Best Bethany McLean Podcasts (2025)

1
Bethany McLean: Cynicism and Belief Among the Chaos 35:18

27d ago35:18

35:18

Danny is joined by Bethany McLean, famed for her work on exposing Enron’s accounting malpractices and chronicling its fall in her book, 'The Smartest Guys in the Room.' McLean discusses various topics including the current state of private equity, U.S. healthcare, Fannie Mae and Freddie Mac, tariffs, and Warren Buffett's enduring legacy. Delving in…

1
How Democrats Forgot To Be Normal, with Joan Williams 43:46

5d ago43:46

43:46

Back in 2016, Joan Williams, distinguished professor of law (emerita) at UC Law San Francisco, wrote an essay for the Harvard Business Review on why President Donald Trump attracted so many non-college voters. It went viral with almost four million views, becoming the most-read article in the 90-year history of the publication. Williams’ new book, …

1
Michael Kantrowitz: The "K"antro Shaped Recovery 39:03

5d ago39:03

39:03

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market m…

1
Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters 43:56

12d ago43:56

43:56

Danny Moses hosts Jack Farley, a podcaster and founder of the Monetary Matters Network. They discuss Jack's experiences growing up during the Global Financial Crisis and his keen interest in the Federal Reserve. Jack shares insights from numerous interviews on short selling and quantitative trading. They explore current market dynamics, with Jack r…

1
Lina Khan's Vision of Capitalism 47:54

19d ago47:54

47:54

Lina Khan recently concluded her term as one of the Biden administration’s most controversial leaders. Her tenure as chair of the Federal Trade Commission raised the profile of the relatively obscure antitrust agency charged with protecting competition. Her anti-monopoly outlook and more aggressive enforcement strategies, particularly toward Big Te…

1
Porter Collins & Vincent Daniel: What Are We Doing?? 47:51

19d ago47:51

47:51

Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market enviro…

1
The Economics of Law Firms’ Resistance to Trump, with John Morley 48:03

1M ago48:03

48:03

The rule of law is essential to the flourishing of liberal democracy and capitalism. Yet, it is now under pressure in the United States, and corporate law firms are in the eye of the storm. Over the last few weeks, President Donald Trump has issued executive orders against several prominent law firms that represented his political adversaries and p…

1
Dr. Jim Walker: A Brave Heart In An Uncertain World 55:08

1M ago55:08

55:08

Danny Moses interviews Dr. Jim Walker from Aletheia Capital. They discuss Dr. Walker's pioneering of independent research firm Asianomics, its evolution, and current focus at Aletheia Capital. The conversation delves into the differences between the Austrian School of Economics and Keynesian economic theories, particularly in how government interve…

1
Michael Green: How Do You Like Them Apples? 51:20

1M ago51:20

51:20

Danny is joined by Michael Green, Chief Strategist for Simplify Asset Management. The conversation spans various pivotal moments including the 1987 stock market crash, the 'Big Short' trade during the 2008 financial crisis, and his insights as a portfolio manager at firms like Canyon Partners and Soros Fund Management. Michael also discusses his cu…

1
Profit or Purpose? OpenAI's $300 Billion Question, with Rose Chan Loui 47:35

2M ago47:35

47:35

All too often, capitalism is identified with the for-profit sector. However, one organizational form whose importance is often overlooked is nonprofits. Roughly 4% of the American economy, including most universities and hospital systems, are nonprofit. One prominent nonprofit currently at the center of a raging debate is OpenAI, the $300 billion A…

1
Herb Greenberg: From Disc Jockey to Stock Jockey 43:35

2M ago43:35

43:35

In this episode of "On the Tape," Danny Moses hosts veteran financial journalist Herb Greenberg, who shares his journey from aspiring disc jockey to influential Wall Street reporter. Greenberg discusses how he developed his reputation for investigative business journalism, focusing on uncovering risks and red flags in public companies, often before…

1
The ‘Short’ Game with Jim Chanos & 2025 Masters Preview with Ned Michaels 59:12

2M ago59:12

59:12

Danny Moses hosts renowned short seller Jim Chanos of Chanos & Company. Chanos discusses his extensive career in short selling since 1985, offering insights into current market debacles, the elevated risks in recent valuations, and specific cases of fraud he has encountered. He examines the historical context of financial fraud and the systemic iss…

