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

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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

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