WHAT ARE WE DOING? “Contrarians At The Gate”
Danny, Vinnie and Porter, Vincent Daniel, Porter Collins, Daniel MosesWHAT 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!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 155 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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whatarewedoingonthedesk.substack.co...Latest Issues
ON THE TAPE with Sonali Basak
Great to have Sonali back "On The Tape". Hard to believe it has already been a year since Sonali announced she was leaving Bloomberg to join iCapital. We discuss Sonali's recent report on AI economics, especially how declining token costs s...
Domo Arigato Mr. Michael Gayed | Friday Night Dirty
The yen needs control!
On this week’s Friday Night Dirty, we welcome in the founder of Lead-Lag Media, Michael Gayed, to share his thoughts on the markets and what he believes investors are missing as it relates to the challenges facing Ja...
WHAC-A-MOLE
Padilla’s Corner
I think a good analogy to many of the macro challenges facing the global monetary system and economies can best be explained through the game of “Whac-A-Mole”.
Ironically, “Whac-A-Mole” was created in Japan in 1975 as the...
"On The Tape" with Nicole Kagan (Head of Research at Kalshi)
Danny sits down with Kalshi’s Nicole Kagan. Nicole talks about how great it would have been to have access to event contracts during her days at Bridgewater to express various investment themes. Nicole now leads a team at Kalshi responsible...
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
Fresh off the Federal Reserve meeting, the guys...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for WHAT ARE WE DOING? “Contrarians At The Gate”.
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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| Ranked Keywords | 261 | Monthly Search Traffic | Top Keywords |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #29 |
Authors
The writers behind this newsletter.
Welcome to "What Are We Doing" (WAWD), 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 and investing.
Partner of Seawolf Capital (family office) and WGJ Capital. Known for being part of the movie and book, the Big Short- Value investor at heart. I can be found on Substack via [email protected] or as VD718 on Twitter
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