The Friday Night Dirty

Don't let Fridays do you dirty!
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY

The Friday Night Dirty is a Substack-exclusive audio episode for paid subscribers, delivering fast, candid takes on breaking news, market moves, and trending topics. Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more! whatarewedoingonthedesk.substack.com

  1. It's 'The Friday Night Dirty'

    1D AGO

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com While Porter is away, the Donkeys will play! They bring back an Electric Company Skit from 1971 and break down the news of the week from Blue Owl , CVNA, Gold, and who in the world is Vipin Arora? Plus what tensions in the Middle East might mean for energy stocks. And, don’t miss “The Danny Moses Show” live at 7pm eastern tonight at www.scrippsnews.com an…

    3 min
  2. It's 'The Friday Night Dirty'

    FEB 13

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s a busy week in the markets and the guys try and explain it using an updated mantra.. Vinnie is spending more time on consumer credit and Porter is spending some time with a PhD and both have some takeaways… It doesn’t appear SoftBank learned it’s lesson from a few years ago and debt issuance continues to flourish in the A.I. Sector… The January “jobs …

    4 min
  3. It's 'The Friday Night Dirty'

    FEB 6

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com You might be wondering why the “song of the week” was chosen..the guys will explain. It was a busy week in the markets as Anthropic sent shockwaves through the Software sector. Google and Amazon continue to increase capex related to A.I. buildout. The market continues to digest the Warsh Fed Chair nomination and there is a good chance he’s less hawkish th…

    4 min
  4. It's time for 'The Friday Night Dirty'

    JAN 30

    It's time for 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com 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…

    4 min
  5. It's 'The Friday Night Dirty'

    JAN 23

    It's 'The Friday Night Dirty'

    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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit whatarewedoingonthedesk.substack.com/subscribe

    35 min
  6. It's 'The Friday Night Dirty'

    JAN 16

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.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…

    4 min
  7. It's 'The Friday Night Dirty'

    JAN 9

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com 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 …

    4 min
  8. 'The Friday Night Dirty'

    12/24/2025

    'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com 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…

    2 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

The Friday Night Dirty is a Substack-exclusive audio episode for paid subscribers, delivering fast, candid takes on breaking news, market moves, and trending topics. Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more! whatarewedoingonthedesk.substack.com

Information

  • Creator
    Don't let Fridays do you dirty!
  • Years Active
    2025 - 2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © Danny, Vinnie and Porter
  • Show Website
    The Friday Night Dirty

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