The boys begin with one of their favorite trading desk songs and a great story behind it..

They touch on the violent moves in Gold and Silver and what the appointment of Warsh might mean for the Federal Reserve, Banks and the Markets.

Of course they get into Tesla (TSLA) earnings and discuss the Carvana (CVNA) short report making it’s way through the mark…

A Special Friday Night Dirty for all subscribers kicked off with a little “Beastie Boys” and that set the tone for the episode.

The guys hit some earnings and went deeper into their “Anybody Seen Richie” note from earlier this week.

Natural Gas moving higher, along with many other commodities including Gold, and the guys highlight their top picks.

They bring back a new bit from last week and explain how they try and trade through all the noise from Davos to Japan.

Last but not least, their NFL picks for the week and a preview of The Danny Moses Show debuting tonight at 7pm and Danny’s first guests: Porter and Vinnie!

After you listen to this - you can watch the show at www.scrippsnews.com

That’s right - in the spirit of the NFL Playoffs and as an ode to Randy Moss the guys introduce a new segment!

Plus, they take a look at bank earnings and the proposed 10% cap in credit card rates.

Then, they discuss new power deals and electricity demand caused by A.I. and the recent move higher in Uranium.

And, of course they address energy stocks finall…

It’s a busy and dirty Friday on the pod.

The guys break down:

* what stocks and sectors have become “sponge-worthy”

* where they see charts lining up with fundamentals

* recent policy announcements impacting the Housing sector, including thoughts on Fannie and Freddie

* their Seawolf Annual Letter and where they see opportunity and risk in 2026

* updated thoughts …

It’s an early drop for this week’s ‘The Friday Night Dirty.’

In the spirit, the guys start with a holiday poem they think you will enjoy.

Then, the talk shifts to gold and how its now as big as the top 20 companies in the world combined.

Danny, Porter and Vinnie revisit the Sable Offshore story (SOC) and then hop into what prediction markets are forecastin…

It’s that time of the week!

The boys share their latest thoughts on the “AI” trade and the daily swings in sentiment in the sector. They go onto discuss President Trump’s executive order on Cannabis and his comments related to housing affordability.

Then, a deep dive breakdown into the “What Up E” piece from this week.

And it doesn’t stop there - the gu…

It’s that time of the week!

On this episode of the pod:

The guys open with an ode to U2 (Silver and Gold) and then quickly jump into a recap of the FED meeting. Then, they pivot to the week that was with Bonds and AI and it was a week that was not good!

The discussion moves into the potential rescheduling of Cannabis that has pot stocks moving higher (s…

It’s this week’s episode of the ‘The Friday Night Dirty.’

The guys dive into the surging physical commodities market and break down what the latest price moves mean for stocks.

Vinnie shares his top long and short ideas to position for the volatility ahead.

The group previews next week’s Federal Reserve meeting, including key policy signals and fresh sp…

In this special Thanksgiving episode, the guys cover it all including:

1. Japanese bonds & silver on a tear

Yields in Japan are moving lower, with the 2‑year bond nearing 1%, while silver is described as being on a “runaway train” higher amid shifting safe‑haven flows.​

2. Fed leadership shake‑up in focus

The group debated the market implications if Kevin Hassett were to replace Jerome Powell as Fed chair, highlighting how that could alter rate expectations and risk‑on sentiment.​

3. Tether’s gold stash: crypto irony

The boys noted the irony that Tether , a major crypto stablecoin issuer, now holds a large position in physical gold, blurring lines between crypto and traditional safe havens.​

4. Natural gas driving energy plays

Natural gas prices were a key theme, with Range Resources and Expand Energy flagged as potential beneficiaries and interesting energy stock ideas in the current environment.​

5. AI hype vs. sustainable margins

The conversation turned to artificial intelligence, with concerns raised about whether NVIDIA’s current margins and valuations are sustainable as competition and regulation increase.​

6. Consumer discretionary & tax‑loss window

Consumer discretionary stocks were discussed as a sector to watch, and the group highlighted the coming year’s tax‑loss selling season as a potential source of mispriced opportunities.​

…And so much more…..

Where’s Porter? You’ll find out (sort of).

What’s more- this week’s episode of the Dirty dives into a wild and intense market week, highlighted by the aftermath of Nvidia’s earnings report. Danny and Vinnie discuss a dynamic mix of crypto movements, commodity fluctuations, and stock market trades, with special insight into hedge fund behavior potenti…