On The Tape Podcast

Wednesdays with Danny Moses @dmoses34

[On The Tape Podcast @OnTheTapePod]

New On The Tape with @dmoses34 and @DDeBusschere22V is out now 🎙️

🏦 Why the Fed Was Right to Hike
🤖 AI Capex Is Coming for Treasuries
📉 Why Higher Unemployment Would Be Bullish
💻 Long Software, Watch Housing
🇧🇷 Brazil's Election Rerating Trade

YouTube: https://t.co/A2Ic9J8tvL
Apple: https://t.co/rkLwkmWNl6
Spotify: https://t.co/k0FWivYtQJ

[On The Tape Podcast @OnTheTapePod]

"Households now have more wealth in the equity market than they do in their homes... it's the first time that's happened in multiple decades."

@CameronDawson to @dmoses34 on why the stock market has quietly become the thing the economy can't afford to have go down 🏡📈

[On The Tape Podcast @OnTheTapePod]

New On The Tape with @dmoses34 and @CameronDawson out now🎙️

📉 Falling Valuations, Rising Stocks
🤖 Mag 7's Earnings Quality Problem
💸 AI Capex Is Crowding Out the Market
🏠 The Stock Market Is the New Housing Market
🥇 Gold: Narrative vs. Reality

YouTube: https://t.co/U4Lme1WJYt
Apple: https://t.co/I2X7FZuVht
Spotify: https://t.co/j7ba0HmJGo

[On The Tape Podcast @OnTheTapePod]

The return of @NedMichaels to On The Tape with @dmoses34 is out now!!!

⛳ Tour Championship Picks
🏌️ President's Cup Preview at Medina
🏦 Kevin Warsh's First Jackson Hole as Fed Chair
🥇 Why Gold (and the Miners) Keep Climbing
🛢️ MLPs, LNG & Energy Infrastructure Plays
🏛️ Government Shutdown Odds

YouTube: https://t.co/nanNLXltn8
Apple: https://t.co/T2mRS7GOIL
Spotify: https://t.co/zetUSstSLh

[On The Tape Podcast @OnTheTapePod]

Is trouble lurking ahead for Japan and Bitcoin?

@dmoses34 shares his latest @Kalshi trade ideas 📈

Visit to https://t.co/objYZ32S4Y or download the Kalshi App and use code MOSES to sign up and trade today!

[On The Tape Podcast @OnTheTapePod]

"I do think retail investors have to understand that momentum can sharply go against you. It feels real pretty on the way up, right? But usually what goes up must come down that fast... it was kind of like gold at the beginning of this year. Just kind of how fast, you know, just we have to remember that this market structure in public markets is really tilted towards NOT index level volatility."

🎙️ @sonalibasak

[On The Tape Podcast @OnTheTapePod]

The long awaited return of @sonalibasak to On The Tape with @dmoses34 is out now!!!

🤖 The Real Winners as AI Token Costs Collapse
🏦 Nvidia's $500B Compute Financing Play
📉 Situational Awareness (Or Lack Thereof)
🛢️ $80 Oil & Concerned Consumers
💴 Treasury Market Worries

YouTube: https://t.co/EyGemZpKBY
Apple: https://t.co/bfonMJmpWn
Spotify: https://t.co/OlrjPl2LvX

[Danny Moses @dmoses34]

Great discussion w/ @nkagan_official about her journey from academia to @KalshiResearch & the process behind the creation/certification of the event contracts you see listed @Kalshi. The research that accompanies these events (i.e. “cost of compute”) is even more impressive.

[On The Tape Podcast @OnTheTapePod]

The Federal Reserve's own researchers confirmed it: @KalshiResearch beats Bloomberg consensus on inflation 🏦

@DMoses34 sits down with Head of Research Nicole Kagan to discuss how prediction markets are becoming a real information edge 📈🎙️

YouTube: https://t.co/hibeHO5CNc
Apple: https://t.co/mOaecbzdBn
Spotify: https://t.co/fMy8avdqMX

[On The Tape Podcast @OnTheTapePod]

Danny's Fed dissenter pick already doubled, from $0.34 to $0.66 💰

@dmoses34 is staying with it into this week's meeting 📈🏦

Visit to https://t.co/objYZ32S4Y or download the Kalshi App and use code MOSES to sign up and trade today!

[On The Tape Podcast @OnTheTapePod]

Everyone's watching the Fed this week, but @BobEUnlimited says watch oil and the Strait of Hormuz instead!

🦅 The "Hawkish Hold" Warsh Delivers This Week
🏦 What @Kalshi Markets Say About Rate Hikes
🛢️ Oil, Iran, and the Strait of Hormuz Squeeze
📈 Odds The S&P Hits 8,000
🤖 Is AI CapEx Actually Deflationary?

On the Tape with @dmoses34 is out now🎙️

YouTube: https://t.co/rE1XbtylXO
Apple: https://t.co/h8YdONV5kf
Spotify: https://t.co/FS7T2izhfm

[On The Tape Podcast @OnTheTapePod]

The Fed, war, AI's jobs problem, and where gold goes next!

@dmoses34, @VD718 & @Seawolfcap navigate this choppy macro environment with some help from @Kalshi prediction markets on the latest podcast🎙️📈

WATCH: https://t.co/1WZmWi3B7s
APPLE: https://t.co/zNPw9wvg8H
SPOTIFY: https://t.co/Yp0Ug73TYZ

[On The Tape Podcast @OnTheTapePod]

Oil is $5 higher than before the Iran war started and @dmoses34 thinks the downside is limited from here🛢️📈

Visit to https://t.co/objYZ33pUw or download the Kalshi App and use code MOSES to sign up and trade today!

[On The Tape Podcast @OnTheTapePod]

Say it ain't so @JoeSaluzzi 💸

@dmoses34 speaks with the Themis Trading Partner & Co-Founder about how the SEC wants to kill the rule that protects your trade execution and explains why retail investors need to pay attention to this one!

YouTube: https://t.co/q4ApMeaVuw
Apple: https://t.co/ud8wJngIQe
Spotify: https://t.co/4D4Yizj13r

[On The Tape Podcast @OnTheTapePod]

Is Michael Saylor's Strategy a ticking time bomb?

@jameslavish says the fear only makes sense if you think Bitcoin goes to zero 🟠

$STRC $MSTR

[On The Tape Podcast @OnTheTapePod]

Do you even know what you're buying? Your average investor sees $135 and thinks, 'oh, that's a great price.'

@jameslavish on the flood of calls from friends and family chasing the AI trade and why most have no idea what they're actually buying 🚀

$SPCX

[On The Tape Podcast @OnTheTapePod]

"This is the classic debt spiral that we talk about and the four-door problem that the government has."

Raise rates 1% on ~$20 trillion in debt and the math gets ugly fast. @jameslavish lays out the "debt spiral" and the four-door problem the government can't escape.

[On The Tape Podcast @OnTheTapePod]

Time for Danny's @Kalshi Picks of the Week 📈

@dmoses34 has a Fed combo play on July rates + dissenters trading at 2-to-1 odds

Visit to https://t.co/objYZ32S4Y or download the Kalshi App and use code MOSES to sign up and trade today!

[James Lavish @jameslavish]

@dmoses34 @OnTheTapePod @Kalshi Always enjoy speaking with you Danny. Thank you for having me on!

[Danny Moses @dmoses34]

Great to have @jameslavish come back to @OnTheTapePod to get his latest thoughts on the markets, including $BTC. We discuss the #FED & how best to deal with the debt/deficit the U.S. is facing. We discuss $MSTR as well. I give out a @Kalshi pick in the form of a "combo" as well.