RiskReversal Pod Danny Moses: Canaries In The Gold Mine
13 snips
Oct 10, 2025 Danny Moses, a savvy market strategist and host of On The Tape, joins Guy Adami to decode today's economic landscape. They draw intriguing parallels between the current market, the late '90s bubble, and the 2008 crisis, spotlighting AI's significant but risky role. A weakening U.S. dollar and central banks' gold accumulation are explored, alongside the fragility of Japan's yen. They also discuss passive investing's market influence and scouting for value in sectors like energy and healthcare amidst turbulent times.
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AI Mirrors The Dot‑Com Frenzy
- AI today resembles the late-1990s internet boom: real transformative tech with too many players chasing limited economics.
- Danny Moses warns the math often doesn't work when everyone expects outsized returns from the same infrastructure.
Watch Vendor Pricing And Private Funding
- Watch for revenue and pricing signals from big AI vendors as an early derailment indicator.
- Re-assess CapEx bets when private funding or customer pricing proves unsustainable.
Retail Shown Lock‑Up Data Center Deals
- Danny shared a retail investor's prospectus showing thin fees and long lockups for a data‑center deal.
- He used it to highlight the risk of selling complex private assets to retail as a sign of negative selection.