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WHAT ARE WE DOING? “Contrarians At The Gate”

WHAT ARE WE DOING? (WAWD) is the Substack newsletter where 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.comSource feed ↗10 episodes

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An Economic Epiphany from an Obscure Setting

How a Hospital Stint Altered My Perspective

Out of Touch, (Running) Out of Time?

Watch now | The boys are back together for an action packed Friday Night Dirty.

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ON THE TAPE with Sonali Basak

The Chief Investment Strategist at iCapital shares her views on the markets

Domo Arigato Mr. Michael Gayed | Friday Night Dirty

The yen needs control!

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WHAC-A-MOLE

A 1970's Game Invented in Japan Still Being Played Today

"On The Tape" with Nicole Kagan (Head of Research at Kalshi)

Nicole shares her journey from academia to Kalshi

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

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

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Don’t Cry for Milei’s Argentina: Energy Boom Ahead

Last Sunday, Argentina’s chance to win back-to-back World Cup titles was thwarted by Spain in the tournament’s final match.

"On The Tape" with Bob Elliott (Nonconsensus)

Fellow "Substacker" shares his views on the markets

Investors Feel The Sting | Friday Night Dirty

Sending out an S.O.S. for $SPCX

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