The Friday Night Dirty

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comA special Friday morning recording of the Friday Night Dirty and the theme is “I Don’t Know”.The guys try and make sense of the markets as every headline seems to create more noise.Vinnie shares his thoughts on American Express following their earnings report and what it tells us about the U.S. Consumer.Big news out of D.C. regarding rescheduling Cannab…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comSergeant Hulka pays a visit to ‘The Friday Night Dirty.’Vinnie and Porter try and give Danny a cure for his “Bullmonia” (see Vinnie’s note this week).The boys share their thoughts now that the markets are back to new highs.They give an overview of Bank earnings thus far and also share thoughts on CarMax (KMX).Gold miners continue to be a place where the…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comHello Friends!!!!A special Masters edition of the Friday Night Dirty from a Substack “unlike any other”.The Masters golf tournament has been a nice distraction but the guys do their best to break down what they believe is moving markets.While most of the focus has been on the “Macro” there is plenty to focus on in the “Micro” as stock picking is back in…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIn this special Thursday edition of The Friday Night Dirty we are joined by our great friend James Aitken.We have known James since he began writing “Notes From A Small Island” in late 2006 while he was working on the FX Trading Desk at UBS in London and we have leaned on James to better understand “Global Financial Plumbing” ever since.In this episode,…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comAnother volatile week in the markets and plenty to talk about.Vinnie is deep in a nerd fantasy baseball draft but Porter and Danny cover it all and try to “Roll with the Changes"The moves in rates and oil are only exacerbating the issues we were already dealing with in Private Credit and A.I. related job losses before the war.The top half of the “K” in …

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comAnother volatile week in the markets and plenty to talk about.Vinnie is deep in a nerd fantasy baseball draft but Porter and Danny cover it all and try to “Roll with the Changes"The moves in rates and oil are only exacerbating the issues we were already dealing with in Private Credit and A.I. related job losses before the war.The top half of the “K” in …

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.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.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.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…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt is oh so dirty this Friday.The guys tackle:The CPI and inflation numbers—whether they’re being “doctored,” how real inflation is showing up in energy, labor, and housing, and the impact on markets and Social Security.​Earnings season game: The guys play a fun version of “Card Sharks” to guess which companies’ earnings expectations are trending higher…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThis episode of the Friday Night Dirty podcast, taped on a Thursday in New York, opens with the boys gathering ahead of a Michael Lewis event celebrating his rerelease of The Big Short audiobook. The guys dive into a wide-ranging discussion about market volatility, banking sector troubles, and emerging credit risks tied to fraudulent or overly aggressiv…

Thanks to all of our paying subscribers who joined live and submitted questions for Michael. It was an in depth and candid conversation that also had a good dose of fun mixed in. Subscribe now for exclusive content.Special thanks to Michael for joining us! 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.comIt’s is Dirty! The guys talk about many things:Does this feel more and more like 1999/2000?Updated thoughts on TSLA as the “King of the Memes”What student loans (SLM) and auto loans (KMX) are signaling for the economy and marketsDanny pressing the guys on UPSTUpdated thoughts on Chinese equities including BABAWhy they still love Uranium (SRUUF)And a bu…

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe band is back together this week as the guys go around the horn on many issues. Will the next bear market be 'wicked?' See what the guys think.And, Amerigo (ARREF) and FactSet (FDS) hot takes plus shorting NVIDIA and so much more.It's all on 'The Friday Night Dirty' this week.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comWhen Danny is away.....Vinne and Porter will....do their best Mike and the Mad Dog impression from the WFAN days.How? By answering your questions. Spoiler alert: they answer lots of them! More than an hour’s worth. Luckily, it’s an hour well spent. Enjoy and have a great weekend.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThis week’s Friday Night Dirty podcast kicks off with a sharp take on the latest jobs report and what it signals for the markets heading into fall. Vinnie unpacks the policy drivers behind Fannie and Freddie’s latest moves, and we talk through through recent action in AEO and Lululemon. Plus, an update on Sable Offshore and if the White House declares …

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comHot takes on gold, uranium, coal, NVIDIA and so much more on this inaugural edition of the pod.

The gang is back together and spending lots of time figuring out how to provide value to you. Thanks for coming on the journey with us. And yes - we have lots of great stuff to come. Teaser alert - a big surprise coming from back in 2007 for our paying subs! 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