Épisodes

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

    Oil, Inflation, and Markets at Risk | Jim Chanos on the Golden Age of Fraud
    Mar 13 2026
    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.
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    24 min
  • Middle East Tensions, Oil Prices, and Rob Konrad’s Incredible Survival Story

    Middle East Tensions, Oil Prices, and Rob Konrad’s Incredible Survival Story
    Mar 7 2026
    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.
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    24 min
  • Life After The Big Short: AI, Private Credit & America’s $50 Trillion Debt

    Life After The Big Short: AI, Private Credit & America’s $50 Trillion Debt
    Feb 28 2026
    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.
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    23 min
  • The K-Shaped Economy: What Happens If the Top Falls?

    The K-Shaped Economy: What Happens If the Top Falls?
    Feb 21 2026
    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.
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    20 min
  • Dow 50,000: Why It Doesn’t Mean What You Think

    Dow 50,000: Why It Doesn’t Mean What You Think
    Feb 14 2026
    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.
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    24 min