13 Podcast Episodes
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates
Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobia... Read more
17 Jul 2023
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1hr 1min
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Porter Collins and Vincent Daniel are the founders of Seawolf Capital, their family office managed as an old school hedg... Read more
3 Jul 2023
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59mins
What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel
What Are We Doing? A Conversation With Danny Moses, Porter Collins, and Vincent Daniel
Dan and Danny sit down with Vincent Daniel and Porter Collins of Seawolf Capital to discuss the market melt-up this year... Read more
19 Jun 2023
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50mins
The Fed Put Still Lives | Vincent Daniel
The Fed Put Still Lives | Vincent Daniel
Vincent Daniel of Seawolf Capital returns to Forward Guidance to share his latest thinking on bank stocks, market struct... Read more
6 Jun 2023
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1hr 24mins
Elon, Welcome to Thunderdome with Vincent Daniel, Porter Collins & Stephanie Link
Elon, Welcome to Thunderdome with Vincent Daniel, Porter Collins & Stephanie Link
Dan and Danny are joined by Porter Collins and Vincent Daniel of Seawolf Capital to discuss Tesla earnings (2:00), earni... Read more
21 Apr 2023
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1hr 33mins
Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
Acquirers Podcast: Vincent Daniel and Porter Collins from Seawolf on Energy, Inflation and the Fed
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobia... Read more
7 Nov 2022
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1hr
What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
Danny is joined by his “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Mike Wilson’s bullish not... Read more
18 Oct 2022
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1hr 3mins
Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
See our show notes and transcript hereDan and Danny discuss the volatile week on Wall Street (2:09), relative strength i... Read more
16 Sep 2022
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1hr 20mins
The Price is Wrong with Vincent Daniel and Porter Collins, plus a Conversation With Brady Cobb and Emily Paxhia
The Price is Wrong with Vincent Daniel and Porter Collins, plus a Conversation With Brady Cobb and Emily Paxhia
See full show notes and transcript hereGuy and Danny are joined by Danny’s “Big Short” colleagues Vincent Daniel and Por... Read more
5 Aug 2022
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1hr 15mins
The Wrath of Powell - Buried Alive with Vincent Daniel and Porter Collins
The Wrath of Powell - Buried Alive with Vincent Daniel and Porter Collins
Guy, Dan and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins to discuss Fed los... Read more
17 Jun 2022
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1hr 15mins