On The Tape with Danny Moses

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 unwound. He critiques Nasdaq’s new low-float multiplier rules as boosting demand for IPOs like SpaceX/OpenAI and warns S&P’s proposal to waive profitability requirements could turn the index into a private-equity exit vehicle and alter its historical quality bias. Green views the Fed as mostly narrative-driven except during major rate shifts, faults data-dependence, and says inflation swaps don’t show a breakout, while high rates act as a fiscal transfer that reinforces a K-shaped economy. He explains passive bond indexing can underweight long-duration Treasuries, potentially motivating buybacks/yield-curve-control-like actions. The conversation also covers AI capex, emerging AI-driven job restructuring favoring older workers, and Bitcoin’s ETF-driven financialization and limited utility.

Checkout Mike's SubStack: https://www.yesigiveafig.com/

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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 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: @dmoses34

The 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.

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 performer and questions Jacksonville’s early tight end selection after paying a premium in the Travis Hunter trade, while also praising the Raiders’ longer-term roster-building approach. The conversation turns to NIL’s “wild west,” revenue sharing, and how money changes player motivation and scouting, then closes with Tannenbaum explaining how The 33rd Team evolved from expert content to real-time, actionable data products for pro and college football that support AI-driven decision-making.
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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 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: @dmoses34

The 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.

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 rebates, and “non-QE QE” liquidity as supports, while warning that an energy shock could pressure real incomes and that inflation remains the key constraint that could push yields higher if growth reaccelerates. They debate the “everything rally,” easing financial conditions, stronger-than-expected profit growth tied to AI, and sector positioning favoring AI-related early cyclicals and services while fading non-AI deeper cyclicals. DeBusschere shares 22V survey shifts toward more clients expecting Fed tightening. They also discuss 22V hires and Kalshi event-contract picks on S&P 500 levels, Fed cuts, and the Knicks, plus Danny's additional Kalshi trades tied to Jerome Powell’s status.
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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 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: @dmoses34

The 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 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 and volatility pressure equity multiples, while government debt and potential Fed/Treasury actions support their bullish gold thesis and preference for cheap gold miners. They debate Mag 7 reflex rallies driven by bearish positioning, rotation risks for energy, private credit/PE firm opportunities and regulatory threats, and provide cautious updates on Fannie/Freddie preferreds. They close with Masters picks and betting strategies, including Xander Schauffele, Fitzpatrick, and others.

Checkout the WAWD Substack Here: https://whatarewedoingonthedesk.substack.com/

Timecodes
00:00 - WAWD Updates
04:06 - Taco Tuesday Macro Chaos
08:20 - Rates Debt And Gold
19:11 - Volatility and Positioning
25:15 - Private Credit and Policy Risk
32:23 - Masters Picks and Wrap

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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 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: @dmoses34

The 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 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 recounts transitioning from high school tennis to college golf at Wake Forest and Vanderbilt, his pro career and injuries, and how rehab led him into golf media, including calling holes 15 and 16 at the Masters. They discuss staying neutral while knowing players, reading range prep, PGA Tour leadership changes focused on “scarcity,” marquee venues, and stronger ratings, LIV Golf’s uncertain economics and leverage via stars like Rahm and DeChambeau, NIL’s impact on turning pro, a Masters outlook (including Tiger’s cut chances), and a gold pullback with a bullish view on buying.

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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 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: @dmoses34

The 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.