Best Defying Gravity Performance Podcasts (2025)

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Luke Gromen: Here Comes The Repo Man 49:56

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26m ago49:56

49:56

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 ma…

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Ivy Zelman: "The Housing Survey Says..." 33:32

8d ago33:32

33:32

Danny welcomes Ivy Zelman, founder of Zelman Associates, who is acclaimed as the best housing analyst of all time. The discussion covers a wide range of topics within the housing market, including the challenges of affordability, the impact of rate cuts, and the prevalence of mortgage rate buy-downs. Ivy provides her perspective on the current stat…

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Jeff deGraaf: The Market That Continues To Defy Gravity 45:11

16d ago45:11

45:11

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 Brother…

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Dennis DeBusschere: Taking A Victory Lap Through The K-Shaped Economy 34:20

30d ago34:20

34:20

Danny welcomes Dennis DeBusschere, President of 22V Research on for another podcast appearance! Together, they dissect the ever-changing landscape of markets and the economy, diving deep into volatile Fed policy, government shutdown drama, AI-driven earnings momentum, and the latest on U.S.-China dynamics following a recent trip to Shanghai and Bei…

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Shana Sissel: The Queen of Alternatives and Perseverance 40:42

30d ago40:42

40:42

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 th…

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Michael Lewis Q&A with Danny Moses, Vincent Daniel & Porter Collins 51:06

1M ago51:06

51:06

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Sonali Basak: iCapital Chief Investment Strategist Makes Podcast Debut 38:56

1M ago38:56

38:56

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 …

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Meredith Whitney: Avocado Toast With A Side of Wage Garnishment 38:34

1M ago38:34

38:34

Danny Moses talks to Meredith Whitney, founder of Meredith Whitney Advisory Group, about the current state of the housing market and consumer finance. Meredith highlights the sluggishness in existing home sales, attributing it to seniors holding onto their homes and tapping into home equity loans. She discusses the consumer spending patterns of Gen…

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Keith McCullough: Skate To Where The Market Is Going 37:42

2M ago37:42

37:42

Danny welcomes Keith McCullough, founder of Hedgeye and a former Yale hockey captain, to discuss his journey from Yale hockey to Wall Street and the establishment of his independent research firm, Hedgeye. Keith shares insights on his disciplined work ethic, cultivated through hockey, and how it translates to his work in finance. He reflects on his…

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Robinhood: Viva Las Vegas with Vincent Daniel, Porter Collins & JB Mackenzie 46:18

2M ago46:18

46:18

Danny Moses is LIVE from the Hood Summit 2025 in Las Vegas. He is joined by JB Mackenzie, VP and General Manager of Futures and International at Robinhood, along with his Seawolf Capital co-founders, Porter Collins and Vincent Daniel. The discussion covers innovations such as event contracts, the impact of AI, and the importance of product evolutio…

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Ryan Glasspiegel: Views From The Front Office 37:10

2M ago37:10

37:10

In this episode of On the Tape, the host is joined by Ryan Glasspiegel of Front Office Sports to discuss the convergence of sports, business, media, and gambling. The conversation explores the rise of legalized sports betting, evolving media rights deals, and the impact of gambling on sports franchise valuations. Ryan shares his career journey and …

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Vincent Daniel and Porter Collins: WAWD? Contrarians At The Gate 52:09

3M ago52:09

52:09

In this episode of the 'On The Tape' podcast, host Danny Moses, along with Porter Collins and Vincent Daniel, discuss several key topics in the financial markets. They start with a discussion about the newly launched "What Are We Doing" Substack newsletter, sharing insights into their process of delivering valuable content. The conversation covers …

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Bob Elliott: Uncensored, Unlimited & "Nonconsensus" 48:16

3M ago48:16

48:16

Bob Elliott, co-founder, CEO, and CIO of Unlimited, joins the show to discuss his extensive investment experience, including his time as the head of investment research at Bridgewater Associates. The conversation covers Elliott's background, his work on significant economic events like the 2008 financial crisis, and the founding of Unlimited, which…

