Danny Moses: The Ghosts of Hidden Leverage

Danny Moses: The Ghosts of Hidden Leverage

The Interview: Danny Moses, founder of Moses Ventures, joins Mike Green for a conversation on how to make sense of a market characterized by surging equity valuations and ultra-tight credit spreads that is nevertheless prone to gamma squeezes, forced liquidations, and the implosion of billion dollar funds. Moses, an investor profiled in the "The Big Short," compares the current boom to the bubble the predated the 2008 Great Financial Crisis and concludes that the unprecedented levels of monetary and fiscal stimulus are pushing investors further and further out on the risk curve. Green details the role of passive investing, and the two discuss the blow-ups of Greensill and Archegos. Lastly, Moses shares his insights on the cannabis sector as well as the prospect of rising inflation. Recorded on April 7, 2021. Key learnings: Risk-taking in today's market is nearing its apogee; nevertheless, Moses sees extremely promising opportunities on the long- as well as short-side. Moses stresses the importance of doing one's own research and argues that skepticism is a key for any successful investor, particularly in today's environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2100)

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Drinks With Real Vision: Andreas Steno & Mikkel Rosenvold

Join Andreas Steno and Mikkel Rosenvold for this month’s Drinks With Real Vision. With drinks in hand, they’ll break down the latest in stocks, commodities, and geopolitics, share a few personal updat...

2 Maalis 1h 1min

Trading the Markets (with AI): February 25, 2026

Trading the Markets (with AI): February 25, 2026

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

25 Helmi 28min

Do Markets Care About Trump’s Tariffs?

Do Markets Care About Trump’s Tariffs?

Andreas Steno Larsen, founder and CEO of Steno Research, is back with co-host Mikkel Rosenvold to break down the biggest forces driving markets right now, from escalating tensions between Iran and the...

24 Helmi 33min

Crypto Price Action After Trump Tariff Ruling

Crypto Price Action After Trump Tariff Ruling

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer Gordon-Sand, founder of Orange Cap Capital and head of Moonbirds. Together, they break...

24 Helmi 1h 1min

Trading the Markets: February 18, 2026

Trading the Markets: February 18, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock to break down the charts and highlight their favorite RV trade ideas before taking questions from the audience. Tune in every Wednesday at 1pm E...

24 Helmi 27min

Dalio: "The World Order Has Broken Down"

Dalio: "The World Order Has Broken Down"

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich S...

24 Helmi 35min

 Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates

Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Alex and Grant from Blocmates. They dissect the week's price action, key levels to look out fo...

13 Helmi 1h

Inflation Cools as AI Fears Shake Markets

Inflation Cools as AI Fears Shake Markets

Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest leve...

13 Helmi 5min

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