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PODCAST

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! whatarewedoingonthedesk.substack.com

business investing

All Episodes

4:10

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2026/01/09

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 …

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2:00

'The Friday Night Dirty'

The Friday Night Dirty ·

2025/12/24

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…

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3:30

'The Friday Night Dirty'

The Friday Night Dirty ·

2025/12/19

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…

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2:45

'The Friday Night Dirty' Gets High

The Friday Night Dirty ·

2025/12/12

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…

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4:16

'The Friday Night Dirty'

The Friday Night Dirty ·

2025/12/05

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…

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32:23

A Black 'Friday Night Dirty'

The Friday Night Dirty ·

2025/11/28

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:

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2:43

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2025/11/21

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…

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2:19

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2025/11/14

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…

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3:15

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2025/11/07

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…

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3:11

'The Friday Night Dirty'

The Friday Night Dirty ·

2025/10/31

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…

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2:46

'The Friday Night Dirty'

The Friday Night Dirty ·

2025/10/24

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…

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2:02

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2025/10/17

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…

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50:07

Michael Lewis joins 'The Friday Night Dirty'

The Friday Night Dirty ·

2025/10/03

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

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3:21

Another Friday Night and things are starting to get a...

The Friday Night Dirty ·

2025/09/26

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…

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3:18

'The Friday Night Dirty' is here

The Friday Night Dirty ·

2025/09/19

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.

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4:44

An extended 'The Friday Night Dirty' taking your...

The Friday Night Dirty ·

2025/09/12

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.

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3:21

It's time for The Friday Night Dirty'

The Friday Night Dirty ·

2025/09/05

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 …

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1:33

The Friday Night Dirty - Episode 1

The Friday Night Dirty ·

2025/08/29

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.

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8:00

Contrarians at the Gate!

The Friday Night Dirty ·

2025/08/27

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

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