bitcoin's role. The conversation also touches on the Federal Reserve's challenges and the need for strategic flexibility in investing. Tune in for valuable insights on navigating today's complex economic landscape.

In this engaging discussion, macro strategist James Aitken, founder of Aitken Advisors and former UBS and AIG expert, shares insights from his unique financial journey. He reflects on transitioning from trading to advising, emphasizing the shift in market focus from Wall Street to Main Street. Aitken delves into risks moving from banks to private credit, the implications of government policies on market dynamics, and the roles of gold and cryptocurrency amid current economic uncertainties. Their chat also includes memorable golf stories against the backdrop of Ireland's economy.

Michael Lewis, bestselling author of 'Liar's Poker' and 'The Big Short', engages in a fascinating dialogue about his experiences during the financial crisis and the impact of high-frequency trading. He shares insights from writing 'Flash Boys' and examines the predatory nature of modern sports gambling, particularly its effects on youths. Lewis also critiques government inefficiencies and offers a glimpse into his upcoming works on civil servants. The conversation touches on the biography challenges of figures like Elon Musk and Sam Bankman-Fried, highlighting complex narratives in finance.

Isaac Boltansky, Director of Policy Research at BTIG, shares his insights on the evolving political landscape and its impact on financial markets. He discusses the looming government shutdown and its potential effects on Fannie Mae and Freddie Mac, emphasizing cautious optimism for their future. The conversation also dives into the regulatory challenges in the banking sector and the gambling industry, particularly regarding March Madness. Boltansky stresses the importance of federal oversight in maintaining financial stability amid these changes.

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Substack author, shares his keen insights on market dynamics. He discusses a potential shift from the 'Magnificent Seven' tech stocks to opportunities in emerging markets, particularly in China, and attractive commodity trades. The conversation also touches on the evolving role of gold, the influence of the Federal Reserve on long-term rates, and the impact of tariffs on supply chains. Boockvar highlights the resilience of retail investors and explores the booming online gambling sector.

Porter Collins and Vincent Daniel, former partners at Seawolf Capital, share their contrarian investment insights and portfolio management techniques. They discuss how Trump's policies have shaped their strategies, explore the nuances of emerging markets, and debate the resilience of gold and energy sectors. The trio also reflects on their long history in finance, highlighting how political events and influential figures like Elon Musk impact market dynamics. Their lively banter and disagreements offer a unique glimpse into the world of investing.

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.