RiskReversal Pod 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 5min
Concerns about Fiscal Policy and the Federal Reserve
04:58 • 27min
Exploring 3M and a Prep School Experience
32:00 • 5min
The Current State of Employment, Wages, and Consumer Spending
36:55 • 15min
Discussion on a Company in the Aerospace Industry with Strong Management and Favorable Trends
52:22 • 2min
Discussion on the potential growth of a stock and upcoming football picks
54:25 • 5min