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RiskReversal Pod

The Big Shorts talk their book

RiskReversal Pod

RiskReversal Media

Investing, Business News, News, Business

4.7836 Ratings

🗓️ 5 February 2021

⏱️ 59 minutes

🧾️ Download transcript

Summary

Guy, Dan and Danny discuss the massive moves in Big Tech this week, the retail trading frenzy and the potential fallout for exchanges, brokers and market-makers. Danny breaks down this week’s blockbuster deal in cannabis. The co-hosts interview Danny’s former partners from The Big Short Vincent Daniel and Porter Collins, where they talk about short squeezes, what is to come in retail trading regulation and the behind-the-scenes scoop of The Big Short. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.   Follow the co-hosts: Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com. Follow @GuyAdami on Twitter. Follow Danny Moses @DMoses34 on Twitter.

Transcript

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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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