Danny Moses is a legendary investor who was depicted in “The Big Short” for his role in correctly betting against the US housing market crash in 2008. He joins Phil Rosen on Full Signal to unpack the gold and silver trade, the biggest market risks in 2026, and what could turn into the next Big Short.
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Timestamps:
0:00 - Intro
0:28 - Gold & silver
5:17 - AI and metals
6:15 - AI circular financing
9:03 - Energy trade
11:40 - Public & Generated Assets
12:50 - Uranium
14:37 - Oil & energy sector
16:38 - Hidden opportunities
18:07 - Market rotation
20:48 - Government debt
23:48 - Weaker US dollar
25:39 - 2008 parallels
28:23 - Bullish environment
30:23 - Lessons of 2008
33:34 - The next Big Short
35:47 - Easing regulations
37:59 - Danny’s work and media
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
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