What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 June 2023

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and Danny sit down with Vincent Daniel and Porter Collins of Seawolf Capital to discuss the market melt-up this year (2:00), homebuilding stocks (8:00), global recession indicators (10:30), their investment in Petrobras & Brazil (13:00), the VIX (18:00), psychology of speculative manias like Nvidia (23:00), two under the radar themes they are watching (28:45), financials (36:00), and expectations for the market in the second half of the year (39:30). 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	Welcome to a very special edition of On the Tape.
0:04.6	This is the Juneteenth edition.
0:06.6	This is the drop.
0:07.5	We are here with Danny Moses, his former partners of Seawolf Capital.
0:11.0	You know what we call this.
0:12.0	We call it, what are we doing?
0:13.8	We have Vinnie Daniel.
0:14.8	Destroying ourselves.
0:15.6	Porter Collin.
0:16.5	Yeah.
0:16.7	In the house.
0:17.6	What are we doing?
0:19.4	All right. So, guys, let's just, let's vibe here a little bit.
0:21.6	It is the morning after the all-important June Fed meeting. It was, what, a hawkish pause. Did you like
0:29.0	that? A hawkish pause here, gentlemen. Like, what, we're going to get into how you guys are
0:32.8	thinking about the markets. We're going to get into some of the ways that you think you can make money in the second half of this year. We're going to talk about some of the things that I think Danny and
0:39.9	Guy and myself collectively got wrong a little bit. You guys have dropped in, I think, every month
0:45.0	or so, and you've definitely given us some pearls. Despite being overly bearish, is that a fair
0:51.4	assessment? You guys have offered lots of ways to make money on the long side of things.
0:56.0	We've been a little bit more in the monolith bearish camp, I would say, Danny, wouldn't you say?
1:00.4	So let's just talk a little bit. This is me. I'm one of your best salesman, okay, on the sell side here.
1:07.1	And I got you guys. You wanted to bring me in here. Give it to me. Talk to me a little bit the way you guys-
	...

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