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Phil Rosen: Market Facts Can Be Stranger Than Fiction 39:36

3M ago39:36

39:36

Danny interviews Phil Rosen, co-founder and editor-in-chief of Opening Bell Daily. Phil shares his journey from being a travel blogger to becoming a renowned financial journalist. Despite his youth, Phil has a wealth of experience, having lived on three continents, authored two Amazon bestselling books, and being a Fulbright scholar. He talks about…

1
James Lavish: Bitcoin Maxi Meets Bitcoin Mini 47:16

3M ago47:16

47:16

Danny Moses is joined by James Lavish, co-founder and co-manager of the Bitcoin Opportunity Fund. They discuss their shared views on macroeconomic issues such as unsustainable debt and the vulnerability of fiat currencies. James describes his journey from a Yale hockey player to a Wall Street trader and Bitcoin enthusiast. The conversation covers t…

1
Michael A. Gayed: "Few" Have More Passion For Markets 43:52

4M ago43:52

43:52

Danny Moses is joined by Michael A. Gayed, founder of the Lead Lag Report, to discuss his new venture, the Free Markets ETF, which focuses on stocks benefiting from deregulation. The conversation covers a range of topics including the Japanese yield curve, the US debt and the Federal Reserve, and the potential impacts of deregulation on various sec…

1
Cameron Dawson: Where Is My Mind? 45:40

4M ago45:40

45:40

Danny Moses welcomes Cameron Dawson, Chief Investment Officer at NewEdge Wealth. They discuss the current state of the US economy and stock market as the second quarter earnings season begins. Topics include the role and impact of the Federal Reserve, tariffs, the economic surprise cycle, and market breadth. Cameron also shares insights on market v…

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Luke Gromen: Black Diamond Markets & The Avalanche of Worry 43:26

4M ago43:26

43:26

In this episode of On the Tape, Luke Gromen, founder and president of Forest for the Trees, returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns. He sees gold and Bitcoin benef…

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Adam Parker: Margin Expansion = Multiple Expansion 36:27

4M ago36:27

36:27

Danny Moses welcomes Adam Parker, founder, CEO, and Chief Strategist at Trivariate Research. They discuss several important topics, such as US dollar weakness and its potential long-term impacts, margin expansion in tech and healthcare sectors, and Adam's favorable outlook on financial services stocks. Adam also shares his background and provides i…

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Porter Collins & Vincent Daniel: What Are We Doing? Learning To Fly! 48:00

5M ago48:00

48:00

Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and…

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Lawrence McDonald: Risks, Myths and Investment Opportunities 46:14

5M ago46:14

46:14

Danny Moses interviews Larry McDonald, a former distressed credit trader at Lehman Brothers during the Global Financial Crisis (GFC) and author of 'A Colossal Failure of Common Sense' and 'How to Listen When Markets Speak.' Larry discusses his career, which includes transitioning from retail to institutional finance and experiencing firsthand the c…

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Dennis DeBusschere: 22V’s Investing Playbook, Victory & Volatility 42:13

5M ago42:13

42:13

Danny Moses talks with Dennis DeBusschere, founder and chief market strategist of 22V Research. They discuss various economic indicators, the state of large cap tech stocks, and the risks posed by tariffs and rising 10-year bond yields. Dennis shares insights on the Fed's stance, US debt, private credit, energy sector, and gold. The conversation co…

1
Peter Boockvar: The Canary Is Still Singing 45:21

5M ago45:21

45:21

Danny Moses welcomes Peter Boockvar, Chief Investment Officer at Bleakley Financial Group. They discuss the accuracy of Peter's market predictions from February, touching on subjects like the 'Mag 7' tech stocks, global investment trends, and market valuations. The conversation expands to current financial dynamics involving the Federal Reserve, in…

