Porter Collins and Vincent Daniel, both general value investors at Seawolf 2.0, share their insights on navigating the financial landscape. They unveil their new Substack newsletter aiming to create engaging content for investors. The duo discusses the Federal Reserve's influence on the economy, sporting event contracts’ rise, and the evolving cannabis investment landscape. They also explore promising energy investments like uranium, while critiquing government interventions in capitalism. Their contrarian approach emphasizes a thoughtful investment strategy amid political dynamics.
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insights INSIGHT
Substack Built From Trader Camaraderie
Vincent Daniel and Porter Collins launched the "What Are We Doing?" Substack to share their thematic value-investing process and community banter.
They aim to deliver research, live streams, Discord chat, and a weekly podcast for subscribers.
insights INSIGHT
Fed Independence Is Largely Illusory
The Fed is political and has never been truly independent, say the hosts, shaping markets via interventions since 2008.
That political pressure makes a rate-cutting cycle more probable despite underreported inflation concerns.
volunteer_activism ADVICE
Hedge Cuts With Inflation Protection
Position for a likely mini rate-cut cycle by focusing on assets that benefit from lower short-term rates.
Balance that with inflation-exposed hedges like gold to protect purchasing power.
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In this episode of the 'On The Tape' podcast, host Danny Moses, along with Porter Collins and Vincent Daniel, discuss several key topics in the financial markets. They start with a discussion about the newly launched "What Are We Doing" Substack newsletter, sharing insights into their process of delivering valuable content. The conversation covers the role of the Federal Reserve and its political dynamics, the rise of event contracts in sports gambling, and the potential impact of rescheduling cannabis regulations. Additionally, they delve into the investment prospects of uranium, natural gas, and China's market potential, emphasizing a contrarian, value-oriented investment approach. The episode concludes with a debate on the implications of the U.S. government taking stakes in private companies, especially outside of crisis scenarios.
Timecodes
0:00 - WAWD Substack
4:50 - The Fed
19:20 - Event Contracts
26:45 - Cannabis
33:30 - Uranium
40:50 - INTC Stake
-- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
On The Tape with Danny Moses