The Acquirers Podcast

Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed

Dec 18, 2023
The hosts discuss differing views on inflation and the Fed, challenges facing S&P and growth stocks, and predict slower growth next year. They analyze the three peaks of the growth rally, the upcoming election's influence on the markets, and the importance of independent thinking. They also talk about the potential of financial stocks, the energy market, and speculate on the impact of big Republican money and the Supreme Court. The speakers delve into volatility and its effects on capital deployment, bankruptcy filings post-pandemic, and predict an uneven business landscape.
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1
Introduction
00:00 • 3min
2
The Three Peaks of the Growth Rally and the Importance of the Election
03:07 • 4min
3
The Importance of Independent Thinking
07:30 • 14min
4
Financial Stocks and Energy Trading
21:51 • 17min
5
Speculating on the Impact of Big Republican Money, Nikki Haley, and the Supreme Court on the Elections and Markets
38:53 • 3min
6
Capital Deployment and Volatility
41:26 • 13min
7
The Potential Impact of Bankruptcy Filings
54:55 • 5min