
RiskReversal Pod What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel
Jun 19, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 5min
The Fed Gives It What It Really Wants
05:28 • 4min
The Current Landscape Is Not as Bad as It Used to Be
09:12 • 2min
The Cost of Energy Has Come Down
10:54 • 4min
The Importance of Nuance
15:04 • 2min
The Importance of Respecting and Understanding Volas
17:08 • 3min
The Importance of Market Structure
20:31 • 2min
The Psychology of Retail Trading
22:23 • 2min
The Overvaluation of Cryptocurrencies
24:08 • 6min
The Rise of Nuclear Reactors
29:46 • 2min
The Importance of Uranium in Energy Stocks
31:52 • 5min
The Inevitable Continues to Run Fiscal Deficits
36:55 • 2min
The Negative Effects of Higher Rates on the Banks
38:38 • 4min
The Negative Effects of the YTD Rate Moves
42:31 • 4min
The Consequences of the Guilt Crisis
46:30 • 2min
The Near-Term Top of the Market
48:42 • 4min
