On The Tape with Danny Moses

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.--ABOUT THE SHOWFor 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: @dmoses34The 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.

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 as returns disappoint, highlighting reports of OpenAI pulling back data-center commitments and the potential circular financing of the buildout, with Nvidia’s margins and valuations vulnerable. They also cover midterm-year policy “puts,” Fed leadership uncertainty, and how CNBC/Fast Money is adapting through live events, programming tweaks, and a focus on authenticity and audience engagement.--ABOUT THE SHOWFor 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: @dmoses34The 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.

Guy Adami hosts a panel with Danny Moses, Vincent Daniel and Meredith Whitney at the 2026 iConnections Global Alts even in Miami. --ABOUT THE SHOWFor 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: @dmoses34The 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.

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, and perspectives on gold and dollar valuations. The episode finishes with a discussion on structural market trends and the implications of passive investing on sector allocations.Checkout Mike's Substack: https://www.yesigiveafig.com/--ABOUT THE SHOWFor 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: @dmoses34The 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.

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 radio. The conversation wraps up with an analysis of the NFL's latest games and an overview of how gambling has influenced sports viewership and industry growth.--ABOUT THE SHOWFor 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: @dmoses34The 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.

Join Kalshi Today: http://kalshi.com/r/MOSESDanny and Dan Nathan hit bank earnings and why mega money-center banks look “priced to perfection,” what tightening net interest margins andinvestment 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% credit-card rate cap and its real implications for banks, Amex, Capital One, Visa/Mastercard, buy-now-pay-later names like Affirm, and the stressed U.S. consumer in a K-shaped economy living with years of cumulative inflation. Danny breaks down Japan’s yen, carry trades, and what rising JGB yields might mean for Treasuries and global risk assets, before wrapping with thoughts on DraftKings, prediction markets, select stock ideas, and his NFL playoff picks.--ABOUT THE SHOWFor 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: @dmoses34The 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.

Watch This Episode on YouTube: https://youtu.be/xPZEnjCWuVUIn 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. They also discuss broader macroeconomic indicators, including the S&P 500, gold, silver, and oil prices. The episode concludes with an announcement of Danny Moses' new television show and his Super Bowl matchup prediction.--ABOUT THE SHOWFor 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: @dmoses34The 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.

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 SHOWFor 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: @dmoses34The 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.