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