The Danny Moses Show

Danny Moses
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Wall Street expert Danny Moses cuts through the market noise to simplify the week’s financial headlines and trends. Every week Danny and his special guests bring unique insight and conversation to the buzziest topics rising in investment chatter.

Afleveringen

  1. 27 mrt

    Gold Is Back… and the Global Economy Is Breaking

    Gold is no longer just a commodity—it may be signaling a major shift in the global financial system. In this episode, Danny breaks down the history of gold and why it’s re-emerging as a critical asset in today’s economy. From central banks stockpiling gold to growing concerns around U.S. debt, inflation, and global conflict, the signals are getting harder to ignore. Danny is joined by macro strategist Luke Gromen, who explains why countries like China and Russia are moving away from the dollar, how gold is becoming a “neutral reserve asset,” and what that means for the future of markets. They also dive into the economic ripple effects of the war in Iran, rising oil prices, and why the U.S. may be approaching a financial breaking point. Plus, Danny shares his latest Kalshi Picks ahead of The Masters.

    24 min.

  2. 20 mrt

    The Fed’s “We Don’t Know” Moment — And Why Markets Didn’t Like It

    The Federal Reserve left rates unchanged this week, but markets reacted sharply to something deeper—uncertainty. Danny Moses breaks down what Fed Chair Jerome Powell said (and didn’t say), why investors were spooked, and how rising oil prices and unclear economic forecasts could impact your daily life. Then, Danny sits down with Wall Street legend Meredith Whitney to dig into the biggest forces shaping today’s economy—from the growing role of private credit to the reality of a K-shaped consumer. They discuss why lower-income households are under increasing pressure, how higher-end consumers are still driving spending, and the potential risks tied to market volatility and the wealth effect. Plus, Danny recaps his Kalshi Picks of the Week, including a winning stagflation call and a new bet tied to Powell’s future at the Fed.

    24 min.

  3. 13 mrt

    Oil, Inflation, and Markets at Risk | Jim Chanos on the Golden Age of Fraud

    On this episode of The Danny Moses Show, Danny examines how the war in Iran is worsening many of the economic challenges already facing markets and consumers. Rising oil prices are pushing gasoline and diesel costs higher while inflation concerns remain elevated. Danny breaks down what this means for markets, consumer spending, and the growing risk of stagflation. Then Danny is joined by Jim Chanos, founder of Chanos & Co. and one of the most famous short sellers in financial history. Known for helping expose the Enron scandal, Chanos discusses why short sellers play an important role in financial markets and why he believes we may be entering a new golden age of corporate fraud. They also dive into the risks surrounding the AI investment boom, the role of private credit in today’s markets, and why investors should be cautious about certain companies tied to AI hype. Plus Danny shares his Kashi Picks of the Week, including event contracts tied to Federal Reserve policy and Jerome Powell’s next press conference.

    24 min.

  4. 7 mrt

    Middle East Tensions, Oil Prices, and Rob Konrad’s Incredible Survival Story

    On this episode of The Danny Moses Show, Danny examines how escalating tensions in the Middle East could impact oil prices, inflation, and the markets. Then Danny sits down with former Miami Dolphins fullback and Syracuse legend Rob Konrad, who wore the iconic #44 made famous by Jim Brown. Konrad shares incredible stories from his football career, trading through the 2008 financial crisis, and building a private equity firm focused on lower middle-market companies. He also recounts the remarkable story of surviving 16 hours alone in the ocean after falling overboard during a fishing trip, swimming miles in the Gulf Stream before making it back to shore. Plus Danny shares his Kalshi Picks of the Week, including a trade around Tesla’s upcoming production numbers.

    24 min.

