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On The Tape with Danny Moses
≈ every 2 weeks
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RiskReversal markets and macro interviews.

In the last 30 days, On The Tape with Danny Moses produced 34 attributed ideas; most-discussed: SPY, TLT, AMZN.

9
Ideas · 7d
34
Ideas · 30d
421
Ideas · all time
40
Episodes
Names this show discusses most
30D
WDC · 1SPY · 1IGV · 1ITB · 1
90D
SPY · 4TLT · 2AMZN · 2GOOGL · 2GLD · 2WDC · 1IGV · 1ITB · 1
Latest attributed ideas · most recent first
14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
AI as inspiring but cyclical, with margin risk
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14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Semiconductor and memory stocks in topping process
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEWDCOpen in Zortix →
14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Energy favored on momentum and under-ownership
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14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Credit deterioration starting with CCC junk
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14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Passive flows distort benchmarks, force active chase
SPYOpen in Zortix →
14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Healthcare as the natural hedge to tech
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14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Credit book trends as the earnings season canary
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14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Strong dollar driven by real rates and Europe fears
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14 OCT5D AGOJeff deGraaf: Erase Chips From Your Memory
Seasonality as the most bullish near-term factor
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
U.S. fiscal deficits are politically untouchable
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
China's rare earth stranglehold ties US hands
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
The Cassandra Coefficient: why warnings are ignored
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
Fukushima's cascading geopolitical consequences
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
No Ukraine ceasefire until spring 2027
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
AI's existential risk is controllability
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
China a long-term winner from oil war
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
Being right is only half a risk manager's job
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
AI safety dialogue must transcend 'beat China' framing
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
AI devalues knowledge as an economic tool
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
Russia-Ukraine ceasefire window in spring 2027
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
Democrats slight favorites in Senate
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7 OCT2W AGOR.P. Eddy: Don't Ignore The Cassandras
Treasury Secretary's role is risk management
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23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Fed hike justified by strong growth, inflation risk
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23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Long AI beneficiaries, software for margin gains
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEIGVOpen in Zortix →
23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Brazilian market re-rating on Bolsonaro win
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23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Housing as a hedge against AI CapEx slowdown
ITBOpen in Zortix →
23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Post-election data center opposition clears
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23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Higher unemployment would be market bullish
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23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Cautious on consumer, transports, financials
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23 SEP4W AGODennis DeBusschere: The Economy Must Respect The 'Speed Limit'
Investors see need for Fed tightening
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION