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The Friday Night Dirty

Don't let Fridays do you dirty!

The Friday Night Dirty is a Substack-exclusive audio episode for paid subscribers, delivering fast, candid takes on breaking news, market moves, and trending topics. Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!

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Friday · 6 min
The Spy Who Shagged The Market
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Too soon for the song choice this week?? Hard to ignore the scandal that is impacting the markets and the A.I. trade. The guys discuss what Nvidia (NVDA) might look like under different leadership and how it might impact their investment strategy...
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November 6 · 6 min
Investors and Voters Invoke “Freewill”
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com "Friday Night” can’t come soon enough as investors need a break from the volatility in the markets. While the midterm elections provided an initial boost to the markets, there are many cross-currents happening and the guys discuss what they are watching.
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November 4 · 47 min
The Donkeys share their thoughts on the markets post midterms.
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
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October 30 · 7 min
AI Stocks, You Oughta Know By Now
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The theme song this week, “Movin Out”, pretty much encapsulates what investors are doing with their A.I. related stocks, and what the boys are dong with some of their positions. Lots to discuss this week following some high profile earnings reports and the Federal Reserve meeting. The guys share their thoughts on the “A.I. trade” and what they are watching.
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October 23 · 7 min
Peter Boockvar: Markets Are Clear As Mud
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com On this week’s “Friday Night Dirty” we welcome in our friend Peter Boockvar, author of “The Boock Report”, to share his thoughts on the markets...
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October 15 · 6 min
Is The Market Turning The Page?
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com A Thursday recording of the Friday Night Dirty as Vinnie and Porter are on the road in Nashville and they provide some takeaways from the events.
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October 9 · 7 min
You Understand Now, Why You Came This Way
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Fresh off the Brazilian elections, the guys turn their attention to the Southern Hemisphere. While there will be a runoff on October 25th, it’s looking more likely that Bolsonaro will prevail, and if so, there is potentially more upside to stocks in the region.
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October 2 · 4 min
Houston, Do We Have A Problem?
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Dean Martin’s “Houston” opens this week’s Dirty and the guys recap their trip there this week and takeaways from the HOOD Summit. After some soft economic data this week that lowered the chance of a Fed rate hike at the October meeting, rates are well off their lows and still present a challenge to the markets. The guys share their thoughts.
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September 25 · 7 min
Is The Bond Market Running On Empty?
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The “Dirty” opens with Jackson Browne’s “Running on Empty”, which best describes the state of the U.S. Treasury Market. If rates keep rising, the guys believe we will begin to see its impact in both credit and equity markets. Vinnie and Porter express their frustration with some recent actions and changes at Glass House (GLAS) and Danny expresses his fru…
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September 18 · 6 min
The Donkeys Are Dazed & Confused
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s Friday, so that means it’s time for the “Friday Night Dirty” and the guys are a bit “Dazed and Confused” but they do their best to sift through the noise.
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September 4 · 6 min
Your Questions Answered! | Friday Night Dirty Podcast
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Porter and Vinnie are joined by producer Jacob for a Discord-sourced AMA covering their investing process, portfolio monitoring, and current themes.
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August 21 · 5 min
Following The Yellow Brick Road
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The theme for the Friday Night Dirty this week is “Follow The Yellow Brick Road” (GOLD) as Scott Bessent (The Wizard) continues to play “Whac-A-Mole” (see our note from August 5th) to help stabilize the Treasury market.
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August 14 · 4 min
Out of Touch, (Running) Out of Time?
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The boys are back together for an action packed Friday Night Dirty. Vinnie had the song “Out Of Touch” in his head and that is a good way to describe the disconnect between economic and monetary fantasy vs. reality.
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July 30 · 10 min
Luke Gromen: “There's No Easy Way Out”
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Fresh off the Federal Reserve meeting, the guys chat with Luke Gromen, founder of Macro/Thematic Research Firm “Forest For The Trees” for a special Thursday edition of the Friday Night Dirty In addition to discussing the Fed meeting, Warsh press conference and the market’s reaction, Luke shares his Fed meeting ritual...
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July 24 · 3 min
Investors Feel The Sting | Friday Night Dirty
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com It’s the Friday Night Dirty and things are getting a bit messy. Did Musk just send out an “S.O.S.”? They hit the usual Macro topics: Rates/Oil/Gold, and talk about the incredible event they attended in Chicago this week hosted by “No Greater Sacrifice”, which puts everything in perspective.
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July 17 · 8 min
Stephen Schulz: A Surfin' Safari Through The Financial Jungle
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com We sat down with our friend Stephen Schultz to look back on his 14-year run at a massive multi-manager hedge fund. The conversation moves from specific stock ideas to market realities to the massive technological shifts reshaping the financial sector.
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July 10 · 4 min
Cruel Summer | Friday Night Dirty Podcast
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com In this Friday “Morning” release of the Friday Night Dirty the guys reference the “Cruel Summer” of trading that appears to be forming.
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June 26 · 5 min
The Dollar Came In Like A Wrecking Ball
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The guys open the “Dirty” with a little “wrecking ball” and they are referring to the impact the strong dollar has been having on Gold and other commodities as well as the rotation we are seeing in the markets. One week after Warsh’s first Fed meeting as Chair, the guys provide an updated perspective. They touch on the Hyperscalers and how their stocks ar…
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June 18 · 5 min
California Dreamin' | Friday Night Dirty Podcast
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com In this episode, Vinnie dials in from California fresh off an on-site visit to Glass House Brands (GLASF) and shares his takeaways. They also dissect Kevin Warsh’s first Fed meeting, reading his hawkish tone as “temporary”, and they discuss how the move lower in Oil is creating an opportunity in energy stocks as they begin nibbling again — buying Tidew…
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June 12 · 4 min
Us Donkeys In The Corner | Friday Night Dirty
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The guys bring in the Dirty this week with an REM song that Vinnie used as inspiration in a note earlier this week. They discuss the SpaceX IPO and its implications for the markets. Speaking of “Capital Markets”, PCT found itself also offering shares to investors this week, albeit with much less fanfare and skill than SpaceX.
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