Okay, Computer.

About Okay, Computer.

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

Publisher

RiskReversal Media

Category

business · news

Language

en

Explicit

No

First episode

18 Dec 2021

Latest episode

6 Nov 2026

Latest episodes

132 of 242 episodes have a transcript.

1. 

   6 Nov 2026TRANSCRIPT

   Ivy Zelman: The Queen of Housing Still Reigns

   Danny Moses welcomes back housing analyst Ivy Zelman of Walker & Dunlop for her fourth appearance, exactly a year after her last visit. Homebuilders jumped 5-8% after the midterms. Ivy explains why she thinks the Democratic sweep does little to fix affordability. The real obstacles are local: impact fees, environmental fees and zoning. Timecodes 0:00 - Intro 1:21 - Midterms and Housing 2:10 - Rates and Affordability 4:13 - Labor and ICE Raids 7:10 - Public Builders’ Market Share 8:13 - Demographics 12:18 - Fannie and Freddie 13:10 - K-Shaped Economy 19:30 - Housing Summit Takeaways 25:59 - GPUs and GFC Parallels -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 (https://x.com/dmoses34) The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

2. 

   29 Oct 2026TRANSCRIPT

   Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses

   Danny Moses and Vincent Daniel of Seawolf Capital discuss market inefficiencies and historical parallels with host Puneet Pardasani.

3. 

   21 Oct 2026TRANSCRIPT

   James Aitken: It Pays To Shave With Occam's Razor

   Danny Moses interviews James Aitken of Aitken Advisors about navigating market noise and identifying attractive bond opportunities in a complex global landscape.

Inside a recent episode

Ivy Zelman: The Queen of Housing Still Reigns

Published 6 Nov 2026 · Transcript excerpt

[…] But for new construction, the builders, given their scale, were very successful at pushing back. And in fact, up until really the last month or two, their overall sticks and bricks and labor have been flat to down a few percent, which is, you know, compared to historically up between call it four to 6%. […]

Who has been a guest on Okay, Computer.

Names identified in recent episode analyses. Showing up to five guests.

• Vincent Daniel
• Puneet Pardasani
• James Aitken
• Jeff deGraff
• RP Eddy

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

15,323,372

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.8 / 5

167 ratings

Podcast Authority Score: 82 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

87

Social presence

0

YouTube

93

Engagement

98

Contact Okay, Computer.

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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• 

  On The Tape

• 

  Monetary Matters with Jack Farley

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  Excess Returns

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  Forward Guidance

Questions about Okay, Computer.