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Title of On The Tape with Danny Moses: "Megaphone"
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Danny Moses goes old school, joining Guy Adami for a live edition of MRKT Call. They dig into an AI trade that now has a soap-opera storyline. Topics include the Nvidia fallout and the “Jensen premium” coming off the stock, CoreWeave’s chip depreciation math, and what Anthropic’s amended S-1 really says about valuation, slowing revenue growth and circular financing.
Danny Moses welcomes back housing analyst Ivy Zelman of Walker & Dunlop for her fourth appearance, exactly a year after her last visit. Homebuilders jumped 5-8% after the midterms. Ivy explains why she thinks the Democratic sweep does little to fix affordability. The real obstacles are local: impact fees, environmental fees and zoning.
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Danny Moses and Vinnie Daniel of Seawolf Capital join Clear Street's Puneet Pardasani to share their contrarian view of today’s markets. They explain how passive flows and momentum-driven market structure create inefficiencies, and they compare the AI capex boom to both the dot-com era and the GFC. They point to circular financing, data center securitization and leverage sitt...
On On the Tape, James Aitken of Aitken Advisors recounts writing “Notes From a Small Island” for decades and describes his work helping institutional and high-net-worth clients ignore noise, stay patient, and capitalize on dislocations. In a macro backdrop of higher debt, inflation, wars, and concentrated equity leadership, he says bonds—especially parts of the Treasury curve...