OTT Relaunch: “What Are We Doing?” with Porter Collins and Vincent Daniel

Feb 12, 2025

Porter Collins and Vincent Daniel, former partners at Seawolf Capital, share their contrarian investment insights and portfolio management techniques. They discuss how Trump's policies have shaped their strategies, explore the nuances of emerging markets, and debate the resilience of gold and energy sectors. The trio also reflects on their long history in finance, highlighting how political events and influential figures like Elon Musk impact market dynamics. Their lively banter and disagreements offer a unique glimpse into the world of investing.

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INSIGHT

Trump's Influence

Former Seawolf Capital partners discuss their investment strategies.
They believe Trump's policies are the key driver influencing market volatility and their portfolio decisions.

ADVICE

Navigating Trump's Volatility

Focus on probable policy outcomes rather than short-term market reactions to Trump's rhetoric.
Analyze Trump's actions and implement positions based on the most probable aspects of his policies.

INSIGHT

Contrarian Investing in China

The hosts discuss their contrarian investment approach, focusing on undervalued assets.
They saw an opportunity in Alibaba at $85 due to negative sentiment and attractive risk-reward.

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Danny Moses is joined by his former Seawolf Capital partners Vincent Daniel and Porter Collins for an in-depth segment titled 'What Are We Doing?' The discussion spans a variety of topics, including the influence of Trump's policies on their investment strategies, thoughts on China and emerging markets, and specific sectors like energy, gold, and aircraft leasing. The trio also recount their long history together, dating back to their days at Oppenheimer and Chilton, leading up to their formation of Seawolf Capital. The conversation is peppered with lively banter and disagreements, providing listeners valuable insights into their thought processes and portfolio management techniques.

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.

Follow Danny on X: @dmoses34

The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

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