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RiskReversal Pod

Ode to the Mets: A Conversation with Vinny Daniel & Porter Collins, Plus an Interview with Anastasia Amoroso of iCapital Network

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7836 Ratings

🗓️ 1 October 2021

⏱️ 60 minutes

🧾️ Download transcript

Summary

Guy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56).  More information on some of the topics referenced in this episode: The Big Short Stock Market’s September Slump Exposes Messy Underside Stagflation fears intensify in signs of slowing growth Dollar hits one-year high as traders anticipate US interest rate rises Bed Bath & Beyond Tumble Shows Risks of Chasing Meme Stocks Surging Treasury yields batter ARK fund amid broad tech selloff Stats on Seasonality  A Breakout Year for Cryptocurrency Performance and Adoption ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0

Hey, it's Dan here. I wanted to let you know about a brand new podcast from

0:05.9

Rish Commercial Media called Breaking Even with former golf pro Ned Michaels. We cover everything

0:10.4

from golf to real estate, options trading, and sports betting. Each week, Ned is joined by

0:15.2

some of the biggest names in golf and sports handicapper Jonathan Coachman. Guy Danny and I

0:20.3

dropped by to attempt to fix Ned's swing at the markets.

0:23.2

New episodes drop every Thursday, so follow it in your favorite podcast store, and don't

0:27.9

forget to leave us a review.

0:33.3

You're listening to On the Tape.

0:35.5

I'm Guy Adami, joined by Dan Nathan and Danny Moses. We have a huge show for you today. We'll discuss everything happening in the markets with two special guests, Vincent Daniel and Porter Collins, two dudes with four first names between them. I love that. They are Danny's colleagues from the big short, and later

0:55.1

we'll go off the tape with top strategist, Anastasia Amaroso from I Capital Network, but we have to

1:01.6

start with our big short friends. If you don't know Vinnie Porter and Danny all worked for

1:07.2

front point partners in the early 2000s, where they correctly predicted the subprime

1:13.0

mortgage crisis. Vinny is co-founder of Seawolf Capital and is a Mets Jets fan. Do not hold that

1:18.9

against him. We'll get into that later. And Porter is also a co-founder of Seawolf and is a

1:25.0

two-time Olympic rower. Before we get into it, fellas, I got to get a few

1:29.5

things off my chest. We got Porter and Vinny here, by the way. I think you both know. I think I've made

1:34.2

it abundantly clear in various different mediums that I loathe the Mets. Everything about them,

1:40.7

I find just reprehensible. By the way, I loved it the other day at that doubleheader.

1:46.0

Apparently, it was one of those giveaway days. It was come as your favorite empty seat day at Shea,

1:50.3

which I found to me. That's a great giveaway. Only the Mets can pull it off the way they do, fellas.

1:55.0

I'm going to interject here. Having lived with these guys for so long, Porter is obviously a Met fan, but Vinny bleeds that horrible looking

2:01.8

orange and blue. I said, what's going to happen? He goes, what do he thinks can happen? Steve Cohen's going to

...

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