The Acquirers Podcast

Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

4 snips
Jul 17, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
The Cost of Investing in Energy Stocks
02:54 • 2min
3
The CPI and the Gold Miners
05:12 • 3min
4
The Fed Draining Liquidity Away From the Markets
07:49 • 5min
5
The Tension Between Housing and the Fed's Expectations
12:41 • 3min
6
The Fed's Catastrophe for the Airbnb Bus
15:55 • 3min
7
The Bottom Is in and Bias Higher
18:30 • 5min
8
The Strength of the Consumer in the US
23:39 • 3min
9
The Importance of Knowing Us
26:36 • 2min
10
The Rise of Short Homes in the United States
29:00 • 2min
11
The Stock Pickers Market
31:00 • 3min
12
The Risks of Investing in Alibaba
33:55 • 2min
13
How to Buy a Business Cheaply
35:45 • 2min
14
Intel's AI Plan Sucks
37:19 • 2min
15
Nasdaq Largest Five Positions in Market Capitalization
39:33 • 3min
16
The Importance of Intuition
42:17 • 2min
17
The Importance of Intuition
44:17 • 2min
18
How to Scale a Massive Portfolio
46:14 • 2min
19
How to Trust Your Intuition
48:41 • 2min
20
How to Be Successful on Name by Name Basis
50:46 • 3min
21
The Future of Quant Funds
53:24 • 3min
22
The Fed's Ugly Face
56:25 • 2min
23
The Future of the Economy
58:17 • 3min