The Big Shorts talk their book
RiskReversal Pod
RiskReversal Media
4.7 • 836 Ratings
🗓️ 5 February 2021
⏱️ 59 minutes
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| 0:00.0 | Guy Adami here. |
| 0:06.9 | Welcome back to On the Tape with Dan Nathan, Danny Moses. |
| 0:11.2 | Today we're going to be talking about the big moves in big tech, |
| 0:14.4 | how the market structure is changing under our feet. |
| 0:17.6 | There's a tectonic shift going on out there, people. |
| 0:20.8 | I hope you feel it. I know |
| 0:21.7 | Danny Moses does. And a lot of smoke coming out of the cannabis industry. Later, we're going to |
| 0:26.3 | be going off the tape in an interview with Danny's former partners from the big short, Vincent Daniel |
| 0:32.2 | and Porter Collins. Now, before we get into this, guys, I mean, Vincent Daniel, I mean, two first names, |
| 0:39.4 | Porter Collins, two last names. And what's the deal? Danny Moses, what's the deal with these two cats? |
| 0:43.9 | I mean, can they just sort of amalgam together and switch this up? It should be, in my opinion. |
| 0:49.0 | Vincent Collins and Daniel Porter. I mean, that works. The other thing doesn't, Danny. I'm with you. You're going to hear from them directly, so you can ask them. I'm sure they'll be happy to answer. |
| 0:57.2 | I'm going to. I'm going to break their cayons, as they say, because I think one of them's a Met fan. |
| 1:01.7 | And then I'm just going to say something, Dan, Nathan, and please don't at me on Twitter. And I don't need the OK boomer things. You ready? I'm just going to say something. |
| 1:11.0 | And then we're going to come back to this. I got a 69 Chevy with the 396 Fuley heads and a |
| 1:17.9 | hearst on the floor. Just remember that I said that, folks, because that's going to come up in a |
| 1:23.5 | conversation we're having. Obviously, jobs numbers are out. But Danny Moses, big thing, the big news is Apple getting into cars |
| 1:31.4 | and Amazon Jeff Bezos stepping down. |
| 1:33.9 | I know you have some views on all of this. |
| 1:35.5 | Let me first comment on Amazon. |
| 1:37.4 | I think that Jassy, who was running Amazon Web Services, we always knew that was the driver, |
| 1:42.4 | going to be the driver in the future. |
... |
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