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Michael Kantrowitz: The "K"antro Shaped Recovery 39:03

5M ago39:03

39:03

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market m…

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Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters 43:56

6M ago43:56

43:56

Danny Moses hosts Jack Farley, a podcaster and founder of the Monetary Matters Network. They discuss Jack's experiences growing up during the Global Financial Crisis and his keen interest in the Federal Reserve. Jack shares insights from numerous interviews on short selling and quantitative trading. They explore current market dynamics, with Jack r…

1
Porter Collins & Vincent Daniel: What Are We Doing?? 47:51

6M ago47:51

47:51

Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market enviro…

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Bethany McLean: Cynicism and Belief Among the Chaos 35:18

6M ago35:18

35:18

Danny is joined by Bethany McLean, famed for her work on exposing Enron’s accounting malpractices and chronicling its fall in her book, 'The Smartest Guys in the Room.' McLean discusses various topics including the current state of private equity, U.S. healthcare, Fannie Mae and Freddie Mac, tariffs, and Warren Buffett's enduring legacy. Delving in…

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Dr. Jim Walker: A Brave Heart In An Uncertain World 55:08

6M ago55:08

55:08

Danny Moses interviews Dr. Jim Walker from Aletheia Capital. They discuss Dr. Walker's pioneering of independent research firm Asianomics, its evolution, and current focus at Aletheia Capital. The conversation delves into the differences between the Austrian School of Economics and Keynesian economic theories, particularly in how government interve…

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Michael Green: How Do You Like Them Apples? 51:20

7M ago51:20

51:20

Danny is joined by Michael Green, Chief Strategist for Simplify Asset Management. The conversation spans various pivotal moments including the 1987 stock market crash, the 'Big Short' trade during the 2008 financial crisis, and his insights as a portfolio manager at firms like Canyon Partners and Soros Fund Management. Michael also discusses his cu…

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Herb Greenberg: From Disc Jockey to Stock Jockey 43:35

7M ago43:35

43:35

In this episode of "On the Tape," Danny Moses hosts veteran financial journalist Herb Greenberg, who shares his journey from aspiring disc jockey to influential Wall Street reporter. Greenberg discusses how he developed his reputation for investigative business journalism, focusing on uncovering risks and red flags in public companies, often before…

1
The ‘Short’ Game with Jim Chanos & 2025 Masters Preview with Ned Michaels 59:12

7M ago59:12

59:12

Danny Moses hosts renowned short seller Jim Chanos of Chanos & Company. Chanos discusses his extensive career in short selling since 1985, offering insights into current market debacles, the elevated risks in recent valuations, and specific cases of fraud he has encountered. He examines the historical context of financial fraud and the systemic iss…

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Bourbon & Charts with Carter Worth, Vincent Daniel & Porter Collins 55:13

8M ago55:13

55:13

WATCH on YouTube: https://youtu.be/Qf6bQayOOFc Danny Moses is joined by Porter Collins and Vincent Daniel for a detailed discussion with Carter Braxton Worth, the founder of Worth Charting. The team delves into an analysis of various market themes and sectors including housing, financials, and energy. They explore the potential impact of 'Liberatio…

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Ivy Zelman: Sheltering Investors From Impending Storms 35:15

8M ago35:15

35:15

Danny Moses is joined by Ivy Zelman, Founder and Executive VP of Zelman Associates, to discuss her career and insights into the housing market. Ivy shares her journey from a financial analyst at Solomon Brothers in the 1990s to becoming a renowned figure in the housing sector. They delve into her famous predictions on the housing market downturn, t…

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Luke Gromen: Finding Gold Among a Forest Full of Trees 52:10

8M ago52:10

52:10

Danny Moses hosts Luke Gromen, founder and president of Forest For The Trees, on the On the Tape Podcast. The discussion revolves around significant market shifts since 2023, including fiscal spending and dominance, inflation, and global financial trends. Luke delves into how post-2020 fiscal policies, particularly in the U.S., have led to inflatio…

