About this episode

Danny Moses discusses market dynamics and economic resilience with Dennis DeBusschere amidst various global uncertainties.

Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Danny Moses welcomes back 22V Research president and chief market strategist Dennis DeBusschere to discuss why markets are making new highs despite war in Iran, soaring oil, tariff uncertainty, and a partial government shutdown. DeBusschere cites surprising economic resilience, fiscal rebates, and “non-QE QE” liquidity as supports, while warning that an energy shock could pressure real incomes and that inflation remains the key constraint that could push yields higher if growth reaccelerates. They debate the “everything rally,” easing financial conditions, stronger-than-expected profit growth tied to AI, and sector positioning favoring AI-related early cyclicals and services while fading non-AI deeper cyclicals. DeBusschere shares 22V survey shifts toward more clients expecting Fed tightening. They also discuss 22V hires and Kalshi event-contract picks on S&P 500 levels, Fed cuts, and the Knicks, plus Danny's additional Kalshi trades tied to Jerome Powell’s status. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on…

People in this episode

Host: Danny Moses

Guest: Dennis DeBusschere

Topics covered

• market analysis
• economic resilience
• AI impact
• Fed policy
• energy shock
• profit growth

Keywords

• markets
• inflation
• profit growth
• AI
• Fed tightening
• Kalshi trades
• energy shock

Sponsors

Kalshi

Mentioned in this episode

Organizations: 22V Research, Jerome Powell, S&P 500

Books & works: The Big Short

Places: Iran

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