Idiosyncratic Value: China, Retail, and Coiled Springs

This week Kevin & Patrick welcome, Vincent Daniel & Porter Collins. They discuss their careers from Wall Street to Seawolf, their contrarian views on markets, gold and currency debasement, the AI boom, market structure shifts from quant funds, and the risks of shadow banking.

Lock in BPT Membership for $948 BEFORE The Price Increases:  https://www.bigpicturetrading.com/newprices

Vincent & Porter’s Substack: https://whatarewedoingonthedesk.substack.com/

Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf

Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna

Visit our merch store!!! https://www.themarkethuddlemerch.com/

To receive our emails with the charts and links each week, please register at: https://markethuddle.com/