What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel

1

Introduction

00:00 • 5min

2

The Fed Gives It What It Really Wants

05:28 • 4min

3

The Current Landscape Is Not as Bad as It Used to Be

09:12 • 2min

4

The Cost of Energy Has Come Down

10:54 • 4min

5

The Importance of Nuance

15:04 • 2min

6

The Importance of Respecting and Understanding Volas

17:08 • 3min

7

The Importance of Market Structure

20:31 • 2min

8

The Psychology of Retail Trading

22:23 • 2min

9

The Overvaluation of Cryptocurrencies

24:08 • 6min

10

The Rise of Nuclear Reactors

29:46 • 2min

11

The Importance of Uranium in Energy Stocks

31:52 • 5min

12

The Inevitable Continues to Run Fiscal Deficits

36:55 • 2min

13

The Negative Effects of Higher Rates on the Banks

38:38 • 4min

14

The Negative Effects of the YTD Rate Moves

42:31 • 4min

15

The Consequences of the Guilt Crisis

46:30 • 2min

16

The Near-Term Top of the Market

48:42 • 4min