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. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — 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 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 on Twitter or @riskreversalmedia on Threads — We’re on social: 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 The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.