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Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

The Acquirers Podcast

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How to Trust Your Intuition

Howard Marks' latest memo that came out this week was talking about how he's made five market calls over 50 years. And so, he had had enough patterns to be able to match where your brain can recognize the pattern at that point. This kind of is Buffett's basic circle of competence, right? You know those inflection points, you're like, that's going to move that thought. I mean, God, I wish someone knocked us on the head when he started buying Japanese commodity.

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