# Danny Moses

Markdown copy of https://realalpha.app/people/danny-moses/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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.

- Role: Founder, Moses Ventures
- About: Spotted the housing bubble before the crisis and helped execute the trade chronicled in The Big Short.
- On X: https://x.com/dmoses34

## What Danny Moses said

- [AI financing echoes the warehouse lines behind subprime](https://realalpha.app/s/ai-financing-echoes-the-warehouse-lines-behind-subprime/)
  The Real Eisman Playbook · Oct 19, 2026 · 4 min
  > “The minute the thing started to drift lower, you and I both know what happened, Wall Street started to pull the warehouse lines.” — Danny Moses · [18:10](https://realalpha.app/v/bjikXzIJqSM/?t=1090)
- [Private equity's fundraising model is colliding with exits](https://realalpha.app/s/private-equitys-fundraising-model-is-colliding-with-exits/)
  The Real Eisman Playbook · Oct 19, 2026 · 6 min
  > “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.” — Danny Moses · [27:28](https://realalpha.app/v/bjikXzIJqSM/?t=1648)
- [Small Fed and Treasury moves cannot offset the debt backdrop](https://realalpha.app/s/small-fed-and-treasury-moves-cannot-offset-the-debt-backdrop/)
  The Real Eisman Playbook · Oct 19, 2026 · 3 min
  > “Raising a quarter point here, stopping, cutting a quarter point here, buying $20 billion worth of 10, it's an ant.” — Danny Moses · [8:00](https://realalpha.app/v/bjikXzIJqSM/?t=480)
- [Equity wealth now poses more economic risk than housing](https://realalpha.app/s/equity-wealth-now-poses-more-economic-risk-than-housing/)
  The Real Eisman Playbook · Oct 19, 2026 · 2 min
  > “there's actually more wealth, there's more household wealth in the stock market right now than there is in people's homes.” — Danny Moses · [10:02](https://realalpha.app/v/bjikXzIJqSM/?t=602)
- [Real AI demand does not guarantee profitable infrastructure](https://realalpha.app/s/real-ai-demand-does-not-guarantee-profitable-infrastructure/)
  The Real Eisman Playbook · Oct 19, 2026 · 3 min
  > “The math didn't work. You could have wrapped that fiber around the globe 10 times.” — Danny Moses · [13:59](https://realalpha.app/v/bjikXzIJqSM/?t=839)

## The episode

- [Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80](https://realalpha.app/v/bjikXzIJqSM/) · The Real Eisman Playbook · Oct 19, 2026