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James Aitken: The Financial Plumber For These Leaky Markets 55:25

8M ago55:25

55:25

Danny Moses interviews macro strategist James Aitken, also known as the 'financial plumber.' The duo reflects on their shared history, including Aitken's tenure at UBS and AIG, where he gained deep insights into the financial system. Aitken discusses his transition to founding Aitken Advisors and the challenges of writing financial analyses from a …

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Going Infinite and Beyond Our Big Short Journey with Michael Lewis 47:24

9M ago47:24

47:24

Danny Moses is joined by bestselling author Michael Lewis for a wide-ranging discussion touching on their initial meeting during the financial crisis, Lewis's journey with 'The Big Short' and its subsequent transformation into a movie. They delve into the real-time writing of Lewis' book 'Flash Boys', prompted by the flash crash of 2010. The conver…

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Trading March Madness with Fannie & Freddie Expert Isaac Boltansky 26:33

9M ago26:33

26:33

Danny Moses hosts Isaac Boltansky, Director of Policy Research at BTIG, to discuss the latest developments in Washington, D.C., under the new Trump administration. Key topics include potential government shutdowns, implications for Fannie Mae and Freddie Mac, regulatory changes for banks, and the role of various federal agencies. They also delve in…

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Peter Boockvar: Is DeepSeek the Canary in the Mag 7 Mine? 41:44

9M ago41:44

41:44

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Substack author, joins the pod. Peter shares his insights on the potential shift from the 'Magnificent Seven' tech stocks to emerging markets like China, the attractiveness of commodity trades, and various policy changes in Europe. The conversation covers gold revaluation and …

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OTT Relaunch: “What Are We Doing?” with Porter Collins and Vincent Daniel 38:17

9M ago38:17

38:17

Danny Moses is joined by his former Seawolf Capital partners Vincent Daniel and Porter Collins for an in-depth segment titled 'What Are We Doing?' The discussion spans a variety of topics, including the influence of Trump's policies on their investment strategies, thoughts on China and emerging markets, and specific sectors like energy, gold, and a…

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Introducing: On The Tape with Danny Moses 0:44

9M ago0:44

0:44

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 Short" is only part of the experiences Danny wants t…

1
Ep. 5: Injuries in CrossFit 22:04

8+ y ago22:04

22:04

CrossFit receives criticism for being inherently dangerous and therefore leads to injuries. The unresolved debate is whether these accusations hold any merit. This episode covers a study that looks into injuries in extreme conditioning programming and helps us get closer to concluding this argument.By Defying Gravity Performance

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Ep. 4: Arginine Does Shit for Athletes 24:12

8+ y ago24:12

24:12

Most gym rats and athletes have heard of and used arginine to improve their performance. The problem is, science has not been able to show the efficacy of arginine for trained individuals. This episode we cover one of the "corner stone" studies of arginine supplementation for athletes.By Defying Gravity Performance

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Ep. 3: Coaching Special Forces Tactical Athletes 21:21

8+ y ago21:21

21:21

Military personnel and law enforcement officers are some of the most over looked athletes when it comes to strength and conditioning. When working with these operators you face a unique set of pain points that you do not see with field athletes. This episode covers exactly what to expect when working with such selfless individuals.…

1
Ep. 2: Power Development for Football Players 25:09

8+ y ago25:09

25:09

Miraculously enough, the more powerful athletes tend to rise to the top. Being powerful is essential to being a successful athlete in many different sports. Learning how, and more importantly when, to develop power is what this episode covers.By Defying Gravity Performance

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Ep. 1: Deadlifting to Reduce Low-Back Pain 22:15

8+ y ago22:15

22:15

On episode 1 we review a study on the effectiveness of the deadlift exercise as a modality of reducing lower back pain. Many athletes shy away from deadlifting when they are rehabilitating their lower back but that may be the least optimal approach.By Defying Gravity Performance