Vincent Daniel

Guest contributor on the episode providing macro and credit-market views, highlighting parallels to past market cycles and structural risks around leverage and passive flows.

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Oct 17, 2025 • 46min

What Are We Doing If The Financial Levee Breaks with Vincent Daniel, Porter Collins and Danny Moses

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.

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