On The Tape with Danny Moses

Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market environment, where they discuss managing personal invest...

Danny is joined by Bethany McLean , famed for her work on exposing Enron’s accounting malpractices and chronicling its fall in her book, 'The Smartest Guys in the Room.' McLean discusses various topics including the current state of private equity, U.S. healthcare, Fannie Mae and Freddie Mac, tariffs, and Warren Buffett's enduring legacy. Delving into contemporary issues, she also touches on the r...

Danny Moses interviews Dr. Jim Walker from Aletheia Capital. They discuss Dr. Walker's pioneering of independent research firm Asianomics, its evolution, and current focus at Aletheia Capital. The conversation delves into the differences between the Austrian School of Economics and Keynesian economic theories, particularly in how government interventions impact the economy. Dr. Walker shares insig...

Danny is joined by Michael Green, Chief Strategist for Simplify Asset Management . The conversation spans various pivotal moments including the 1987 stock market crash, the 'Big Short' trade during the 2008 financial crisis, and his insights as a portfolio manager at firms like Canyon Partners and Soros Fund Management. Michael also discusses his current role at Simplify Asset Management, where he...

In this episode of "On the Tape," Danny Moses hosts veteran financial journalist Herb Greenberg, who shares his journey from aspiring disc jockey to influential Wall Street reporter. Greenberg discusses how he developed his reputation for investigative business journalism, focusing on uncovering risks and red flags in public companies, often before others noticed them. The conversation explores th...

Danny Moses hosts renowned short seller Jim Chanos of Chanos & Company. Chanos discusses his extensive career in short selling since 1985, offering insights into current market debacles, the elevated risks in recent valuations, and specific cases of fraud he has encountered. He examines the historical context of financial fraud and the systemic issues facing modern markets, such as inadequate...

WATCH on YouTube: https://youtu.be/Qf6bQayOOFc Danny Moses is joined by Porter Collins and Vincent Daniel for a detailed discussion with Carter Braxton Worth, the founder of Worth Charting . The team delves into an analysis of various market themes and sectors including housing, financials, and energy. They explore the potential impact of 'Liberation Day' on market performance, and the conversatio...

Danny Moses is joined by Ivy Zelman, Founder and Executive VP of Zelman Associates , to discuss her career and insights into the housing market. Ivy shares her journey from a financial analyst at Solomon Brothers in the 1990s to becoming a renowned figure in the housing sector. They delve into her famous predictions on the housing market downturn, the impacts of the 2008 financial crisis, and her...

Danny Moses hosts Luke Gromen , founder and president of Forest For The Trees , on the On the Tape Podcast. The discussion revolves around significant market shifts since 2023, including fiscal spending and dominance, inflation, and global financial trends. Luke delves into how post-2020 fiscal policies, particularly in the U.S., have led to inflationary pressures and evolving debt dynamics. He ex...

Danny Moses interviews macro strategist James Aitken, also known as the 'financial plumber.' The duo reflects on their shared history, including Aitken's tenure at UBS and AIG, where he gained deep insights into the financial system. Aitken discusses his transition to founding Aitken Advisors and the challenges of writing financial analyses from a small island. The conversation covers the current...

Danny Moses is joined by bestselling author Michael Lewis for a wide-ranging discussion touching on their initial meeting during the financial crisis, Lewis's journey with 'The Big Short' and its subsequent transformation into a movie. They delve into the real-time writing of Lewis' book 'Flash Boys', prompted by the flash crash of 2010. The conversation also covers Lewis's podcast journey on spor...

Danny Moses hosts Isaac Boltansky, Director of Policy Research at BTIG, to discuss the latest developments in Washington, D.C., under the new Trump administration. Key topics include potential government shutdowns, implications for Fannie Mae and Freddie Mac, regulatory changes for banks, and the role of various federal agencies. They also delve into the effects of fiscal policies on mortgage rate...

Peter Boockvar , Chief Investment Officer at Bleakley Financial Group and Substack author , joins the pod. Peter shares his insights on the potential shift from the 'Magnificent Seven' tech stocks to emerging markets like China, the attractiveness of commodity trades, and various policy changes in Europe. The conversation covers gold revaluation and its impact on the U.S. Treasury, the Federal Res...

Danny Moses is joined by his former Seawolf Capital partners Vincent Daniel and Porter Collins for an in-depth segment titled 'What Are We Doing?' The discussion spans a variety of topics, including the influence of Trump's policies on their investment strategies, thoughts on China and emerging markets, and specific sectors like energy, gold, and aircraft leasing. The trio also recount their long...

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 cut...