Podcast · Business

On The Tape with Danny Moses

by RiskReversal Media · English · Business

Welcome to the "On The Tape" podcast, hosted by Danny Moses. 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 Sh

New episodes: Weekly
Typical length: 39 min
Latest: 14 Oct 2026
Language: English

Latest episode

14 Oct 2026 · 45 minNew

Jeff deGraaf: Erase Chips From Your Memory

Get RenMac's Research HERE: https://linktr.ee/renmacllc Danny Moses welcomes back Jeff deGraaf, CEO and chief market strategist of Renaissance Macro Research (RenMac), to discuss a market that feels increasingly fragile and top-heavy, highlighted by the gap between cap-weighted and equal-weight S&P 500 performance. deGraaf explains how passive flows and momentum concentration distort benchmarks, while higher real rates pressure the average stock and tighten financial conditions. They examine widening credit spreads led by triple-C junk, signs of deterioration in speculative areas, and why…

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Earlier episodes 29 most recent

E69 · 7 Oct 2026 · 59 min
R.P. Eddy: Don't Ignore The Cassandras
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 left Europe dependent on Russian energy. The conversation then turns to AI. Eddy argues that controllability is the risk we haven't confronted yet. He says the "beat China" framing is a false choice,…
E68 · 23 Sep 2026 · 35 min
Dennis DeBusschere: The Economy Must Respect The 'Speed Limit'
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 higher 10-year yields can coexist with tight credit spreads as markets price stronger growth driven in part by massive AI-related CapEx. They discuss Treasury Secretary Bessent’s efforts to influence…
E67 · 10 Sep 2026 · 48 min
Cameron Dawson: "Always Remember, Price Leads Data"
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 troubling story underneath the Mag 7's earnings growth: deteriorating earnings quality, accounting maneuvers (reclassified leases, extended payables, one-time investment gains from stakes in companies…
E66 · 26 Aug 2026 · 44 min
Ned Michaels: Providing Commentary Both On And Off The Course
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 plays, the AI capex debate, and government shutdown odds — closing out with golf and Kalshi picks of the week. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his…
E65 · 12 Aug 2026 · 37 min
Sonali Basak: Building “The Bridge” Investors Can Walk Across
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 centers on AI economics, especially how declining token costs shift value along the “AI food chain,” with hyperscalers capturing a large share while software and enterprises benefit as costs fall, and…
E64 · 5 Aug 2026 · 35 min
Nicole Kagan: Empowering Kalshi Through Research
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. Kagan explains how Kalshi sources market ideas internally, from partners, and from users, then evaluates whether a contract is objective, economically justified, and resolvable, often reusing…
E63 · 28 Jul 2026 · 47 min
Bob Elliott: TIPS For Making Money In These Markets
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 Hormuz and Red Sea disruptions, and implications for inflation. Elliott expects a hawkish hold, notes inflation has stayed above target for years, and argues oil risks are underpriced given shrinking…
E62 · 15 Jul 2026 · 47 min
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
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. They discuss the Fed being “in a box” between cooling inflation, housing softness, and rising government interest costs, and use Kalshi markets to frame views, including expecting no Fed hike before…
E61 · 1 Jul 2026 · 30 min
Say It Ain't So: Joe Saluzzi on Broken Market Structure
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 activity and his preference for IEX for discretion. They discuss how retail trading now exceeds 25% of volume, how most retail orders are internalized via payment for order flow, and how data feeds…
E60 · 24 Jun 2026 · 42 min
James Lavish Gives Us His "Strategy" for Trading These Markets
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 Bitcoin. Drawing on his background trading risk arbitrage on the floor of the New York Stock Exchange and running the Bitcoin Opportunity Fund, James breaks down why he believes the Fed and Treasury are…
E59 · 17 Jun 2026 · 32 min
Chris Verrone: There's Something Happening Here
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 thrown at it. Chris breaks down why he's calling this the "hit me again" market — tariffs, an energy shock, war — and none of it has seemed to matter. They dig into improving market breadth (65% of…
E58 · 10 Jun 2026 · 22 min
Dan Nathan: Recorded Live From RiskReversal Studios In New York City
