RiskReversal Pod

The Waiting is the Hardest Part with Vincent Daniel and Porter Collins

2022-11-04

Guy, Dan, and Danny are joined by Vincent Daniel and Porter Collins to discuss exercising patience in this market environment (1:00), grading Fed Chair Powell’s speech this week (4:00), the bull case for energy stocks (21:30), the difference between the Dow Jones Industrial Average and S&P 500 (25:20), crude oil volatility (27:30), an update on Dan’s short dollar (UUP) trade (45:40), and Danny’s NFL picks (47:00). Later, Danny, Vinny, and Porter ask “what are we doing?” and take listener questions (1:01:40), plus they separate fact from fiction in “The Big ...