Porter Collins

Vincent Daniel, an investor and co-founder of Seawolf Capital with a past at FrontPoint, teams up with Porter Collins, former Olympic rower and also a Seawolf co-founder, to share their sharp views. They explore the impact of political dynamics and currency debasement on gold investments. The duo offers insights into the AI boom and its bubble risks while favoring value plays like Google. They dive into the complicated world of shadow banking and the systemic risks associated with crypto, making a case for beaten-down stocks in China and precious metals.

Vincent Daniel, a savvy market analyst, joins Porter Collins from Seawolf Capital in a conversation on the chaotic stock market. They dissect the recent drop in indices like the S&P and NASDAQ, and the surprising tariff announcements that are shaking up major companies like Nike. The duo explores shifts in consumer behavior, potential investment sectors, and the resilience of the U.S. consumer post-COVID. They also dive into Tesla's challenges and the impact of interest rates on the housing market, emphasizing the need for adaptable investment strategies.

Porter Collins and Vincent Daniel, founders of Seawolf Capital and former members of Steve Eisman's team in 'The Big Short', discuss their remarkable investment journey. They reflect on the lessons learned from their high-pressure experiences in the hedge fund world, transitioning to managing their own capital with impressive returns. Their contrarian value investment approach, insights on market volatility, and evolution from specialists to generalists reveal their unique perspectives. They also share personal anecdotes about mentorship and the influence of family on their careers.

Porter Collins and Vincent Daniel, both general value investors at Seawolf 2.0, share their insights on navigating the financial landscape. They unveil their new Substack newsletter aiming to create engaging content for investors. The duo discusses the Federal Reserve's influence on the economy, sporting event contracts’ rise, and the evolving cannabis investment landscape. They also explore promising energy investments like uranium, while critiquing government interventions in capitalism. Their contrarian approach emphasizes a thoughtful investment strategy amid political dynamics.

Porter Collins and Vincent Daniel, former partners at SeaWorld Capital with expertise in bottom-up investing and market analysis, dive into the current energy sector. They discuss intriguing investment opportunities like Fannie Mae and Tesla, exploring the impacts of macroeconomic factors such as volatility and Federal Reserve policies. Their insights on AI's rising influence and the consumer credit market are thought-provoking. They also tackle the complexities of short selling and evolving banking valuations, making financial strategies accessible and engaging.

Porter Collins and Vincent Daniel, former partners at Seawolf Capital and veterans of 'The Big Short,' share insights on navigating today's volatile markets. They discuss strategies for stock selection, the significance of liquidity, and the appeal of gold and Bitcoin as safe havens. The duo analyzes current investment opportunities in energy and financial services, while also reflecting on personal investing vs. managing others' funds. Lightening the mood, they dive into sports betting and make predictions for major events like the PGA Championship.

Porter Collins, celebrated for his role in 'The Big Short', shares provocative insights on navigating investments in a politically influenced market. He discusses the volatility fostered by political shifts, with a focus on potential strategies under a Trump administration. The conversation tackles the implications of military and immigration policies on investments, as well as the future of corporate taxation. Porter also examines the lessons from the 1970s regarding inflation and how it shapes current investment opportunities in gold and Bitcoin.

Vincent Daniel, a macro and credit-market expert, and Porter Collins, a contrarian equity analyst, dive into the current financial landscape amidst various risks. They dissect the parallels to the 1999 market bubble and discuss the implications of passive investing. With insights on gold's rally as a warning sign, they explore how AI and private credit might influence future market stability. The duo also shares contrarian investment opportunities in overlooked regions, shedding light on significant vulnerabilities in regional banks and the complexities of leveraged funds.

Renowned author Michael Lewis, known for works like The Big Short and Moneyball, joins Danny Moses, Vincent Daniel, and Porter Collins for an insightful conversation on the financial crisis's lasting impacts. They delve into the differences between his book and its film adaptation, exploring themes of risk and moral hazard in today’s markets. The discussion covers the evolving role of the Fed, the potential for future crises, and the importance of incentives. Plus, Michael offers advice to young writers navigating the age of AI.

Porter Collins and Vincent Daniel, former partners at Seawolf Capital, bring their finance expertise to the table. They dive into the volatile market landscape, sharing insights on managing personal investments, stock picking, and the importance of liquidity. The discussion also covers gold and Bitcoin as safe havens amidst economic pressures. They spotlight sectors like energy and share specific stock picks like Sable Offshore. Plus, they lighten the mood by discussing sports betting strategies and their predictions for upcoming championships.