Danny Moses (@dmoses34) 's Twitter Profile
Danny Moses

@dmoses34

Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice

ID: 4197084093

linkhttps://podcasts.apple.com/us/podcast/introducing-on-the-tape-with-danny-moses/id1601002046?i=100069 calendar_today15-11-2015 22:08:37

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Sitting down with Herb Greenberg (the "OG" of Business Insider) & getting his perspective is invaluable; Herb wants "Beware of the Risk" written on his tombstone but I hope that's not for another 50 years...

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Great explanation (The Economist) of the math/cause/effect of the weakening US$ & what it means for global assets & allocations; #GOLD is the obvious beneficiary but it runs much deeper than that: Luke Gromen JA Porter Collins Vincent Daniel Peter Boockvar apple.news/AONDkoS0eTV2c9…

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It's been quite a journey for Michael Green & it's far from over; from the 1987 stock market crash to 2018's #volmageddon $XIV, Mike continues to be a student & teacher of the markets; being both a PM & Strategist Simplify Asset Management brings it all together;& "passive vs active" debate

On The Tape Podcast (@onthetapepod) 's Twitter Profile Photo

"You know, we all fantasize when we watch that movie Good Will Hunting, that we're Will right... that we're the protagonist...the simple reality is almost anyone in our industry is a first year grad student." - Michael Green

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Nobody better suited to give a real time view of how policies are impacting the largest Asian economies, & in turn, how that impacts the U.S.; Jim Walker called the 1997 Asian Fin'l Crisis (hint: the Thai Baht imploded), & history might not repeat but it can definitely rhyme.

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So fortunate to have Bethany McLean join this episode On The Tape Podcast; best selling author/journalist who was early to the #Enron scandal & has chronicled so many other important events i.e. $FNMA $FMCC; her podcast #capitalisnt focuses on some of the important issues we face today

On The Tape Podcast (@onthetapepod) 's Twitter Profile Photo

"Generally whenever investments are finally being made available to the retail public, the person who's making them available to you is not doing you a favor. They want your money." Bethany McLean and Danny Moses discuss concerns around private credit on the latest episode

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Always feels like we never left the trading desk when we get together: Vincent Daniel Porter Collins share their current views & top picks: from special situations $SOC $FNMA $FMCC to owning #GOLD as an uncorrelated “short” proxy for the markets + #PGAChampionship & Preakness Stakes picks

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You beat me to it! Yes, the perfect example of a "Friday Night Dirty" #fridaynightdirty; hard to argue with the logic/facts presented in the Moody's downgrade (S&P d/g 2021 Fitch d/g 2023); response from D.C. should be quite entertaining, especially ahead of the tax bill...

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I hope listeners/viewers were able to tune in last week On The Tape Podcast & hear Porter Collins Vincent Daniel discuss $ZIM $SOC; If Mickelson was upset about missing the cut @ the PGA, I’m sure the pain has been eased by the move in $SOC; finding a long with high short interest can be powerful

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Was great to have Jack Farley join me On The Tape Podcast; wise beyond his years….great to hear his thoughts on the markets and have him share the highlights from some of his podcast guests as well

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Fortunate to have Kantro, currently the #1 ranked Institutional Investor Portfolio Strategist, join On The Tape Podcast & share his views on markets; he believes 4.75% is the level to watch for 10yr yields & although stock valuations are a little rich, there are factors in place to support it

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Peter joined On The Tape Podcast 2/18/25 when the markets were at the highs warning about the potential for a correction; Peter Boockvar nailed that & now we are back at those same levels but many of the risks he has pointed out still remain; we do discuss longs (energy) & Belmont Stakes