Danny Moses: They Shot 3 Barrels Into This Market. It's Still Swimming.

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 4 May 2026

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Guy Adami and Danny Moses open with a brief New York Giants aside before turning to markets, focusing on Jerome Powell’s final Fed press conference as Chair, his plan to remain a governor, and expectations that Kevin Warsh will become Fed Chair as the administration seeks more influence over the Board. They discuss how markets have stayed resilient despite $100 oil, rising global yields, a weakening yen with Japan intervention near 160, geopolitical stress, and a subdued VIX, attributing much of the strength to passive flows and forced institutional chasing. Moses flags inflation beginning to filter through via price hikes and warns the consumer may eventually feel higher energy costs. They debate energy stocks’ durability even if crude eases, remain constructive on gold amid fiscal/geopolitical risks, note elevated valuation signals like the Buffett indicator, and address concerns about “fantasy math” in AI, citing OpenAI CFO Sarah Friar’s tempered adoption comments and cautioning retail on private-market secondaries. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.3	IConnections is the largest membership only platform for the alternative investment industry.
0:35.4	Bringing together thousands of fund managers and allocators in one powerful hub.
0:38.3	IConnections re-images how the industry connects through its digital offerings and premier in-person events,
0:43.3	empowering allocators and managers to meet, build relationships, and do business anytime, anywhere.
0:48.3	To explore more about IConnections, its events, and gain access to the members-only platform, visit iConnections.io.
0:59.4	A warm welcome to the Risk Reversal podcast.
1:04.5	I'm Guy Adami, and that face you see, that handsome face you see in the striped shirt,
1:10.6	that of course, Danny Moses of Moses Ventures, and of course the Friday Night Dirty and everything else that he puts out there on the
1:13.2	the internet. Hello, Danny. Hello, Guy. You know, Guy, I had Mike Tannenbaum on the tape this
1:19.9	week and I gave you a special New York Giants shout out. As a matter of fact, the Kalshi win total
1:26.6	is eight basically at kind of 56, 57 cents. So do yourself
1:32.1	a favor, get a Calci account, use promo code Moses, and wager on the Giants have over eight wins. I don't,
1:40.3	I don't, eight or over. I don't get it. Anyway, he loved the Giants draft. I thought you'd love that. Well, I thought the Giants draft was tremendous as well. And there's something happening there. Obviously, with some adults in the room and the coaching staff, but that's not what we're here to sort of talk about. Let's go back in time a little bit because last week, Danny, obviously we had sort of the changing of the guard.
2:02.7	Jerome Powell's last presser as Fed Chair, he announced that he's going to stick around as governor.
2:09.0	Not unprecedented.
2:10.7	Mariner Eccles, I believe in 1948, stepped down as Fed Chair, stayed on as governor.
2:16.6	So it has happened before.
2:18.4	Maybe the circumstances now are different.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.