On The Tape with Danny Moses

Join Kalshi Today: http://kalshi.com/r/MOSES Danny and Dan Nathan hit bank earnings and why mega money-center banks look “priced to perfection,” what tightening net interest margins and investment banking fees signal for the broader tape, and how concentrated S&P 500 earnings and capex in the “Mag 7” create hidden risks. They run through why equal-weight indices, energy and materials could be...

Watch This Episode on YouTube: https://youtu.be/xPZEnjCWuVU In this special edition of On the Tape, Danny, Vinnie and Porter collaborate with ' What Are We Doing ' and Substack to bring an engaging session of 'Bourbon & Charts'. The episode features chart master Carter Worth, founder of Worth Charting . Key discussions revolve around the significance of chart patterns, the 150-day moving avera...

Happy Holidays! In this abbreviated episode of On the Tape, host Danny Moses recaps significant events of 2025, including notable market changes and notable guest appearances. As always, we wrap with Danny's picks for the NFL as the season enters week 17. -- 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...

In this episode of On the Tape, host Danny Moses welcomes back Chris Bevilacqua, a two-time All American and Hall of Fame wrestler. They discuss Chris's impressive career transition into sports media, entertainment, and technology, including his successful ventures such as SimpleBet, which was sold to DraftKings. The conversation covers key topics like the transformation of college athletics throu...

In this week's episode of On the Tape, Danny welcomes Contessa Brewer, CNBC correspondent and anchor, to discuss her career in journalism, her insights into sectors affecting consumers like insurance and gambling, and her perspective on new media ventures like Versant, spun out of Comcast. The episode begins with a discussion on the importance of diversifying investments beyond tech and AI, highli...

In this episode of 'On the Tape,' Danny Moses is joined by JB Mackenzie, Vice President and General Manager of Futures and International at Robinhood, to discuss the burgeoning event contracts sector, including Robinhood's recent acquisitions and partnerships. They delve into prediction markets, emphasizing how Robinhood engages retail investors through innovative financial products and technologi...

Dan Nathan and Guy Adami welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and potential reshuffling within 'The Magnificent Seven...

Danny Moses, despite feeling under the weather, is joined by Porter Collins and Vincent Daniel to discuss various market trends and insights. They begin with Danny's reflections on his recent health scare and the invaluable care provided by healthcare professionals. The discussion then shifts to the macroeconomic climate, particularly the sustainability of AI investments and the potential oversatu...

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...