RiskReversal Pod The Scent of Recession with Liz Young + What Are We Doing with Vincent Daniel and Porter Collins
Nov 27, 2023
On this episode, Liz Young, Vincent Daniel, and Porter Collins discuss the disconnect between the stock market and the economy, holiday spending, investors hungry for risk, market concentration, upcoming earnings/economic data. They also talk about the state of the market, the precious metals market, current investor/machine mentality, market concentration for hedge funds, stock picking with small and mid-cap names, the energy landscape, Tesla still not trading on fundamentals, and banks getting into private credit.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Bullish Stance on Energy and Precious Metals
02:08 • 11min
The Impact of 'Buy Now Pay Later' and Overspending During the Holidays
12:41 • 2min
Cash on the Sidelines and Concentration of Stocks in the Market
14:13 • 14min
Introducing Event Contracts and Eye Connections + Market Update
28:29 • 2min
US Economy and Markets: Slowdown and Market Structure
30:58 • 16min
Money Flow, Tesla, and the Stock Market
46:56 • 5min
Credit and Subprime Delinquency Trends
52:00 • 5min