Porter Collins & Vincent Daniel: What Are We Doing? Learning To Fly!

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Jun 25, 2025

In this engaging discussion, Porter Collins and Vincent Daniel, both former partners of Danny Moses with deep expertise in financial markets, dive into the current state of the energy sector and specific investment opportunities like Fannie Mae and Tesla. They analyze macroeconomic factors affecting market volatility, including the Federal Reserve's actions. The duo also explores the rising significance of AI and uranium, while unpacking the implications of stablecoins and the evolving dynamics of the consumer credit market.

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INSIGHT

Market Volatility Overload

Market volatility is extremely high, making it hard to process political and market news.
Investors need to step back and focus on what they understand to find profitable opportunities.

INSIGHT

Uranium's Rising Power Role

Uranium has strong bipartisan support as a clean energy source vital for AI power needs.
Investing in uranium and related energy sources offers favorable supply-demand dynamics and growth potential.

ANECDOTE

Amerigo's Copper Tailings Story

Amerigo offers a unique copper play with no capital expenditure, focusing on mine tailings in Chile.
Management plans to pay down debt and buy back stock, providing a high dividend yield of 6.85%.

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Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and the Federal Reserve's policies. Discussions also include the rising relevance of AI and uranium, insights into bottom-up investing, short selling, and specific stocks like Tesla, Mr. Cooper, and BGC. The episode explores the impact of economic changes on the consumer credit market, the potential for housing market shifts, and the influence of stablecoins on Visa and MasterCard.

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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.

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