RiskReversal Pod

On the C. Dawson interview, Danny Moses really hit the bullseye when he pointed out that the Musketeer would pressure Donny Dumpster to lower rates. Donny Dumpster will whine 😭 that when Biden was running they were cutting rates and now that I’m in they are raising or holding rates; never mind Biden saw one of the biggest rate hikes in history. So my advice is to buy long bonds @ >5% and wait for J.P. Burns to be removed by the Dumpster and a hack-clown installed at the Fed to cut rates. Enjoy the ride down and sell at the bottom. The big question is: what will the Bond Vigilantes do to Donny Dumpster’s and the Musketeer’s rate cuts? But before the Bond Vigilantes flex their muscles there is some quick bond money to be made here with these jokers, then run for shelter. "In every stock-jobbing swindle everyone knows that some time or other the crash must come, but every one hopes that it may fall on the head of his neighbour, after he himself has caught the shower of gold and placed it in safety." Marx

Dan can’t hold and episode without making it about himself. He is a contrarian, I get it. Dan telling the world how he was watching a political episode on Netflix, show ing the world hi political lack of knowledge.

“On The Tape” is an awesome podcast that combines finance and humor in a way that’s easy to understand and fun to listen to. Guy Adami, Dan Nathan, and Danny Moses do a great job breaking down market news and trends with plenty of laughs along the way. It’s educational without being overwhelming, and I really appreciate how they make complicated topics accessible. It’s definitely my favorite pod. I look forward to every new episode!

Podcast is OK. Dan Nathan is a Perma bear who would find some fault in a free dinner at his favorite restaurant. As long as you listen to the podcast through the lens of these are guys that will always be bearish and see every blemish, it’s a good contra indicator your bullishness.