On The Tape with Danny Moses

By RiskReversal Media

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring wi... more

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FAQs about On The Tape with Danny Moses:

How many episodes does On The Tape with Danny Moses have?

The podcast currently has 173 episodes available.

On The Tape with Danny Moses episodes:

January 30, 2024The Fate of the Furious Five
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for.
Topics:
Intro
Earnings Expectations (3:00)
The Rally Around Big Tech (15:30)
Google’s Search Dominance (20:00 )
The Headset Wars: Why it's Apple's to Lose (23:05)

--
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
29min
January 24, 2024 New Year, New AI Winners with Gene Munster
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45).

---
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
1h
January 17, 2024Is Apple On The Edge of AI Glory? Deirdre Bosa Talks AI Hardware
Dan Nathan is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year

Topics
Tech’s Recent Rally (1:00)
Years of Efficiency For Tech Companies (5:30)
The Year of AI Hardware (7:30)
Apple As A Sneaky AI Play?
Apple Offers Rare iPhone 15 Discount in China Amid Demand Fears
Samsung Places AI at Forefront as 2024 Phone Launches Kick Off
Rabbit R1 & Humane’s Ai Pin
Chip Makers As 2024 Bellwether (15:00)
Databricks CEO: Every Organization we’ve Talked to has a Mandate to use New A.I. tools
Beware Private Equity Takeovers (20:15)
What Dan & Deirdre are Focused on (23:45)

--
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
27min
January 10, 2024OnlyDans Tech Talk with Satori Fund’s Dan Niles
Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks

Topic Timecodes:
Dan’s thought process on the markets (3:00)
Interest rates & earnings impact on mega-cap tech (5:15)
Apple (9:25)
Nvidia (14:00)
Tesla (17:45 )
The AI Gold Rush (23:00)
Meta (32:45)
Amazon (36:15)
Chinese Internet Stocks (39:40)
Texas Instruments (43:20)
Biotech Socks (47:45)

--
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
54min
January 03, 2024Everything Old is New Again with Deirdre Bosa
Dan Nathan and Deirdre Bosa are back with the latest episode of Okay, Computer., discussing what they are focused on in the tech world this year.

Key Insights from the Pod:
Tech stocks starting the year off in the red (1:30)
Apple downgraded at Barclay’s (7:00)
Mega-cap tech’s ad model (10:00)
The Year That Big Tech Remembered Ads Are A Good Business
LinkedIn ad prices rise as advertisers leave Elon Musk’s X
OpenAI’s Annualized Revenue Tops $1.6 Billion as Customers Shrug Off CEO Drama
The AI hype train (19:00)
The IPO market (21:45)
Canva Nears $1 Billion Stock Sale for Employees and Investors, Part of Wave of Private Deals

View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
26min
December 27, 2023 He Who Forgets Will Be Destined to Remember with Deirdre Bosa
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss key tech trends from 2023 and look ahead to 2024.

--
View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
34min
December 20, 2023Of Mega Trends and VC Men with Josh Wolfe and Rick Heitzmann
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.

Key Insights from the Pod:
Intro (Listen to the last time Josh & Rick were on the pod) (0:00)
The interest rate environment (2:15)
Mentoring (6:00)
Creative destruction and reformation (9:50)
The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25)
Sectors that could see a wave of money (19:15)
The AI bubble (21:05)
Massive bubble in Mag 7 stocks? (26:00)
GLP-1s & Ozempic (29:50)
The next Ozempic-like moment (31:20)
Ro Body (32:20)
Sentiment going into 2024 (34:00)
Economic headwinds/Possible labor recession (37:30)
Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15)
Josh’s geopolitical outlook for 2024 (Read: Josh Wolfe’s War) (41:40)
China/Taiwan (44:15)
Disarray in US politics (48:00)

--
View our show notes here
Learn more about Current: current.com
Learn more about Ro Body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
55min
December 13, 2023That's The Way Tech Goes, But Don’t Forget It Goes The Other Way Too
On this episode of “Okay, Computer.” Dan Nathan is joined by Deirdre Bosa of CNBC to discuss the big tech headlines of the week.

Key Insights from the Pod:
Oracle Sinking on Earnings (1:30)
Whether the Big Tech Rally will Broaden in 2024 (5:15)
Broadcom (9:15)
Google’s Delayed Gemini Gains (12:00)
Mag7 Stocks (16:00)
Tech Regulation (Read: Google Loses Antitrust Case Brought by Epic Games) (18:15)
The Private Tech Market (24:15)
TechCrunch: Mistral AI, a Paris-based OpenAI rival, closed its $415 million funding round
The Information: Some AI Startups Find the Money’s No Longer So Easy
NYTimes: From Unicorns to Zombies: Tech Start-Ups Run Out of Time and Money

--
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
28min
December 06, 2023 Rom Commerce, T-Swift and Personality Cults with Deirdre Bosa, Marcus Collins and Joe Marchese
On this episode of Okay, Computer. Dan Nathan is joined by Deirdre Bosa of CNBC to discuss Walmart’s “Rom Commerce” play (2:30), Apple still lagging in the generative AI space (7:00), Nvidia sideways since May (11:00), China issues for EV manufacturers (14:00), Uber joins the S&P 500 (19:00) and the late bloomers of the 2024 IPO class (24:30)

Later, Dan sits down with Joe Marchese of Human Ventures and Dr. Marcus Collins, marketing professor at Michigan University and best-selling author of For The Culture and they discuss his background, which includes working for Beyonce (31:00), culture brand marketing (33:30), the Taylor Swift effect (44:00), Elon Musk (46:15) and the culture surrounding Tesla (52:45).

--
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
59min
November 29, 2023A Huge and Not Boring Podcast with Cleo Abram, Packy McCormick and Deirdre Bosa
On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).
Later, Dan sits down with video journalist Cleo Abram and Packy McCormick, founder of Not Boring, for a conversation about being creators (18:00).
Topics include:
How Cleo conceptualizes “Huge If True” (20:00)
Packy writing in long-form (22:15)
Taking feedback (28:45)
Monetization (35:20)
Subscription models (40:00)
Bitcoin/Crypto (45:00)
The Mag7 stocks (48:00)
--
View our show notes here
Learn more about Ro body: ro.co/okay
Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
...more
58min

FAQs about On The Tape with Danny Moses:

How many episodes does On The Tape with Danny Moses have?

The podcast currently has 173 episodes available.

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