On The Tape is brought to you by On this episode of On The Tape Guy and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Porter Collins to discuss the Fed pivot (1:58), their big takeaway from earnings season (4:40), concerns in the credit...
On The Tape is brought to you by On this episode of On The Tape Guy, Dan and Danny discuss the market’s reaction to this week’s Fed meeting (3:30), whether we will see a rate cut (8:04), big tech earnings (12:00), what banks are saying about the economy...
On this episode of Okay, Computer. Dan and Rick Heitzmann talk with Lux Capital’s Co-Founder & Managing Partner Josh Wolfe about the venture capital industry’s transformation in New York City over the past two decades (2:19), whether major venture capital...
On this bonus episode of “On The Tape,” Guy and Dan reflect on what’s been a volatile few months for the markets (1:30), and preview the big week for earnings (Apple, Amazon, Alphabet, Microsoft, and Meta) ahead (14:20). Later, they go “Off The Tape” with Cormac...
On The Tape is brought to you by On this episode of “On The Tape,” Guy and Dan discuss the chart of the S&P 500 (2:26), how investors could be offsides in this market (6:13), homebuilder stocks bouncing (12:53), where the S&P could bottom...