Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Defying Gravity Performance Podcasts

show episodes
 
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 to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
  continue reading
 
Loading …
show series
 
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 …
  continue reading
 
Join Alex and Corinne Hobbs as they dive into a headfirst slide in home, exploring the mid-90s Disney hit Angels in the Outfield (1994)! Corinne is working toward her doctoral dissertation about coaching and pregame speeches, and knows all things sports psychology, so this is the perfect film to explore. The pair discuss how George Knox (Danny Glov…
  continue reading
 
In this week's episode of On the Tape, Danny welcomes Contessa Brewer, CNBC correspondent and anchor, to discuss her career in journalism, her insights into sectors affecting consumers like insurance and gambling, and her perspective on new media ventures like Versant, spun out of Comcast. The episode begins with a discussion on the importance of d…
  continue reading
 
In this episode of 'On the Tape,' Danny Moses is joined by JB Mackenzie, Vice President and General Manager of Futures and International at Robinhood, to discuss the burgeoning event contracts sector, including Robinhood's recent acquisitions and partnerships. They delve into prediction markets, emphasizing how Robinhood engages retail investors th…
  continue reading
 
Dan Nathan and Guy Adami welcome Danny Moses to discuss various market trends and investment strategies. The discussion spans topics such as AI's impact on the market, the performance of key sectors like healthcare, energy, and technology, and the challenges posed by economic indicators and geopolitical factors. They delve into the volatility and p…
  continue reading
 
Join Alex and Celeste Pilegard as they discuss the first of two Keanu Reeves dystopian cyberpunk future films, Johnny Mnemonic (1995). The film was directed by Robert Longo and he quit filmmaking after this one. A film having to do with storing other people's memories in your head while others suffer from a debilitating disease caused by electronic…
  continue reading
 
Danny Moses, despite feeling under the weather, is joined by Porter Collins and Vincent Daniel to discuss various market trends and insights. They begin with Danny's reflections on his recent health scare and the invaluable care provided by healthcare professionals. The discussion then shifts to the macroeconomic climate, particularly the sustainab…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and guest host Dr. Jill Swirsky as they enter the world of musical theater yet again, this time traveling to the land of Oz in Wicked (2024)! The film is an adaptation of the Broadway play, which was an adaptation of the novel by Gregory Maguire. We follow Elphaba, played by Cynthia Erivo, the eventual Wicked Witch of the West, on her jou…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and guest host Dr. Jon Mandracchia as they become members of the Corleone family discussing Francis Ford Coppola's The Godfather (1972). This first part stars Marlon Brando as Vito Corleone, a mafia Don whose life is based on tradition. Also starring Al Pacino as Michael, Vito's son, who unexpectedly, but with his full throat, becomes the…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
Join Alex and guest host Dr. Katherine Marshall Woods as they explore the psychodynamic themes in Denzel Washington's directorial debut, Antwone Fisher (2002). The film also stars Washington, and in his Hollywood debut, Derek Luke plays the titular character. The film was based on the real Fisher's autobiography, Finding Fish (2001), and is about a…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
Join Alex and guest host Dr. Brooke Cannon as they explore one of Alfred Hitchcock's brilliant thrillers, Strangers on a Train (1951). The film stars Farley Granger as a tennis pro, Guy Haines, who meets stranger Bruno Antony on... you guessed it, a train! Bruno hates his dad, Guy wants to divorce his wife, and well, Bruno tinks they are going to s…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and guest host Chad Freidrichs, documentary filmmakers, as they discuss one of Chad's recent releases, The Cinema Within (2024). The documentary cleverly explores and visualizes one of film's greatest mysteries: how humans intuitively process film editing's most basic pieces: the cut! The pair discuss film theory and how it relates to cog…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex in a celebration of the past six years of CinemaPsych Podcast content and 100 episodes! It's been a journey, with so many films and guests, and so what better way to highlight that time with a clip show! In this double-sized episode, explore some of my favorite moments and discussions, from great films, actors, and directors to awesome ps…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and returning guest host Dr. Jordan Wagge as they celebrate the 50th anniversary of one of the first summer blockbuster films, Jaws (1975)! One of Steven Spielberg's great filmmaking achievements, featuring one of the best dolly zoom shots in cinema history, as well as a fully functional animatronic sharks, affectionately named Bruce. Sta…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and guest host Dr. Shlomit Flaisher-Grinberg as they discuss the neuroscience behind Pixar's brilliant Ratatouille (2007), directed by Brad Bird and starring the voices of Patton Oswalt as Remy, Ian Holm as Skinner, Brad Garrett as Gusteau, Janeane Garofalo as Colette, Lou Romano as Linguini, and Peter O'Toole as Anton Ego. This lovely mo…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and returning guest host Dr. Marc Klippenstine for a personalized discussion on birding, bird-watching, and psychology: The Big Year (2011). The film stars comedy powerhouses Jack Black, Steve Martin, and Owen Wilson, as three men who love birding so much, they all attempt the Audubon Society's "Big Year". Birding is a hobby that relies o…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and guest host Dr. T.R. Brooks as they discuss the intriguing and horrifying implications of a series of pandemics that rob people of their beloved senses in Perfect Sense (2011). The independent sleeper stars Ewan MacGregor, a chef, and Eva Green, an epidemiologist, who embark on a love story in the midst of these catastrophic events. Wh…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Join Alex and returning guest host Dr. Melissa Maffeo as they discuss the hilarious memory mishaps in Adam Sandler's 50 First Dates, also starring Drew Barrymore, Sean Astin, and Dan Aykroyd. Barrymore plays a woman, Lucy, who had suffered brain trauma, and when she goes to sleep, her brain resets to that same day. Sandler's Henry Roth falls in lov…
  continue reading
 
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…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play