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Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA

Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA

FromThe Investors First Podcast


Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA

FromThe Investors First Podcast

ratings:
Length:
38 minutes
Released:
May 21, 2020
Format:
Podcast episode

Description

Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis’ best-selling book “The Big Short: Inside the Doomsday Machine,” which was later turned into an Academy Award-winning movie. Our local co-host is Jeff Goll, a Managing Director and Head of Capital Markets for Hillpointe, a real estate development and investment firm based in Winter Park, FL. Prior to joining Hillpointe, Jeff was with DePrince, Race & Zollo, Inc., a Value Equity investment manager. Before that, Jeff worked with our guest today, Danny Moses, in institutional equity sales at FBR Capital Markets in New York. Jeff holds the CFA designation, and currently serves on the board of the directors for the CFA Society Orlando. In this episode, Danny discusses the lessons learned from his father that stick with him today, the current market environment and where he sees opportunities, why he’s very bearish in Tesla, how life changed after The Big Short, and how he’s been spending his time lately. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL (0:38)  —  Colby Donovan and Jeff Goll introduce the podcast (2:15 ) —Lessons his father taught him (5:40) – Thoughts on today’s current environment compared to prior crises he’s lived through (12:43) – Thoughts on equities, fixed-income, gold and bitcoin going forward (16:12) – Great story on E-Trade from the GFC (20:48) – Follow up on his Tesla short thesis discussed during the 2018 CFA Society of Orlando Forecast Dinner (26:28) – Where he sees opportunities right now (29:05) – How life changed after The Big Short book and movie (31:38) – Moses’ recent time doing independent advising with Pharmapacks (33:50) – Where to reach him: Twitter (34:38) – Who’s the one person you want to have a conversation with? (34:58) – What are you most optimistic and pessimistic about in the world right now? (36:12) - What is the most egregious thing that you have seen in the investment management industry over the course of your career?
Released:
May 21, 2020
Format:
Podcast episode

Titles in the series (82)

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.