1
Is Silicon Valley Turning Fascist? 37:41

2M ago37:41

37:41

Silicon Valley’s traditionally Democratic tech leaders are turning toward President Donald Trump, but are the reasons as straightforward as lower taxes and favorable regulations? Perhaps not, if we consider the influence of a convoluted political philosophy called the “Dark Enlightenment.” Washington and Silicon Valley power players, including Vice…

1
Bourbon & Charts with Carter Worth, Vincent Daniel & Porter Collins 55:13

2M ago55:13

55:13

WATCH on YouTube: https://youtu.be/Qf6bQayOOFc Danny Moses is joined by Porter Collins and Vincent Daniel for a detailed discussion with Carter Braxton Worth, the founder of Worth Charting. The team delves into an analysis of various market themes and sectors including housing, financials, and energy. They explore the potential impact of 'Liberatio…

1
Ivy Zelman: Sheltering Investors From Impending Storms 35:30

2M ago35:30

35:30

Danny Moses is joined by Ivy Zelman, Founder and Executive VP of Zelman Associates, to discuss her career and insights into the housing market. Ivy shares her journey from a financial analyst at Solomon Brothers in the 1990s to becoming a renowned figure in the housing sector. They delve into her famous predictions on the housing market downturn, t…

1
Why Trump Is Deregulating In The Wrong Way, with Sam Peltzman 45:07

2M ago45:07

45:07

In President Donald Trump's recent joint address to Congress, he said, "To unshackle our economy, I have directed that for every one new regulation, ten old regulations must be eliminated." Elon Musk, whom Trump has assigned to execute this vision, has argued that it is time to get rid of all regulations, or as Musk said, “regulations, basically, s…

1
Luke Gromen: Finding Gold Among a Forest Full of Trees 52:25

3M ago52:25

52:25

Danny Moses hosts Luke Gromen, founder and president of Forest For The Trees, on the On the Tape Podcast. The discussion revolves around significant market shifts since 2023, including fiscal spending and dominance, inflation, and global financial trends. Luke delves into how post-2020 fiscal policies, particularly in the U.S., have led to inflatio…

1
James Aitken: The Financial Plumber For These Leaky Markets 55:25

3M ago55:25

55:25

Danny Moses interviews macro strategist James Aitken, also known as the 'financial plumber.' The duo reflects on their shared history, including Aitken's tenure at UBS and AIG, where he gained deep insights into the financial system. Aitken discusses his transition to founding Aitken Advisors and the challenges of writing financial analyses from a …

1
Trump’s War on Universities, with Nicholas Dirks 49:34

3M ago49:34

49:34

Skyrocketing costs of attendance, declining enrollment, the advent of artificial intelligence, campus debates about free speech, and a crackdown on diversity initiatives: Today's universities are in a pickle. Adding to this pickle are President Trump's threats and actions on slashing research funding — the financial lifeline of modern universities.…

1
Going Infinite and Beyond Our Big Short Journey with Michael Lewis 47:24

3M ago47:24

47:24

Danny Moses is joined by bestselling author Michael Lewis for a wide-ranging discussion touching on their initial meeting during the financial crisis, Lewis's journey with 'The Big Short' and its subsequent transformation into a movie. They delve into the real-time writing of Lewis' book 'Flash Boys', prompted by the flash crash of 2010. The conver…

1
Trading March Madness with Fannie & Freddie Expert Isaac Boltansky 26:33

3M ago26:33

26:33

Danny Moses hosts Isaac Boltansky, Director of Policy Research at BTIG, to discuss the latest developments in Washington, D.C., under the new Trump administration. Key topics include potential government shutdowns, implications for Fannie Mae and Freddie Mac, regulatory changes for banks, and the role of various federal agencies. They also delve in…

1
Did NIMBYs Kill the American Dream?, with Yoni Appelbaum 44:46

3M ago44:46

44:46

“Homeownership is the American Dream.” This saying is so ingrained in our zeitgeist that most Americans don't even pause to question it. However, according to the Black Knights Home Price Index, the average US home price increased nearly 80% from April 2015 to April 2023. Census data reveals that the median household income only increased by 4% dur…

1
Peter Boockvar: Is DeepSeek the Canary in the Mag 7 Mine? 41:44

3M ago41:44

41:44

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Substack author, joins the pod. Peter shares his insights on the potential shift from the 'Magnificent Seven' tech stocks to emerging markets like China, the attractiveness of commodity trades, and various policy changes in Europe. The conversation covers gold revaluation and …

