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Danny Moses

Host, On The Tape; private investor, On The Tape

Search every verified Danny Moses interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Danny Moses, host of the podcast On The Tape and co-author of the Substack "What Are We Doing?", appeared on The Real Eisman Playbook in October 2026 for a conversation with Steve Eisman. During the episode, Moses discussed the AI trade, the federal deficit, and private equity’s monetization challenges, drawing parallels between current AI-related debt issuance and the warehouse lines that preceded the subprime mortgage crisis. He also expressed concern about the growth of private credit lending into the AI and technology sectors, stating that while he did not see it as systemic, he believed quantitative easing would return because "the only way out" would be to "print your way out and deal with the consequences later." In an August 2026 interview, Moses described the U.S. as being "in a financial crisis," citing recent Treasury announcements about bond buybacks and a nearly $1 trillion Treasury General Account as evidence that government intervention was already underway. He attributed the situation to balance sheet constraints and competition between Treasuries and corporates, and noted that securitizing assets was part of the response. Moses also commented on gold’s performance relative to real rates, the Bank of Japan’s role as the largest foreign holder of U.S. Treasuries, and the yen’s weakness, which he said prevented a larger problem for the U.S.

Recent appearances

  • Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80

    October 19, 2026 · 📺 Steve Eisman

    Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 80 of The Real Eisman Playbook, Steve Eisman reunites with Danny Moses, his former partner from the Big Short days and now host of the On The Tape podcast, for a wide-ranging conversation covering the AI trade, the deficit, private equity’s monetization problem, and parallels between today’s AI debt issuance and the warehouse lines that fueled the subprime mortgage crisis. 00:00 - Intro 02:00 - On The Tape 04:55 - The Fed, Scott Bessent, & the Housing Market 10:38 - The AI Story 22:43 - Priva…

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  • ‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses

    August 24, 2026 · 📺 David Lin

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Danny Moses, legendary ‘Big Short’ investor, Host of the "On The Tape" podcast and co-author of the "What Are We Doing?" Substack, discuss Treasury intervention in the bond market, debt and interest-rate pressures, financial-system risks, gold, AI financing, and broader concerns about U.S. economic policy. Watch Danny's last interview:    • ‘End Of The World’ Trade: ‘Big Short’ Inve...   *This video was recorded on August 24, 2026. To get 5% off of your CoolWallet purchase, use my…

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  • Danny Moses: Gold's Make or Break Moment is Here

    July 27, 2026 · 📺 RiskReversal Media and On The Tape with Danny Moses

    Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-wit... Guy Adami and Danny Moses discuss rising global yields and stress points in markets, focusing on Japan’s weakening yen, deteriorating bond market, and risks around Japan’s role as a major US Treasury holder and potential carry-trade unwind, with BOJ and Fed meetings ahead. They note August’s tendency toward volatility and how attention may shift from strong earnings to macro concerns as AI-driven CapEx pressures free cash flow at hyperscalers, raising valuation questions and fears of open-source competition.…

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  • WAWD Reunion: Porter Collins and Vincent Daniel Are Back for On The Tape

    April 01, 2026 · 📺 On The Tape with Danny Moses

    Danny Moses reunites with former partners Porter Collins and Vincent Daniel to discuss trading and positioning amid a fluid backdrop including Middle East conflict and Iran de-escalation headlines, quarter-end effects, and how energy infrastructure drives both the war’s stakes and market reactions. The group frames the key macro inputs as oil, interest rates, and the dollar, arguing higher rates and volatility pressure equity multiples, while government debt and potential Fed/Treasury actions support their bullish gold thesis and preference for cheap gold miners. They debate Mag 7 reflex ralli…

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  • Big Short's Moses: If Private Credit Goes, Fed Has No Choice But to Bail Out

    March 02, 2026 · 📺 Bloomberg Podcasts

    Moses Ventures Founder Danny Moses, immortalized in The Big Short, joins Bloomberg Businessweek Daily to discuss the state of US markets as the Iran conflict introduces a new set of headwinds. Moses also weighs in on the state of private credit, saying that today's private credit worries "rhyme with previous cycles" of market pessimism, in particular the lead-up to the 2008 Great Financial Crisis. Moses adds that "it's in the back of people's minds... if private credit goes, the Fed's going to have no choice but to bail it out, and they're probably right." Moses also weighs in on the potential…

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

    February 27, 2026 · 📺 Scripps News

    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…

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  • State of the economy: Fed independence, debt, gold, AI power & market risks

    February 24, 2026 · 📺 Scripps News

    It’s a special State of the Union edition of The Danny Moses Show focused on one question: what’s the real state of the U.S. economy? Danny digs into the K-shaped economy and why consumer spending can look strong even when sentiment is weak, the debate over the Fed’s independence and what earnings season is signaling about 2026 expectations. Plus, why the Dow hitting 50,000 can be a misleading market barometer, what record national debt could mean for rates and currency value and why gold has become a major theme for investors and central banks. Danny also breaks down rising electricity co…

