On The Tape with Danny Moses

Danny, Vinnie and Porter are joined by R.P. Eddy, founder and CEO of the global intelligence and advisory firm Ergo , and co-author of Warnings: Finding Cassandras to Stop Catastrophes. Eddy explains what separates a true Cassandra from a Chicken Little. He also explains why being right is only half the job if no one listens. He traces how the Fukushima disaster set off a chain of decisions that l...

Checkout 22V Advisory Direct: https://22vad.com/ Host Danny Moses welcomes back 22V Research founder and CEO Dennis DeBusschere to discuss his prior market calls, including the S&P 500 reaching 7,800, and to unpack Kevin Warsh’s first Fed rate hike since 2023. DeBusschere argues the hike is justified by unexpectedly strong growth, tight unemployment, and inflation risks, and explains how highe...

Danny Moses welcomes back Cameron Dawson, Chief Investment Officer at NewEdge Wealth, for a deep dive into what's really holding this market together — and where the cracks are starting to show. Cameron explains why the S&P has held its 50-day moving average through war, higher oil, and a more hawkish Fed, and why that resilience comes down almost entirely to earnings. But she digs into a more...

Danny Moses welcomes back PGA Tour Live commentator and former pro golfer Ned Michaels for a mix of golf and markets — previewing the Tour Championship and the PGA Tour's new 2028 relegation-style format, then digging into Kevin Warsh's first Jackson Hole address as Fed chair, Scott Bessent's yen/Treasury interventions, Danny's case for gold and gold miners, energy infrastructure and cannabis play...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Sonali joins the podcast on the one-year anniversary of moving from Bloomberg to iCapital, discussing her media series “The Bridge” and iCapital’s reach across wealth and asset managers. The conversation...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT On this week's podcast, Danny Moses speaks with Nicole Kagan, head of research at Kalshi, about her path from Bridgewater to Oxford and then to Kalshi to help build the contract-writing and research functions....

Learn more about Unlimited ETFs: https://unlimitedetfs.com/ Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Danny welcomes back Bob Elliott, author of Nonconsensus and Co-Founder/CEO/CIO of Unlimited , to discuss the Fed meeting, oil volatility tied to Horm...

Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Danny Moses welcomes Porter Collins and Vincent Daniel back to the On The Tape podcast as Q2 earnings begin amid renewed inflation concerns, Middle East tensions, and continued AI-driven equity enthusiasm. The...

How to submit a public comment to the SEC: https://www.sec.gov/rules-regulations/how-submit-comment Danny interviews Joe Saluzzi, partner and co-founder of Themis Trading, about worsening U.S. market structure since 2023 and recent SEC and congressional actions. Saluzzi explains Themis’s conflict-free agency model focused on best execution and minimizing information leakage, noting continued HFT a...

Find James Lavish's SubStack Here: https://www.jameslavish.com/ Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ In this episode of On the Tape, Danny Moses welcomes James Lavish back to the show for a wide-ranging conversation that goes well beyond Bitco...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ Danny Moses sits down with Chris Verrone , Chief Market Strategist and Head of Technical & Macro Research at Strategas , for a wide-ranging conversation on a market that keeps shrugging off every shock...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ Danny Moses is joined by Dan Nathan to break down a market that sold off on good news — strong jobs data, sticky inflation, and a Fed whose hands look increasingly tied heading into the CPI print. The guys...

Danny Moses interviews Larry McDonald on how several prior calls played out, including regulatory relief for banks, a rotation into hard assets and energy, and AI-linked nuclear exposure via NUKZ. McDonald argues the economy is increasingly K-shaped: wealthy consumers benefit from higher money-market yields and AI CapEx, while consumer-facing companies like McDonald’s, Home Depot, and retailers we...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the Boock Report: https://boockreport.com/ On this episode of On the Tape, host Danny Moses sits down with returning guest Peter Boockvar — independent economist, market strategist, and CIO at OnePoint BFG Wealth Partners — for a wide-ranging conversation on the forces shapin...

This episode might work better visually! Click here to watch on YouTube: https://youtu.be/F6p1s00YIck Carter Worth is BACK with the WAWD Substack boys for another edition of "Bourbon & Charts" Timecodes 0:00 - Intro 1:30 - SPX & Semis 14:30 - Gold, $AEM & Copper 23:00 - Yields 30:00 - Oil & Energy 36:30 - Single Names Checkout the WAWD Substack: https://whatarewedoingonthedesk.subs...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Mike Green returns to discuss why U.S. equities hit record highs despite the Iran war and oil spike, arguing systematic 401(k) and volatility/trend strategies drove historic inflows and that markets had largely priced in fear via VIX, correlation, skew, and heavy hedging that later un...

On this episode of On the Tape, Danny interviews former Jets GM and current ESPN analyst Mike Tannenbaum about the NFL Draft, NIL, and his company The 33rd Team . Tannenbaum assesses the Jets’ picks and the Giants’ draft, noting roster fit, concerns about Malik Nabers’ availability, and the impact of new coach Harbaugh on discipline and game management. He highlights Cleveland as a strong draft pe...

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Danny Moses welcomes back 22V Research president and chief market strategist Dennis DeBusschere to discuss why markets are making new highs despite war in Iran, soaring oil, tariff uncertainty, and a partial government shutdown. DeBusschere cites surprising economic resilience, fiscal...

Danny Moses reunites with former partners Porter Collins and Vincent Daniel to discuss trading and positioning amid a fluid backdrop including Middle East conflict and Iran de-escalation headlines, quarter-end effects, and how energy infrastructure drives both the war’s stakes and market reactions. The group frames the key macro inputs as oil, interest rates, and the dollar, arguing higher rates a...

Danny welcomes back Ned Michaels , a former pro golfer turned broadcaster. Danny opens with a macro rundown on rising global bond yields amid the war in Iran, higher oil-driven inflation fears, constrained central banks, sovereign debt burdens, Japan’s weak yen, and the challenges of unwinding QE/QT, alongside emerging risks in AI-driven employment shifts and private credit redemptions. Ned recoun...

Danny Moses hosts a special reunion episode of On the Tape with Dan Nathan and Guy Adami, opening with concerns about a fragile market backdrop worsened by the Middle East conflict, higher oil-driven inflation expectations, weak job data, private credit redemptions, and a recession risk tied to an equity selloff unwinding the wealth effect. The group discusses commodities becoming central—oil, gol...

Guy Adami hosts a panel with Danny Moses, Vincent Daniel and Meredith Whitney at the 2026 iConnections Global Alts even in Miami. -- 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 and being featured in "The Big Short" is only...

In this episode of On the Tape, Michael Green , portfolio manager and chief strategist at Simplify Asset Management , returns to discuss market structure, the balance of passive and active investing, and his career insights. The host raises concerns over the impact of deregulation on retail investors, citing enforcement reductions at key financial oversight agencies. The conversation covers market...

In this episode of the On the Tape Podcast, host Danny Moses dives into the recent pullback in silver and gold prices, noting their historic gains and the importance of trading cautiously amidst ongoing volatility. He discusses various ways to trade gold and silver, including closed-end trusts, ETFs, and mining stocks. Danny also reflects on technical factors influencing market fluctuations, the i...

In this episode of On the Tape, host Danny Moses interviews Brian Musburger, founder and CBO of Vegas Stats and Information Network (VSiN). They discuss Brian's background and the inception of VSiN, along with the evolution of sports betting, especially after the 2018 Supreme Court decision to legalize it. Brian talks about the shifting landscape of online and land-based sportsbooks, the role of p...