Robinhood: Viva Las Vegas with Vincent Daniel, Porter Collins & JB Mackenzie
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 evolution in trading. JB highlights Robinhood’s rapid product development and customer engagement. The episode also touches on stock market dynamics, financial regulation, and strategies for retail investors. The session concludes with NFL Week Two picks and a live audience Q&A.
--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: @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.
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46:18
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46:18
Ryan Glasspiegel: Views From The Front Office
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 insights into the future of sports media and event contracts. They also discuss the challenges and opportunities posed by new gaming regulations and the significant roles of tech companies like Amazon and Netflix in sports broadcasting. The episode concludes with the host's NFL week one betting picks.
Learn more about FOS Tuned In Here
Timecodes
0:00 - Intro
4:10 - Event Contracts & Gambling
13:15 - Media Rights
20:25 - Stock Impacts
28:50 - Sports Content Landscape
34:40 - Danny's 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.
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37:10
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37:10
Vincent Daniel and Porter Collins: WAWD? Contrarians At The Gate
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 the role of the Federal Reserve and its political dynamics, the rise of event contracts in sports gambling, and the potential impact of rescheduling cannabis regulations. Additionally, they delve into the investment prospects of uranium, natural gas, and China's market potential, emphasizing a contrarian, value-oriented investment approach. The episode concludes with a debate on the implications of the U.S. government taking stakes in private companies, especially outside of crisis scenarios.
Timecodes
0:00 - WAWD Substack
4:50 - The Fed
19:20 - Event Contracts
26:45 - Cannabis
33:30 - Uranium
40:50 - INTC Stake
--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.
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52:09
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52:09
Bob Elliott: Uncensored, Unlimited & "Nonconsensus"
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 offers ETFs using machine learning for investment strategies. They discuss current macroeconomic issues such as the Federal Reserve's policies, global central bank actions, and economic conditions in regions like Japan, the UK, and China. They also delve into asset classes like gold, oil, and Bitcoin, and Elliott provides insights into the value of diversification and systematic investing over individual manager performance. Finally, they explore Unlimited's strategy of using technological advancements for hedge fund replication through ETFs.
Timecodes
0:00 - Intro
3:30 - GFC Lessons
7:05 - The Macro
12:30 - Global Central Banks
18:20 - Oil
20:40 - Gold & Bonds
26:05 - BTC & ETH Treasuries
33:45 - Private Credit
36:35 - Unlimited
--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: @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.
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48:16
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48:16
Phil Rosen: Market Facts Can Be Stranger Than Fiction
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 his passion for journalism, which allows him to explore various interests daily, and how his reading habit, inculcated by his father, led him to writing. Phil touches upon his transition into financial journalism, his stint at Business Insider, and the inspiration behind starting Opening Bell Daily with Anthony Pompliano. He emphasizes the importance of data-driven analysis in financial reporting and the cautious yet optimistic stance he maintains. The discussion also covers Phil's views on cryptocurrency, the role of the Federal Reserve, and the challenges faced by young investors today.
--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.
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 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.
Formerly Okay, Computer. Podcast