CNBC's "Fast Money"

The “Big Short” Reunion Kicks Off on Fast Money, and Counting Down to Big Tech Earnings 7/22/24

Jul 22, 2024

Porter Collins, Vincent Daniel, and Danny Moses share market insights and top picks for the year. The discussion includes upcoming tech earnings, Google's cloud business, cybersecurity stock decline, and investment trade ideas. They also touch on AI impact, sector analysis, and shorting Tesla.

43:52

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Episode guests

Danny Moses

Vincent Daniel

Porter Collins

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Gold, silver, platinum, and Bitcoin are recommended as hedges against dollar debasement.

Uranium is identified as a strategic investment for AI technologies despite market volatility.

Genius Sports is highlighted as a promising buy with a potential breakout in the sports gambling sector.

Deep dives

Impact of the Dollar Debasement on Gold Trade

Investors are advised to consider gold as a hedge against the dollar debasement thesis, with gold, silver, platinum, and Bitcoin in focus. Central bank buying of gold is at record levels, indicating a long-term potential for gold outperforming US Treasuries.

Intro

4min

Focus on Google's Cloud Business and AI Impact

16min

Discussion on Cybersecurity Stock Decline and 'Big Short' Week Preview

2min

Analyzing the decline in CrowdStrike shares and its implications

3min

Insights on Market Trades, McDonald's Stock, and Credit Card Rewards

2min

Stock Market Performance and Sector Analysis

12min

Reviewing Past Market Calls and Pair Trades

2min

Shorting Tesla, Upstart AI, Gold Investments, Nuclear Energy, Sports Gambling, and Exclusive Interview Preview

5min

Discussion on Investment Trade Ideas and Stock Picks

3min

Seawolf Capital’s Porter Collins and Vincent Daniel join Moses Ventures’ Danny Moses to give their thoughts on the markets, the election, and their top picks for the second half of the year. Plus Alphabet and Tesla kick off mega cap earnings season tomorrow. We sit down with one top analyst for his thoughts on what to expect from these reports.

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