The Friday Night Dirty

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe guys do their best to sift through the noise in the markets and try and make sense of things.One thing is certain, the current state of affairs is unsustainable and if oil stays at these levels things will get much worse.Even Jerome Powell had his “Jeff Spicoli” (Fast Times at Ridgemont High) moment this week when, as if speaking to Mr. Hand, said “…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe boys are without Danny this week!Porter and Vinnie are trying to sort through the fog of war. It’s a bear/bull debate on private credit. And so much more! Enjoy!

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s a long Dirty from the guys this week as there is a lot to discuss.The War in Iran is having an impact on many things but none bigger than oil and the guys discuss what that means for stocks and the economy.The lower-income consumer was already struggling to keep up with costs and now the high-end consumer might be impacted as well and the guys disc…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s a packed ‘Friday Night Dirty.’The Boys are back from Miami and they give us their recap.Vinnie meets with Citrini (in a dark bar) and digs deeper on the A.I. “Dystopian” Memo released at the beginning of the week and it appears Jack Dorsey agrees (see XYZ).Open AI completes largest private funding round ever which might seem counterintuitive with a…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comWhile Porter is away, the Donkeys will play!They bring back an Electric Company Skit from 1971 and break down the news of the week from Blue Owl , CVNA, Gold, and who in the world is Vipin Arora? Plus what tensions in the Middle East might mean for energy stocks.And, don’t miss “The Danny Moses Show” live at 7pm eastern tonight at www.scrippsnews.com an…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s a busy week in the markets and the guys try and explain it using an updated mantra..Vinnie is spending more time on consumer credit and Porter is spending some time with a PhD and both have some takeaways…It doesn’t appear SoftBank learned it’s lesson from a few years ago and debt issuance continues to flourish in the A.I. Sector…The January “jobs …

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comYou might be wondering why the “song of the week” was chosen..the guys will explain.It was a busy week in the markets as Anthropic sent shockwaves through the Software sector. Google and Amazon continue to increase capex related to A.I. buildout.The market continues to digest the Warsh Fed Chair nomination and there is a good chance he’s less hawkish th…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe boys begin with one of their favorite trading desk songs and a great story behind it..They touch on the violent moves in Gold and Silver and what the appointment of Warsh might mean for the Federal Reserve, Banks and the Markets.Of course they get into Tesla (TSLA) earnings and discuss the Carvana (CVNA) short report making it’s way through the mark…

A Special Friday Night Dirty for all subscribers kicked off with a little “Beastie Boys” and that set the tone for the episode.The guys hit some earnings and went deeper into their “Anybody Seen Richie” note from earlier this week.Natural Gas moving higher, along with many other commodities including Gold, and the guys highlight their top picks.They bring back a new bit from last week and explain how they try and trade through all the noise from Davos to Japan.Last but not least, their NFL picks for the week and a preview of The Danny Moses Show debuting tonight at 7pm and Danny’s first guests: Porter and Vinnie! After you listen to this - you can watch the show at www.scrippsnews.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit whatarewedoingonthedesk.substack.com/subscribe

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThat’s right - in the spirit of the NFL Playoffs and as an ode to Randy Moss the guys introduce a new segment!Plus, they take a look at bank earnings and the proposed 10% cap in credit card rates.Then, they discuss new power deals and electricity demand caused by A.I. and the recent move higher in Uranium.And, of course they address energy stocks finall…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s a busy and dirty Friday on the pod.The guys break down:* what stocks and sectors have become “sponge-worthy”* where they see charts lining up with fundamentals* recent policy announcements impacting the Housing sector, including thoughts on Fannie and Freddie* their Seawolf Annual Letter and where they see opportunity and risk in 2026* updated thoughts …

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s an early drop for this week’s ‘The Friday Night Dirty.’In the spirit, the guys start with a holiday poem they think you will enjoy.Then, the talk shifts to gold and how its now as big as the top 20 companies in the world combined.Danny, Porter and Vinnie revisit the Sable Offshore story (SOC) and then hop into what prediction markets are forecastin…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s that time of the week!The boys share their latest thoughts on the “AI” trade and the daily swings in sentiment in the sector. They go onto discuss President Trump’s executive order on Cannabis and his comments related to housing affordability. Then, a deep dive breakdown into the “What Up E” piece from this week.And it doesn’t stop there - the gu…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s that time of the week!On this episode of the pod:The guys open with an ode to U2 (Silver and Gold) and then quickly jump into a recap of the FED meeting. Then, they pivot to the week that was with Bonds and AI and it was a week that was not good! The discussion moves into the potential rescheduling of Cannabis that has pot stocks moving higher (s…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s this week’s episode of the ‘The Friday Night Dirty.’The guys dive into the surging physical commodities market and break down what the latest price moves mean for stocks. Vinnie shares his top long and short ideas to position for the volatility ahead. The group previews next week’s Federal Reserve meeting, including key policy signals and fresh sp…

In this special Thanksgiving episode, the guys cover it all including:1. Japanese bonds & silver on a tearYields in Japan are moving lower, with the 2‑year bond nearing 1%, while silver is described as being on a “runaway train” higher amid shifting safe‑haven flows.​2. Fed leadership shake‑up in focusThe group debated the market implications if Kevin Hassett were to replace Jerome Powell as Fed chair, highlighting how that could alter rate expectations and risk‑on sentiment.​3. Tether’s gold stash: crypto ironyThe boys noted the irony that Tether , a major crypto stablecoin issuer, now holds a large position in physical gold, blurring lines between crypto and traditional safe havens.​4. Natural gas driving energy playsNatural gas prices were a key theme, with Range Resources and Expand Energy flagged as potential beneficiaries and interesting energy stock ideas in the current environment.​5. AI hype vs. sustainable marginsThe conversation turned to artificial intelligence, with concerns raised about whether NVIDIA’s current margins and valuations are sustainable as competition and regulation increase.​6. Consumer discretionary & tax‑loss windowConsumer discretionary stocks were discussed as a sector to watch, and the group highlighted the coming year’s tax‑loss selling season as a potential source of mispriced opportunities.​…And so much more….. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit whatarewedoingonthedesk.substack.com/subscribe

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comWhere’s Porter? You’ll find out (sort of). What’s more- this week’s episode of the Dirty dives into a wild and intense market week, highlighted by the aftermath of Nvidia’s earnings report. Danny and Vinnie discuss a dynamic mix of crypto movements, commodity fluctuations, and stock market trades, with special insight into hedge fund behavior potenti…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThis might be the dirtiest one yet. The boys ‘break down’ AI developments, cryptocurrency trends, quarterly results from FanDuel and DraftKings, the evolving prediction and brokers landscape, and the geopolitical tensions influencing markets. Yes, there’s Tesla talk. Porter makes some site visits and will brief you about those.From the macro market pe…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt is getting dirtier! This week’s ‘The Friday Night Dirty’ podcast tackles the wreckage of third-quarter earnings spotlighting exhausted consumers. The guys warn that tariffs are battering small to midsize businesses and fueling a K-shaped recovery where weaker players are falling behind. They explore the slowing automotive and retail sectors, debating…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’s just the duo of Danny and Porter this week but they break it all down on this spooky Halloween episode.* They began with analysis of the Federal Reserve meeting, discussing a hawkish rate cut, the end of quantitative tightening starting December 1, and the limited remaining meetings of Fed Chair Powell, focusing on implications for the economy.​* The c…