HeyJaredOn The Tape with Danny Moses
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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Dennis DeBusschere: The Economy Must Respect The 'Speed Limit' (opens the original)
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Checkout 22V Advisory Direct: https://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 since 2023. DeBusschere argues the hike is justified by unexpectedly strong growth, tight unemployment, and inflation risks, and explains how higher 10-year yields can coexist with tight credit spreads as markets price stronger growth driven in part b
Cameron Dawson: "Always Remember, Price Leads Data" (opens the original)
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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 average through war, higher oil, and a more hawkish Fed, and why that resilience comes down almost entirely to earnings. But she digs into a more troubling story underneath the Mag 7's earnings growth: deteriorating earnings quality, accounting mane
Ned Michaels: Providing Commentary Both On And Off The Course (opens the original)
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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 Hole address as Fed chair, Scott Bessent's yen/Treasury interventions, Danny's case for gold and gold miners, energy infrastructure and cannabis plays, the AI capex debate, and government shutdown odds — closing out with golf and Kalshi picks of the
Sonali Basak: Building “The Bridge” Investors Can Walk Across (opens the original)
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Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT Sonali joins the podcast on the one-year anniversary of moving from Bloomberg to iCapital, discussing her media series “The Bridge” and iCapital’s reach across wealth and asset managers. The conversation centers on AI economics, especially how declining token costs shift value along the “AI food chain,” with
Nicole Kagan: Empowering Kalshi Through Research (opens the original)
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Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout WAWD on Substack: https://whatarewedoingonthedesk.substack.com/OTT On this week's podcast, Danny Moses speaks with Nicole Kagan, head of research at Kalshi, about her path from Bridgewater to Oxford and then to Kalshi to help build the contract-writing and research functions. Kagan explains how Kalshi sources market ideas internally, from partners, and from users, then eval
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