Real Alpha
Try Pro free

Guest

Danny Moses

Founder, Moses Ventures

Spotted the housing bubble before the crisis and helped execute the trade chronicled in The Big Short.

@dmoses34(opens X in a new tab)

Real Alpha has cut 5 moments of Danny Moses (Founder, Moses Ventures) talking, from an interview on The Real Eisman Playbook published Oct 19, 2026.

What Danny Moses said

  1. The Real Eisman Playbook ·

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

    5 moments · 18 min

    1. 16:50

      AI financing echoes the warehouse lines behind subprime

      “The minute the thing started to drift lower, you and I both know what happened, Wall Street started to pull the warehouse lines.”
      at 18:10
    2. 22:38

      Private equity's fundraising model is colliding with exits

      “For one reason and one reason only, they need to fill it. They need to fill these deals. Institutions don't pass on good deals.”
      at 27:28
    3. 5:04

      Small Fed and Treasury moves cannot offset the debt backdrop

      “Raising a quarter point here, stopping, cutting a quarter point here, buying $20 billion worth of 10, it's an ant.”
      at 8:00
    4. 8:30

      Equity wealth now poses more economic risk than housing

      “there's actually more wealth, there's more household wealth in the stock market right now than there is in people's homes.”
      at 10:02
    5. 11:05

      Real AI demand does not guarantee profitable infrastructure

      “The math didn't work. You could have wrapped that fiber around the globe 10 times.”
      at 13:59

Is this you? Add the badge to your site.

It links to this page, where people can watch every moment we cut from your interviews. It fits a personal site, a link-in-bio page or a press page.

Featured on Real Alpha
PNG

Wrong title or photo? Tell us and we'll fix it