Porter Collins & Vincent Daniel: What Are We Doing?!? | On The Tape with Danny Moses

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 30 June 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Vincent Daniel and Porter Collins to discuss a range of financial topics. They cover the state of the energy sector, financial markets, specific investment opportunities like Fannie Mae, Freddie Mac, Sable Offshore, and Pure Cycle Technologies. They delve into macroeconomic factors influencing the market such as volatility, geopolitical events, and the Federal Reserve's policies. Discussions also include the rising relevance of AI and uranium, insights into bottom-up investing, short selling, and specific stocks like Tesla, Mr. Cooper, and BGC. The episode explores the impact of economic changes on the consumer credit market, the potential for housing market shifts, and the influence of stablecoins on Visa and MasterCard. Checkout "On The Tape with Danny Moses" YouTube: http://youtu.be/dHkDOnKEOvw Apple: http://apple.co/3Dkf9ZE Spotify: http://tinyurl.com/2b9yb8r5 — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Welcome to the Risk Reversal Podcast. I am Dan Nathan. We have a special podcast for you today,
0:07.1	a holiday short and week. I'm going to quickly run through some of the things that are on the tip of
0:11.6	my time as I'm thinking about the markets here. But we're also going to drop an on-the-tape podcast,
0:16.7	a special What Are We Doing with Danny Moses and his former partners, Vincent Daniel and Porter Collins of SeaWorld Capital.
0:23.5	They talk a bit about volatility in the markets right now, why uranium could be the energy play of the decade and how Trump's policies are stirring up everything from oil to Fannie and Freddie.
0:36.0	They dig into some idiosyncratic names like Sable, offshore, and pure cycle.
0:40.4	They talk gold, copper, and miners, and even tackle the madness.
0:44.8	That is our favorite EVs manufacturer, Tesla.
0:48.5	You can get more of Danny Moses every week by following the On the Tape podcast over on the YouTube
0:53.6	or in your favorite podcast store. Just search for On the Tape podcast over on the YouTube or in your favorite podcast store.
0:56.5	Just search for On the Tape with Danny Moses.
0:59.2	Before we get to Danny Vinnie and Porter, let's preview the week.
1:03.6	Tax, Trade, and Tesla.
1:05.2	I think those are some of the biggest things out there.
1:07.0	Other than FedShare Powell speaking, I think, on Tuesday and a few other FedGovs
1:12.5	speakers throughout the week here. That'll be interesting, again, as you think about some of the
1:17.3	sort of chorus of Fed speakers who are maybe moving a little bit closer towards a dubbish stance,
1:23.4	encouraging the possibility of maybe more than two rate cuts this year.
1:28.3	So that's something we'll be keeping a close eye on.
1:30.3	I also think it's important to kind of take some stock of the stock market.
1:33.3	The S&P and the NASDAQ on Friday closed at all-time highs.
1:37.3	They're both up 5% on the year.
	...

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