On The Tape with Danny Moses

Danny Moses hosts Luke Gromen, founder of Forest for the Trees , on the On the Tape Podcast. In this episode, they discuss the SRF and SOFR rates, recent stresses in the repo markets, and the US Treasury's actions to alleviate funding issues. Luke explains the systemic risks in the financial system, the influence of hedge funds in the US Treasury market, and compares the current repo market scenar...

Danny welcomes Ivy Zelman, founder of Zelman Associates , who is acclaimed as the best housing analyst of all time. The discussion covers a wide range of topics within the housing market, including the challenges of affordability, the impact of rate cuts, and the prevalence of mortgage rate buy-downs. Ivy provides her perspective on the current state of the housing market, indicating the late inni...

In this episode of the On the Tape Podcast, host Danny Moses discusses market insights with Jeff deGraaf, founder and chairman of Renaissance Macro Research . Jeff elaborates on the structure and focus of his firm, the team's expertise, and their approach to research. The conversation covers Jeff's career journey from Merrill Lynch to Lehman Brothers and eventually founding RenMac. They delve into...

Danny welcomes Dennis DeBusschere, President of 22V Research on for another podcast appearance! Together, they dissect the ever-changing landscape of markets and the economy, diving deep into volatile Fed policy, government shutdown drama, AI-driven earnings momentum, and the latest on U.S.-China dynamics following a recent trip to Shanghai and Beijing. The conversation covers the K-shaped economy...

Danny Moses interviews Shana Sissel, CEO and founder of Banríon Capital Managemen, known as the 'queen of alternatives.' Shana shares her journey in the financial industry, including roles at Morgan Stanley, Fidelity Investments, Russell Investments, and Orion, and discusses the evolution and importance of alternative investments. She highlights the challenges and opportunities for retail investor...

Danny, Vinnie and Porter hosted author Michael Lewis for a special edition of the 'Friday Night Dirty' podcast. To get content like this and more, subscribe over on Substack . -- ABOUT THE SHOW 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...

iCapital's new Chief Investment Strategist Sonali Basak joins Danny on the latest On The Tape podcast! Sonali shares her extraordinary journey from media to Wall Street, reflecting on how she’s helping to shape content strategies for leading financial firms while empowering investors to make better decisions. We dive into her experiences launching original content at Bloomberg, insights on today’s...

Danny Moses talks to Meredith Whitney, founder of Meredith Whitney Advisory Group , about the current state of the housing market and consumer finance. Meredith highlights the sluggishness in existing home sales, attributing it to seniors holding onto their homes and tapping into home equity loans. She discusses the consumer spending patterns of Gen Z and Millennials, focusing on the financial imp...

Danny welcomes Keith McCullough , founder of Hedgeye and a former Yale hockey captain, to discuss his journey from Yale hockey to Wall Street and the establishment of his independent research firm, Hedgeye . Keith shares insights on his disciplined work ethic, cultivated through hockey, and how it translates to his work in finance. He reflects on his career at various hedge funds and the lessons l...

Danny Moses is LIVE from the Hood Summit 2025 in Las Vegas. He is joined by JB Mackenzie, VP and General Manager of Futures and International at Robinhood, along with his Seawolf Capital co-founders, Porter Collins and Vincent Daniel. The discussion covers innovations such as event contracts, the impact of AI, and the importance of product evolution in trading. JB highlights Robinhood’s rapid prod...

In this episode of On the Tape, the host is joined by Ryan Glasspiegel of Front Office Sports to discuss the convergence of sports, business, media, and gambling. The conversation explores the rise of legalized sports betting, evolving media rights deals, and the impact of gambling on sports franchise valuations. Ryan shares his career journey and insights into the future of sports media and event...

In this episode of the 'On The Tape' podcast, host Danny Moses, along with Porter Collins and Vincent Daniel , discuss several key topics in the financial markets. They start with a discussion about the newly launched " What Are We Doing " Substack newsletter, sharing insights into their process of delivering valuable content. The conversation covers the role of the Federal Reserve and its politic...

Bob Elliott , co-founder, CEO, and CIO of Unlimited , joins the show to discuss his extensive investment experience, including his time as the head of investment research at Bridgewater Associates. The conversation covers Elliott's background, his work on significant economic events like the 2008 financial crisis, and the founding of Unlimited, which offers ETFs using machine learning for investme...

Danny interviews Phil Rosen , co-founder and editor-in-chief of Opening Bell Daily . Phil shares his journey from being a travel blogger to becoming a renowned financial journalist. Despite his youth, Phil has a wealth of experience, having lived on three continents, authored two Amazon bestselling books, and being a Fulbright scholar. He talks about his passion for journalism, which allows him to...

Danny Moses is joined by James Lavish , co-founder and co-manager of the Bitcoin Opportunity Fund . They discuss their shared views on macroeconomic issues such as unsustainable debt and the vulnerability of fiat currencies. James describes his journey from a Yale hockey player to a Wall Street trader and Bitcoin enthusiast. The conversation covers the impact of policy and regulation in the crypto...

Danny Moses is joined by Michael A. Gayed , founder of the Lead Lag Report, to discuss his new venture, the Free Markets ETF, which focuses on stocks benefiting from deregulation. The conversation covers a range of topics including the Japanese yield curve, the US debt and the Federal Reserve, and the potential impacts of deregulation on various sectors. Michael also discusses his personal journey...

Danny Moses welcomes Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss the current state of the US economy and stock market as the second quarter earnings season begins. Topics include the role and impact of the Federal Reserve, tariffs, the economic surprise cycle, and market breadth. Cameron also shares insights on market valuation, demand for equities, and the influence o...

In this episode of On the Tape, Luke Gromen , founder and president of Forest for the Trees , returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns. He sees gold and Bitcoin benefiting from market volatility and explores the im...

Danny Moses welcomes Adam Parker, founder, CEO, and Chief Strategist at Trivariate Research . They discuss several important topics, such as US dollar weakness and its potential long-term impacts, margin expansion in tech and healthcare sectors, and Adam's favorable outlook on financial services stocks. Adam also shares his background and provides insights into Trivariate's offerings for both reta...

Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and the Federal Reserve's policies. Discussions also...

Danny Moses interviews Larry McDonald , a former distressed credit trader at Lehman Brothers during the Global Financial Crisis (GFC) and author of ' A Colossal Failure of Common Sense ' and ' How to Listen When Markets Speak .' Larry discusses his career, which includes transitioning from retail to institutional finance and experiencing firsthand the collapse of Lehman Brothers. The conversation...

Danny Moses talks with Dennis DeBusschere, founder and chief market strategist of 22V Research . They discuss various economic indicators, the state of large cap tech stocks, and the risks posed by tariffs and rising 10-year bond yields. Dennis shares insights on the Fed's stance, US debt, private credit, energy sector, and gold. The conversation covers the complex dynamics between fiscal stimulus...

Danny Moses welcomes Peter Boockvar , Chief Investment Officer at Bleakley Financial Group . They discuss the accuracy of Peter's market predictions from February, touching on subjects like the 'Mag 7' tech stocks, global investment trends, and market valuations. The conversation expands to current financial dynamics involving the Federal Reserve, inflation, interest rates, and global bond markets...

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market movements, focusing on inflation, interest rates, t...

Danny Moses hosts Jack Farley, a podcaster and founder of the Monetary Matters Network . They discuss Jack's experiences growing up during the Global Financial Crisis and his keen interest in the Federal Reserve. Jack shares insights from numerous interviews on short selling and quantitative trading. They explore current market dynamics, with Jack reflecting on private credit and its potential imp...