If you've seen the Big Short, you're going to recognize our next guest.

This is Vincent Daniel. He is the co-founder of Seawolf Capital, and he was one of the

investors depicted in the Big Short movie. We get into contrarian trades for 2026, betting on

and against the AI trade, what's going on with the software sell-off, and where he's seeing the

biggest opportunities in the market

today. This is a must-listen conversation. I learned a ton and I think you will too. Vinnie,

it's great to see you. We've been in a weird time in the AI trade. We've gone from the AI

bubble talks to suddenly AI could get so good that we're selling off and it's a macro risk.

Where do you fall in this discussion?

Well, the thing is, first off, thanks for having me on.

This is great.

First, we were inevitably going to get where we were.

What I didn't understand was we could talk about AI as this greatest thing in the world,

but not talk about where it takes us, right?

And when you think about what AI, at least the way I think about it, what it's meant to do,

it's not meant for us to have better memes, right?

Or better usage of videos that we do. At the end of the day, if you speak to the

people who are executives and the like, it's about increasing efficiency. It's about improving

productivity, which is a fancy way and a nice way of saying it's about cutting jobs at the end of the

day, which was creating an ability

to have services done that could be done by machines versus humans. So obviously the thing that went

viral, right, this week was this fellow by the name of Citrini who runs substack, who wrote a story, right?

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