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cover of episode Porter Collins & Vincent Daniel: What Are We Doing?!? | On The Tape with Danny Moses

Porter Collins & Vincent Daniel: What Are We Doing?!? | On The Tape with Danny Moses

2025/6/30
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On The Tape
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People
D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
P
Porter Collins
V
Vincent Daniel
Topics
Dan Nathan：本期播客讨论市场波动、铀作为能源的潜力以及特朗普政策对石油和房利美、房地美的影响。关注美联储官员的讲话，他们可能倾向于更鸽派的立场，暗示今年可能降息超过两次。应该评估其他风险资产，了解市场目前所处的位置。目前市场处于牛市模式，一些因素可能成为股市的顺风。税收问题将是本周的焦点，但预计不会引起市场的大幅波动。贸易方面，可能无法在7月9日的截止日期前达成大型双边贸易协议，这可能会导致市场波动。特斯拉的Q2交付量预计将低于市场普遍预期，可能引发股价波动。马斯克批评参议院的预算案，认为该法案会损害未来的产业，并影响特斯拉的盈利能力。

Deep Dive

Chapters
This chapter analyzes the current state of the financial markets, considering various indicators such as the performance of the S&P 500 and NASDAQ, Treasury yields, the US dollar, and crude oil prices. The discussion also touches upon upcoming events like the tax bill deadline and trade negotiations, and their potential impact on market volatility.
  • S&P 500 and NASDAQ closed at all-time highs, up 5% and 17% respectively on the quarter.
  • 10-year U.S. Treasury yield remained stable at 4.28%.
  • U.S. dollar on pace for its worst quarterly performance since Q4 2022.
  • Crude oil prices below Q1 close, geopolitical tensions considered.
  • Upcoming tax bill deadline and trade negotiations could impact market volatility.

Shownotes Transcript

Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and the Federal Reserve's policies. Discussions also include the rising relevance of AI and uranium, insights into bottom-up investing, short selling, and specific stocks like Tesla, Mr. Cooper, and BGC. The episode explores the impact of economic changes on the consumer credit market, the potential for housing market shifts, and the influence of stablecoins on Visa and MasterCard.

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