  5. 28 feb

    Life After The Big Short: AI, Private Credit & America’s $50 Trillion Debt

    What’s it like to be forever introduced as “Danny Moses from The Big Short”? In this episode, Danny reflects on how being portrayed in the film The Big Short shaped him personally and professionally, and he answers the questions he gets asked constantly: Is there another Big Short? Are we seeing the same warning signs today? And what really happened behind the scenes during the financial crisis? Danny explains why financial history doesn’t repeat but often rhymes, and why today’s enthusiasm around AI and the rapid growth of private credit deserve careful scrutiny. He shares how living through the Great Financial Crisis gave him what he calls financial PTSD — always looking first at what can go wrong before what can go right. Then bestselling investigative journalist Bethany McLean, co-author of The Smartest Guys in the Room, joins the show to discuss lessons from Enron, the risks forming in private credit, the widening gap in today’s economy, and the massive uncertainty surrounding AI. Is it the start of a golden age, or something far more destabilizing? The market can’t seem to decide. Finally, Danny breaks down his Koshi Pick of the Week, examining whether U.S. national debt could reach $50 trillion by 2028 and what would have to happen for that scenario to unfold.

    23 min.

  6. 21 feb

    The K-Shaped Economy: What Happens If the Top Falls?

    What exactly is a K-shaped economy—and why does it matter right now? Danny breaks down the growing divide between high-income and lower-income consumers, the wealth effect driving spending, and the structural risks if the top half of the K starts to weaken. With the stock market more than twice the size of the U.S. economy, any sustained selloff could ripple through housing, services, and discretionary spending. Then Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins to explain his “HOPE” framework (Housing, Orders, Profits, Employment), the broadening out of the economy, AI disruption risk, rate cuts, manufacturing recovery, and what happens if the wealth effect reverses. Danny closes with updated Kalshi event contract picks—including Bitcoin vs. Gold and the S&P 500 outlook.

    20 min.

  7. 14 feb

    Dow 50,000: Why It Doesn’t Mean What You Think

    The Dow just crossed 50,000—but does it even matter? Danny explains why the Dow Jones Industrial Average is a flawed, price-weighted relic and why the S&P 500 is a far better measure of broad market performance. Using real examples like Goldman Sachs vs. Apple and Walmart vs. Home Depot, he breaks down why the Dow often misleads investors. Then Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Book Report on Substack, joins to discuss the latest jobs data, global central bank risks, Japan’s impact on U.S. yields, the unwind of the AI trade, energy and staples opportunities, private credit concerns, and the future of Fed independence. Danny closes with this week’s Kalshi event contract picks.

    24 min.

  8. 7 feb

    Why Short Selling Still Matters—and Why Software Stocks May Not

    Short selling isn’t the villain—it’s vital market plumbing. Danny breaks down how shorts add liquidity, how borrow rates and short interest really work, and what “naked shorting” is (and isn’t), using the GameStop saga, Robinhood’s halt, and Melvin Capital’s blow-up as case studies. Then Adam Parker, founder/CEO of Trivariate Research, joins to talk 2026 market setup: earnings vs. prices, software’s stumble, the AI trade, quality factors, and the risk from U.S. debt and Treasury yields. We close with a Super Bowl edition of Kalshi event-contract picks.

    24 min.

  9. 30 jan

    Why Your Power Bill Spiked: AI Data Centers, Grid Costs & the Nuclear Comeback

    Your power bill is climbing—and AI might be to blame. Danny breaks down how data centers, aging grid upgrades, natural-gas shocks, and a nuclear comeback (hello, uranium) are reshaping energy costs. Then CIO Cameron Dawson (NewEdge Wealth) joins to tackle the U.S. consumer, market rotation, gold vs. bitcoin, earnings, and the Fed holding rates. Danny closes with this week’s Kalshi event-contract picks.

    22 min.

  10. 23 jan

    The Danny Moses Show - Episode 1

    Join “The Big Short’s” Danny Moses for a brand-new show where money meets policy, pop culture and sports. This week, Danny, Vincent Daniel and Porter Collins reunite to discuss how they saw the 2008 financial crisis coming and what to look out for now.

    22 min.
  • 10 afleveringen

Info

Wall Street expert Danny Moses cuts through the market noise to simplify the week’s financial headlines and trends. Every week Danny and his special guests bring unique insight and conversation to the buzziest topics rising in investment chatter.

Informatie

  • Maker
    Danny Moses
  • Jaren actief
    2K
  • Afleveringen
    10
  • Beoordeling
    Veilig
  • Website van aflevering
    The Danny Moses Show

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