The Friday Night Dirty

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com You might be wondering why the “song of the week” was chosen..the guys will explain. It was a busy week in the markets as Anthropic sent shockwaves through the Software sector. Google and Amazon continue to increase capex related to A.I. buildout. The market continues to digest the Warsh Fed Chair no...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The boys begin with one of their favorite trading desk songs and a great story behind it.. They touch on the violent moves in Gold and Silver and what the appointment of Warsh might mean for the Federal Reserve, Banks and the Markets. Of course they get into Tesla (TSLA) earnings and discuss the Carv...

A Special Friday Night Dirty for all subscribers kicked off with a little “Beastie Boys” and that set the tone for the episode. The guys hit some earnings and went deeper into their “Anybody Seen Richie” note from earlier this week. Natural Gas moving higher, along with many other commodities including Gold, and the guys highlight their top picks. They bring back a new bit from last week and expla...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com That’s right - in the spirit of the NFL Playoffs and as an ode to Randy Moss the guys introduce a new segment! Plus, they take a look at bank earnings and the proposed 10% cap in credit card rates. Then, they discuss new power deals and electricity demand caused by A.I. and the recent move higher in...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s a busy and dirty Friday on the pod. The guys break down: * what stocks and sectors have become “sponge-worthy” * where they see charts lining up with fundamentals * recent policy announcements impacting the Housing sector, including thoughts on Fannie and Freddie * their Seawolf Annual Letter an...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s an early drop for this week’s ‘The Friday Night Dirty.’ In the spirit, the guys start with a holiday poem they think you will enjoy. Then, the talk shifts to gold and how its now as big as the top 20 companies in the world combined. Danny, Porter and Vinnie revisit the Sable Offshore story (SOC)...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s that time of the week! The boys share their latest thoughts on the “AI” trade and the daily swings in sentiment in the sector. They go onto discuss President Trump’s executive order on Cannabis and his comments related to housing affordability. Then, a deep dive breakdown into the “What Up E” pi...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s that time of the week! On this episode of the pod: The guys open with an ode to U2 (Silver and Gold) and then quickly jump into a recap of the FED meeting. Then, they pivot to the week that was with Bonds and AI and it was a week that was not good! The discussion moves into the potential resched...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s this week’s episode of the ‘The Friday Night Dirty.’ The guys dive into the surging physical commodities market and break down what the latest price moves mean for stocks. Vinnie shares his top long and short ideas to position for the volatility ahead. The group previews next week’s Federal Rese...

In this special Thanksgiving episode, the guys cover it all including: 1. Japanese bonds & silver on a tear Yields in Japan are moving lower, with the 2‑year bond nearing 1%, while silver is described as being on a “runaway train” higher amid shifting safe‑haven flows.​ 2. Fed leadership shake‑up in focus The group debated the market implications if Kevin Hassett were to replace Jerome Powell as F...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Where’s Porter? You’ll find out (sort of). What’s more- this week’s episode of the Dirty dives into a wild and intense market week, highlighted by the aftermath of Nvidia’s earnings report. Danny and Vinnie discuss a dynamic mix of crypto movements, commodity fluctuations, and stock market trades, wi...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com This might be the dirtiest one yet. The boys ‘break down’ AI developments, cryptocurrency trends, quarterly results from FanDuel and DraftKings, the evolving prediction and brokers landscape, and the geopolitical tensions influencing markets. Yes, there’s Tesla talk. Porter makes some site visits and...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It is getting dirtier! This week’s ‘The Friday Night Dirty’ podcast tackles the wreckage of third-quarter earnings spotlighting exhausted consumers. The guys warn that tariffs are battering small to midsize businesses and fueling a K-shaped recovery where weaker players are falling behind. They explo...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s just the duo of Danny and Porter this week but they break it all down on this spooky Halloween episode. * They began with analysis of the Federal Reserve meeting, discussing a hawkish rate cut, the end of quantitative tightening starting December 1, and the limited remaining meetings of Fed Chai...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It is oh so dirty this Friday. The guys tackle: The CPI and inflation numbers—whether they’re being “doctored,” how real inflation is showing up in energy, labor, and housing, and the impact on markets and Social Security.​ Earnings season game: The guys play a fun version of “Card Sharks” to guess w...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com This episode of the Friday Night Dirty podcast, taped on a Thursday in New York, opens with the boys gathering ahead of a Michael Lewis event celebrating his rerelease of The Big Short audiobook. The guys dive into a wide-ranging discussion about market volatility, banking sector troubles, and emergi...

Thanks to all of our paying subscribers who joined live and submitted questions for Michael. It was an in depth and candid conversation that also had a good dose of fun mixed in. Subscribe now for exclusive content. Special thanks to Michael for joining us! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit whatarewedoingonthedesk....

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s is Dirty! The guys talk about many things: Does this feel more and more like 1999/2000? Updated thoughts on TSLA as the “King of the Memes” What student loans (SLM) and auto loans (KMX) are signaling for the economy and markets Danny pressing the guys on UPST Updated thoughts on Chinese equities...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The band is back together this week as the guys go around the horn on many issues. Will the next bear market be 'wicked?' See what the guys think. And, Amerigo (ARREF) and FactSet (FDS) hot takes plus shorting NVIDIA and so much more. It's all on 'The Friday Night Dirty' this week.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com When Danny is away.....Vinne and Porter will....do their best Mike and the Mad Dog impression from the WFAN days. How? By answering your questions. Spoiler alert: they answer lots of them! More than an hour’s worth. Luckily, it’s an hour well spent. Enjoy and have a great weekend.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com This week’s Friday Night Dirty podcast kicks off with a sharp take on the latest jobs report and what it signals for the markets heading into fall. Vinnie unpacks the policy drivers behind Fannie and Freddie’s latest moves, and we talk through through recent action in AEO and Lululemon. Plus, an upda...

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Hot takes on gold, uranium, coal, NVIDIA and so much more on this inaugural edition of the pod.

The gang is back together and spending lots of time figuring out how to provide value to you. Thanks for coming on the journey with us. And yes - we have lots of great stuff to come. Teaser alert - a big surprise coming from back in 2007 for our paying subs! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit whatarewedoingonthedesk...