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  • Digging For Gold, Silver & Super Bowl Picks

    February 04, 2026 · 📺 On The Tape with Danny Moses

    In this episode of the On the Tape Podcast, host Danny Moses dives into the recent pullback in silver and gold prices, noting their historic gains and the importance of trading cautiously amidst ongoing volatility. He discusses various ways to trade gold and silver, including closed-end trusts, ETFs, and mining stocks. Danny also reflects on technical factors influencing market fluctuations, the impact of prospective Federal Reserve Chair Kevin Warsh, and broader macroeconomic trends, including the weakening US dollar and central banks moving back to gold. Transitioning to the Super Bowl LX pr…

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  • Big Short LEGEND: Buy this sector to win the AI bull market

    January 28, 2026 · 📺 Phil Rosen

    Danny Moses is a legendary investor who was depicted in “The Big Short” for his role in correctly betting against the US housing market crash in 2008. He joins Phil Rosen on Full Signal to unpack the gold and silver trade, the biggest market risks in 2026, and what could turn into the next Big Short. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/... Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn:   / philrosen   Timestamps: 0:00 - Intro 0:28 - Gold & silver 5:17 - AI and metals 6…

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  • Big Short investors reunite to assess markets, debt and 2026 risks

    January 23, 2026 · 📺 Scripps News

    Three Wall Street veterans made famous by "The Big Short" reunite to kick off the premiere of "The Danny Moses Show." In the inaugural episode, Danny Moses is joined by his former trading partners Vincent Daniel and Porter Collins to break down the financial stories shaping the start of 2026. The conversation spans past, present and future, including the truth behind the record-breaking U.S. national debt. The group revisits the question they once asked daily on the trading desk, “What are we doing?”, and applies it to today’s economic moment. Expect sharp insight, candid reflections and a f…

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  • Michael Lewis Q&A with Danny Moses, Vincent Daniel & Porter Collins

    October 06, 2025 · 📺 On The Tape with Danny Moses

    Substack Link: https://whatarewedoingonthedesk.subst... Danny, Vinny and Porter hosted author Michael Lewis for a special edition of the 'Friday Night Dirty' podcast. To get content like this and more, subscribe over on Substack! -- ABOUT THE SHOW 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. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through m…

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  • The markets are being overly optimistic about economic impact, says Moses Ventures' Danny Moses

    March 20, 2025 · 📺 CNBC Television

    Danny Moses, Moses Ventures founder, joins 'Power Lunch' to discuss markets, his bearish take on what he calls an expensive market. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://…

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Notable quotes

“So, as far as betting against the house, we wrote a piece on our Substack, you know, counting cards basically. You could count cards right now and figure out what the dealer has, Treasury, what they're doing. They've told you, but it's too small and it's ineffective. It's more symbolic in nature. So, that's the part to deal with best in the Treasury. As far as the Fed goes, if you're truly an inflation hawk, you woul”

“Well, let's back up a little bit and um I've talked about Bank of Japan a lot and it only matters every every so often, you know, with the yen weakening to where it has been. So, if you go back to kind of Camp David um several weeks ago where Bessant on a notepad had by Japanese yen invisible sight that might have been planted, not sure. Um the yen being weak is a problem obviously for Japan but the reason that preve”

“I mean, we're in a financial crisis. I mean, so if you didn't know anything else and you saw these announcements over the last month, you would say, are we in a financial crisis? That is a crisis, David. I think this is seat belt time. But why are they doing that? You know what? Why on there's only so much balance sheet and competition with treasuries and corporates that are out there that now we're going to securiti”

“He'll say he can't predict oil, not going to get involved in that policy, etc. He'll say that it's temporarily high, it should come down and they'll adjust if they have to. That's one. He's a big proponent that AI is deflationary. That there'll be a massive deflationary effect from all this capex spend going forward. So you kind of want the best of both worlds. You get a nice GDP number reliant on AI spend and then a”

“I think it's where real rates are, interest rates versus inflation. I think that's part of it. I think it was obviously got a little bit over its skis to your point in January when it hit 5,500. A lot of retail people started to come coming in. I feel like we're through the gauntlet here, Guy. We've touched 3,900 and change here a couple times in the last few weeks. Even with the war breaking kind of back out again o”

“Well, of course we care. And and but sorry that just for context, Steve used to make fun of us because we would talk about the deficit and he would go, 'Oh, the deficit is not you guys are worry too much.' So, can can I correct your statement, Porter? Not used to make fun of us. Still makes fun of us over it. Um, so which is fine. It's great banter, but so put yourself in the shoes of Scott Besson, Danny. The last th”

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