Vibe Session with Vincent Daniel and Porter Collins

On this episode of “On The Tape,” Dan Nathan and Guy Adami do a vibe check on where the markets are relative to where the Fed and economy are. Later, Danny Moses sits down with his “Big Short” colleagues Vincent Daniel and Porter Collins of Seawolf to discuss a range of topics from the current market dynamics influenced by CPI data to the implications of changes in market structure. The conversation dives deep into the nature of the liquidity-driven market environment, highlighting the shift from fundamental investing to a focus on liquidity and volatility.

Addressing their bearish outlook, the hosts critically evaluate the impact of large market moves like Apple's reaction to AI announcements and GameStop's trading behavior, expressing concerns over market manipulation and corporate governance. The conversation also touches on investment strategies in sectors like uranium, gold, cannabis, and gaming, emphasizing their long-term positions and the importance of fundamentals. Additionally, the hosts explore specific stock picks, including LNG infrastructure company Golar, cannabis grower Glass House, and sports betting data provider Genius Sports, discussing their potential for significant returns amidst current market conditions.

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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.
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