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cover of episode Porter Collins & Vincent Daniel: What Are We Doing?? | On The Tape Podcast

Porter Collins & Vincent Daniel: What Are We Doing?? | On The Tape Podcast

2025/5/16
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On The Tape
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People
D
Danny Moses
P
Porter Collins
V
Vincent Daniel
Topics
Danny Moses: 我认为在当前的市场环境下，黄金实际上是市场的一个做空代理，值得关注。此外，升级投资组合，诚实地评估并抛售不良资产；在市场下跌时，抓住机会购买优质资产。 Porter Collins: 我喜欢市场下跌，因为我喜欢的仓位会打折，我总是在市场抛售时升级我的投资组合。现在是选股的好时机，因为市场和投资者都很困惑，价值尚未完全显现。目前市场主要受资金流动驱动，很多证券的真正价值尚未被评估。特朗普政府已经从降低赤字转向增加赤字和提高股市。我们自2015年和2016年以来一直看好黄金，我们最大的权重是能源，这可能是这个星球上最不符合共识的事情。 Vincent Daniel: 股市的每一次重大下跌之后，通常都会出现V型复苏。我们比以往任何时候都更依赖公开交易股票中的财富。大型市值公司不能倒下，因为如果它们倒下，将对经济产生重大影响。市场认为，如果市场再次出现波动，特朗普会改变主意，最终他想要全面征收10%的关税。解决方案是货币贬值，最终导致黄金和比特币的上涨。机构和散户投资者对收益的渴求如此之高，以至于资金不断流入这些结构性信贷基金。我认为5%或接近5%的利率真的会引起人们的注意。

Deep Dive

Chapters
This chapter introduces Porter Collins and Vincent Daniel, discussing their unique backgrounds. Porter's journey from Olympic rower to Goldman Sachs and Seawolf Capital is highlighted, followed by Vincent's experience in auditing and finance, including his time at Arthur Anderson and Oppenheimer.
  • Porter Collins' background as a two-time Olympic rower and his career at Goldman Sachs and Seawolf Capital.
  • Vincent Daniel's experience as an auditor at Arthur Anderson and his work in specialty finance at Oppenheimer.
  • Both are now managing their own money after their time at Seawolf Capital.

Shownotes Transcript

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Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Goldman Sachs and founding Seawolf Capital. The conversation transitions into their perspectives on the current volatile market environment, where they discuss managing personal investments versus others' money, stock picking strategies, and the importance of upgrading portfolios during market downturns. The trio also delves into the impacts of tariffs, the importance of liquidity, and the role of gold and Bitcoin as safe-haven assets. They share their investment strategies in sectors like energy, financial services, and discuss specific stocks such as Sable Offshore and Uranium. The episode concludes with lighter topics including sports betting and their predictions for the PGA Championship and the Preakness.

--ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

Follow Danny on X: @dmoses34)

The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.

Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.