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 dig into why the AI and data-center build has become the entire economy, and what a rotation out of those names would actually mean for growth. From there: Kevin Warsh's first meeting as Fed chair…
E57 · 3 Jun 2026 · 40 min
Lawrence McDonald: How To Listen When Markets Speak
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 weaken, pushing money into crowded tech trades. They discuss risks from massive AI/space IPOs entering indexes, the “dark side” of passive investing, and the potential for an inflation rebound driven…
E56 · 27 May 2026 · 38 min
Peter Boockvar: Gives Us His "Boock Report" On The Markets
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 shaping today's markets. Peter and Danny dig into why yields finally started mattering to equity investors, the self-fulfilling momentum behind the AI trade, and China's rapid rise as a formidable…
E55 · 13 May 2026 · 1 hr 8 min
Bourbon and Charts with Carter Worth
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.substack.com/ Subscribe to Worth Charting: https://www.worthcharting.com/ -- 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…
E54 · 6 May 2026 · 44 min
Michael Green: Has Passive Investing Crossed The Rubicon?
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…
E53 · 29 Apr 2026 · 22 min
Mike Tannenbaum: NFL Draft Recap & The Business of Football In 2026
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…
E52 · 22 Apr 2026 · 26 min
Dennis DeBusschere: Survey Says This Is “The Luckiest Economy" In History
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…
E51 · 1 Apr 2026 · 38 min
WAWD Reunion: Porter Collins and Vincent Daniel Are Back for On The Tape
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…
E50 · 25 Mar 2026 · 51 min
Ned Michaels Shares His Golf Journey & Masters Insights
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…
E49 · 11 Mar 2026 · 39 min
Going On The Tape with OGs Dan Nathan & Guy Adami
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, gold, and copper—alongside de-dollarization pressures and growing U.S. debt, arguing the bond market and rising yields are key risks. They debate tech and AI, warning that “sanctity of capex” may break…
28 Feb 2026 · 30 min
The Big Short Visits Global Alts Miami 2026
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 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…
E47 · 11 Feb 2026 · 43 min
Michael Green (@ProfPlum99): Providing Clues to Solve These Markets
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 volatility, the role of flows in equity markets, and the potential for significant economic corrections. Green also shares his skepticism on Bitcoin, his thoughts on the impact of AI on employment,…
E46 · 4 Feb 2026 · 11 min
Digging For Gold, Silver & Super Bowl Picks
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 impact of prospective Federal Reserve Chair Kevin Warsh, and broader macroeconomic trends, including the weakening US dollar and central banks moving back to gold. Transitioning to the Super Bowl LX…
E45 · 21 Jan 2026 · 26 min
Brian Musburger: Growing and Adapting VSiN to the Dynamic World of Sports Gambling
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 prediction markets, and the importance of innovation in betting. They also cover operational strategies, including their significant reach on platforms like SiriusXM, YouTube TV, and terrestrial…
14 Jan 2026 · 1 hr 9 min
Meeting of the Minds: MRKT Call x On The Tape
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%…
E43 · 7 Jan 2026 · 1 hr 1 min
Carter Worth: Bourbon, Charts & Bearish-to-Bullish Reversals
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 average, and the predictive power of price movements. The guys delve into specific sectors such as technology, materials, and energy, offering insights and recommendations based on current market trends.…
24 Dec 2025 · 10 min
A Look Back at 2025: Great Guests, Volatile Markets and Everything In Between
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 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…
17 Dec 2025 · 38 min
Chris Bevilacqua: A Vision Quest In Sports Media, Technology & Entertainment
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 through Name, Image, and Likeness (NIL), the current state of the online gambling sector, the emergence of prediction markets, and the evolution of media rights in the sports industry. Chris also shares…

About On The Tape with Danny Moses

On The Tape with Danny Moses is a English business podcast from RiskReversal Media. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: RiskReversal Media
Language: English
Category: Business
New episodes: Weekly
Typical length: 39 min
Latest episode: 14 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1601002046
Rights: RiskReversal Media

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