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On The Tape with Danny Moses

RiskReversal Media
NVIDIA
Apple
Generative AI
Federal Reserve
Gold
Artificial Intelligence
Microsoft
China
Bitcoin
Meta
Fintech
Current
Tesla
Openai
Google
Energy Sector
Venture Capital
Tariffs
Amazon
Wall Street

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 cut... more

PublishesTwice monthlyEpisodes165Founded5 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

Checkout 22V Advisory Direct: 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 ... more

YouTube

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... more

YouTube

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... more

YouTube

Click the link kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today!

Checkout WAWD on Substack: whatarewedoingonthedesk.substack.com/OTT

Sonali joins the podcast on the one-year anniversary of m... more

YouTube

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Recent Guests

Dennis DeBusschere
Founder, CEO and Chief Market Strategist of 22V Research
22V Research
Episode: Dennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Ned Michaels
Professional golfer, broadcaster
Former PGA Tour broadcaster; Vanderbilt alumnus
Episode: Ned Michaels: Providing Commentary Both On And Off The Course
Nicole Kagan
Head of Research at Kalshi
Kalshi
Episode: Nicole Kagan: Empowering Kalshi Through Research
Bob Elliott
Co-Founder and CEO and CIO of Unlimited; former Investment Committee member at Bridgewater; led Ray Dalio's Investment Research Team
Unlimited
Episode: Bob Elliott: TIPS For Making Money In These Markets
Joe Saluzzi
Co-founder and head of Equity Market Structure at Themis Trading
Themis Trading
Episode: Say It Ain't So: Joe Saluzzi on Broken Market Structure
Larry McDonald
Distressed credit trader, founder of Bear Traps Report
Bear Traps Report
Episode: Lawrence McDonald: How To Listen When Markets Speak
Peter Boockvar
Independent economist and market strategist; CIO at OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners
Episode: Peter Boockvar: Gives Us His "Boock Report" On The Markets
Mike Green
Portfolio manager and chief market strategist at Simplify Asset Management; author of Yes, I Give a Fig
Simplify Asset Management
Episode: Michael Green: Has Passive Investing Crossed The Rubicon?
Mike Tannenbaum
Former NFL executive, ESPN analyst, co-founder of 33rd Team
33rd Team; ESPN
Episode: Mike Tannenbaum: NFL Draft Recap & The Business of Football In 2026

Host

Danny Moses
Host of On The Tape

Reviews

4.8 out of 5 stars from 283 ratings
  • Lucky to have this show

    Amazing to have this conversations available to us. Thanks D Mo

    Apple Podcasts
    5
    Joey Geezz
    United States8 months ago
  • Great episode

    The latest episode with Porter, Vinny and Carter was one of your best. I always learn so much from you guys…thank you!

    Apple Podcasts
    5
    jsohnen
    United States9 months ago
  • Bass riff

    Danny, great job with the pod! I vote your pod the best intro music… by far!

    Apple Podcasts
    5
    CPB 1966
    United States10 months ago
  • Great big picture show

    I love Danny’s frankness and words of wisdom. Always a fun listen.

    Great job with MW

    D Moses get better soon, I’m at home recovering from a prostratectamy (sp). God speed to you

    Apple Podcasts
    5
    COcrilly
    United Statesa year ago
  • Positive

    If it had targeted Danny the alligator never had a chance - D Moses style is truly the straw that stirs the drink no matter the subject or guest(s)

    The episodes where the army of rabble convenes in the WAWD rivals is insightful as Danny, Vinny and Porter rummage through the misfit toys.

    The trio suffers no fools and in the main Vinny issues taunts akin to the French as the feckless Holy Grail seekers muddle around the gates

    Apple Podcasts
    5
    Sisu - Poikka
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience appreciates practical, actionable insights for retail and institutional investors
Listeners highlight high-caliber guests and sharp market color
Content is described as thoughtful, non-hype, and data-driven
Shows balance bearish/bullish perspectives with respectful discourse

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#206
Canada/Business/Investing
Apple Podcasts
#78
Italy/Business/Investing
Apple Podcasts
#177
Italy/Business
Apple Podcasts
#151
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Cameron Dawson: "Always Remember, Price Leads Data"
Q: What themes should listeners watch in the coming quarters to assess positioning?
Keep an eye on the crowding of shorts in bonds, the trajectory of the dollar positioning, and the evolving capital costs for hyperscalers; shifts in debt issuance and real earnings growth will influence both equity valuations and fixed income spreads.
Cameron Dawson: "Always Remember, Price Leads Data"
Q: How do you view the role of the Fed and rate trajectories in shaping long-term asset prices?
A hike that is viewed as a one-and-done may not move the long end much, but a signal that the Fed intends to slow the economy could trigger a significant rally in long-duration bonds, as growth and inflation expectations adjust and investors reposition for tighter financial conditions.
Cameron Dawson: "Always Remember, Price Leads Data"
Q: What is the current risk to earnings growth and how should investors think about valuation given the high expectations?
The risk centers on the possibility that earnings growth peaks earlier than price, with valuation multiples compressing as consensus earnings slow; investors should weigh the durability of megacaps and the need for real operating earnings to support high multiples, while monitoring capex cycles and financial conditions.
Vincent Daniel & Porter Collins: How Seawolf (Capital) Navigates Choppy Markets
Q: How do you view oil and energy equities in the current regime?
They discuss a broad range for oil prices and the potential for spread dynamics (crack spreads, refinery margins) to influence energy equities, with selective long exposures like ExxonMobil and Petrobras as core bets and tactical hedging via Kalshi contracts.
Lawrence McDonald: How To Listen When Markets Speak
Q: How does passive investing influence market dynamics right now?
He suggests passive flows can distort valuations by forcing large index inclusion, especially as IPOs come online, leading to inflated exposure to tech and AI players. This creates a fragility in market structure that could worsen if earnings or macro signals deteriorate.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About On The Tape

What is On The Tape about and what kind of topics does it cover?

This show features high-profile market minds, macro strategists, and industry veterans who dissect current price action, policy, and macro themes. Episodes routinely center on AI economics, liquidity, inflation, energy dynamics, market structure, and the evolving role of technology in finance. Guests range from senior investors and strategists to chart technicians and contrarians, with a focus on actionable ideas, risk management, and contrasting viewpoints. The cadence blends deep-dive analysis with real-time trading ideas, creating a platform for both sharp market color and practical takeaways for retail and institutional listeners alike.

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Which podcasts are similar to On The Tape?

These podcasts share a similar audience with On The Tape:

1. RiskReversal Pod
2. The Real Eisman Playbook
3. Monetary Matters with Jack Farley
4. Excess Returns
5. Forward Guidance

How many episodes of On The Tape are there?

On The Tape launched 5 years ago and published 165 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on On The Tape?

Recent guests on On The Tape include:

1. Dennis DeBusschere
2. Ned Michaels
3. Nicole Kagan
4. Bob Elliott
5. Joe Saluzzi
6. Larry McDonald
7. Peter Boockvar
8. Mike Green

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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