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Show Notes:

[00:02:57] – (first question) – The four traits that would give someone the best odds to succeed as an analyst

[00:07:40] – Danny’s take on his role during the financial crises, which was highlighted in ‘The Big Short.’

[00:14:47] – Looking at the first moment that there was something wrong but that there was a way to trade against it during the crisis

[00:17:13] – Exploring the moment when Danny had to reconcile an amazing trade against a dangerous scenario for the US economy

[00:20:17] – What was the relationship with the other people that discovered parts of this unraveling

[00:22:19] – Danny recounts working with Michael Lewis

[00:24:16] – Flash Boys: A Wall Street Revolt

[00:24:40] – Going back to the auto lending crisis in the 1990’s

[00:28:22] – The evolution of the sell-side, what’s good about it today and what was bad about in the early 2000’s.

[00:34:55] – Why the markets appear to be broken right now

[00:37:20] – How markets were much different back in the 1990’s and what made them more interesting.

[00:40:16] – Has the information provided by the sell-side to the buy side gone down since the financial crisis because the quality of research is lower

[00:43:24] – What was about financial services that Danny found attractive for an active strategy

[00:47:14] – What was the first idea where Danny was applying his filter and realized the market had it wrong.

[00:48:11] – When Genius Failed: The Rise and Fall of Long-Term Capital Management

[00:49:01] – How did Danny think about valuation as part of the bottom up framework

[00:55:30] – Danny tells the story of how his friend Ira had to run and help bail out Dominque Strauss Kahn, the head of the IMF at the time.

[00:58:30] – The Fixer

[00:58:40] – How do you become the bail bondsmen to the stars

[01:01:02] – Open: An Autobiography

[01:01:25] – What is next for Danny Moses?

[01:02:33] –The root of Danny’s interest in doing media.

[01:04:52] – Kindest thing anyone has ever done for Danny