1
Can AI Even Be Regulated?, with Sendhil Mullainathan 49:31

4M ago49:31

49:31

This week, Elon Musk—amidst his other duties of gutting United States federal government agencies as head of the “Department of Government Efficiency” (DOGE)—announced a hostile bid alongside a consortium of buyers to purchase control of OpenAI for $97.4 billion. OpenAI CEO Sam Altman vehemently replied that his company is not for sale. The artific…

1
OTT Relaunch: “What Are We Doing?” with Porter Collins and Vincent Daniel 38:47

4M ago38:47

38:47

Danny Moses is joined by his former Seawolf Capital partners Vincent Daniel and Porter Collins for an in-depth segment titled 'What Are We Doing?' The discussion spans a variety of topics, including the influence of Trump's policies on their investment strategies, thoughts on China and emerging markets, and specific sectors like energy, gold, and a…

1
Introducing: On The Tape with Danny Moses 0:44

4M ago0:44

0:44

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 t…

1
Why This Nobel Economist Thinks Bitcoin Is Going to Zero, with Eugene Fama 45:08

4M ago45:08

45:08

In December 2024, Bitcoin, one of the earliest cryptocurrencies and undoubtedly the most famous, hit $2 trillion in market capitalization, bigger than Tesla, Meta, and Saudi Aramco. In this episode, Nobel Prize-winning economist and Chicago Booth finance professor Eugene Fama—widely considered the “Father of Modern Finance”—predicts it will go to z…

1
Should Companies Have A Social Responsibility To Be “Great Businesses”?, with John Kay 47:05

5M ago47:05

47:05

The public often imagines corporations as self-contained actors that provide a set of goods and services to consumers. Underpinning this image have been ideas of ownership, rights to capital and intellectual property, and corporate responsibility to stakeholders including consumers, workers, and shareholders. But what if almost everything we are to…

1
How Big Money Changed The Democratic Game, with Daniel Ziblatt 49:56

5M ago49:56

49:56

Daniel Ziblatt is an American political scientist, Eaton Professor of the Science of Government at Harvard University, and the co-author (with Steven Levitsky) of several bestselling books, including How Democracies Die and Tyranny of the Minority. Ziblatt writes from the position that what defines strong democracies is free and fair competition fo…

1
America’s Addiction to Easy Money, with Ruchir Sharma 49:08

6M ago49:08

49:08

Are bailouts the new “trickle-down” economics? Have government debt and deficits caused capitalism’s collapse—thus ending the American Dream? Ruchir Sharma is a well-known columnist for the Financial Times, the author of bestselling books Breakout Nations and The Rise and Fall of Nations, and an investment banker who worked as Morgan Stanley’s head…

1
The Argentinian DOGE 47:57

6M ago47:57

47:57

A new U.S. Department of Government Efficiency (DOGE) is headed by Elon Musk and Vivek Ramaswamy. Its goals include administrative reductions, cost savings, regulatory cutbacks, and reducing federal spending by nearly $2 trillion. President-elect Donald Trump has called DOGE the "Manhattan Project of our time," and has indicated that DOGE will redu…

1
The Fertility Crisis: Capitalism's Next Challenge, with Sir Niall Ferguson 45:59

6M ago45:59

45:59

For years, the world worried about overpopulation and our capacity to sustain ever-increasing numbers of people. Now, the worry is underpopulation—and recent numbers are stunning. Fertility rate is the average number of children that are born to a woman over her lifetime. According to the United Nations, this number is currently 1.64 in the U.S.: I…

1
Visa's Hidden Tax on Americans 47:01

7M ago47:01

47:01

While Americans rely on debit transactions for the necessities of life, most are unaware of the networks that drive those transactions, nor are they aware that one company, Visa, has monopolized debit transactions, penalized industry participants that seek to use alternative debit networks, and co-opted innovators, technology companies, and financi…

1
How Lobbying Led to Crony Capitalism, with Brody Mullins 43:07

7M ago43:07

43:07

As the United States elections draw near, everyone is wondering who will take control of Washington next. In this week’s Capitalisn’t episode, Pulitzer Prize-winning reporter Brody Mullins reveals how the real winner will be neither Democrats nor Republicans. Rather, it will be the lobbyists. Mullins is the co-author (along with his brother Luke, a…

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Bethany McLean Podcasts

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