The legendary investors immortalized in “The Big Short” reunite at iConnections Global Alts Miami 2026 for an unfiltered conversation on the forces reshaping markets from AI’s hidden agenda to the fracturing American consumer.
SPEAKERS:
- Vincent Daniel — Partner, Seawolf Capital
- Meredith Whitney — CEO, Meredith Whitney Advisory Group
- Danny Moses — Host, “The Danny Moses Show” & “On The Tape” Podcast
- Guy Adami — Co-Founder, RiskReversal Media (Moderator)
TIMESTAMPS:
0:00 — Introduction
1:00 — Meredith Whitney on Process: “Let the data take you there”
5:00 — Vincent Daniel: What CNBC isn’t telling you about AI
7:00 — “Every CEO wants to use AI to fire 30% of their workforce”
8:30 — Danny Moses: The wealth effect is masking real problems
10:30 — Private credit’s troubling parallels to 2008
12:30 — Meredith Whitney: The state of the American consumer
14:30 — “Two-thirds of US households earn under $50,000”
15:30 — The K-shaped economy is becoming lowercase
17:00 — 1 in 5 young men live with their parents
18:00 — Buy Now Pay Later is masking credit stress
18:30 — Private credit gating: What LPs should demand
20:00 — Gold: “My therapist” — a way to be bearish while staying long
24:00 — Meredith on home equity: The fastest-growing loan category
27:00 — Tech cycle parallels: Railroads, Internet, AI
28:30 — Danny Moses on prediction markets
KEY TAKEAWAYS:
Gold benefits from constant Fed bailouts — “the currency that can’t be printed”
AI’s real endgame is workforce reduction — not productivity gains
Top 10% controls 50% of consumer spending
Home equity tapping is surging — even among seniors who typically pay down debt
Private credit gating will increase unless the Fed cuts 100-200 bps
