Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80

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Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ Steve Eisman reunites with Danny Moses, his former partner from the Big Short days and now host of the On The Tape podcast, for a wide-ranging conversation covering the AI trade, the deficit, private equity’s monetization problem, and why Danny sees uncomfortable parallels between today’s AI debt issuance and the warehouse lines that fueled the subprime mortgage crisis. 00:00 - Intro 02:00 - On The Tape 04:55 - The Fed, Scott Bessent, & the Housing Market 10:38 - The AI Story 22:43 - Private Equity 28:14 - Transitioning to Media 35:13 - The Debt & the Deficit Subscribe to On The Tape: @OnTheTape…