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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

7:01

You Understand Now, Why You Came This Way

The Friday Night Dirty ·

2026/10/09

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comFresh 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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4:13

Houston, Do We Have A Problem?

The Friday Night Dirty ·

2026/10/02

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comDean 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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7:13

Is The Bond Market Running On Empty?

The Friday Night Dirty ·

2026/09/25

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe “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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6:05

The Donkeys Are Dazed & Confused

The Friday Night Dirty ·

2026/09/18

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’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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6:45

Your Questions Answered! | Friday Night Dirty Podcast

The Friday Night Dirty ·

2026/09/04

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comPorter 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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5:38

Following The Yellow Brick Road

The Friday Night Dirty ·

2026/08/21

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe 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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4:34

Out of Touch, (Running) Out of Time?

The Friday Night Dirty ·

2026/08/14

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe 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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10:03

Luke Gromen: “There's No Easy Way Out”

The Friday Night Dirty ·

2026/07/30

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comFresh 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 DirtyIn addition to discussing the Fed meeting, Warsh press conference and the market’s reaction, Luke shares his Fed meeting ritual...

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3:10

Investors Feel The Sting | Friday Night Dirty

The Friday Night Dirty ·

2026/07/24

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIt’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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8:00

Stephen Schulz: A Surfin' Safari Through The...

The Friday Night Dirty ·

2026/07/17

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comWe 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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4:32

Cruel Summer | Friday Night Dirty Podcast

The Friday Night Dirty ·

2026/07/10

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIn 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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5:38

The Dollar Came In Like A Wrecking Ball

The Friday Night Dirty ·

2026/06/26

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe 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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5:34

California Dreamin' | Friday Night Dirt Podcast

The Friday Night Dirty ·

2026/06/18

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comIn 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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4:23

Us Donkeys In The Corner | Friday Night Dirty

The Friday Night Dirty ·

2026/06/12

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe 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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4:03

The AI Black Hole Sun | Friday Night Dirty Podcast

The Friday Night Dirty ·

2026/06/05

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comWelcome to a new and improved “Friday Night Dirty” which now includes video and hopefully better audio than before!The opening song, ‘Black Hole Sun”, describes what we (Porter) are seeing in A.I. related stocks as they suck in all the capital while other stocks and sectors are left behind, especially Crypto. This will only get worse as IPOs come to mar…

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6:02

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2026/05/01

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comA special guest pops in for the Friday Night Dirty and his voice will sound familiar….After some Mets banter, and yes, Vinnie should be the next GM for the New York Mets (seriously), we get into Powell’s “lLast Dance” as Fed Chair and what Warsh appears to be inheriting.The guys discuss “Big Tech” earnings and why they still like Google and Vinnie share…

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3:46

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2026/04/24

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…

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4:43

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2026/04/17

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…

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5:27

It's 'The Friday Night Dirty'

The Friday Night Dirty ·

2026/04/10

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…

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5:20

A special Thursday edition of 'The Friday Night Dirty'

The Friday Night Dirty ·

2026/04/02

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,…

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