
RiskReversal Pod What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
Oct 18, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 2min
The Audience Loves the Three of You
01:58 • 2min
Danny, if Mike Changes His Tune, I Will Turn Bullet
04:07 • 2min
Is Eismann Turning Long Term Bullish?
05:42 • 2min
The Selloffs Make More Sinners Than the Rallyes
07:24 • 2min
What Are We Doing From Here?
09:22 • 2min
The Stock Market Is Not the Economy
11:46 • 2min
Is Goldman's Going to Be Out in Five Years?
13:25 • 3min
Energy Is Ruling the Bond Market
15:59 • 2min
The Bottom Is Here
17:33 • 2min
Trade Blotter - What Are We Doing?
19:37 • 2min
Is Elon Musk Going to Pay for Twitter?
21:11 • 2min
The Tesla Vol Is 70. You Got to Be Out of Your Mind, People.
22:51 • 2min
The Q3 Earnings Are Coming
24:42 • 2min
The Market's Not Bottoming at 18 Plus Times Earnings
26:47 • 2min
Are You Buying Energy Stocks?
28:21 • 2min
CCJ - What Are You Doing?
30:14 • 2min
On the Tape With Adam DeMurekor
32:23 • 2min
How Did You Become a CNBC Fan?
33:56 • 1min
Harvard Business School - What a Great Place to Be
35:26 • 2min
Venture Capital - What Do You Think?
37:14 • 2min
Venture Capital - Is There a Cycle?
39:18 • 3min
Wilshire Lane Capital, the Value Prop
41:50 • 3min
Will Shirlain: Prop Tech Is Next in Line
44:20 • 4min
Is PropTech a Mega Trend?
48:07 • 4min
What's the Process at Wilshire?
51:46 • 4min
What's the Advice That You're Giving Your Portfolio Companies?
55:26 • 3min
Nine Dots - The Best Thing That I Do
58:55 • 3min
On the Tape Podcast - What's on the Tape?
01:02:09 • 2min
