Meeting of the Minds: MRKT Call x On The Tape

Meeting of the Minds: MRKT Call x On The Tape

From On The Tape with Danny Moses by RiskReversal Media

January 14, 2026 · 1h 9m

About this episode

Danny Moses and Dan Nathan discuss bank earnings, market risks, and investment strategies in the current economic climate.

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 “sponge worthy” winners if leadership broadens, and why Danny is leaning into gold, silver, miners, and an under-owned energy sector as structural plays. The conversation also tackles the proposed 10% credit-card rate cap and its real implications for banks, Amex, Capital One, Visa/Mastercard, buy-now-pay-later names like Affirm, and the stressed U.S. consumer in a K-shaped economy living with years of cumulative inflation. Danny breaks down Japan’s yen, carry trades, and what rising JGB yields might mean for Treasuries and global risk assets, before wrapping with thoughts on DraftKings, prediction markets, select stock ideas, and his NFL playoff picks. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism…

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