Danny Moses

We discussed all the controversies surrounding AI, what's real and what's not.

Next week on October 17th on our free service, we will release an interview with Danny Moses, my former partner from my Big Short days.

Danny now runs his own podcast called On The Tape, and we had a broad-ranging discussion about the deficit, the Fed, and controversies surrounding AI.

The best way to support the Real Eisman Playbook is to subscribe to Substack through steveeisman.com, and we greatly appreciate your support.

[upbeat music] Welcome to the On the Tape podcast sponsored by Clear Street.

I'm your host, Danny Moses, and today I welcome back Jeff deGraaf, the CEO, chairman, and chief market strategist of Renaissance Macro Research, affectionately known as RenMac, an independent macro research boutique firm based in New York, serving both institutional and retail investors.

I've known Jeff for decades and have watched as he has built an incredible team at RenMac, including Neil Dutta, who heads global economic research, Howard Mason covering financials, Steve Pavlik, who covers Washington policy, and many other research analysts as well.

In addition to publishing research like their weekly survival guide, RenMac kicks off each week with their Monday macro meeting and ends it with a podcast they call Off Script, which sums up the events of the week.

Thanks, man.

Have a good one.

[upbeat music] Thanks for listening to the On the Tape podcast with Danny Moses.

If you like what you heard, please subscribe on either our YouTube channel, Apple or Spotify, and feel free to leave a rating or review.

Yeah, and that suppressed obviously growth too on the, uh, on the corporate side, uh, in, in a big, big way.

Um, just really quickly, you know, uh, Danny Moses had a great podcast.

It was with Porter, uh, Collins and Vincent Daniel, his Big Short buddies, and they had a guy named, and I'd never heard of him, R.P. Eddy.

He's the founder and CEO of the global intelligence and advisory firm Ergo.

We were talking about metals.

Um, this is one that, again, you, Guy, Danny Moses, you guys have been on for, you know, years now.

Um, I, I look at that on a one-year basis.

It's basically trading where it was, um, a year ago.

So without further ado, I have an amazing panel here.

You will notice Danny Moses is not here.

[laughs]

He didn't wanna sit next to Vinny.

So I'm gonna, I'm gonna put a pin in that, which is a phrase that I'm reticent to use, but I will this morning.

I'm gonna go to Porter real quick.

You guys, when I say you guys, you and Vinnie and Danny Moses, who was floating around, get labeled, um, perma-bears, which is not true.

You've both, all three of you have found opportunities in a lot of different things, extraordinary ones.

Welcome to the On The Tape Podcast.

I'm your host, Danny Moses, and today I welcome back the founder, CEO, and Chief Market Strategist of 22B Research, Dennis DeBuscher, to the pod.

Dennis was last on in April, and he made some bold predictions, not just about the New York Knicks, but about the stock market as well.

This past April was also just before Kevin Walsh took over as Fed Chair, and we get Dennis' thoughts on the Fed's first rate hike since 2023 and what it means for markets.

Danny, thank you so much for having me.

I really appreciate it.

Thanks for listening to the On The Tape podcast with Danny Moses.

If you like what you heard, please subscribe on either Apple or Spotify to the weekly podcast, and please leave a rating and review, positive only.

we doing is that you can find it on Substack.

It's with myself, my partner, Vincent Daniel, and Danny Moses.

We do a weekly podcast.

We have a Discord room, which... uh in there there's a i love gold and silver channel which a lot of uh ideas going back and forth about uh mining names and stuff like that and we have some former uh mining executives in there that that uh that talk a lot and so yeah we try to get around Yeah,