Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
The Real Eisman PlaybookShow Notes
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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 why Danny sees uncomfortable 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 - Private Equity
28:14 - Transitioning to Media
35:13 - The Debt & the Deficit
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