Elon, Welcome to Thunderdome with Vincent Daniel, Porter Collins & Stephanie Link

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 April 2023

⏱️ 91 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and Danny are joined by Porter Collins and Vincent Daniel of Seawolf Capital to discuss Tesla earnings (2:00), earnings painting the picture for the U.S. consumer (22:00), stock market breadth (31:00), whether it’s the end of the road for the Fed (37:00), gold (42:30), and energy stocks (43:30). Later, Dan interviews Stephanie Link of Hightower Advisors about what changed from 2022 to 2023 (50:00), uncertainty around the Fed (55:00), how Stephanie is positioning (1:00:00), China (1:09:30), earnings expectations (1:15:00), Alphabet vs. Meta (1:20:00), under-the-radar stocks Stephanie is watching (1:28:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	All right, welcome to a very special edition of On the Tape because it's a, what do we call this, Danny? Maybe a collab. This is a big...
0:08.8	What are we doing? What should we be doing? What the hell is going on? It's all three today.
0:12.9	What the hell is going on here? We have Vincent Daniel and Porter Collins of Sea Wolf Capital. You guys all know and love them. Danny's been doing, what are we doing with these guys for the last, I don't know, a few months or so, and hopefully
0:24.4	we'll get more of that as we get further into 2023. Also stick around people. Guy
0:29.6	Adami will be back next week, but I had a great conversation with Stephanie Link. She is the chief
0:34.4	investment strategist at High Tower. So that's going to air right after
0:39.0	we have this conversation. What's going on here, Danny? It's Thursday. It's into the close here.
0:44.7	There's there's a couple stocks moving around. One of them of particular interest of this crew here.
0:49.6	I told this story before. We used to get to the trading desk in the morning. Something would happen the
0:54.4	night before, the afternoon before. We'd come in singing songs. We'd try to set kind of the tone for
0:59.1	what's going on or maybe a movie. And there's a lot of things that would have been going on on the desk
1:04.0	that would have made our holiday party top 15 CD list for sure. One of them would be the theme
1:09.9	from Mad Max Beyond Thunderdome, the two-man
1:12.6	and or one-man-leave thing of longs and shorts. And I believe that Vinny wants for our sea wolf letter
1:17.2	used that, I think, is a theme. The other one is, I'll do a little guy, Dami here,
1:21.9	1983, a British band, not very well known named Naked Eyes a song called promises promises and i believe this is
1:31.3	finally the time that tesla and the promises that elan musk have made are now being outed so to speak
1:38.6	and i think that now it's become a show me story so we can dan we can dial right into that because
1:43.1	it's the quintessential name right now for where i think we're headed in this kind of macro and micro economy here.
1:48.7	And I know Port and Vinny will have thoughts on that. Yeah, well, let's talk about it.
1:51.6	Porter and Vinnie, you guys did a, what are we doing? I think it was right after that Q4 report.
1:57.3	And it was really interesting because the stock did gap but you guys were super animated you
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