My Conversation with Danny Moses
Honored to be on one of my favorite fin podcasts.
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One of my favorite weekly listens is the On the Tape podcast, now hosted by Danny Moses.
Surprisingly, I’ve never personally met Danny because somehow – even though he’s a short-seller by DNA – we were never in the same orbit.
Danny’s public claim-to-fame was to become a character in Michael Lewis’s book and movie “The Big Short.” And even though I used to talk with his former boss, Steve Eisman, the first I ever heard him was as a co-host on a podcast with my pals Guy Adami and Dan Nathan.
He quickly became a standout, and has since taken the reins of the show, On the Tape...
When he invited me on, it was a no-brainer to do it.
We recorded it a little over a week ago and it aired a few days later. We started talking about names I’ve been working on and even though I hadn’t yet published on MP Materials – the focus of my report yesterday – it was the first thing that came to my mind... because I had been working on it.
I explained how I had seen the company’s CEO on a recent CNBC interview – and was floored by how promotional he appeared to be. As it turns out, I scooped myself, because by the end of the week the company took some actions that made a “maybe” story become a full-blown red flag report.
I touched on a few other names and we hit on some other topics, as well, including how I stumbled into my career by wanting to be a disk jockey.
It was a fun, fast 40 minutes, but his warning if you do listen: I knew the interview would be tight so I spoke extra fast. So if you typically speed up the replays, you might not want to for this one. (Memo to me: Slow down!) Apologies in advance if you have trouble following along.
Enjoy, and thanks again, Danny, for having me on.
Meanwhile, If You Missed It...
My transition to the new publishing platform is close to complete. If you missed my recent pieces, they include...
The New China Hustle as China finds a new way to couch its U.S. IPOs.
My report headlined, “Get Out of Jail Free.” With the earnings season in full swing, I explain how companies might use tariffs as their “get out of jail free” card to sweep away some underlying problems. And if they do, which ones may be too deep into it for it to matter.
Turns out, another company on my Red Flag Alerts list may have done just that. Stay tuned.
DISCLAIMER: This is solely my opinion based on my observations and interpretations of events, based on published facts and filings, and should not be construed as personal investment advice. (Because it isn’t!) I do not have a position in this stock.
I can be reached at herb@herbgreenberg.com.