On The Tape with Danny Moses

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Danny and Dan Nathan hit bank earnings and why mega money-center banks look “priced to perfection,” what tightening net interest margins and
investment 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.
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ABOUT THE SHOW
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 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: @dmoses34

The 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.
Hosted on Acast. See acast.com/privacy for more information.

Watch This Episode on YouTube: https://youtu.be/xPZEnjCWuVU
In 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.
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ABOUT THE SHOW
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 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: @dmoses34

The 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.
Hosted on Acast. See acast.com/privacy for more information.

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.
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ABOUT THE SHOW
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 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: @dmoses34

The 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.
Hosted on Acast. See acast.com/privacy for more information.

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 like the transformation of college athletics through Name, Image, and Likeness (NIL), the current state of the online gambling sector, the emergence of prediction markets, and the evolution of media rights in the sports industry. Chris also shares insights on the challenges faced by the NCAA and the need for federal legislation to bring order to the current chaotic state of college athletics. The episode concludes with Danny's Week 16 NFL picks.

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ABOUT THE SHOW
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 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: @dmoses34

The 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.
Hosted on Acast. See acast.com/privacy for more information.

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 diversifying investments beyond tech and AI, highlighting ExxonMobil's recent updates and its connection to AI and energy. Contessa shares her journey from local news to national coverage at CNBC, emphasizing her passion for reporting on intricate sectors like insurance. She addresses the challenges of making insurance engaging and relevant to audiences. The conversation also explores the rapid evolution of online gambling, the prediction market dynamics, and the integrity concerns in sports betting. Furthermore, Contessa talks about her contributions to the charity 'Saving Mothers,' which aims to prevent maternal deaths. The episode concludes with NFL picks for week 15, focusing on the Patriots and Broncos as underdogs.
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ABOUT THE SHOW
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 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: @dmoses34

The 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.
Hosted on Acast. See acast.com/privacy for more information.