Danny Moses

Danny Moses, an investor and commentator famous for his role in 'The Big Short', dives deep into the looming credit cycle and the implications of tariff fatigue. He shares his insights on how tariffs could be overshadowing critical economic shifts, warning of potential overvaluation in stocks. Moses also discusses the troubling rise of non-performing loans in regional banks and the opaque nature of private credit markets. He advocates for quality asset focus, examines the appeal of gold during turbulent times, and reflects on the U.S. brand's integrity in global business.

Joining the discussion are Danny Moses, host of the On The Tape podcast, sharing market insights on tariffs and economic indicators; Rick Heitzman, founding partner at First Mark Capital, who dives into the evolution of tech investments and cybersecurity trends; and John Bennett, CEO of Dashlane, elaborating on password-less security measures. They explore the Fed's recent policy impacts, the challenges businesses face amid tariffs, and the rise of AI in cybersecurity, highlighting the critical balance of security and user trust in today's digital landscape.

Discussions on Tesla's stock performance, fiscal policy impact on markets, banking sector outlook, energy sector, MicroStrategy, and key investment themes highlighted by Danny Moses.

Financial analysts Dan Nathan, Guy Adami, Danny Moses, and Current CEO Stuart Sopp discuss the Fed meeting and stock market highs, expectations for 2024, market rotation, energy challenges, Fed's impact on gold, Bitcoin and currencies, S&P 500 earnings, interest rate-sensitive stocks, banks' performance, sentiment indicators, and even share their NFL and soccer game picks.

Dan Nathan, Guy Adami, and Danny Moses discuss generative AI impact on tech stocks like NVIDIA. Vincent Daniel and Porter Collins talk with Danny Moses about stock picking in volatile markets. Topics include recycling tech, consumer spending trends, and Fed rate cut speculations.

Danny Moses, financial analyst and investor, joins the podcast to discuss Tesla's stock sell-off and a stock with upside. Topics include Tesla's challenges and future prospects, bond market concerns and trade desk forecasts, obesity drug approval and stock pullback, crypto surge and earnings report, potential Bitcoin ETF, and discussion on Draft Kings earnings and profitability.

Danny Moses, a panelist at iConnections Global Alts Conference, joins Guy Adami and Dan Nathan to discuss their takeaways from the conference, the NYCB/regional bank bust, the stock market's danger zone, job cuts across industries, productivity, the Fed's impact on the consumer, earnings, gold/oil. They also discuss 'The Big Short' panel featuring Danny and his FrontPoint colleagues Vincent Daniel, Porter Collins, and Steven Eisman, where they discuss liquidity, market structure, tech and finance opportunities, coal investments, uranium market, investment strategies, online gambling, and the impact of elections on markets.

Financial analyst and trader Dan Nathan, hedge fund manager Danny Moses, and stock trader Guy Adami discuss market trends, reactions to CPI data, impact of treasury auctions, market rallies and fluctuations, and the health of the retail industry in an entertaining podcast.

Dan Greenhaus, Chief Strategist at Solis Alternative Assets, joins finance experts Guy Adami, Danny Moses, and Dan Nathan for an insightful discussion. They revisit Greenhaus's market predictions and his bullish stance on equities despite economic concerns. The group analyzes the interplay of indices like the S&P 500 and Russell 2000 and how passive investments are reshaping trends. They also tackle the implications of recent Fed interest rate cuts, falling oil prices, and pressing demographic shifts impacting the economy.

Financial market analyst Guy Adami and investor Danny Moses discuss Nvidia's $3 trillion market cap, Elon Musk's pay deal and chip movement, retail sector disparities, Sternlicht defending gating Starwood REIT withdrawals, market rooting interests, death of short selling, market technical glitches, and Gamestop impact.