The Friday Night Dirty

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...