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On The Tape with Danny Moses Podcast Transcripts

RiskReversal Media · 73 episodes with transcripts

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.

Spoken has transcripts of 73 On The Tape with Danny Moses episodes, with the speakers named. The newest listed here is from October 21, 2026.

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73 episodes of On The Tape with Danny Moses have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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curl -s -H "x-api-key: YOUR_KEY" \
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  | while IFS=' ' read -r id title; do
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      [ -f "${id}-${slug}.md" ] && continue
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      sleep 0.34
    done

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Latest On The Tape with Danny Moses transcripts

James Aitken: It Pays To Shave With Occam's Razor

October 21, 2026

Danny Moses (0:01)

Welcome to the On The Tape Podcast. I'm your host Danny Moses, and today I welcome back a dear friend that I would say one of the top financial plumbers in the world, James Aitken to the pod. You can call James a macro strategist, but he's much more than that. His publication Notes From a Small Island is more than…

You know you have contributed something to the investment world when James recognizes you in one of his Notes with his trademark hat tip. James was last on in March 2025 Having gone back and listened to our conversation, many of the challenges the markets faced then are still being dealt with today, and in some…

James Aitken (1:34)

Good to be with you, Danny, as always, and thank you for making time with me to have a chat about the world. Look, I started writing Notes From a Small Island about 30 years ago when I was in Sydney, or a version of it, and then moved to London 27 years ago. I was writing it on a sell side, various sell side trading…

In terms of what I do, well, I try to help people stay out of trouble. I work for myself. I work with extraordinary people all around the world. I'm very fortunate to have worked with many of the world's most sophisticated if invisible investors. Invisibility seems to go hand in hand with success for a lot of the…

Danny Moses (2:50)

I would just add, you're a great person and a great friend on top of all that. And that's a real rarity on Wall Street when you can combine all of those facets. So I mentioned in the introduction that investors and consumers are facing many challenges that seem to be mounting. You were on here in kind of mid-March…

I'll make it easy question to start, James. What advice do you give to your clients in terms of where they should be allocating their capital that provide an appropriate kind of risk-return profile? I know you can't answer that in a 45-minute or an hour-long podcast, but just give me your general kind of holding the…

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