Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80

Moses and Eisman see AI financing structures and private equity liquidity echoing pre-2008 mortgage fragility, without calling it systemic yet.

• Nvidia concentration risk: Eisman flags that Nvidia's 10-Q shows 70% of accounts receivable comes from just five customers despite 110% revenue growth, evoking a former Oppenheimer analyst's refusal to take a three-customer company public.
• CoreWeave singled out as weak link: Moses compares CoreWeave structurally to WeWork, citing $51 billion in debt and leases and a maturity mismatch from renting out GPU capacity on shorter terms.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.