Take the Long Way Home with Vincent Daniel and Porter Collins

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.6 • 757 Ratings

🗓️ 22 September 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode, Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins of Seawolf Capital to discuss scary moves in the bond market (2:00), the fiscal dominance narrative (10:00), volatility (12:00), Fed Chair Jerome Powell’s speech (14:30), crude oil (20:00), market breadth (24:30), the pulse of the consumer (36:00), banks (40:00), gold (46:00), and Vinny & Porter give individual stock picks (51:00). 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 Learn more about Ro body: ro.co/tape 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	Very special on the tape today.
0:04.0	Extraordinarily, everyone is special, this one more so.
0:07.0	But before we get into it, in the early spring of 1979,
0:12.0	Super Tramp released their sixth studio album.
0:17.0	Sixth studio album.
0:19.0	By the way, I'd never heard of Super Tramp until this album. Again, I heard this song earlier today and it got me thinking. By the way, this is the On the Tape podcast, Danny Moses. Hello. Dan Nathan. Hi. But it's special because on this episode, we're joined by the great Porter Collins and Vincent Daniel.
0:38.4	Fellas, how are you guys doing today?
0:40.7	We are fantastic.
0:41.7	Thank you.
0:42.3	Feeling good.
0:43.4	And, you know, people think we have its schedule.
0:45.0	Like, we just brought them on because the markets are down.
0:46.8	This has been planned for months.
0:48.5	We plan for a while.
0:48.7	We plan out.
0:49.7	We have to do that.
0:50.4	What are we doing?
0:51.1	We're planning out our schedule. We're planning out until January
0:55.0	of next year. It is uncanny, though, guy that almost every time we've been on this show,
1:00.3	the market's gotten killed. Perhaps we should have you on more often. But I mentioned the super tramp
1:06.2	because the lyrics of this song, particular song, resonate with me, and oddly enough, resonate with
1:12.7	the three of you, the three being Porter, Danny, and Vinny. So here you go. Because you're the
	...

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