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Take the Long Way Home with Vincent Daniel and Porter Collins
Sep 22, 2023
Vincent Daniel and Porter Collins from Seawolf Capital discuss scary moves in the bond market, the fiscal dominance narrative, volatility, Fed Chair Jerome Powell’s speech, crude oil, market breadth, the pulse of the consumer, banks, gold, and give individual stock picks.
56:58
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Quick takeaways
- The increase in 10-year Treasury yields is driven by concerns about fiscal policy, specifically high budget deficits.
- Bullish outlook on oil and energy sector due to global energy policies and reduction in supply.
Deep dives
The bond market and fiscal dominance
The podcast discusses the recent movements in the bond market, highlighting the increase in 10-year Treasury yields and the concerns about fiscal policy. The guests express worry about the high budget deficits and the potential impact on rates. They argue that inflation is not the main driver of rate movements, but rather the fiscal policies. The discussion touches on the challenges of navigating a changing bond market and the potential risks for the overall market.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode