CNBC's "Fast Money" Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
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Feb 24, 2026 Danny Moses, founder of Moses Ventures and former Big Short trader, brings contrarian market views on valuation dislocations and credit risks. He discusses AI-related complacency and bubbling valuations. He digs into private credit stress signals like Blue Owl and liquidity risks. He also examines whether real estate lending momentum can hold after a strong start to the year.
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Blue Owl Episode Turned Everyone Into Private Credit Experts
- Panelists noted the Blue Owl episode made many suddenly experts on private credit and prompted scrutiny.
- Example: Gates' involvement and Blue Owl selling assets near par raised alarms about liquidity and product suitability for retail.
Don't Assume Private Valuations Move With Public Markets
- Avoid assuming private valuations have reset when public comps drop; private marks can lag meaningfully.
- Panelists warned many large private positions are not marked to market, so retail buying private credit/equity may be exposed.
Expect Big Beats For NVIDIA To Spark The Next Move
- Expect NVIDIA to need to materially beat expectations to drive a fresh catalyst for the stock.
- Rick Heitzman emphasized unparalleled GPU demand and that access to GPUs functions like currency across AI builders.