Full Signal 'Big Short' LEGEND reveals his top trades for 2026 | Danny Moses
Jan 28, 2026
Danny Moses, the investor portrayed in The Big Short who bet against the 2008 housing bubble, shares his take on gold and silver’s unique demand drivers. He discusses AI’s impact on metals and energy needs, the uranium and nuclear case, hidden opportunities in undervalued energy and dividend stocks, and where the next systemic vulnerability might emerge.
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Use Energy Stocks As Repricing Play
- Look at energy stocks like Exxon as underowned, cash-returning ways to play higher oil.
- Energy sector weight is depressed, so modest flows can re-rate the group quickly.
Market Breadth Signals Health
- Market breadth is improving as money rotates from richly valued tech into underfollowed sectors.
- This broadening is healthy and keeps capital within markets rather than leaving.
Debt Math Raises Risk If Yields Rise
- Rising long-term yields would stress the government's financing and change market dynamics.
- Debt math (deficits, mandatory spending, interest) makes higher rates dangerous for fiscal stability.
