01:17:23

EssentialMike Green in Conversation

Danny Moses: The Ghosts of Hidden Leverage

Featuring Danny Moses and Michael Green

Apr 09, 2021 • 77 minutes

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Essential

Mike Green in Conversation

Danny Moses: The Ghosts of Hidden Leverage

Danny Moses of "The Big Short" joins Mike Green to make sense of a fearless market where investors are incentivized to take on more and more risk.

Featuring Danny Moses and Michael Green

Apr 09, 2021 • 77 minutes

Danny Moses, founder of Moses Ventures, joins Mike Green for a conversation on how to make sense of a market characterized by surging equity valuations and ultra-tight credit spreads that is nevertheless prone to gamma squeezes, forced liquidations, and the implosion of billion dollar funds. Moses, an investor profiled in the "The Big Short," compares the current boom to the bubble the predated the 2008 Great Financial Crisis and concludes that the unprecedented levels of monetary and fiscal stimulus are pushing investors further and further out on the risk curve. Green details the role of passive investing, and the two discuss the blow-ups of Greensill and Archegos. Lastly, Moses shares his insights on the cannabis sector as well as the prospect of rising inflation. Filmed on April 7, 2021. Key learnings: Risk-taking in today's market is nearing its apogee; nevertheless, Moses sees extremely promising opportunities on the long- as well as short-side. Moses stresses the importance of doing one's own research and argues that skepticism is a key for any successful investor, particularly in today's environment. Show More

A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

A Real Vision original, Mike Green engages in exciting conversations about the big macro topics that matter. Exploring personal passions -- including the US-China relationship that defines modern geopolitics as well as market structure and the question of how short-volume strategies and passive indexation have warped the way markets function -- Mike creates immeasurable value for investors. Never stuck on any one or two themes, he also explores breaking issues sure to shape our understanding of ever-changing financial markets.

More Episodes

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