Episodes

  • Gold Is Back… and the Global Economy Is Breaking

    Gold Is Back… and the Global Economy Is Breaking
    Mar 27 2026

    Gold is no longer just a commodity—it may be signaling a major shift in the global financial system.

    In this episode, Danny breaks down the history of gold and why it’s re-emerging as a critical asset in today’s economy. From central banks stockpiling gold to growing concerns around U.S. debt, inflation, and global conflict, the signals are getting harder to ignore.

    Danny is joined by macro strategist Luke Gromen, who explains why countries like China and Russia are moving away from the dollar, how gold is becoming a “neutral reserve asset,” and what that means for the future of markets.

    They also dive into the economic ripple effects of the war in Iran, rising oil prices, and why the U.S. may be approaching a financial breaking point.

    Plus, Danny shares his latest Kalshi Picks ahead of The Masters.
    Show More Show Less
    24 mins
  • The Fed’s “We Don’t Know” Moment — And Why Markets Didn’t Like It

    The Fed’s “We Don’t Know” Moment — And Why Markets Didn’t Like It
    Mar 20 2026
    The Federal Reserve left rates unchanged this week, but markets reacted sharply to something deeper—uncertainty. Danny Moses breaks down what Fed Chair Jerome Powell said (and didn’t say), why investors were spooked, and how rising oil prices and unclear economic forecasts could impact your daily life. Then, Danny sits down with Wall Street legend Meredith Whitney to dig into the biggest forces shaping today’s economy—from the growing role of private credit to the reality of a K-shaped consumer. They discuss why lower-income households are under increasing pressure, how higher-end consumers are still driving spending, and the potential risks tied to market volatility and the wealth effect. Plus, Danny recaps his Kalshi Picks of the Week, including a winning stagflation call and a new bet tied to Powell’s future at the Fed.
    Show More Show Less
    24 mins
  • 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.
    Show More Show Less
    24 mins
  • 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.
    Show More Show Less
    24 mins
  • 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.
    Show More Show Less
    23 mins