I welcome @LukeGromen back @OnTheTapePod for the third time in 2025 (March/July) & those that were paying attention know it's a must listen; we discuss the dual role the "Repo Man" is playing at both the top & bottom of the "K-shaped" economy; we hit $GLD $BTC #FED #CHINA & "AI"

"Most of the CapEx, if not all of the CapEx for the AI expenditure was being, made out of cash flows or out of retained earnings, shareholders equity, not debt. That has changed." @LukeGromen goes 'On The Tape' with @dmoses34

Ivy returns to the @OnTheTapePod & shares her thoughts on all things housing; she was on in March & was rightfully concerned about the spring selling season, among other issues; demographics & affordability continue to be a drag & 4.5% mortgage rates are needed to spur demand

Back next week @OnTheTapePod with Ivy Zelman to talk about all things housing and then @LukeGromen the following week to help make sense of the “macro”; good luck to my @StarlightRacing family this week @BreedersCup and I am riding Sierra Leone in the “Classic”

Don't miss our What Are We Doing x RiskReversal Pod collab with @dmoses34, @Seawolfcap & @VD718 🎙️ 🪩Tech stocks partying like it's 1999 🥇Gold's hottest year in half a century 👀What to watch this earnings season Watch or listen now on Apple, Spotify or YouTube!

RenMac's founder Jeff deGraaf joined an old friend @dmoses34 yesterday to discuss career, philosophy and approach @OnTheTapePod

A true Wall Street veteran, Jeff deGraaf joins @OnTheTapePod & we discuss his path to starting @RenMacLLC as well as his current views on the markets; plus a great Sir Isaac Newton story which proves that even the smartest can get caught up in “FOMO markets”; $GLD $BKX $XLU $PSCH

"Either the Fed is going to tighten financial conditions or the bond market is going to do it for them, because we cannot sit here and expect that the rest of the world, the tens of trillions sitting out there in treasuries are going to accept in a significantly lower real

Always clear and concise, @DDeBusschere22V comes back @OnTheTapePod to discuss the current state of the economy and the markets; if you had listened to him in June you would know why the "V" in 22V stands for Victory; $IWM $GLD #FED #China #Treasury

We've got a loaded Friday pod out now with @GuyAdami and @dmoses34 🎙️ ⭕️ Circular AI Financing 💸 Private Credit Risks ⛏️ Canaries In The Gold Mine 💹 The Dangers Lurking In Japan 🚨 Perils Of Passive Investing Check it out now on YouTube or your favorite pod platform!

Great conversation with @shanas621 about the growing & complex product offerings in the market & how to navigate them; we get into "active" vs "passive" investing & we compare/contrast this market to 1999-2000; Shana shares her journey & what led her to start @Banrion_Capital

Over 15 years since the book & almost 10 years since the movie & feels like we’re back on our trading desk talking about the GFC; Michael Lewis joins @Seawolfcap @VD718 & myself to talk about what has & hasn’t changed since 2008 & we take some questions! https://t.co/SJVANKmsbS

What we're seeing is a tale of two economies and something has to give... 🎙️@sonalibasak joins @dmoses34 on the latest episode

This Friday, @VD718 @Seawolfcap and myself are sitting down with Michael Lewis to discuss our time together while he was writing The Big Short, as well as how things have and haven’t changed since the GFC. As a bonus, we are going live at 3:30PM for Q&A: https://t.co/fK6NiSMcJk

The government shutdown is here, what impact will it have on markets and investors? 🎙️ @sonalibasak joins @dmoses34 on the latest On The Tape podcast

Honored to have @sonalibasak as a guest @OnTheTapePod for her first podcast & it certainly won't be her last! We discuss what led her to @icapitalnetwork & her new role as well as current thoughts on both public & private markets; we hit the #FED, the economy & the chase in $IWM

@ 9x TBV rather than a "Technology" co. with an A.I. premium; when you see the $KMX news today & note the rapid growth in $UPST auto loans to a similar (worse) cohort along w/the personal loans they offer, you begin to question when the spigot tightens & loans stay on their books

at some point the poor performance of the loans being originated impact both the demand and price that investors are willing to pay for those loans; while $UPST uses "A.I." to help w/ originations, if the loans start to underperform it may be valued as a "Financial" trading at...

🧵During the episode, Meredith discusses the insatiable demand from Private Credit for all types of "consumer loans" that has allowed companies like $SOFI $AFRM $UPST to act more as transaction platforms than finance co.'s. She also notes headwinds facing lower-end consumers...