The Market Huddle FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)
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Sep 20, 2025 Vincent Daniel, an investor and co-founder of Seawolf Capital with a past at FrontPoint, teams up with Porter Collins, former Olympic rower and also a Seawolf co-founder, to share their sharp views. They explore the impact of political dynamics and currency debasement on gold investments. The duo offers insights into the AI boom and its bubble risks while favoring value plays like Google. They dive into the complicated world of shadow banking and the systemic risks associated with crypto, making a case for beaten-down stocks in China and precious metals.
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From Auditor To Financial Shorts
- Vincent Daniel described his path from auditing to joining Steve Eisman's team covering specialty finance and subprime mortgage firms.
- He credits that experience with making him more cynical and bearish about financial companies.
Athlete Turned Hedge Fund Partner
- Porter Collins recounted being an Olympic rower turned hedge fund analyst who joined FrontPoint and later co-founded Seawolf.
- He says moving to a family office improved returns and reduced client headaches.
Markets Reacted Against Austerity Plans
- Vincent argues the administration's policies tried to favor Main Street but markets rejected the move, pushing yields higher.
- He sees U.S. policy actions making markets behave more like emerging markets with currency debasement risk.