On The Tape with Danny Moses

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 SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

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, highlighting ExxonMobil's recent updates and its connection to AI and energy. Contessa shares her journey from local news to national coverage at CNBC, emphasizing her passion for reporting on intricate sectors like insurance. She addresses the challenges of making insurance engaging and relevant to audiences. The conversation also explores the rapid evolution of online gambling, the prediction market dynamics, and the integrity concerns in sports betting. Furthermore, Contessa talks about her contributions to the charity 'Saving Mothers,' which aims to prevent maternal deaths. The episode concludes with NFL picks for week 15, focusing on the Patriots and Broncos as underdogs.--ABOUT THE SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

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' tech stocks and the implications for the broader market. The episode also highlights the private credit market's sketchy valuations, the Federal Reserve's position on potential rate cuts, and the dynamics within the cryptocurrencies market, including Bitcoin and its associated treasury companies. Finally, they touch on their favorite NFL picks for the week's slate.Show NotesOn The Tape Feed (⁠Apple⁠ | ⁠YouTube⁠)WAWD (⁠Substack⁠)Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium (⁠YouTube⁠)Google Further Encroaches on Nvidia’s Turf With New AI Chip Push (⁠The Information⁠)OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates (⁠FT⁠)Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop (⁠Bloomberg⁠)--ABOUT THE SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Hosted on Acast. See acast.com/privacy for more information.

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 scenario to 2019's market upheavals. The conversation shifts to the implications of AI on jobs and the economy, potential credit market disruptions, and the sustainability of the AI CapEx cycle. They delve into the geopolitical dynamics with China, the critical role of rare earths, and the delicate balance in the US-Japan economic relations. The episode concludes with a discussion on gold as a strategic asset, Bitcoin's potential, and the future of monetary policy amid fiscal dominance and inflation.--ABOUT THE SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

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 market dynamics, covering the impact of macroeconomic conditions on financials, private equity, and various sectors including healthcare, technology, and small caps. Jeff provides technical analysis of gold, beta stocks, and evaluates the potential of a market bubble in the context of historical trends. The discussion also touches on inflation, debt concerns, and the influence of the Federal Reserve's policies on market conditions. Lastly, Jeff shares details about RenMac's offerings for institutional investors and individuals.--ABOUT THE SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

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 investors in this space and the role of advisor-centric platforms like Banríon . The conversation also touches on current market conditions, the impact of AI, and concerns about valuations and debt. Shana emphasizes the significance of manager selection and understanding market structures in today's complex financial landscape.--ABOUT THE SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.

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 Fed policy, the state of both equity and fixed income markets, and her perspective on the challenges and opportunities within a rapidly evolving “K-shaped” economy. Don’t miss this rare debut conversation with one of Wall Street’s next-generation thought leaders!--ABOUT THE SHOWFor 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 cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy for more information.