English
snordale
2 posts
Really enjoyed this conversation with @philrosenn and we covered many topics. Back with a new episode of @OnTheTapePod next week and there will be no shortage of things to discuss, including the @SuperBowl!
Phil Rosen@philrosenn
"Big Short" investor Danny Moses (@dmoses34) sees parallels between 2008 and 2026. We sat down to unpack his highest-conviction trades for the new year, what he expects gold and silver to do next, why he's paying attention to uranium and how a weaker dollar impacts the investment landscape. Danny delivers an absurd amount of insights per minute in this conversation. This is a must-watch for any investor. 0:00 - Intro 0:28 - Gold & silver 4:48 - AI and metals 6:46 - AI circular financing 8:34 - Energy trade 11:10 - Public & Generated Assets 12:20 - Uranium 14:08 - Oil & energy sector 16:11 - Hidden opportunities 18:38 - Market rotation 20:19 - Government debt 23:19 - Weaker US dollar 25:10 - 2008 parallels 27:54 - Bullish environment 29:54 - Lessons of 2008 33:04 - The next Big Short? 35:22 - Easing regulations 37:28 - Danny’s work and media
English
@SingularityRes Why do you have port 22 open to the internet?
English
Some mf is trying to attack my $TMDX tracker website.
Turns out the attacker is from Russia
English